Workshops

Judi Lawrence, the Queen of Apostilles, will be taking you on a journey wherein you will learn the many processes and procedures for Apostilles. You will make a few fun stops on the journey to visit an Apostille Agents’ office, an Office of a Secretary of State, a visit to the Department of State, and then an Embassy. This will be an interactive workshop where you will get to participate and ask your questions.

Judi Lawrence
CNSA, CAA, CC Notary & LIN

The evolution of a notary is growing from a notary public to a business owner. As successful notaries truly understand they are a business owner first and a notary public second. Learning how to run and scale a business is the the most important evolution you can make. This session will be about teaching business principles that every notary public should have in order to build, scale and evolve their business.

Mark Wills
Owner, Loan Signing System

We will take a high-level look at some of the popular Remote Online Notary platforms that are operating in todays market. This session will review the look and feel of each platform and operating costs associated with each. We will contrast and compare the differences between each platform presented.

Karynn Snow
Owner, Side Hustle Seattle YouTube Channel

With so much content all over the internet, how can you make your Notary business truly YOURS? In this workshop, we will discuss the different ways to monetize your notarial commission and how to make your business unique to you. Most experienced Notaries have a niche that they prefer to operate in such as loan closings or general Notary work. We will also discuss how, once you find your niche, you can build a business and brand differentiating yourself from the crowd.

Vanessa Terry
Owner/Trainer, Notary2Notary

In the course of our work as mobile Notaries and Loan Signing Agents, we’re given a series of opportunities to connect with our customers on a deeper and more consistent level. To the extent we take full advantage of those opportunities, we can cultivate client relationships that last a lifetime , and build a business that will thrive in any economy. In this presentation, best selling author and founder of Notarycoach.com, Bill Soroka, guides you through his Top of Mind Method with specific steps you can take to elevate your business and your network.

Bill Soroka
Founder, NotaryCoach.com & Sign & Thrive Notary Training Course and Community

The Internet is an expansive cyber-universe being utilized more and more everyday for all types of personal and business purposes. No matter what you are doing online, it is important to learn how to protect yourself. However, when you are handling the information of other people it is your obligation to do everything you can to keep that information safe. In this program you will learn how to protect yourself and your clients’ information from a variety of threats like phishing, identity theft and ransomware. You will also be introduced to personally identifiable information (PII) and learn what type of information is more sensitive and needs more protection.

Malcolm Morris
Professor of Law Emeritus, John Marshall Law School

Erin Corken
Attorney-at-Law, Exterro

Susan Gogley
Attorney-at-Law, Exterro

Samantha Smith is a respected educator and mentor for Notaries in South Carolina and beyond. She has a big presence in the YouTube space and provides support for Notaries across the Nation. She has evolved from Notary-Employee to Notary-Entrepreneur and has helped many others do the same. Come join her as she shares her best tips on branching out and evolving!

Samantha Smith
Owner, ShelistenS Notary & Business Services

In 1998, the National Notary Association introduced the first-ever comprehensive and detailed code of ethical and professional conduct for America's Notaries: The Notary Public Code of Professional Responsibility. Updated in 2020 to include electronic practices, the Code addresses common problems, issues and questions encountered by today's Notaries by prescribing principles, standards and rules and applying them in helpful specific examples.

We are privileged to have three of the Code’s authors and experts in the field to discuss the evolution and best applications of the Code.

Malcolm Morris
Professor of Law Emeritus, John Marshall Law School

Mike Closen
Professor of Law Emeritus, John Marshall Law School

Bill Anderson
V.P. Government Affairs, National Notary Association

The established foundation of a Notary business pairs with many opportunities for diversification. A Notary Public is needed to complete transactions in almost every aspect of business, including general financial transactions, estates, deeds, powers-of-attorney, and foreign international and immigration business. In this presentation, we will discuss how you can diversify and increase revenue by adding additional services such as Apostilles, Field Inspection, Remote Notarization, Immigration & I-9 Forms, Permit Running, Process Serving, Fingerprinting, Election Judge Duties, and more.

Judi Lawrence
CNSA, CAA, CC Notary & LIN

Jamie Liggins
Owner/CEO, Notary Access & Business Services

Evolve with the market. Learn how to navigate the storms of market changes and an uncertain economy without being tossed overboard.

It seems like there is always something changing how we conduct business; new technology, updated laws, economic factors like inflation, interest rates, and real estate market, our favorite person at a client leaving the company, competition, it never ends!!!

Dean and Steve will show you how they have successfully navigated these turbulent waters over the last 16+ years as Notary Signing Agents. Better yet, they will teach you how to capitalize on what they’ve learned to propel your business and explode your income in any market conditions.

Steve Allison and Dean Calvert
Co-Founder, CloserHUB

A web presence on the World Wide Web is essential to adding credibility to a successful business in today’s economy. This workshop is designed specifically for enterprising Notaries and introduces how to build a website with an application that is easy, reliable and affordable! Easy integration of social media platforms allows speedy communication with all audiences. No technical expertise or coding skills required. Marketing your notarial services suddenly becomes faster and easier. Traditional marketing is good, but a website presence can vastly expand your market outreach lightning-fast, increasing your bottom line.

Elaine Wright Harris
President, Trusted Agent Services Group, LLC

If you’d like to see the RON process happen on a tried and true platform, come check out Notarize’s RON demonstration. Jacqueline Phillips is the Director of Notary Education for Notarize. She is truly an expert when it comes to RON laws, best practices, and how to navigate the RON process. Jacqueline will bring some extra fun and education to the workshop with an interactive Kahoot game!

Jacqueline Phillips
Compliance and Training Manager, Notarize

If this is your first conference, you don't want to miss this event! You will hear from conference veteran Daniel Lewis as he gives you tips on making the MOST out of your experience. You will also get to meet fellow first-time attendees and begin networking before the conference officially kicks off!

Daniel Lewis
Managing Partner, Lewis Notary Services, Inc.

Stephanie Winney
Sr. Seminar Instructor, National Notary Association

Notaries ask for IDs to confirm a person's identity? But can you tell the difference between a bona fide State ID and a fake ID? This training seminar will show you how to use simple technology and the naked eye to identify security features used on State ID's. We will discuss methods used by fraud suspects to circumvent these security features. Notaries are the first line of defense to fraud, so learn to protect yourself, your client and your business.

Glen Garrity
Owner, G2 Safeguards

As an NSA, are you tired of printing off large loan packages for every signing? Is it a hassle for you to hurry to a mailbox before it closes to send the loan package off? A new company, EscrowTab, has solved your problems. With the use of their advanced tablet technology, you can complete the entire loan signing process with a few clicks on their electronic device. Learn more about this new and exciting technology and how you can be a part of it!

Amy Moses
V.P. Marketing and Communications, EscrowTab

COVID 19 Healthcare Notary Workshop ~ Dealing with a pandemic with confidence and compassion

“Have you ever felt like nobody was there? Have you ever felt forgotten, in the middle of nowhere?” While these may be words to a popular song in the Broadway production, Dear Evan Hansen, these words also reflect how many hospital patients and long-term care residents felt during our COVID pandemic. With strict visitor restrictions in place, many had little contact with those outside of the facility. So, what happens when a patient needs something notarized? What if that state does not have remote notarization laws in place? This workshop will examine how hospitals and healthcare entities have handled COVID restrictions and how Notaries can feel comfortable and safe going into a facility to notarize for patients during this time.

Notaries who provide mobile service to hospitals face issues concerning the completion of a successful notarization for various reasons. Many are just due to patients who are uninformed as well as social workers or nurses who assist them in obtaining these services.

Carol Salter
Director of Business Development, Banner Health

Are you an advanced-level Notary that is craving elevated conversations and strategies to build your business? Have you "nailed it," and now ready to scale it? Join this graduate-level Q & A forum featuring industry leaders, Bill Soroka, Laura Biewer, and more. Discover how these professionals can help you take your business to the next level. Ask them anything!

Bill Soroka
Founder, NotaryCoach.com & Sign & Thrive Notary Training Course and Community

Laura Biewer
Owner, Coach Me Laura

Find out how to make REAL income as a RON with non-notarial services.

Bill Gimbel
V.P. Business Development, Secured Signing

Learn how Docusign, one of the nation’s leaders in e-signatures, continues to advanced the Notary world with digital documents.

Paul Hurt
DocuSign

Find out how to get more signings with SnapDocs and add more income to your Notary business.

Alexia Dixon-DeCaire
SnapDocs

“Should I Stay or Should I Go” will provide discussion points around some unique and unusual closing situations, and how to deal with them.

As a mobile Notary, you could encounter a few surprising, weird, or scary situations meeting with people in their homes. Paula and Julie will share some of their experiences which include a visit to a nudist colony, a person needing medical attention, and having to make a quick getaway because of feeling unsafe. There will be an opportunity for attendees to share and engage in the conversation and some time to laugh and cry… but mostly to exchange tips and insights on how to best approach uncomfortable or intense moments on the job. Sometimes talking about how these events unfold gives us all a different perspective and may help someone with their next strange situation.

Paula Flengas
Certified Signing Agent, Licensed Title Agent, Independent Notary

Julie Tingle
Notary Signing Agent & Remote Online Notary, Independent Notary

We’ve all been there. We accepted an appointment in an area we aren’t familiar with and the signing will take place at night. What do you do? How do you protect yourself before you arrive for your appointment? Come listen to a retired deputy sheriff, who also happens to be an experienced NSA, provide tips on staying safe while performing your job as a signing agent.

Dushunna Scott
Owner, Lady Scott Enterprises, LLC

This session will focus on discussing strategies and providing tools for the “Notary Tool Kit” in client relations from negotiations to creating meaningful connections to conflict resolution. Combining psychological principals from Applied Behavior Analysis (ABA), Action Commitment Therapy (A.C.T.), and the Theory of Multiple Intelligences with the B.O.L.T. system of personality analysis to illustrate different ways we can navigate working with clients with different personalities, backgrounds, abilities who might all have different needs.

Anastasia Tammen
Seminar Instructor, National Notary Association

Harness the power of LinkedIn to grow your notary business! Your ideal prospects, such as attorneys, realtors, lenders, closing agents, and escrow officers, are active on the platform now. LinkedIn allows you the opportunity to establish yourself as a valuable resource. Improve your presence and engagement to attract more prospects authentically!

Sandra Long
President, Post Road Consulting, LLC