(FREE) Key Things to Consider when Building Your Financial Institution’s Training Program

This webinar will be a Q&A with Jeff Kelly (Moderator), VP of Product, Professional Education at OnCourse Learning & Deb Crawford.

Financial services are one of the highest regulated sectors. With the turbulence of the current pandemic, rapidly changing regulations and the acceleration of digital transformation, employees must complete new tasks at high speed while ensuring compliance and excellent customer service.

Your people are your greatest and most important resource. How many monetary losses and compliance violations could be avoided with proper training and development? How many customers could be served more effectively with better communication skills? Developing your employees is challenging for most organizations. A comprehensive training needs and risk assessment is critical to an effective training program and begins with an evaluation of where you are and where you want to go.

Covered Topics

During this webinar, you will learn some key things to consider when evaluating and building your training program including: 

  • Analyzing your overall training program
    • Assessing inherent and residual risks
    • Determining current gaps
    • Constructing a comprehensive plan to appropriately address the identified risks and gaps
  • Analyzing your targeted training programs
  • Adapting your training program to meet rapidly changing needs
  • Determining and prioritizing opportunities
  • Implementing the plan

 Attendees will also receive a Training Needs & Risk Assessment for Financial Institutions Guide which includes some of the key things to consider discussed in the webinar.

Who Should Attend?

Training Managers, Compliance Officers, Human Resources Managers, Operations Leaders, Information Security Officers, IT Officers, Risk Officers, Senior Management, Board Members