One of the most critical responsibilities of every professional is developing employees. These sessions will show you how to build and manage a productive team while keeping legal requirements in mind.
Leadership expert Wendy Sellers will give you the tools you need to become a human-centered manager. You will learn how to apply these techniques to the day-to-day interactions in your workplace.
Benefits of Certification
Ethical, social, economic, and institutional perspectives of Human-Centered Management
Rethinking management as leadership utilizing vital foundational skills
A focus on integrity
Four elements of trust: compassion, consistency, competency, and communication
Human resources expert Wendy Sellers will provide managers with the insights they need to protect their organizations and support employees. You will learn about essential laws and best practices.
Benefits of Certification
Master the federal employment law basics, including leave and discrimination
Banking expert Trish Springfield will explain the details of the soft skills required in 2021. You will learn the specific steps to master the skills and use them daily.
Topics Covered
Why are these the top five soft skills this year?
How can you master these soft skills?
What technical steps should you take for each skill?
How should you apply these skills to your day-to-day work?
Human resources expert Jenni Stone will share specific steps you can take to identify, address, eliminate, and prevent employee performance problems. You will learn how to keep your entire team focused on their goals and striving for organizational success.
What You'll Learn
What typically causes employee performance problems?
What questions should you include in an employee assessment framework?
How can you execute the coaching process?
What are the benefits of clear boundaries or guidelines for team behavior?
Scheduled for 60 minutes including question and answer period.
Equity experts Precious Green Gunter and Brandon Washington will reveal how to honor all staff and customer perspectives in ways that acknowledge minority individuals’ experiences with anecdotal and structural racism. You will learn from discussions of real-world scenarios led by the facilitators.
What You'll Learn
Which laws prohibit discrimination? What do they require?
How should you begin addressing the real-world issues affecting stakeholders?
How can you ensure inclusion in service availability and lending decisions?
What racial conversations should take place in your institution?
Scheduled for 60 minutes including question and answer period.
ACH expert Jennifer Miller will take a deep dive who the ACH operators are and how they work. You will learn more about their interactions with your financial institution’s transactions.
Topics Covered
Who are the U.S. ACH operators? Where are they located?
Excel expert Daniel Cotter will show you how to create impressive and informative charts from your data. You will learn how to share information with clear and compelling visual representations.
Topics Covered
How can you create a chart from Excel data?
How can you add data labels and titles?
How can trendlines help you predict the future?
What formatting refinements can you apply to make your charts beautiful?
How can you link an Excel chart to other apps and documents?
Scheduled for 60 minutes including question and answer period.
A panel of legal and financial security experts will take you through the fundamentals of recognizing and responding to the ubiquitous identity theft threat. You will learn how to protect your financial institution and your customers/members.
Topics Covered
What are your obligations under the FACT Act?
What four elements must you include in your identity theft prevention program?
What are the red flags of identity theft that may occur in routine operations?
How can you detect red flags?
What actions should you take when you suspect identity theft?
How will you update your program to reflect new threats?
Scheduled for 60 minutes including question and answer period.
Daniel Cotter will show you specific steps, features, and functions that you can apply to use Excel to your full advantage. You will learn the best practices for using spreadsheets in your financial institution.
Cannabis entrepreneur and financier Kevin Gibbs will reveal the opportunities that the industry offers. You will learn the strategies that companies have adopted to prosper during the COVID-19 pandemic.
What You'll Learn
What is the financial opportunity in the legal cannabis marketplace?
What political and social trends are affecting growth?
How has COVID-19 affected the cannabis economy?
What pandemic-related regulatory changes have increased opportunities?
National compliance consultant Molly Stull will explain how to ensure electronic loan documents meet the regulatory requirements. You will learn how to take advantage of the E-Sign Act to facilitate safety, social distancing, and remote work while COVID-19 persists.
Topics Covered
How can you ensure regulatory compliance?
What are the specific requirements of the E-Sign Act?
What should examiners review within the E-Sign process?
How long must you retain records?
How can you deliver documents electronically without a dedicated product?
