Archive | October 2014


Great committed players make great teams. What are you committed to? By the way, I heard Mr. Smith and Mr. Watson will confer on next steps…


More baseball rumors…

More Baseball Rumors…
I don’t know WHY people tell me all the rumors, but Grace Clark McDade said that Keith Nichols said that Delores Blake said that Maurice Wilson said that Michael Gartrell said that Steve Moore said that Gavin Nichols said that Andrew Carr said that Marlene Braithwaite said that Christy Bryant said that Jasper Smith said that KC UFSC Chapter President Theodis Watson better not take too long sending him that Gates BBQ after the SF Giants finish beating the KC Royals…


Baseball rumors …

People are talking …Ola Truelove said that Roderick Hayes said that Sherida Harris said that Ditu Kasuyi said that Deborah Perkins said that Brenda Joseph said that Reggie Smith said that Dorothy Reed said that Debra Bronston said that Theodis Watson said that Jasper Smith better not take too long sending him that Fisherman’s Wharf Sourdough bread after the KC Royals finish beating the SF Giants…


Process failure

When a successful Group Director with 20 years experience in that organization has to resort to this, the corporate framework has sadly failed him. He can no longer wait.

E Signatures Conference looks interesting…

FYI – Upcoming Financial Services Conference related to E Signatures in New York, from tactical to strategic…

Conference Agenda

Wednesday, November 12, 2014

8:00 a.m. – Registration Opens for Boot Camp Attendees
8:00 a.m. – Breakfast
9:00 a.m. – PRE-CONFERENCE BOOT CAMP (Additional fee applies)
9:00 a.m. – 9:15 a.m.Welcome
9:15 a.m. – 10:00 a.m.Boot Camp Module #1: Electronic Records and Signatures Defined
10:00 a.m. – 10:45 a.m.Boot Camp Module #2: Effective Practices for Electronic Delivery and Display
10:45 a.m. – 11:00 a.m.Break
11:00 a.m. – 11:45 a.m.Boot Camp Module #3: Transferability, Enforceability, and Admissibility for eSigned Records
11:45 a.m. – 12:00 p.m.Electronic Signature & Records Association
12:00 p.m. – 1:30 p.m.Luncheon for Boot Camp Attendees and ESRA Members
1:00 p.m. – Registration Opens for All Attendees
2:00 p.m. – 2:15 p.m.Introduction by ESRA Chairman
2:15 p.m. – 2:45 p.m.KEYNOTE – Technology vs. Tradition: The Final Path to Mass Adoption in the e-Signature Industry
2:45 p.m. – 3:00 p.m.INDUSTRY SPOTLIGHT-PEER-TO-PEER & ONLINE LENDING: Re-thinking the Financial Marketplace
3:00 p.m. – 3:30 p.m.Keep Calm and Authenticate On: Striking the Identity Authentication Balance between Compliance Requirements and Effective Fraud Loss Mitigation
3:30 p.m. – 3:45 p.m.Break
3:45 p.m. – 4:00 p.m.Session to be Announced
4:00 p.m. – 4:30 p.m.Consumer Psychology & Technology
4:30 p.m. – 5:30 p.m.KEYNOTE PANEL – UETA at 15: A Look Back, a View Forward Uniform Electronic Transaction Act
5:30 p.m. – 7:30 p.m.Award Presentation and Networking Reception in the Exhibit Hall
Thursday, November 13, 2014

8:00 a.m. – Breakfast
8:30 a.m. – 8:45 a.m.Morning Welcome & Announcements
8:45 a.m. – 9:15 a.m.KEYNOTE: Building Digital Trust: Conquering the Last Frontier
9:15 a.m. – 10:00 a.m.Case Study: How RBC Royal Bank Improved Sales Productivity with Mobile eSignatures
10:00 a.m. – 10:30 a.m.Networking Break in the Exhibit Hall
10:30 a.m. – 11:00 a.m.KEYNOTE – Social Media Influences and Digital Consumer Trends
11:00 a.m. – 11:15 a.m.INDUSTRY SPOTLIGHT-AUTOMOTIVE: On the Road to an e-Dealership Experience
11:15 a.m. – 12:00 p.m.International Panel: Practical Insights and Perspectives from Around the World
12:00 p.m. – 1:30 p.m.Lunch in the Exhibit Hall
1:30 p.m. – 2:00 p.m.Reducing Errors & Omissions through eSignatures
2:00 p.m. – 2:15 p.m.INDUSTRY SPOTLIGHT – MORTGAGE – CFPB: “Know Before You Owe” & Mortgage eClosing Programs
2:15 p.m. – 2:45 p.m.How to Implement Electronic Transactions and Still Be Compliant
2:45 p.m. – 3:00 p.m.INDUSTRY SPOTLIGHT-TAX/ACCOUNTING: Processing IRS Form 8879
3:00 p.m. – Networking Break in the Exhibit Hall
3:30 p.m. – 3:45 p.m.INDUSTRY SPOTLIGHT- SMALL BUSINESS FINANCE: Technology Improves Small Business Lending Practices
3:45 p.m. – 4:00 p.m.INDUSTRY SPOTLIGHT-INSURANCE: Conquering the eSignature Challenge within the Insurance Industry
4:00 p.m. – 4:45 p.m.Legislative Trends, Regulatory Updates and Exclusive SPeRS 3.0 Preview
4:45 p.m. – 5:00 p.m.Concluding Comments
5:00 p.m. – Conference Adjourns
6:30 p.m. – A “Wicked” Evening on Broadway: Private Pre-Show Reception, Premium Seating, & Exclusive After-Show Meeting with the Cast

STEMS news

STEMS factor continues to grow in financial services… What’s your learning plan for staying current on STEMS in financial services?