Webinar Details

Tuesday, July 8, 2025
1:00 pm ET, 10:00 am PT

$149, includes Live Event and Recorded Playback without expiration


Event Description

As financial institutions increasingly shift to digital communications and remote account opening, compliance with the Electronic Signatures in Global and National Commerce Act (E-SIGN Act) is more important than ever. From loan agreements to account disclosures and consent forms, institutions must ensure they meet the legal requirements for obtaining valid electronic signatures and delivering required information electronically.

This webinar will demystify the E-SIGN Act and its intersection with consumer compliance regulations such as Reg E, Reg Z, and Reg DD. You’ll learn what disclosures must be provided upfront, how to obtain demonstrable consent, and what traps to avoid when switching from paper to digital processes. Ideal for compliance officers, operations managers, and digital banking teams.

Key Takeaways:

  • Understand the legal framework of the E-SIGN Act and what it permits (and doesn't).
  • Learn how to properly obtain affirmative consent for electronic delivery of disclosures.
  • Review timing requirements for providing disclosures under Reg E, Z, and DD in a digital context.
  • Explore best practices for record retention, audit trails, and ensuring documents are accessible and reproducible.
  • Discover common pitfalls that can invalidate electronic disclosures or trigger compliance violations.

Instructor(s)

Erin O'Donnell

Co-Founder- American Cannabis Bankers Association

Erin O'Donnell, Founding Partner of the American Cannabis Bankers Association, Co-Founder of BankersHub and Co-Founder and former CEO of Bankerstuff oversees product innovation and education. She has over 30 years of experience in strategic event management, specializing in technology and online delivery of content.

Michael Beird

Founding Partner - ACB

Michael co-founded the ACB after spending over a decade building BankersHub, the leading online education platform in financial services, in order to bring nationally renowned speakers to smaller financial institutions, community banks and credit unions through webinars, on-demand certifications and live-streaming from conferences and conventions. BankersHub launched the industry's first Cannabis Banking Professional certification in 2020 and is now leading the effort to bridge education and compliance between these two heavily regulated industries with his co-authoring the recent Wiley book, "Cannabis Banking: Legal Frameworks and Practical Solutions for Cultivating Compliance"