A Network of the National Association of State Treasurers
A Network of the National Association of State Treasurers

About the National Association of Unclaimed Property Administrators

Awards and Recognition

Recognizing excellence in unclaimed property administration

Each year, the NAUPA Executive Committee seeks nominees from State Treasurers, treasury and network staff, and Corporate Affiliates for the following awards to be given out during the NAUPA Annual Conference at the Treasury Management Training Symposium. The Executive Committee selects award winners from all the candidates nominated.

NAUPA Lifetime Achievement Award

The NAUPA Lifetime Achievement Award is the association’s highest honor, presented to individuals who have worked diligently in the unclaimed property arena for many years. Recipients have excelled in their careers inside and outside of their state or corporate boundaries.

Congratulations to our 2025 Winner – Phillip Carlton, FL 

Phillip has over 30 years of compliance experience with their state, including over 22 years with unclaimed property. Over their career they have served in various NAUPA leadership roles including Regional VP and Chair of the Education Committee. They are a pillar to the NAUPA Community with their ongoing support and sharing of knowledge through various communications including presenting at countless speaking events.

Suzanne Darling
Kelmar
2024
Tom McAnespie
New Hampshire
2024
Kelly Kuracina
New York
2023
John DeMarco
Kelmar Associates, LLC
2022
G. Allen Mayer
Illinois
2021
Kathleen Lobell
Louisiana
2020
David Milby
Avenu Insight & Analytics
2019
Hon. Don Stenberg
Nebraska
2018
John Gabriel
Tennessee
2017
Ken Wagers
Kelmar Associates
2017
Walter Graham
Florida
2016
Carolyn C. Atkinson
West Virginia
2015
Allen Martin
North Carolina
2015
Rachel Lewis
Alaska
2013
Hon. John D. Perdue
West Virginia
2012
William F. Slade
Unclaimed Property Clearinghouse
2012
Hon. Michael D. Fitzgerald
Iowa
2011
Laywon Boatner
Texas
2009
Valerie M. Jundt
North Dakota
2008
Lynden Lyman
The Unclaimed Advisor
2008
Barbara Rice
South Carolina
2008
Benny Spann
Louisiana
2008
Vicki D. Bridgeman
Virginia
2007
Robert D. Krenkowitz
New Jersey
2007
Mel Kurman
New York
2007
Paula Y. Smith
Texas
2007
Patrick Tate
Oregon
2007
Elaine Walker
Texas
2007
Patty White
Colorado
2006
David J. Epstein
Unclaimed Property Clearinghouse
2000
R. Terry Allen
North Carolina
2000
Marcella Easly
Oregon
1999
Judy Franchi
Massachusetts
1999
Vivian E. Herbert
Virginia
1998
Mark Cavanagh
Massachusetts
1998
Lorin Nielsen
Unclaimed Property Clearinghouse
1997

Walter T. Graham Presidential Distinguished Service Award

Recipients of this award have demonstrated superior service and dedication to the association’s mission and goals—based on time, effort, and willingness to contribute wherever needed.

Congratulations to our 2025 Winner – Walter Graham, FL

“Walter sadly passed away this year, but he left an indelible impact on our industry. A fierce defender of our consumer protection programs, Walter’s work in our field began in 2001. He was a champion in achieving compliance from the life insurance industry and contributed throughout our association including his term as president and receiving our lifetime achievement award. This former Presidential Distinguished Service Award has been renamed in his memory so his contributions may never be forgotten.

Patti Wilson
Washington
2024
Danielle Anthony
Nevada
2023
Kathy Janes
Oklahoma
2022
Kathleen Lobell
Louisiana
2021
Mark William Bracken
Massachusetts
2020
Allen Martin
North Carolina
2019
Carolyn Atkinson
West Virginia
2017
Phillip Carlton
Florida
2016
John Gabriel
Tennessee
2015
Hon. Don Stenberg
Nebraska
2014
Stephen Larson
Iowa
2013
Scott McGregor
South Dakota
2012
Betty Martin
Alaska
2011
G. Allen Mayer
Illinois
2010
Hon. Beth Pearce
Vermont
2009
Barbara Rice
South Carolina
2008
Nancy Russell
Wyoming
2007
Ron Schubin
New York
2006
Hon. Jeb Spaulding
Vermont
2005
George Tamayo
Texas
2003
Patrick Tate
Oregon
2002

NAUPA UP and Coming Award

Recipients of this award will be new staff who jump in and get involved with the organization.

Congratulations to our 2025 Winner – Catherine Hom, WA

“Cathy serves as the Chair of the NAUPA Fraud Committee. Cathy’s dedicated work to help states ensure property is protected for the rightful owner has been invaluable. Her bubbly personality welcoming fraud fighters to our monthly meetings doesn’t diminish the unrelenting dedication and persistence she has towards investigation and pursuing justice.”

Ashton Kulavic
Illinois
2024
Laura Hudson
Maine
2023
Jeff Chetkauskas
Maine
2022

NAUPA Corporate Affiliate Award

Recipients of this award will be corporate affiliates who have partnered with our association to demonstrate the superior services that come from public/private partnerships and foster cooperation towards the association’s mission and goals.

Congratulations to our 2025 Winner – Joseph Marcelonis, Kroll Government Solutions

“Joe has over 26 years of experience handling unclaimed property matters, starting with the ACS Unclaimed Property Clearinghouse and now serving as the primary contact for Kroll clients. Joe is an expert in our field, always ready to answer state questions and regularly presenting trainings on unclaimed property and how to return more funds back to citizens. He currently represents NAUPA as a member of the Corporate Affiliate Advisory Board for NAST.”

Jeremy Katz
Audit Services, US, LLC
2024
Charles Hellman
Kroll Government Solutions
2023
Suzanne Darling
Kelmar Associates, LLC
2022

Committee Awards

2024:
Communications – Susan Wagner from Ohio
Education – Gary Joseph from Discovery Audit Services
Fraud – Corey Wilson from Indiana
Legal – Charles Hellman from Kroll Government Solutions
State Auditors – Brian Beck from Utah
Uniformity – Ken Wagers from Kelmar
Virtual Currency – Eric Eichler from the District of Columbia

Service to State

2024:
Eastern Region – Erin Toole from New Brunswick
Midwest Region – Stephanie Ratliff from Illinois
Southern Region – Thomas Burchfield from Arkansas
Western Region – Ingrid Bolen from Idaho

Innovator Award

2024 :

Washington for ‘Action on Bank Accounts Linked to Fraudulent Unemployment Claims’