Upcoming Events

Foundational HR Forum for Financial Institutions

5/18/2021 01:30 PM - 04:30 PM (CT)

Type: Live Webinar

Industry: Financial Institutions

Service: Consulting, Talent and Change

Cost: $531

Seats Remaining: 5

Event Contact:

Name: Kristina Bung-Riddle

Phone: 715.843.7452

Email: KRiddle@wipfli.com

This forum will take place on the third Tuesday of the month starting on January 19, 2021 through September. A webcam is recommended to get the most from this training experience, but not required. Registering once will ensure registration for all sessions.

Gain new skills, learn the latest HR best practices and expand your influence.

Now more than ever, it’s incredibly important to have a trusted peer group of HR professionals to confer with about emerging trends and challenges in our field. We saw so much change so fast in the first few months of the COVID-19 outbreak, and no doubt this will continue through 2020 and into 2021 — if not beyond. 

Due to rapidly shifting circumstances, Wipfli has created a dynamic and interactive HR forum specifically for financial institutions, constructed with a flexible agenda that allows us to shift or add topics as new issues surface.

The same people will participate in each forum session throughout the year, allowing individuals to develop powerful and lasting professional relationships and to engage in specific problem solving. Our facilitators will customize your forum to fit the needs of your group and emerging challenges.

The Foundational HR Forum is focused on key functional areas of HR management and will be held monthly from January through September.

Who Should Attend:

Ideal for individuals who may not have a formal education in HR management but have HR responsibilities and individuals who may be new to the field or are looking to expand, refresh or strengthen their core HR technical knowledge.


Understanding the role of HR

  • Key HR responsibilities
  • Important skills for HR professionals
  • HR best practices
  • Strategic priorities of HR

Creating an effective employee handbook

  • Handbook content
  • Policy development
  • Handbook communication

Understanding the Fair Labor Standards Act (FLSA)

  • Overtime exemptions (includes review of new rules)
  • Hourly versus salaried pay
  • Pay for travel, on-call and training time
  • Minimum wage
  • Child labor

Complying with state and federal laws

  • Significant laws and regulations
  • Discrimination and harassment
  • FMLA
  • Posting and record retention requirements

Recruiting and selecting employees

  • Work force planning and job analysis
  • Job descriptions
  • Résumé and application screening
  • Interview techniques
  • Reference checking

Managing performance

  • Onboarding and new employee orientation
  • Performance management systems
  • Performance appraisals

Addressing employee behavior problems

  • Performance counseling
  • Corrective action
  • Voluntary and involuntary termination
  • Legal land mines

Designing a compensation system

  • Internal and external pay equity
  • Salary structure development and maintenance
  • Incentive pay systems

Understanding benefits

  • Health insurance and PPACA
  • Preventative health and wellness
  • Qualified retirement plans
  • Benefit communication
  • Time off

Space is limited and fills up quickly! Register now.

This forum will take place on the third Tuesday of the month starting on January 19, 2021. A webcam is recommended to get the most from this training experience, but not required.

In addition to the Foundational HR Business Forum, Wipfli also offers a Senior HR Forum for Financial Institutions for individuals with at least five years of experience in HR management. For more information on this series, please visit wipfli.com/FI-SrHRForum.