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Trusted Agent Services Group LLC

Trusted Agent Services Group LLCTrusted Agent Services Group LLCTrusted Agent Services Group LLC
Home
Training Schedule
  • Notary Public
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  • TIPIC Info Session
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Notary Conference
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  • Notary Conference

2022 MD Notary Public Day Conference Wrap Up

Thanks to everyone who participated in 2022 Maryland Notary Public Day Conference! Feel free to view conference videos.

Saturday Morning General Session

Welcome - Notaries Public EVOLVE with NEW APPROACHES and TECHNOLOGY

Opening Ceremony

  • How Notaries Public Served During COVID: We Made it Through!
  • November 7 is National Notary Public Day
  • Message from Kristal Brown, PGCC Continuing Education Program Coordinator
  • Honoring All Veterans - This Year's Theme is "Honor".


Conference Coordinators: Elaine Wright Harris 2009 National Notary Association Notary of the Year

Wanda Moore 2020 National Notary Association Special Honoree 


Click here to view the Opening Ceremony. (9 minutes) no name

Giving Back to the Community

Thank you for your contributions to Giving Back to the Community projects over the years. We feel confident that the recipients are thankful and appreciative of your kindness and generosity.

Giving Back to Our Community Coordinator: Wanda Moore

2020 National Notary Association Special Honoree, Upper Marlboro, MD 

Giving Back to Our Community Honorees: Lora Jarrett (Petersburg, VA) and Debbie Best-Schneidmill (Fort Washington, MD) 


Click here to view the video.

Click here to view PowerPoint.

An Update on the DC Office of Notary Commissions and Authentications Since COVID

The District of Columbia has continued to serve notaries since the onset of COVID-19. Learn how the Office of Notary Commissions and Authentications (ONCA) transitioned through the challenges presented by the pandemic, as well as how it is moving forward with In-Person Electronic Notarization (IPEN) and Remote Notarization. 

Guest Speaker: Judi Gold

Director, Office of Notary Commissions and Authentications Office of the Secretary of the District of Columbia 


Click here to view the video.

Keeping Abreast of Maryland Notary Laws

Major changes to the Maryland notary laws have become effective over the past several years. Learn about the new notary regulations and requirements. 

Guest Speaker: Michael Schlein

Division Administrator Charities & Legal Services Division Office of the Maryland Secretary of State

Annapolis, MD


Click here to view the video.

Benefits of Being a Member of the National Notary Association

From part-time work to a full-time business, no matter how far you set your sights as a Notary, membership with the National Notary Association® can help you get there. Listen to how the benefits can impact your role as a Notary no matter how you serve the public in performing your duties. 

Guest Speaker: Nicola Jackson

Senior Manager, Training and Education National Notary Association Chatsworth, CA  


Recognition 

  • 2022 NNA Conference Attendees 
  • 2020 NNA Notary of the Year Special Honoree 
  • 2022 NNA Notary of the Year 


Click here to view the video.

The Notary’s Field Guide for Performing Traditional and Technology-Based Notarial Acts

The past two years reminded us people will always need Notary services. When it was unsafe to meet face-to-face with a Notary, most states temporarily or permanently authorized notarial acts to be performed online. In so doing, the Notary Public office was fundamentally changed as more notarizations were performed using technology than ever before. All Notaries – both up-and-comers and seasoned veterans – can use a “field guide” to navigate this new world. They need The Notary Public Code of Professional Responsibility of 2020 to guide them in finding the “true north” when providing both traditional and technology-based notarial services 


Keynote Speaker:  Bill Anderson

Vice President, Government Affairs National Notary Association 


Click here to view the video.

“Notaries Public Dress for Success Fashion Show”

    Click here to view Notary Public Dress for Success Video.

    Workshops

    Panel Discussion: Building a Successful Business: Tips from Notaries Public and Notary Signing Agent

    Learn tips from novice and seasoned notaries and notary signing agents on building a successful business. Get your questions answered during a special Q & A session.

    Moderator: Daniel Lewis, Carmel IN

    Panelists: Debbie Best-Schneidmill, Shawnte Harvey, Bruce Holmes, Brenda McClellan, Phillix Adams, and Tya Ransom


    Click here to view the video.

    Creating Meaningful Relationships with Clients

    Establishing trust with clients is a common question that Notaries often have—especially when getting their business on its feet! It is a vital element of building and maintaining a strong business. Stasie will lead us through some crucial practices in identifying the different needs of clients and making quick modifications to make the interactions meaningful by being attentive to their needs. These tips will strengthen our ability to establish long-lasting connections for a business with an indestructible foundation!

    Workshop Presenter: Anastasia Tammen, Southern CA


    Click here to view video.

    Click here to view PowerPoint.

    The Anatomy of a Loan Closing (Part I)

     TIPICs/NSAs will learn to perform mortgage closings by meticulously performing the following steps in an accurate, efficient, confident, and timely manner: accepting the assignment, handling pre-closing activities, executing the closing ceremony, and performing post-closing responsibilities. 

    Workshop Presenter: Eric Wolley, Upper Marlboro, MD


    Click here to view video.

    21st Century Notary: Information Technology for the Mobile Notary

    Run your home-based business like a big company using multiple smart devices, i.e. smartphones, tablets, and computers. Learn about Information Technology (IT) applications that utilize smartphones, cloud-based software that protects non-public personal information (NPPI) and how to synchronize data files and pictures across multiple devices. 

    Workshop Presenter: Donnell Smith   

    President, DS Notaries LLC
    NNA Certified Notary Signing Agent

    Clinton, MD


    Click here to view the video.

    Expand Your Notary Business and Add More Income $$$

    Running a Notary business can produce an additional or sole source of income for many. We have to become aware of the many avenues of income that this business offers and how we can survive the many changes in the real estate market while still working as a Notary Public.

    We will discuss three easy additional sources of revenue that Notaries can and have added to their successful Notary businesses to continue earning income even in rough economic patches. Let us get together and diversify to continue to earn more money as a Notary. 

    Geraldine Pierre-Fleurimond
    CNI, CNSA, RON Notary

    2003 National Notary Association Notary of the Year

    President, Notary Public Seminars. LLC

    Port St. Lucie, FL


    Click here to view the video.

    How To Operate an Effective Notary Business

    This workshop will illustrate several principles of operating an efficient and effective notary business. Questions answered: How do I start my notary business? Should I start as a sole owner, LLC or a Corporation? 

    Daniel Lewis
    Managing Partner, Lewis Notary Services

    2010 National Notary Association Notary of the Year

    Carmel, IN


    Click here to view the video.

    Your Business Needs You! How you can use your current talents and treasures to build and grow a thri

    Whether you are managing your business alongside a full-time job or you're a full-time notary-preneur, there will be standard industry and business practices for you to learn.  However, when was the last time you looked in the mirror?  Have you taken inventory of who YOU are and what YOU bring to the table?  

    This workshop will help attendees explore their current skill sets and use them to start and grow their businesses.  We will also uncover areas of opportunities (some call them weaknesses) that you can work on to become an even better business owner.  We will close out the session with ways to fully apply (and show off) your skills while expanding the reach of your business."   

    Samantha N. Smith

    2022 National Notary Association Notary of the Year

    ShelistenS® Notary Specialists

    Statesboro, GA 


    Click here to view the video.

    Tools of the Trade/Marketing Techniques

    Professional Notaries Public need tools in their toolkit that enable them to perform their duties and responsibilities effectively and efficiently. This session presents information on how to: a) easily and economically design professional identification badges, b) create QR codes for clients’ quick and easy access to marketing information, c) design and publish affordable websites d) simplicity of printing legal and letter docs and e) efficiently track and record business tax information. 

    Elaine Wright Harris

    President, TASG LLC

    Conference Coordinator

    Adjunct Notary Procedures Instructor, Prince George’s Community College
    2009 National Notary Association Notary of the Year Certified Notary Signing Agent/Title Insurance Producer Independent Contractor

    Mitchellville, MD 


    Click here to view the video.

    Click here to view the video.

    NotaryAct – The Ultimate Notary [Electronic] Journal

    The ideal product for professional notaries who are ready to capture the electronic recording of notarial acts embracing today's technology. Lee Bialostok, Esq. the founder of NotaryAct will demonstrate features in the new release including document bundles, multiple draft entries and so much more.

    Lee Bialostok, Esq.

    Founder, NotaryAct

    New York, NY


    Click here to view the video.

    Boost Your Business with In-Person Electronic Notarization (IPEN)

    Do you want to save $45 per closing in time and money? If so, join this session as EscrowTab, the leading In-Person Electronic Notarization (IPEN) solution, shares how you can conduct closings electronically, while still meeting many borrowers’ need to be face-to-face.

    During the session we’ll conduct a demo of EscrowTab and explain how you can reap these benefits:

    • Eliminate printing all that paper!
    • Receive updated documents right up to the time you begin the closing.
    • Ensure there are no missed signatures on the documents.
    • Correct an error as soon as it occurs.
    • Save time (and gas money) by not driving to ship the package!

    Currently, EscrowTab is used for loan signings, but soon it will be available for general notary work as well.  After the demo, we’ll answer all your questions about digital stamps and signatures, eJournals, engaging your title companies and how to get started! 

    Amy Moses

    Vice President, Marketing & Communications

    Escrow Tab

    Tempe, AZ


    Click here to view the video.

    Remote Notarization Live Demonstration

    New laws and technology now provide the option for notary professionals to deliver services remotely to clients. With remote online notarization (RON), a signer personally appears before the Notary at the time of the notarization using audio-visual technology over the Internet instead of being physically present in the same room. Join us for a live demo. Learn best practices and procedures when performing remote notarization. 


    Thanks to:

    Jacqueline Phillips

    Director, Notary Engagement and Education

    Notarize

    Warrenton, VA

      

    Ashley Spiess

    VP, Notary Strategy

    Notarize

    Bristow, VA


    Notarize asked requested no recording of this session. Click here to view an NNA video on remote notarization.

    RON Platform 101

    Basics of how to choose a platform, what types of platforms are out there, and some examples of platforms to choose from.

    Karynn Snow

    Remote Online Notary and Mentor

    Side Hustle Seattle

    Seattle, WA 


    Click here to view the video.

    The Ethics of Remote Notarization

    While remote notarization is new, Notaries can face situations that challenge them to do the right thing. In this session, you will learn what ethics is, consider why Notaries should be ethical, and apply Maryland law and Notary best practices to practical, real-life remote notarization scenarios. 

    Bill Anderson
    Vice President of Government Affairs
    National Notary Association

    Chatsworth, CA 


    This video is not available. Click here to view the PowerPoint.

    Realización de cierre de préstamo en español

    TIPICs/NSAs aprenderá a realizar cierres de hipotecas realizando meticulosamente los siguientes cuatro pasos de manera precisa, eficiente, segura y oportuna: aceptar la asignación, manejar las actividades previas al cierre, ejecutar la ceremonia de cierre y desempeñar las responsabilidades posteriores al cierre.

      

    Performing a Loan Closing in Spanish

    Learn how to present confident, accurate, and efficient, mortgage closings in Spanish. 

      

    Ron Foster

    Title Insurance Producer Independent Contractor

    Silver Spring, MD 


    Click here to view the video.

    The Anatomy of a Loan Closing (Part II)

    Loan closings may be performed using several styles: a low-impact closing (TIPIC describes the documents in the order received), moderate closings (TIPIC rearranges some documents and moderately describes the documents) and high-impact closings (TIPIC rearranges and describes most documents in detail). You will have the opportunity to learn from a high-impact closer in two (2) training sessions. Then, craft your loan closing approach to the style of your choice. 

    Eric D. Wolley

    Title Insurance Producer Independent Contractor

    High Impact Closer

    Blue Wolf Notary Services

    Upper Marlboro, MD 


    Click here to view the video.

    Maryland Handbook: Did You Know????

    The Maryland Handbook was updated in 2020 and 2021. The updates address new requirements and incorporated communications technology methodology. Did you know that a signer who is not impaired and not under duress can assign a person to sign for him/her (no power of attorney required)? Learn more about this and other new requirements to perform notarization properly. 

    Wanda W. Moore

    2020 National Notary Association Notary of the Year Special Honoree

    Conference Coordinator
    Adjunct Instructor
    Prince George’s Community College
    Upper Marlboro, MD 

      

    Frederick Harris

    Adjunct Notary Procedures Instructor

    Title Insurance Producer Independent Contractor
    Prince George’s Community College

    Mitchellville, MD 


    Click here to view the video.

    Notarizing in the District of Columbia: A Refresher

    Often questions arise from DC notaries and those from other jurisdictions about how to perform notarial acts and what can and cannot be notarized in the District of Columbia.  Come learn how to notarize properly in DC with real-life situations.

      

    Debbie Best-Schneidmill

    Retired Legal Assistant

    Title Insurance Producer Independent Contractor

    Oxon Hill, MD 

      

    Judi Gold

    Director, Office of Notary Commissions and Authentications
    Office of the Secretary of the District of Columbia


    Click here to view the video.

    This Is Not An Acknowledgment! And Other Notary Acts That You Don’t See Every Day

    This workshop will look at sample documents that do not use acknowledgments and show you how to perform these acts with zero errors! We will walk through the NNA’s 5 Steps of Notarization with these documents to get you familiar with more than the most common notary act! 

      

    Nicola Jackson

    Senior Manager, Training and Education

    National Notary Association

    Chatsworth, CA 


    Click here to view the video.

    Estate and Financial Planning

    Estate Planning - Presenter asked not to make a recording of the workshop

    Financial Planning - The video was corrupt.

    The Initial Announcement of MD NPD Is Below.

    ATTENTION!!!

    ALL Notaries Public, Aspiring Notaries Public, and Guests (Local and Nationwide) Can Learn 21st Century Leading Edge Notarial Laws, Rules, Processes, Regulations, Procedures, and Methodologies by Registering/Participating in MD Annual Notary Public Day Conference 2022! Choose VIRTUAL or IN-PERSON Attendance.

    Notaries Public EVOLVE with NEW APPROACHES and TECHNOLOGY!

    What Is Notary Public Day?

    Notary Public Day, coordinated by Elaine Wright Harris, 2009 NNA Notary of the Year, and Wanda Moore, 2020 NNA Notary of the Year Special Honoree, and implemented in conjunction with Prince George’s Community College (PGCC), Largo, Maryland. This program recognizes Notary Public professionals for their hard work and commitment to the general public and provides notarial education and information about legal requirements, business best practices and procedures, and current events that are important to performing notarial responsibilities properly, effectively, and legally. 


    Notary Public Day Conference Packet

    1. MD Notary Public Day Conference Program - A complete agenda detailing the Morning General Session and the Afternoon Workshops. Click here to view/print.


    2. MD Notary Public Day Speakers and Workshop Presenters' Biographies - Meet your conference coordinators, speakers, workshop presenters, and participants. Click here to view/print.


    3. MD Notary Public Day Workshop Descriptions - This year's conference includes a variety of classes designed to enhance your notary public profession. Click here to view/print.


    4. MD Notary Public Day Sponsors - Say thank you to our sponsors. Click here.


    You can also view/print/download the conference packet information (shown below)  by clicking on the "DOWNLOAD PDF" arrow above each document or by clicking on the "NEXT arrow" below the document.

    Date and Time

    Date: Fri., and Sat, November 11 and 12, 2022
    Friday: 6:30 pm - 9:00 pm (Virtual (Zoom) - ONLINE ONLY)
    Saturday: 8:30 am - 5:30 pm (Choose to attend IN-PERSON or VIRTUAL (Zoom). 


    Saturday's (IN-PERSON) Conference will be held at:
    Prince George's Community College
    Center for Performing Arts

    Proscenium Theater
    301 Largo Road, Largo, MD 20774 


    COVID-19

    To promote the health and safety of Notary Public Day attendees, PGCC policies will be observed per PGCC President's August 4, 2022 Message. Face coverings will be voluntary campus-wide, including in classrooms and instructional spaces. Your cooperation is appreciated. 

    MD Notary Public Day Program, Workshops, and Biographies

    To view/print/download the conference program, click the "Download PDF arrow" above this document.   To view the document and print/download it at a later time, click on the "NEXT arrow" below this document.

    Download PDF

    Copy and paste this link and forward it to family members, friends, co-workers, and acquaintances - https://trustedagentservicesgroup.com/notary-public-day

    Conference Registration Details

    Cost: $25.00

    Access to Conference Videos

    All registered students will have access to conference videos at a future date. If you cannot attend virtually or in-person. Register using Choice #2. All registrants will have access to the videos, for a limited time, once the videos become available.

    How to Register

    Please read the instructions carefully.

    Two (2) registration attendance choices are listed below.


    Choice #1 - Virtual and In-Person registration

    GEN-365-91639 “Virtual” on Friday, November 11" AND “In-Person” on Saturday, November 12".


    Choice #2 - All Virtual Registration

     GEN-365-00268 "Virtual” on Friday, November 11" and "Virtual” on Saturday, November 12".


    BE SURE TO REGISTER WITH THE CORRECT "GEN" NUMBER WHEN CHOOSING YOUR PREFERRED CHOICE OF PARTICIPATION. (For example, if you choose to attend in person on Saturday, you would choose Choice #1. If you choose to attend virtually via Zoom, choose Choice #2.) 


    TO ENSURE RECEIPT OF THE ZOOM LINKS PRIOR TO THE CONFERENCE, BE SURE TO VERIFY/CONFIRM YOUR EMAIL ADDRESS AND PHONE NUMBER WHEN REGISTERING FOR THE CONFERENCE. 

    NON-PGCC STUDENT REGISTRATION PROCEDURES

    If you have never been a student at Prince George's Community College, follow the steps below:

    1.  Click here for instructions to complete the Online Universal Application.

    2. To register and for assistance, contact Kristal Brown, Program Coordinator, at brownka1@pgcc.edu.

    PGCC STUDENT REGISTRATION PROCEDURES

    If you are a student at Prince George's Community College, follow the steps below:

    1.   If you have registered for a class with PGCC before, follow the same registration procedures.

    2.   If you need registration assistance, email wdce@pgcc.edu or contact Kristal Brown, Program Coordinator, at brownka1@pgcc.edu.

    3.   If you choose Choice #1 ("Virtual" on Friday, November 11" AND “In-Person” on Saturday, November 12), provide the following GEN number: GEN-365-91639. 

    4.   If you choose Choice #2 ( "Virtual" on Friday, November 11" and "Virtual” on Saturday, November 12), provide the following GEN number: GEN-365-00268.

    3. CANNOT ATTEND, BUT WISH TO HAVE ACCESS TO CONFERENCE VIDEOS?

    If you cannot attend the Conference due to a prior commitment and would like to have access to conference videos, register using  Choice #2 - All Virtual.


    As previously stated, "All registered students will have access to conference videos at a future date."

    Our Sponsors - Thank You!

    National Notary Association

    National Notary Association

    National Notary Association

     Nation's leader in notary products, committed to serving US notaries.

    NotaryAct

    National Notary Association

    National Notary Association

     The ideal product for professional notaries who are ready to capture the electronic recording of notarial acts embracing today's technology.  

    PageSeparater

    National Notary Association

    PageSeparater

    Printing legal and letter docs has never been easier!  

    If you've ever printed loan documents on the wrong size paper, click here.

    Notary Assist

    National Notary Association

    PageSeparater

     Business Management Software for the Professional Notary -  ... today’s most advanced, intuitive Notary accounting software on the market. 

    EscrowTab

    Davis Law and Mediation, LLC

    E. Roger Financial Group

      Leading In-Person Electronic Notarization (IPEN) solution, allowing title companies and lenders to seamlessly transition from paper closings to eClosings.


    Click here to view video.

    E. Roger Financial Group

    Davis Law and Mediation, LLC

    E. Roger Financial Group

    Comprehensive financial and retirement planning, and investment management services for individuals and small businesses 

    Davis Law and Mediation, LLC

    Davis Law and Mediation, LLC

    Davis Law and Mediation, LLC

     Making proper legal preparations in the event of one’s passing or incapacitation isn’t just for the elderly or the infirmed.  

    Notary Contributors

    Davis Law and Mediation, LLC

    Davis Law and Mediation, LLC

    Thank you to all notaries who voluntarily contributed time and financial resources.

    Copyright © 2018 Trusted Agent Services Group - All Rights Reserved.

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