In partnership with the League of Southeastern Credit Unions & Affiliates
*These sessions will not be recorded*
12:00 p.m. - 12:50 p.m. | Understanding and Managing the Hybrid Office Diane Reed and David Reed |
12:50 p.m. - 1:50 p.m. | Break |
1:00 p.m. - 1:50 p.m. | Creating and Maintaining an Effective Internal Complaint Process David Reed |
1:50 p.m. - 2:00 p.m. | Break |
2:00 p.m. - 2:50 p.m. | Career Pathing and Cultivating Talent Internally Diane Reed |
2:50 p.m. - 3:00 p.m. | Break |
3:00 p.m. - 4:00 p.m. | Employment Laws Impacting Credit Unions Michael Barnsback |
12:00 p.m. - 12:50 p.m. | Manager Training: Spotting HR Trouble and Resolving Issues David Reed |
12:50 p.m. - 1:50 p.m. | Break |
1:00 p.m. - 1:50 p.m. | Onboarding and Re-boarding in the Post-COVID World Diane Reed |
1:50 p.m. - 2:00 p.m. | Break |
2:00 p.m. - 2:50 p.m. | Keeping It Compliant Diane Reed |
2:50 p.m. - 3:00 p.m. | Break |
3:00 p.m. - 4:00 p.m. | Employee Handbook Checklist for Credit Unions Michael Barnsback |
Attorney, author, consultant, and nationally recognized trainer David Reed is a partner in the law firm of Reed & Jolly, PLLC. He provides guidance to financial institutions on the establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance. He is a nationwide speaker on regulatory compliance, consumer lending, bankruptcy, and collections. Reed is also a Certified Fraud Examiner. He is known as an expert in operations, bankruptcy, and collections and has trained state and federal examination staff on numerous issues, including BSA, ID theft red flags, SAFE Act, third-party contract management, and bankruptcy.
Diane Reed is president of CUDoctor and a nationally recognized writer, speaker, and communications professional. She spent more than a decade overseeing the human resources, marketing, training, compliance, and sales functions in a midsize credit union. Reed’s expertise has been cited in industry publications such as Credit Union Times and Credit Union Management. Her unique management style and inventive programming earned her team spots on 20/20, a visit from the Treasurer of the United States, and even an invitation to the White House.
One Day - $199
Both Days - $385
All event cancellations will incur to a nonrefundable $10.00 administrative fee.
Call 800-442-5762 ext. 6630 or email us.