Notary Essentials, Legalities & Best Practices

Jun 28, 2018 03:00pm -
Jun 28, 2018 04:30pm
As we transition to a new online membership platform, CBAO will not be processing online orders from September 21-30. Please call our office at (614) 846.8124 to register for a webinar or an event. Thank you!

A list of upcoming events is presented below:

Event Description

It is essential that notaries understand their duties and responsibilities.  Individuals assume personal liability when serving as a notary, but their employer can also be held liable.  In the financial services industry, notaries are required for many transactions.  However, there are times when notaries feel uncomfortable with their role and/or the transaction.  This program will teach notaries how to understand and correctly execute their duties and responsibilities, with a focus on important financial industry issues and best practices.


  • Duties and responsibilities of a notary
  • Most common errors made by a notary
  • A notary’s personal liability
  • Potential liability of the financial institution as the notary’s employer and how to avoid it

Take-Away Toolkit

  • Summary of notary requirements for every state
  • Employee training log
  • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

Who Should Attend?

This informative session will benefit notaries, managers, compliance personnel, auditors, and attorneys.

Registration Options:

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Event Type:Webinar &/or On-Demand Link/CD
Early registration ends on Apr 22, 2018.
Regular registration starts on Apr 23, 2018 and ends on May 28, 2018.
Late registration starts on May 29, 2018.
(GMT-05:00) Eastern Time (US & Canada)


Registration Fees
Fee TypeEarlyRegularLate
 Live Webinar
Member Fee: $265.00$265.00$290.00
Non-Member Fee: $400.00$400.00$425.00
 Additional Hookups
Member Fee: $175.00$175.00$175.00
Non-Member Fee: $260.00$260.00$260.00
 Recorded Webinar + Free Digital Download
Member Fee: $345.00$345.00$345.00
Non-Member Fee: $490.00$490.00$490.00
 Both Live Webinar and Recorded Webinar + Free Digital Download
Member Fee: $395.00$395.00$420.00
Non-Member Fee: $600.00$600.00$625.00