B2B: Everything You Need to Know About E-Sign

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CE Credits: 1.25 CRCM

Description: Join us for a review of the key regulatory concerns and requirements as related to the Electronic Signatures in Global and National Commerce Act (E-Sign Act). E-Sign is a valuable tool in modern banking and consumer convenience. When the bank has sound E-SIGN procedures in place, it means more control over its documents, further assurance that each applicable consumer has received and reviewed a specific document, and less risk for the bank.  During this webinar, we will cover the various components of the E-Sign Act including disclosure, exemptions, recordkeeping, and more, providing you a clear understanding of how to comply with the requirements at your institution.

People who should attend: Deposit and Loan Operations Department Personnel, Personal Bankers, Loan Officers, Branch Managers, Compliance Personnel, and any other personnel who may be involved in the process of providing this service.

Presenter:  Roger K. Morris, Jr., JD, Associate General Counsel

Roger Morris serves C/A as a Associate General Counsel. Roger brings a combination of unique experiences to C/A that he uses to provide guidance on a wide variety of regulatory and compliance issues. Prior to C/A, he worked for one of the largest law firms in the south central United States based in its Lexington, KY office where he was a member of the firm’s Real Estate and Lending Team. In that role he concentrated his practice on commercial lending transactions and the sale, acquisition, leasing, and development of commercial property. Roger also counseled clients on banking law, estate planning, estate and trust administration, and general business matters.

Roger graduated from the University of Kentucky College of Law where he served as Managing Articles Editor of the Kentucky Law Journal, the state’s premier law publication. During law school he worked for the Kentucky Personnel Cabinet where he worked on a variety of compliance and policy issues. He also graduated summa cum laude from the University of Kentucky with a Bachelor of Arts in Economics.