Dates of Event & Pricing

$295 for Webinar and Playback*

*Playback has no expiration and may be shared internally.

  • Wednesday, March 20, 2024

  • 2:00 – 3:00 pm (Eastern Time)

  • 1:00 – 2:00 pm (Central Time)

  • 12:00 – 1:00 pm (Mountain Time)

  • 11:00 – 12:00 pm (Pacific Time)

Curriculum

As a Notary Public you are an official of integrity appointed by your state government. Your financial institution relies on you to facilitate loan closings and provide a vital service to your accountholders and your community. This role comes with a great deal of personal liability.

In this session we will provide best practices for notarizing documents commonly presented to and by financial institutions, as well as when and how to utilize your institution’s corporate seal. We will also review the proper use of your corporate seal to “stamp” your legal documents.

Instructor

Compliance Consultant - Brode Consulting Services Dawn Kincaid

Dawn began her banking career working for a community bank, while attending The Ohio State University. She has nearly fifteen years of experience in client service, operations, information technology, administrative and board relations, marketing and compliance. Most recently Dawn served as the Senior Vice President of Bank Operations for a central-Ohio based community bank, where she created and refined the bank’s policies and procedures, conducted self-audits and risk assessments, and organized implementation of new products and services. She has served in the roles of Compliance, BSA/AML, CRA, Privacy and Security Officer and led training initiatives, prepared due diligence information for and completed a variety of regulatory applications and coordinated internal and external audits and exams.

Credits

1.0 CPE Credits and 1.2 AAP Credits