Start Date: 4/11/2019 1:00 PM MDT
End Date: 10/11/2019 2:30 PM MDT
Independent Bankers of Colorado
Notary Essentials & Legalities
1:00 pm – 2:30 pm MT
It is essential that notaries understand their duties and responsibilities. Individuals assume personal liability when serving as a notary, but their employer can also be held liable. In the financial services industry, notaries are required for many transactions. However, there are times when notaries feel uncomfortable with their role and/or the transaction. This program will teach notaries how to understand and correctly execute their duties and responsibilities, with a focus on important financial industry issues and best practices.
- Notary duties and responsibilities
- Most common errors made by a notary
- A notary’s personal liability
- Potential liability of the financial institution as the notary’s employer
- How to avoid liability for the notary and the financial institution
WHO SHOULD ATTEND?
- TAKE-AWAY TOOLKIT
- Summary of notary requirements for every state
- Employee training log
- Quiz to measure staff learning and a separate answer key
This informative session will be beneficial for all notaries, managers, compliance personnel, auditors, and attorneys.
Attendance verification for CE credits upon request.
NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.
MEET THE PRESENTER
Elizabeth Fast, JD & CPA
Spencer Fane LLP
Elizabeth Fast is a partner with Spencer Fane Britt & Browne LLP where she specializes in the representation of financial institutions. Elizabeth is the head of the firm’s training division. She received her law degree from the University of Kansas and her undergraduate degree from Pittsburg State University. In addition, she has a Master of Business Administration degree and she is a Certified Public Accountant. Before joining Spencer Fane, she was General Counsel, Senior Vice President, and Corporate Secretary of a $9 billion bank with more than 130 branches, where she managed all legal, regulatory, and compliance functions. She is a member of the Missouri State Banking Board by appointment of the Governor.