Wednesday, January 13, 2021
Creating or Revising Work from Home Policies
Diane Pape Reed, CU Doctor
For years, staff members have been asking for permission to work from home. Many
employers were hesitant to allow this practice because it seemed hard to manage
(e.g., productivity would decrease, it’s too difficult to maintain security and privacy, staff
will get by with lax standards, and control would be lost.) But along came COVID-19. Many businesses were forced to close to all but essential personnel in order to protect
their own and the public’s health and safety.
What now? Will things go back to normal with everyone returning to the office? Probably
not. Many people like (or need) to work from home. In addition, many consumers have
changed the way they do business with financial institutions, perhaps forever. They’re
using all those online or phone services you’ve been touting, and they like it. Plus,
productivity is up, and savings on HR and facilities costs are being realized. Yet, valid
concerns still exist. This webinar will take you on an HR guru-guided journey through the
standards and best practices of managing work-from-home. Learn how to set standards
and maintain strict confidentiality and get great ideas for improving staff morale and
enhancing your brand.
Wednesday, January 27, 2021
Work from Home Record Retention Rules
Nancy Flynn, The ePolicy Institute™
Have you updated your record retention policy and procedures for work-from-home
employees? Thanks to COVID-19, best practices and good management call for an
updated policy governing remote use and retention of records via personal devices, sites,
and accounts. With so many working remotely, mismanaged, misplaced, or missing
records are more than a nuisance – they are a liability that could trigger litigation and
Financial institutions are required to preserve, protect, produce, and purge records,
including PII, NPI, and other business-critical information in compliance with GLBA, federal
laws, state data breach notification laws, and e-discovery guidelines. Join us to learn best
practices-based strategies for effective work-from-home record management. The sample
policy and guidelines will help your institution manage records, minimize risks, and
Tuesday, February 16, 2021
Work from Home Risks: How Compliance Can Limit Liability
Phillip Buffington, Adams and Reese, LLP
This webinar will help financial institutions navigate the world of remote employees. It
will identify the challenges, risks, compliance, and liability issues when employees work
from home. What are your duties and obligations? How are you ensuring remote
employees are maintaining compliance? Learn best practices for allowing employees to
work remotely and limit the liability risks and losses that begin with noncompliance.
Helpful checklists will provide focus and guidance, plus information for the board.
© 2021 Financial Education & Development, Inc.
Thursday, February 25, 2021
Security Compliance for Work from Home Staff
John Moeller, CLA
The pandemic has changed the way we work and where we work. Security concerns are
even greater with work from home staff. Financial industry experts believe the work from
home trend will continue even after the pandemic ends. This could lead to unanticipated
outcomes regarding unintentional disclosure of accountholder information. How can your
financial institution ensure the necessary steps are being taken to secure accountholder
information and comply with industry regulations?
Wednesday, March 10, 2021
Making Work from Home Effective
Dawn Kincaid, Brode Consulting Services, Inc.
Working from home is uncharted territory for many and has been an understandably tough
adjustment for some. Working from home brings abundant advantages. But even “glasshalf-full” individuals have discovered there are also many distractions and difficulties.
This session will consider the highs and lows of working at home – both for employers and
employees. Real-life experiences will be shared from an informal survey of your peers
across the country and tips from employment experts will be provided. Most importantly,
you’ll learn that your struggles are shared by others and that patience will go a long way
toward making work-from-home work. Best practices for successfully traversing this new
territory will be included.
Tuesday, April 6, 2021
Moving to the Cloud: Remote Management of Risks to Member Data
John Moeller, CLA
“Cloud computing” has been around for over a decade and has gained traction in financial
institutions of all sizes and system complexity. With the move to cloud computing comes
new risks and considerations. The cloud is not a silver-bullet solution to outsourcing
system risk and safeguarding accountholder data. Learn what financial institutions should
do to ensure the necessary steps are being taken to secure accountholder information,
comply with industry regulations, and leverage the benefits of cloud computing.