Heather Steffans
Partner, Strategic Solutions

Heather has nearly three decades of unclaimed property experience of assessing the escheatment gaps of an organization and problem solving to implement solutions that meet the challenge for holders. Her experience in the industry has proven her to be a respected senior unclaimed property professional and holder advocate.

Throughout Heather’s career, she has become a subject matter in all phases of escheat compliance. She has collaborated with holders from all industries of any size, navigating them toward a successful escheat compliance program.

Career Highlights
  • Key contributor of the internal MarketSphere team that developed a process to streamline the client onboarding process with a seamless transition to the delivery team.
  • Member of UPPO since 1998 and served on the Board of Directors for 5 years in the capacity of Immediate Past President (2020-2021), President (2020-2021), 1st VP ( 2019-2020, 2nd VP (2018-2019, Midwest VP (2017-2018). Have served in the capacity as a Board Liaison, Co-Chair and member of the following committees: Professional Development, Conference/Seminar, Holder Advocacy, GRAC, Virtual Learning, and special work groups.
  • Played an instrumental role on the UPPO Board Executive Committee to initiate monthly meetings with the National Association of Unclaimed Property Administrators (NAUPA) to bridge the gap on practical issues of the Revised Uniform Unclaimed Property Act (RUUPA) for the holder community.
  • University of Iowa, BBA Marketing
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