Topics Covered
- Learn the latest OSHA requirements
- Update workplace and branch safety protocols
- Understand compliance requirements for auditing PPP loans
- Protect your financial institution from potential legal liability
- Prove your knowledge to colleagues, customers, and regulators
Training Overview
Earn your COVID-19 Financial Institution Safety Certification. Discover the latest guidance for financial institutions.
As COVID-19 rages on, government guidance for financial institutions has shifted based on evolving scientific research and economic need. Although vaccines are becoming available, the rollout will be a long process, requiring you to maintain safety protocols and support borrowers for the foreseeable future.
Financial institutions must keep employees, clients, and members safe from COVID-19. At the same time, it is essential to ensure compliance when administering Paycheck Protection Program (PPP) loans. Accomplishing these goals requires a focused safety and compliance manager familiar with relevant COVID-19 laws, proven practices, testing procedures, and personal protective equipment.
Our COVID-19 Financial Institution Compliance Certification program will enable you to:
- Learn the latest OSHA requirements
- Update workplace and branch safety protocols
- Understand compliance requirements for auditing PPP loans
- Protect your financial institution from potential legal liability
- Prove your knowledge to colleagues, customers, and regulators
We have packed a large volume of interesting and useful content into four engaging webinars:
Webinar 1: COVID-19 Vaccine Policies: What Banks Needs To Know
- Items to include in a vaccine policy
- Laws to consider when creating your vaccine policy Americans with Disabilities Act
- Rehabilitation Act
- Title VII
- Title II of GINA
- Twelve problems to avoid
- Additional policies that require safety updates
Webinar 2: How To Prepare For An Audit Of Your PPP Loans
- Tactics to create a PPP loan audit plan
- Accounting for loans likely to be forgiven
- Qualifications for borrowers
- Forms and evidence required for loans and forgiveness applications
- Communication with your institution’s board of directors and audit committee
Webinar 3: COVID-19 Legal Compliance Issues For Bankers 101
- OSHA requirements to keep branches and employees safe
- Liability regarding employees who contract COVID-19 at work
- Protocols for checking for elevated temperatures and other symptoms
- Quarantine and isolation requirements
- Workers’ compensation coverage of COVID-19
- Mandatory vaccination possibilities and limitations
Who Should Attend?
- Financial institution staff
- Human resources professionals
- Branch managers
- Operations managers
- Safety managers
- Employee relations staff
- Supervisors
- Chief executives
- Board members
- Financial institution counsel
- Senior management
- Managers
Expert Presenters
Teri Morning
- President of Hindsight HR
- Specializes in solving company people problems and providing big company style HR service to small business
- Over 20 years of experience in human resources and training in a variety of fields
- Certified in mediation skills, project management, and IT management and qualified
- Myers-Briggs practitioner
- Has held the PHR, SPHR, SPHR-CA and SHRM-SCP certifications
- Master’s degree in human resource development with a specialization in conflict management
- MBA
Daniel A. Clark
- Over 30 years of experience in the financial industry
- Focused on risk management and internal audit for the last 19 years
- Previously director of operations for internal audit at GE Capital
- Industry public speaker
- Wrote the book Dare to Be Different: An Auditors Personal Guide to Excellence
Melissa Fleischer
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Management-side employment attorney
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Over twenty years of experience representing clients in employment law discrimination litigation
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President and Founder, HR Learning Center LLC, an organization that offers training seminars, webinars, and consulting on a wide range of workplace and human resources issues
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JD Degree from the George Washington University School of Law
Certifications
Employers particularly appreciate BankersWeb certifications because they represent definitive confirmation of the mastery of the subject area.
Please follow these steps to earn your certification:
- Attend all the training sessions in their entirety.
- Gain access to the final exam at the conclusion of the last session.
- Take the final exam and receive a score of 80% or better.
If you have any questions about the certification process, please get in touch with us.
We look forward to your participation!