NNA 2014
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June 1-4, 2014, Phoenix, AZ

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Workshops

NNA 2014 includes a variety of keynote presentations,
panel discussions, workshops and interactive workshops.
A preliminary list of workshops is listed below*.

Pre-Conference Programs

1. Notary Essentials
Donna Taggart

Presenter: Donna Taggart, NNA Sr. Seminar Instructor
For Beginning and Intermediate Notaries

Get ready for NNA 2014 by mastering the fundamentals. Five easy-to-remember steps will give you the confidence to perform like a pro. You’ll learn step-by-step how to complete acknowledgments, jurats and copy certifications. Includes how to identify signers, decide notarial acts, maintain and safeguard journal records, complete certificates, and use and store your official seal.
2. Certified Notary Signing Agent Training
Nicola Jackson Laura Biewer

Presenters: Nicola Jackson, NNA Seminar Instructor, Laura Biewer, NNA Seminar Instructor, At Your Service Mobile Notary
For Beginning and Intermediate Notaries and Notary Professionals

Turn being a Notary into an income-earning opportunity. This industry-recognized program shows you the ins and outs of handling loan signings. Pass the certification exam and background screening, and you’ll be in demand as an NNA-Certified Notary Signing Agent. (Exam and background screening provided online following NNA 2014.) Certification includes listing in SigningAgent.com, the leading directory for title companies and signing services to hire qualified NSAs. (Opportunities to handle loan signings may be limited or restricted in some states.)

Arizona Day Workshops

1. Arizona Notary Essentials Part 1: The 5 Steps to Notarization (part 1 of 2)
Donna Taggart

Presenter: Donna Taggart, NNA Sr. Seminar Instructor
For Beginning and Intermediate Arizona Notaries

Master the fundamentals in five easy-to-remember steps. Includes how to identify signers, decide notarial acts, maintain and safeguard journal records, complete certificates, and use and store your official seal.
2. Arizona Notary Essentials Part 2: Performing Common Notarizations (part 2 of 2)
Donna Taggart

Presenter: Donna Taggart, NNA Sr. Seminar Instructor
For Beginning and Intermediate Arizona Notaries

Gain the confidence to handle the most-asked-for notarizations like a pro. You’ll learn step-by-step how to complete Arizona acknowledgments, a jurats and a copy certifications. And you’ll learn tips to easily avoid common mistakes. Prerequisite: Arizona Notary Essentials Part 1: The 5 Steps to Notarization (part 1 of 2).
3. Arizona Master the Basics of Successfully Promoting Your Business

Presenter: Kathy Fletcher, Arizona Document Signing; 2013 NNA Notary of the Year
For Beginning and Intermediate Arizona Notary Professionals

Created by a successful Arizona Notary Signing Agent especially for Arizona Notary professionals. You’ll develop the sales and promotion skills you need to make your business grow. Learn how to identify your service strengths and use them to attract customers. We’ll introduce you to sales basics, networking fundamentals, website how-to’s, social media essentials and more.

Beginning/Intermediate Notary Practices

1. Mastering the 5 Steps of Notarization: Hands-On Workshop
Donna Taggart

Presenter: Donna Taggart, NNA Sr. Seminar Instructor
For Beginning and Intermediate Notaries

Build solid easy-to-remember habits with this hands-on walk-through of six real-life Notary situations. You’ll follow the five fundamental steps and develop the skills to tackle any notarization with confidence. Plus you’ll learn to easily overcome common challenges such as multiple signers, ID and document name differences, and incorrect Notary certificates.
2. Ask the Notary Experts: Q&A Panel
Carol Salter

Moderator: Carol Salter, 2005 NNA Notary of the Year
For Beginning and Intermediate Notaries

Here’s your opportunity to get answers to your questions. A panel of Notary experts will address your individual concerns and provide the how-to guidance you need. And you’ll pick up great advice from others’ issues, as well. This Q&A is always among the most popular sessions.
3. Four Habits that Protect You from Liability
Kathleen Taylor

Presenter: Kathleen Taylor, NNA Sr. Seminar Instructor
For Beginning and Intermediate Notaries

Discover four key practices that will help keep you safe. And learn how to effortlessly add them to your routine. No one wants the headache of a notarization gone sideways. Find out how to keep things on track, avoid costly mistakes and protect yourself.
4. Balancing Your Duty to Your Employer, Your State & Yourself
Carol Salter

Presenter: Carol Salter, 2005 NNA Notary of the Year
For Beginning, Intermediate and Advanced Notaries

Understand how to achieve harmony as an employee-Notary. When is your employer in control? When must you follow state laws and rules? And who ultimately is liable for your actions? You’ll learn how to manage this tricky balance and how to find the answer.

Intermediate/Advanced Notary & Professional Notary Practices

1. What Attorneys Say About Notary Practices: Q&A Panel
Michael ClosenMalcolm MorrisBill Anderson

Panelists: Michael Closen, Professor of Law Emeritus, John Marshall Law School, Malcolm Morris, Director, Graduate Estate Planning Programs, & Associate Director of Graduate Tax Law Programs, John Marshall Law School
Moderator: Bill Anderson, NNA VP of Legislative Affairs
For Intermediate and Advanced Notaries and Notary Professionals

Hear what top legal minds say about hot-topic Notary issues. Our panelists are legal scholars and experts on Notary practices. They’ll respond to audience questions and reflect on how Notaries should navigate the challenging concerns of the day.
2. Preventing Financial Exploitation of the Elderly
Lori Hamm

Presenter: Lori Hamm, Notary Program Administrator, Montana Secretary of State’s Office
For Intermediate and Advanced Notaries and Notary Professionals

Gain awareness about exploitation of the elderly and learn what you can do to prevent these terrible crimes. You’ll develop knowledge and skills that will help you protect our seniors from manipulation. And you’ll learn what your responsibility is to report suspected abuse.
3. At Ease with Special-Case Notarizations: Hands-On Workshop
Kathleen Taylor

Presenter: Kathleen Taylor, NNA Sr. Seminar Instructor
For Intermediate and Advanced Notaries and Notary Professionals

Learn by doing just how easy it can be to handle everyday challenges. This hands-on workshop shows you how. No room for your seal? Seal not legible? Credible identifying witnesses? Foreign-languages? Signature by mark? Recommended prerequisite: Notary Essentials, Mastering the Five Steps of Notarization, or equivalent experience.
4. Develop the Skills to Handle Unusual Documents & Requests
Kathleen Taylor

Presenter: Kathleen Taylor, NNA Sr. Seminar Instructor
For Intermediate and Advanced Notaries and Notary Professionals

We reveal the secrets to handling the out-of-the-ordinary. You’ll get to know what to do with wills, living wills, spouse beneficiary forms, I-9 forms, photos, translations, translator’s affidavits and more. Recommended prerequisite: Notary Essentials, Mastering the Five Steps of Notarization, or equivalent experience.
5. How to Perform Electronic Notarizations
Bill Anderson

Presenters: Darcy Mayer, Chief Technology Officer, DocVerify, Bill Anderson, NNA VP of Legislative Affairs
For Intermediate and Advanced Notaries and Notary Professionals

See for yourself how eNotarizations are done. You’ll get an overview of electronic notarization and learn how it works. And you’ll learn how traditional paper-based notarization steps translate to electronic documents. Then you’ll observe live demonstrations of eNotarization technology.
6. Electronic Notarization — Current Uses & Trends: Panel Discussion
Bill Anderson

Panelists: Nancy Pratt, Director of eStrategy, Stewart Title, Darcy Mayer, Chief Technology Officer of DocVerify, eNotarization Professional TBD
Moderator: Bill Anderson, NNA VP of Legislative Affairs
For Intermediate and Advanced Notaries and Notary Professionals

Get a rundown on the latest eNotarization uses, innovations and trends. You’ll learn where it’s legal, where it’s not, and where it’s headed. And you’ll gain insight on what changes need to be made for eNotarization to come into widespread use.
7. A Notary Attorney Reveals Mistakes that Cause Lawsuits
Richard Busch

Presenter: Richard Busch, Attorney, Law Offices of Richard S. Busch
For Intermediate and Advanced Notaries and Notary Professionals

Avoid trouble by understanding the missteps that result in claims and lawsuits. In this eye-opening session, you’ll hear from a Notary defense attorney about the common causes of legal action against Notaries. You’ll learn about the most frequent mistakes and what types of cases result in claims. And you’ll pick up simple steps you can take to prevent these errors.

Beginning/Intermediate Professional Notary Practices

1. Start Up & Run a Successful Notary Business
Samantha Klaburner

Presenter: Samantha Klaburner,Notary Signing Agent; 2009 NNA Notary of the Year Special Honoree
For Beginning and Intermediate Notary Professionals

Set up your business right, and you’ll have a clear advantage. This workshop will give you practical insight on how to establish yourself, organize your office space and equipment, handle invoicing and taxes, find customers and set yourself apart from your competition.
2. Master the Basics of Successfully Promoting Your Business

Presenter: Kathy Fletcher, Arizona Document Signing; 2013 NNA Notary of the Year
For Beginning and Intermediate Notary Professionals

Develop the promotional skills you need to make your business grow. You’ll learn how to identify your service strengths and use them to attract customers. We’ll introduce you to sales basics, networking fundamentals, website how-to’s, social media essentials and more.
3. First Steps to Success with Social Media
Moses Keshishian

Presenter: Moses Keshishian, NNA Social Media Specialist
For Beginning and Intermediate Notary Professionals

We’ll take the guesswork out of how to leverage Twitter, Facebook and LinkedIn to get more business. We’ll show you how to get started with social media, how to be noticed and how to turn readers into customers. You’ll gain a whole new perspective on promoting your services.
4. Run Your Loan Signings Like a Pro: Hands-On Workshop
Nicola Jackson

Presenter: Nicola Jackson, NNA Seminar Instructor
For Beginning and Intermediate Notary Professionals

In this hands-on workshop, you’ll learn by doing. Develop the practical skills you need to manage your signings with confidence. You’ll learn how to organize the loan package, how to set up the signing table and how to conduct the signing.
5. Your First Signing from A to Z
Elaine Wright

Presenter: Elaine Wright, Trusted Agent Services Group; 2009 NNA Notary of the Year
For Beginning and Intermediate Notary Professionals

Here’s a step-by-step walk-through the entire loan-signing assignment: From getting the job to making the appointment; from receiving, printing and organizing the documents to conducting the signingand from packaging and shipping the documents to receiving your payment.
6. Be the NSA They Call First & Most
Howard Blum

Presenter: Howard Blum, Pro Mobile Notary
For Beginning and Intermediate Notary Professionals

Develop performance habits that will get you more work. You’ll learn just what work behaviors title companies and signing services consider most valuable — and how to put these practices into action so it gets their attention and you get more work. Plus you’ll hear about habits to avoid — the ones that irk title companies and signing services most.

Intermediate/Advanced Professional Notary Practices

1. Getting Results with Social Media
Moses Keshishian

Presenter: Moses Keshishian, NNA Social Media Specialist
For Intermediate and Advanced Notary Professionals

So you’re on Twitter, Facebook and LinkedIn — now, how do you get results? This instructive session will take you to that next level by showing you how to cut through the clutter. You’ll learn social media tactics that perform, and you don’t have to spend hours a day to do it. Recommended prerequisite: First Steps to Success with Social Media or equivalent experience.
2. Tips & Tricks of Experienced NSAs: Roundtable Discussion
Laura Biewer

Presenter: Laura Biewer, NNA Seminar Instructor; At Your Service Mobile Notary
For Intermediate and Advanced Notary Professionals

Make your signings smoother by understanding the quick solutions, workarounds and shortcuts that experienced Signing Agents have known for years. Turning away improper requests. Alternatives for special-document situations. Handling attorneys in fact and other representative signers. Notarization and certificate issues. Plus time-savers that help you do more with less effort.
3. Control the Signing Table: Troublesome Signers & Situations
Jamie Smith-Liggins

Presenter: Jamie Smith-Liggins, Notary Access Association; 2004 NNA Notary of the Year
For Intermediate and Advanced Notary Professionals

A skillfully managed signing means faster appointment, minimal mistakes and happy signers. Know how to stay in control and keep the signing on track, even with the most difficult signers and situations. You’ll learn proven methods to remove distractions, address unreasonable requests, keep signers focused and more.
4. Increase Your Business with Professional Sales Tactics
Daniel Lewis

Presenter: Daniel Lewis, Lewis Notary Services; 2010 NNA Notary of the Year
For Intermediate and Advanced Notary Professionals

Develop the sales skills that drive success. Here’s your chance to move ahead with effective sales calls and presentations — even if you don’t think you have a knack for sales. Learn how to identify prospects, make cold calls and close the sale. Plus, you’ll understand the important role of creative marketing, branding and professionalism.
5. How Experienced NSAs Expand Their Business: Panel Discussion & Q&A
Jamie Smith-LigginsNathan GaneshanSamantha KlaburnerLaura Biewer

Panelists: Jamie Smith-Liggins, Notary Access Association; 2004 NNA Notary of the Year, Nathan Ganeshan, Nathan Notary; 2012 NNA Notary of the Year Special Honoree Samantha Klaburner, Notary Signing Agent; 2009 NNA Notary of the Year Special Honoree Laura Biewer, At Your Service Mobile Notary; NNA Seminar Instructor
Moderator: Treva Tucker, NNA Sr. Curriculum Developer
For Intermediate and Advanced Notary Professionals

Four high-earning Signing Agents share how they found new opportunities that add to their signing businesses. You’ll pick up their secrets — and you’ll learn how to identify and follow revenue streams beyond loan signings. Get ready to expand your services and boost your earnings.
6. Skills that Get You Work with Reverse-Mortgage Signings
Laura Biewer

Presenter: Laura Biewer, NNA Seminar Instructor; At Your Service Mobile Notary
For Intermediate and Advanced Notaries and Notary Professionals

Reverse mortgages are back. And Signing Agents with the know-how to handle them are in demand. Develop the skills you need to get this work. You’ll learn to handle the different documents in these unique loans that allow older Americans to withdraw equity in their homes. And you’ll understand the special considerations you’ll need for these borrowers.
7. Secrets of Top-Earning Notary Signing Agents: Q&A Panel
Elaine WrightDaniel LewisNathan Ganeshan

Panelists: Elaine Wright, Trusted Agent Services Group; 2009 NNA Notary of the Year Daniel Lewis, Lewis Notary Services; 2010 NNA Notary of the Year Kathy Fletcher, Arizona Document Signing; 2013 NNA Notary of the Year Nathan Ganeshan, Nathan Notary; NNA 2012 Notary of the Year Special Honoree
For Intermediate and Advanced Notary Professionals

Want to be a top earner? Then here’s your chance to learn from the best. Four highly successful Signing Agents reveal how they did it. You’ll get their inside know-how — what worked for them, what didn’t — and you’ll learn to craft that into your own success story. A lively Q&A session provides the personal advice you need for your special situation.
8. What Title Companies & Signing Services Really Want: Panel Discussion & Q&A
Danielle TrenneyHoward Blum

Panelists: Danielle Trenney, Group Vice President, ValuAmerica, Howard Blum, Owner, Pro Mobile Notary, Title Company/Signing Service Rep TBD
Moderator: Dee Waters, NNA Sr. Curriculum Developer
For Intermediate and Advanced Notary Professionals

Learn what it takes to get the job. And to get another. Title company and signing service vendor managers clarify just what skills they look for when hiring Signing Agents, and what performance standards get you repeat assignments. You’ll understand lender requirements and how you and the title company/signing service need to work together to meet those expectations and please the borrower.

General Sessions

1. How Regulation and Compliance Affect Signing Agents: Lender and Title Industry Panel

Moderator: Chris Sturdivant, NNA Director of Business Development
For All Notary Professionals

Leading lender and title company executives will clarify how ever-evolving regulations and compliance standards influence what signing agents must do. From the CFPB to the new SPW standards, you'll learn first-hand what's really happening in the real estate finance industry and what steps you should take.

*Preliminary schedule only. Workshops are subject to change.

Platinum Sponsor

Merchants Bonding Company

Silver Sponsor

ServiceLink

Thank you to our 2014 Sponsors