Jan 13

Remote Workforce Series: Creating or Revising Work from Home Policies

Registration Options & Pricing

Please select your membership status.

On-Demand Access Includes:

  • Unlimited Access to Webinar Recording
  • Can be viewed anytime 24/7, beginning 2 business days after the webinar
  • Handout and Take-Away Toolkit
  • Available on Desktop, Mobile & Tablet
  • Free Digital Download, yours to keep
  • Share link with anyone at your credit union
  • Presenter’s contact info for follow-up

This is a 90-minute webinar.

10:00 am – 11:30 am HST
12:00 pm – 1:30 pm PT
1:00 pm – 2:30 pm MT
2:00 pm – 3:30 pm CT
3:00 pm – 4:30 pm ET

What’s the right way to manage remote staff? Is your work-from-home policy up-to-date, or do you even have one? The pandemic shows no signs of weakening, so nothing will return to “normal” soon – if it ever does. Forget normalcy; now is the time to consider the policies needed for today’s reality.


  • Satisfy staff needs to work from home
  • Ensure confidentiality of accountholder information
  • Define acceptable behavior for staff working from their homes
  • Explain procedures for checking in on remote staff
  • Uphold cultural standards for at-home workers
  • Keep morale high


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.

Attendance certificate provided to self-report CE credits.

Save with this series!


This informative session is perfect for all HR professionals, managers, and supervisors.


  • Sample work-from-home policy
  • Morale-building ideas for remote staff
  • Enhanced privacy policy language
  • Employee training log
  • Interactive quiz

NOTE:  All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your financial institution is prohibited. Print materials may be copied for eligible participants only.


CU Doctor
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