Posts Tagged ‘David Whittaker’
Legal Experts Deliver an E-Signatures Webcast Worth Watching
Tuesday, November 22nd, 2011
On October 20, Silanis hosted a webcast to help financial services legal counsel get up to speed on legal issues related to electronic signatures. Co-hosted by the top two US experts in e-commerce and e-signature law, Margo Tank and R. David Whitaker, it was so popular we wanted to share their key takeaways.
Margo Tank, partner at BuckleySandler LLP:
- Covered the 8 basics you should know about the E-SIGN (Federal) and UETA (State) laws.
- Explained why it is critical to create reliable e-records – just because information has been created on a computer doesn’t mean it’s accessible or admissible.
- Identified the main categories of risk, and how to control risk with SPeRS (Standards & Procedures for Electronic Records and Signatures).
- Summarized emerging principles, including the need to preserve evidence of data integrity, screenshots and process flows, to avoid having e-records excluded from evidence or rejected from consideration during summary judgment.
- Provided a checklist for analyzing systems designed for creating, storing and retrieving binding electronic agreements.
R. David Whitaker, Senior Company Counsel with Wells Fargo:
Mr. Whitaker took a practical look at e-signatures from an implementation perspective. His authoritative presentation was designed to save you days – if not weeks – of research, simply by answering the common questions that he hears everyday on topics like:Delivering disclosures, agreements and notices.
- Developing a process or system for obtaining effective e-signatures and being able to prove them later.
- Introducing Electronic Records into Evidence.
View the E-Signature Webcast for Financial Services Legal Counsel.
Categories: In the News, Industry Insights, Silanis Events, Webcasts
Tags: Banking, Buckley Sandler, Counsel, Customers, David Whittaker, e-Sign Enterprise, e-signatures, electronic banking, electronic loan processing, electronic signatures, Events, Insurance, Legal Counsel, Life, Margo Tank, Wells Fargo
Silanis “Black Belt” Talks About E-Signature Security
Tuesday, November 1st, 2011
If anyone has ever told you that an electronic signature is as simple as designing an “I Agree” button into a web page, think again. That may be true for a simple software license agreement (shrink-wrap/boilerplate contracts). But to bring complex, regulated, customer-facing transactions online without putting your organization at risk, you need to think about the entire business process.
Last month, Silanis hosted a public web seminar on security as it applies to electronic signatures and transactions. Michael Laurie, our legal, compliance and security “black belt”, briefly covered the basics like how to prove who signed, and how to make sure a signed document can’t be modified without detection. But the majority of his one-hour presentation took a deep dive into the rationale for transaction security and control. His main takeaway: keeping control over the process means that all the documents and the entire transaction needs to occur on the application server – no emailing documents out for signing, nor handing off critical steps in the process to other systems.
The benefit of this control means you are able to a) enforce business and compliance rules throughout the process; b) have real-time visibility into the transaction; and c) gather comprehensive evidence.
The punch line? E-signature security is about so much more than just the document or the signature. This philosophy has been at the heart of Silanis’s product strategy for years. The emergence of E-Signature Process Management as a product category reinforced the complexity of bringing business transactions online and the need for an e-signature solution to manage the people, documents, compliance/business/workflow rules, systems, notifications, distribution channels, exceptions and much more.
Categories: Webcasts, Whitepapers & Articles
Tags: Banking, Buckley Sandler, David Whittaker, e-Sign Enterprise, e-signatures, electronic banking, electronic loan processing, electronic signatures, Events, Financial Legal Counsel, Insurance, Legal Counsel, loan, loan operations, Margo Tank, Michael Laurie, Silanis, Straight-through Processing, Webcast, Wells Fargo
