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Developing an Effective Notary-Employee Policy Seminar

Employers of Notaries Public have long held the presumption that their notary-employees are commissioned, managed and disciplined by the state commissioning agency. Precedent setting case law demonstrates the need for employers of notaries public to take a closer look at their notary education standards, management program, and disciplinary actions to protect their institution from losses that result from errant notaries public; not just the notaries public under their employ.

Topics covered:

• If the law doesn’t require it, what justifies the expense of educating all our notary-employees?
• Current cases pending in courts causing losses to employers of errant notaries public
• Identifying your loss exposure
• Tools for Human Resources, Supervisors and Notary-Employees that avoid loss exposure
• Why your institution should create and implement a Notary-Employee Policy and Program
• Crafting an effective Notary-Employee Policy and Program
• Managing notary-employees – do’s and don’ts
• Civil law and common law compliant policies and procedures for notary-employees
• Resources for education your notary-employees

Who Should Attend: Direct Supervisors of notaries public, Human Resources, and Operations/Compliance departments of financial institutions. After completing this course, participants will understand basic notarial responsibilities, understand why risk mitigation practices are required in managing their notary-employees, be able to implement a management and supervisory program that includes basic notarial education and performance expectations for all notary-employees.

Your Seminar Leader: Chrissey Ladd is Assistant Vice President at Audubon Savings Bank in NJ. In additional to her responsibilities at ASB, she is a Curriculum Consultant for the National Notary Association, 2011 National Notary of the Year, Consultant to Employers of Notaries Public, Curriculum Developer for Notary Power, LLC, and serves as an Expert Witness in course cases involving questionable documents or notarial misconduct. She is the author of several resources for document preparers, notary-employees, and employers or notaries. The New Jersey Notary Association utilizes her knowledge as the FAQ/Hotline resource for over 124,000 New Jersey notaries public.

Schedule and Registration Information

Choose the delivery type that best suits your needs.  Tuition includes textbook (if applicable).
Webinar times are EST.  All other class times are local time.

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