Agenda

Jul 21, 2026
3:00 pm - 4:30 pm EST

Notarization remains a critical control point in financial institution operations – supporting loan documentation, real estate transactions, affidavits, powers of attorney, and more. Yet, as institutions expand digital services and remote accountholder interactions, notary practices are rapidly evolving. Remote online notarization, electronic notarization, and state-specific requirements have introduced new compliance obligations and operational risks. Financial institutions must now navigate a complex framework of state notary laws, identity verification standards, recordkeeping requirements, and fraud prevention expectations – all while ensuring consistent practices across branches and digital platforms. This webinar will deliver a practical, compliance-driven roadmap to help you modernize notary practices, mitigate risk, and align with evolving legal requirements.

Topics

KEY WEBINAR TAKEAWAYS:

• Notary fundamentals and legal requirements
• Identity verification standards for virtual notarizations
• Common notary-related fraud schemes
• Appropriate notary policies, procedures, and internal controls

Speaker(s)

Shelli Clarkston, JD, LLM
Spencer Fane LLP

Shelli Clarkston is an attorney with Spencer Fane LLP where she provides financial institutions with proactive legal counsel on regulatory and compliance matters. She received her law degrees from the University of Missouri – Kansas City and her undergraduate degree from the University of Nebraska – Lincoln. In addition, she has a master’s degree from Doane University.

Before joining Spencer Fane, Shelli was the Risk and Compliance Officer for a financial services technology platform with one of the world’s largest technology companies. She oversaw the platform’s regulatory compliance and handled all risk-related matters. She also has experience as general counsel for a community bank, where she managed all legal, regulatory, compliance, and corporate matters.

Fees

Live Webinar - $279

• Unlimited connections for your institution
• Available on desktop, mobile & tablet
• Take-away toolkit
• Presenter’s contact info for questions

On-Demand Webinar - $279

• Unlimited & shareable access starting two business days after live stream
• Available on desktop, mobile & tablet devices 24/7
• Take-away toolkit
• Ability to download webinar video
• Presenter's contact info for questions

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

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