ETM Hires Unclaimed Property Specialist Kathleen Shemwell

Shemwell Will Administer Rapidly Growing Compliance Services Business

CEDAR RAPIDS, IA — Jun 24, 2014 — ETM, developer of UPExchange for unclaimed property reporting, which is officially endorsed by the National Association of Unclaimed Property Administrators (NAUPA)* — and WingsPlus for statutory financial reporting and tax compliance — has hired Kathleen Shemwell to administer the company’s rapidly growing unclaimed property reporting and escheat services business. Shemwell joins ETM from Transamerica Life, where she spent more than ten years working in unclaimed property administration.

“We seem to be fortunate enough to find the right people at the right time,” said Layton Olson, ETM’s CEO. “We found Kathleen at the point at which our reporting software — UPExchange — was creating increasing demand from our growing number of customers for related services. Kathleen’s experience and expertise is perfect to help fulfill that demand.”

At Transamerica, Shemwell was responsible for keeping the company in compliance with unclaimed property laws, due diligence requirements, and reporting to the required states. Before starting at Transamerica in 2005, Shemwell worked at Aegon — which provides insurance, pensions, and asset management to clients in more than 25 countries — for six years. She held a number of positions, including FMG Disbursements Representative, Complex Function Specialist, and, finally, Senior Accounting Associate.

About ETM

ETM is a web-application-development firm that specializes in providing statutory financial reporting, tax-compliance, and unclaimed property reporting services, making its clients more efficient, consistently accurate, and uniformly compliant. Founded in 2001, ETM has served nearly 50,000 companies and is the leading provider of software to automate and file financial information to meet numerous regulated reporting requirements. In 2010, ETM developed a web application for Unclaimed Property reporting. ETM has pioneered the development of electronic filing specifications and electronic payment to the state regulatory departments.

For more information about ETM, please visit www.byETM.com, call 855-737-1688, or e-mail sales@byetm.com.

*NAUPA’s endorsement pertains to the free holder-reporting software. Neither NAUPA nor its member states endorse any other products or services available to holders through ETM

Consulting Group for Statutory Accounting Reporting

New Group Will Provide Outsourcing and Other Services

CEDAR RAPIDS, IA — Jun 10, 2014 — ETM, developer of WingsPlus for statutory financial reporting and tax compliance — and UPExchange for unclaimed property reporting — has formed a consulting group to provide outsourcing and other services that enhance or supplement internal financial and reporting departments, including financial reporting, investment management, insurance regulations, and statutory accounting principles.

“As with so many of our initiatives, this one is driven by customer feedback and market demand,” said Layton Olson, ETM’s CEO. “More and more, insurers want to concentrate on their core competencies. They want to be confident their ancillary responsibilities — and statutory financial reporting is ancillary to their real businesses — are being managed reliably and accountably. And they want to take advantage of the same expertise we used to develop WingsPlus, our suite of statutory financial reporting and tax-compliance software. Meeting their needs aligns perfectly with our culture of customer service and responsiveness.”

The group comprises former CFOs, investment managers, accounting managers, and auditors. Its services include:

• Investment reporting
• Statutory Accounting Principles (SAP)
• NAIC annual and quarterly financial statements
• RBC reporting and modeling
• Premium and municipal tax returns
• State specific forms
• Internal control assessments
• Quality assurance reviews.

About ETM

ETM is a web-application-development firm that specializes in providing statutory financial reporting, tax-compliance, and unclaimed property reporting services, making its clients more efficient, consistently accurate, and uniformly compliant. Founded in 2001, ETM has served nearly 50,000 companies and is the leading provider of software to automate and file financial information to meet numerous regulated reporting requirements. In 2010, ETM developed a web application for Unclaimed Property reporting. ETM has pioneered the development of electronic filing specifications and electronic payment to the state regulatory departments.

For more information about ETM, please visit www.byETM.com, call 855-737-1688, or e-mail sales@byetm.com.