Start Date:
Start Time:
1:00 PM EST
End Date:
End Time:
2:00 PM EST


Emily Haggerty
(703) 245-9735

The extensive and complex requirements of the Delaware Secretary of State Voluntary Disclosure Agreement Program (“DE VDA”) means that conducting a self-review must be closely managed and monitored. Determining the entities and property types in scope and evaluating the years where complete and researchable records are available requires that the project manager work closely with almost every department of the business.


Furthermore, for holders that recently converted from an audit to a DE VDA, recognizing what information has been provided that can be leveraged for the VDA to reduce redundancies is essential to conducting an efficient review. This webinar will address the fundamentals of conducting a self-review to successfully meet the State of Delaware’s requirements and to complete a DE VDA in a timely manner.


After attending this webinar, attendees will be able to:

  • Understand the VDA standard requirements when conducting a self-review
  • Recognize in-scope property types and entities as well as understand broad review procedures
  • Recognize whether estimations are necessary to calculate unclaimed property due to the State of Delaware

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