Monthly Archives: January 2016

Continuing Education

Title Agent E&O Course Available on Learntitle

Approved for 1 credit
Enroll Here

Due to the litigious nature of society today, professional liability insurance (aka E&O) has become increasingly important in many industries, especially the Title Industry.  While it may not be mandated by every state, E&O Insurance is increasingly being required by the major Title Insurance carriers and lenders across the United States.

Your E&O policy is designed to protect you against claims for which you become legally liable to pay due to allegations of an unintentional error or omission by you or one of your employees.   Professional liability policies are written on a claims-made and reported basis, covering claims that occur subsequent to the retroactive date stated in the declarations and which are first made against you and reported to the company while the policy is in force.  For this reason, maintaining prior acts coverage is extremely important.  Without prior acts coverage, your covered acts are limited to those performed and reported during the current policy period only.  While switching carriers, please be aware of the significance of the retroactive date in your policy.

When seeking Professional Liability insurance, it is easy to be misled by some carriers offering a much lower premium than you had paid previously.  It is common for these policies to be written retro-inception (with no prior acts coverage).

This course will cover the forms, endorsements, terms and definitons related to E & O insurance

Approved for 1 credit
Enroll Here

About the Presenter

Fran Kelly Professional Liability, LLC is a family owned and operated insurance agency.  The agency was founded in 1993 in an effort to provide the proper Errors & Omissions insurance to the Title and Real Estate Industry.  the company understands the level of importance this insurance has to the title business and they are dedicated to the insured.  The company provides high quality customer service.

Fran Kelly Professional Liability, LLC is a completely independent insurance agency with access to over a dozen different carriers.  They work for the title agency, not an insurance company!  This flexibility allows them to find the coverage needed at the best price.

The company can also assist in obtaining other important policies.  Their expanded product mix includes escrow security bonds, cyber and privacy liability policies, notary E&O, bonds and more. Contact them at:

ALICIA KELLY

Phone: 610-478-0400

E-mail: Alicia@TitleLiability.com

FRAN KELLY(the presenter for this course)

Phone: 610-478-0400

E-mail: TitleEnO@comcast.net

KAITLIN KELLY

Phone: 610-413-2574

E-mail: Kate@TitleLiability.com

Fran Kelly Professional Liability, LLC

Middle City P.O. Box 30538

Philadelphia, PA 19103

Fax: 412-281-4716

Continuing Education

Electronic Delivery of Mortgage Disclosures

1 credit

Click Here to Enroll

Two industry leaders explain electronic delivery and esignatures. Electronic delivery of documents has become ubiquitous. It’s only natural that it would come to the Mortgage and Title industry. This course will give you some historical legislative background and will help you understand how electronic delivery and electronic signatures will impact your business.

The Presenters are

David Whitaker, Esq.

David Whitaker is Counsel in the Chicago office of BuckleySandler LLP.  Mr. Whitaker advises financial services companies in transactional, legal and regulatory matters.  Mr. Whitaker also assists companies in their efforts to structure and implement platforms and processes that conform to the requirements of the Electronic Signatures in Global and National Commerce Act (ESIGN), the Uniform Electronic Transactions Act (UETA), other applicable state and federal laws, and various industry standards.

Prior to joining BuckleySandler, Mr. Whitaker was Senior Company Counsel in the Strategy & Operational Risk Group at Wells Fargo Bank, N.A., where he served as team leader for the group of attorneys supporting Wells’ electronic financial services.  In that role, he supported the bank’s online and mobile banking services, and a wide variety of new product development initiatives.  Among other products, he served as the primary legal architect at Wells for the development of the vSafe online document storage service and the clearXchange P2P electronic payments platform.

Before joining Wells, Mr. Whitaker was Of Counsel in Goodwin Procter’s Corporate Department and a member of its Financial Services Practice, specializing in electronic commerce issues and financial services law. He has extensive experience with practical application of laws governing electronic banking, letters of credit, payment systems and commercial and consumer financing. Before joining Goodwin Procter, Mr. Whitaker was Assistant General Counsel at the Federal Home Loan Mortgage Corporation (Freddie Mac) in McLean, Virginia. He has also served as a Vice President at Star Bank, N.A. (now U.S. Bancorp), headquartered in Cincinnati, Ohio; Vice President and Assistant Director of Legal Services at Bank of Oklahoma, N.A.; and in private practice as a partner at Boesche, McDermott & Eskridge, in Tulsa, Oklahoma.

Mr. Whitaker is a member of the American Law Institute. He was named a “2009 Mortgage Banking Technology All-Star” by Mortgage Banking Magazine, in recognition of his pivotal role in “transform[ing] e-mortgages from an idea into a product.” Mr. Whitaker is also a member of the American Bar Association’s Business Law Section, and the Business Law Section’s Committee on the Uniform Commercial Code (“UCC”), Committee on the Law of Commerce in Cyberspace, and UCC Subcommittee on Letters of Credit. He has co-chaired the Cyberspace Committee’s Task Force on Federated Identity Management.

Michael Laurie

Michael LaurieMichael co-founded Silanis more than 20 years ago. Today he is responsible for planning and growth strategies for product marketing and product management.

An expert in the field of compliance and standards for electronic signatures and e-vaulting solutions, Michael has been a driving force in advancing the e-signature marketplace through his participation in industry associations and contribution to standards including SPeRS, ESRA, MISMO and IRI. He is a frequent featured speaker at industry conferences and events. In 2013, he was recognized by BuckleySandler LLP with an ESIGN Service Award for his pioneering educational efforts, innovation within the industry and championing of electronic signatures in commerce.

Michael graduated from Laval University with a bachelor of sciences in electrical engineering.

Click Here to Enroll