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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.
HIGHLIGHTS
Duties and responsibilities of a notary
Most common errors made by a notary
A notary’s personal liability
Potential liability of the financial institution as the notary’s employer
Recommendations on how to avoid liability for the notary and the financial institution
TAKE-AWAY TOOLKIT
Summary of the notary requirements for every state
Employee training log
Quiz you can administer to measure staff learning and a separate answer key
Attendance verification for CE credits provided upon request.
WHO SHOULD ATTEND? All notaries and their managers.
ABOUT THE PRESENTER – Elizabeth Fast, JD, CPA, Spencer Fane LLP, a partner 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.
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