A different business model has become prominent in the very challenging past year: staff working remotely. Some experts believe it’s here to stay! However, working remotely is not as simple as just having a computer and a task list. It presents a unique set of issues from technology to procedures to compliance to productivity.
Purchase Webinars Individually or Purchase the Series to Get All 6 Webinars for the Price of 5!
This timely series will provide you with a roadmap for addressing key concerns. Questions will be answered, such as: Do we have sound, compliant policies and procedures? What are best practices regarding electronic record access and retention? How do we manage risk and security? What are ways to foster communication so that the remote team member feels connected? Get the answers to these, and many more questions, plus receive a number of useful tools that will help to ensure your team’s success.
- Creating or Revising Work from Home Policies
- Work from Home Record Retention Rules
- Work from Home Risks: How Compliance Can Limit Liability
- Security Compliance for Work from Home Staff
- Making Work from Home Effective
- Moving to the Cloud: Remote Management of Risks to Member Data
Session Dates & Descriptions
Webinars start at: Noon Pacific – 1 PM Mountain – 2 PM Central – 3 PM Eastern
Click on presenters’ names below for more information.
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.
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 regulatory fines!
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 maximize compliance.
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.
February 25, 2021
Security Compliance for Work from Home Staff
Barbie Housewright, 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?
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 “glass-half-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.
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.