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Understanding the E-SIGN Act: Requirements for Deposit Staff and Lenders

In this session, we will detail the requirements of the E-SIGN Act and what you need to obtain and verify from the consumer before you rely on electronic disclosures to meet regulatory requirements.
Upcoming
DATE

Thursday, July 16, 2026
2:30 pm - 4:00 pm

INSTRUCTOR

Dawn Kincaid

FORMAT

Webinar

$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Compliance
  • Deposit Accounts
  • Deposit Compliance
  • Lending
  • Lending Compliance
  • Branch Manager
  • Compliance Officer
  • Consumer Lender/Retail Banker
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • Loan Operations Manager/Specialist
  • Mortgage Lender
  • New Accounts Representative
  • Teller

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Under the E-Sign Act, a consumer must (among other things) provide consent electronically and in a manner that reasonably demonstrates that he or she can access the electronic record in the format used by the institution. Obtaining this consent before you provide electronic disclosures is essential.

What You'll Learn

  • Understand the requirements of the E-SIGN Act
  • Determine how the Act applies to your processes
  • Discuss the impact E-SIGN has on the requirements of other regulations
  • Review the content of the electronic delivery notice
  • Obtain proper consumer consent to receive disclosures and other documents electronically

Who Should Attend

This informative session is designed for New Account Personnel, Loan Officers, Deposit and Loan Operations Staff, and Compliance Officers.

Dawn Kincaid

Instructor Bio

Dawn Kincaid began her banking career while attending The Ohio State University. She has 19 years of experience in client service, operations, information technology, administrative and board relations, marketing, and compliance. Most recently Dawn served as the Senior Vice President of Operations for a central-Ohio-based community bank, where she created and refined policies and procedures, conducted self-audits and risk assessments, and organized the implementation of new products and services. Dawn has served in the roles of Compliance, BSA/AML, CRA, Privacy, and Security Officer. She has led training initiatives, prepared due diligence information, completed a variety of regulatory applications, coordinated internal and external audits, and exams, and presented for numerous state associations.

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