Electronic Signature and Records Association Annual Conference 2010

Arlington, Virginia
Tuesday, November 09, 2010

ESRA Fall Conference

November 9-10, 2010

Hyatt Regency, Crystal City


November 9, 2010 – Tidewater Room

8:30    Continental Breakfast at the Tidewater Room


9:00     Introduction by ESRA Chairman                                                                                       

            Stephen Bisbee, President and CEO, eOriginal, Inc.


9:10     Impact of The Twenty-First Century Communications and                   

            Video Accessibility Act of 2010           


9:55     Implementing eMortgage Technology - Issues and Approach.
Kim Weaver, Product Manager, Secure Lending, Fiserv 

            Christos Bettios, Sr. Manager, eMortgages, Fannie Mae
Other Speakers Invited 


10:35   Break 


10:50   So You Want to Take Your Business Electronic             

            David Whitaker, Senior Company Counsel, Strategy & Operations

Risk Group, Wells Fargo Bank, N.A.


11:30   Case Study: Insurance
Peter Cameron, Assistant Vice President, Amica Mutual Insurance



12:00   Lunch


1:00     IRS Initiatives: Expansion of eSignature Applications

David Williams, Director, Electronic Tax Administration & Refundable

Credits, Internal Revenue Service


1:30     Identity Management: Who’s Signing? Electronic Signatures and Government Adoption

Judith Spencer, Agency Expert, General Services Administration

Shauna Russell, Associate General Counsel (Acquisitions & Logistics) Office of the DOD General Counsel

Thomas Smedinghoff, Partner, Wildman Harrold


2:20     Case Study: Onboarding in Healthcare                                        

Kate Masin, Director of Operations, Alliance Staffing Solutions


2:50     Break                         


3:05     Case Study: Business Process Integration with eSignatures   

Marvin Karlow, Vice President and Chief Operating Officer, Lexis-Nexis


3:40    Electronic Transaction Litigation & Claims Issues 
Frank Zacherl, Partner, Shutts & Bowen LLP


4:15     Break                                                                                     


4:30     e-Notarization and e-Recording Trends: What’s the Problem?

            Patricia Brumfield Fry, Chair of the Drafting Committee for the

Uniform Law on Notarial Acts

David Ewan, Vice President and Associate General Counsel,

New Jersey Title Insurance Company


5:15     Brief Announcements                                             


5:20     Adjourn for Day



7:30     Reception


November 10, 2010 – Tidewater Room


8:00     Continental Breakfast – Sponsored by USAA


8:30     Introduction by ESRA Chairman   

            Stephen Bisbee, President and CEO, eOriginal, Inc.


8:40     eSignatures and eRecords in the Courtroom:

A View from the Bench       

Honorable John M. Facciola United States Magistrate Judge
U.S. District Court, District of Columbia

            Honorable Paul M. Grimm, Chief U.S. Magistrate Judge

            U.S. District Court for the District of Maryland

             (attending via videoconferencing)


9:40     ESRA Update and 2010 Initiatives 

            Stephen Bisbee, President and CEO, eOriginal, Inc., Chairman, ESRA

            Ken Moyle, Vice President, General Counsel, DocuSign

            Margo Tank, Partner, BuckleySandler LLP, General Counsel, ESRA


10:10   Break                                                 


10:30   Case Study: eSignatures in Financial, Business and Retirement Services     

            Heather Milhime-Simpson, Manager of Data Acquisition & Profiling, ADP


11:05   State and Federal Legal & Regulatory Update     
            Jerry Buckley, Partner, BuckleySandler LLP

            Margo Tank, Partner, BuckleySandler LLP


11:45   International Adoption and Cross Jurisdiction Issues in eSignatures and eRecords           

            Tom Smedinghoff, Partner, Wildman Harrold

            Randy Sabett, Partner, Sonnenschein Nath & Rosenthal


12:30   Concluding Comments                                                                                                       


12:45   End of Conference


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