COVID-19 Financial Institution Compliance Certification
Human resources, safety, and legal experts will explain how to update your COVID-19 safety practices and policies for 2021. You will learn the latest guidance for financial institutions to protect your team, ensure compliance, and avoid liability.

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
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3 Sessions - Scheduled for 60 minutes including question and answer period.

INFORMATION
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
Recommended Audience
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
Approval and validity
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!

What's included
Training includes
  • Certificate of Attendance
  • All training sessions are available as on-demand recordings.
About

Expert Presenter

Teri Morning
  • 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
  • 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
About

Expert Presenter

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
About

Expert Presenter

Melissa Fleischer
  • Management-side employment attorney
  • Over twenty years of experience representing clients in employment law discrimination litigation
  • 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
  • JD Degree from the George Washington University School of Law