Agenda

Sep 30, 2026
11:00 am - 12:30 pm EST

Managing employee performance is one of the most difficult and legally sensitive responsibilities of every supervisor. Whether addressing attendance problems, performance deficiencies, misconduct, or policy violations, managers must balance accountability with fairness while minimizing legal and organizational risk.

This practical webinar will provide supervisors, managers, HR professionals, and executives with the knowledge and tools needed to handle disciplinary issues confidently and consistently. Participants will learn how to recognize when coaching should become discipline, properly document performance concerns, conduct effective disciplinary meetings, avoid common legal pitfalls, and support a workplace culture built on accountability and respect.

Using real-world examples and practical guidance, this session will focus on what managers need to know before discipline becomes a lawsuit, grievance, or employee relations crisis.

Topics

KEY WEBINAR TAKEAWAYS:

• Documenting employee issues effectively by creating clear, objective records that support coaching, corrective action, and employment decisions
• How to handle difficult disciplinary conversations professionally with practical techniques that improve communication, preserve dignity, and encourage accountability
• Common legal pitfalls including inconsistent treatment, inadequate documentation, retaliation concerns, and wrongful termination risks

Speaker(s)

David A. Reed
Reed & Jolly, PLLC

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 establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance. His engaging speaking style has made him a nationwide lecturer on regulatory compliance, consumer lending, bankruptcy, and collections.

A former trial attorney and vice president and general counsel of a large regional financial institution, David is also a Certified Fraud Examiner. He is particularly known as an expert in the areas of operations, bankruptcy, and collections. He has trained state and federal examination staff on numerous issues, including BSA, ID theft red flags, SAFE Act, third-party contract management, and bankruptcy.

Fees

Live Webinar - $279

• Unlimited connections for your institution
• Available on desktop, mobile & tablet
• Take-away toolkit
• Presenter’s contact info for questions

On-Demand Webinar - $279

• Unlimited & shareable access starting two business days after live stream
• Available on desktop, mobile & tablet devices 24/7
• Take-away toolkit
• Ability to download webinar video
• Presenter's contact info for questions

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

Association Contact