| Date: | Information Livestream events are Central Time / In-person events are location's local time. |
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| Wednesday, Jun 24 |
09:00 AM – 09:10 AM
Introduction |
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09:10 AM – 10:10 AM
Workforce Intelligence: Legal Trends Shaping Employer Decisions We’ll start with a big-picture look at the legal and litigation trends impacting community banks—from increased scrutiny of workplace decisions to evolving plaintiff strategies. |
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10:10 AM – 11:10 AM
Retaliation: The Claim That Drives Litigation Retaliation claims rarely arise from a single decision—they are built over time through a series of everyday interactions, timing choices, and documentation decisions. This session focuses on how these claims take shape in real-world settings, why they resonate so strongly with juries, and how routine management decisions can unintentionally create significant risk. |
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11:10 AM – 11:20 AM
Break |
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11:20 AM – 12:00 PM
What Is a “Report”? Rethinking Protected Activity in 2026 Many complaints don’t look like complaints. This session focuses on how employee concerns actually show up in community banks—and why managers often fail to recognize them as protected activity. Along the way, we will also highlight how routine interactions—such as requests for leave, accommodations, or issue-spotting that may be part of an employee’s role—can, in some circumstances, carry legal implications depending on the context. |
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12:00 PM – 01:00 PM
Lunch |
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01:00 PM – 02:45 PM
Now What? Responding to Employee Concerns Without Creating Liability Once an issue is raised, the response matters more than the label. We’ll walk through a practical approach to handling employee concerns in a way that is measured, consistent, and defensible—without overreacting or under-responding. |
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03:00 PM – 03:20 PM
Break |
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03:20 PM – 04:20 PM
Training That Works: Turning Legal Risk Into Real-Time Decisions Traditional training often misses the mark. This session focuses on what actually works—helping managers recognize issues as they arise and respond appropriately in real-world situations. Expect practical examples and interactive discussion. |
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04:20 PM – 04:30 PM
Wrap-Up and Key Takeaways A brief recap of the day with key themes and practical next steps to take back to your team. |
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| Thursday, Jun 25 |
09:00 AM – 09:10 AM
Day 1 Review |
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09:10 AM – 10:25 AM
Managing Mental Health-Related Disability Requests: Where Legal Obligations Meet Real-World Challenges Mental health-related accommodation requests often present unique challenges—they can be less visible, more fluid, and harder to assess than traditional physical impairments. This session focuses on how these requests actually arise in the workplace, what triggers the duty to engage in the interactive process, and where employers commonly get tripped up. We will walk through real-world scenarios involving anxiety, depression, stress-related leave, and performance concerns, with an eye toward balancing empathy, consistency, and defensibility. |
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10:25 AM – 10:40 AM
Break |
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10:40 AM – 12:00 PM
Session topic TBA |
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12:00 PM – 01:00 PM
Lunch |
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01:00 PM – 02:30 PM
Session topic TBA |
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02:30 PM – 02:45 PM
Break |
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02:45 PM – 03:45 PM
Inside the Plaintiff’s Playbook: What Drives Employment Claims (from a Former Plaintiff’s Attorney) What makes an employee decide to call a lawyer—and what turns a workplace issue into a lawsuit? In this session, you’ll hear directly from a former plaintiff’s attorney about how claims are evaluated, developed, and ultimately positioned for litigation or settlement. We’ll cover the moments that matter most—from how employee complaints are handled, to documentation gaps, to manager communication—and why certain fact patterns are more likely to attract legal attention. |
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03:45 PM – 04:00 PM
Day 2 Review and Wrap-up |
| Audience | Price |
|---|---|
ICBA Member |
$ 795.00 |
Non-Member |
$ 895.00 |
Non-Banker* |
$ 1,295.00 |
*Attendance may be subject to ICBA approval.
For attendance and cancellation policies see Disclaimers
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Who should attend: |
Branch Manager/Assistant Branch Manager, Retail Banking, Human Resources, Operations - General |
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Prerequisites: |
Basic knowledge of human resources |
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Advanced Preparation: |
None |
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Program Level: |
Intermediate |
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Field of Study: |
Specialized Knowledge |
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Delivery Method: |
Group Live |
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Continuing Professional |
14.00 hrs |
Professionals from Jackson Lewis
Attendance and Cancellation Policy
- Full payment is required prior to event attendance.
- Registration fee is valid for only the individual registered. Each attendee must register.
- A substitute registration will be accepted. Please notify ICBA Education if registration needs to be changed.
- If registration is cancelled more than 30 days prior to the event start date, you will receive a full refund.
- If cancellation is within 30 days prior to the event start date, 20 percent of the registration fee paid will be deducted for costs.
- No refunds will be issued once the bank has received event materials or after the event start date.
- If the program is canceled by ICBA, ICBA’s liability is limited to the registration fee.
- All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed by ICBA.
This event is not recorded. For more information, call 800-422-7285 or email education@icba.org.
Continuing Professional Education Credit (CPE) Requirements
To receive full CPE credit for ICBA livestream events you must meet the following requirements:
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Enter your full name when joining the event in Zoom. Your Zoom session must display your full name and match the registration.
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Attend the livestream session with camera on for the duration of the session. NOTE - If attending by phone audio only, no CPE will be awarded due to participant’s inability to respond to poll questions.
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Participate in all group activities and breakout rooms.
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Answer all poll questions displayed during the session. If you are unable to answer the poll questions within the poll feature, submit your answer in the chat.
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In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.
For more information, call 800-422-7285 or email education@icba.org.
Code of Conduct
Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.
As such, the Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.
Read Full PolicySuitcasing Policy
Suitcasing is the act of soliciting business by non-exhibiting companies during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby. It is ICBA event management's objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.
Recording Disclaimer
Live courses are for educational purposes only and intended only for participants of the class/event. All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed to by ICBA.
Consent to User of Photos & Video Content
Registration, attendance, or participation in an ICBA event constitutes an agreement by the participant to ICBA’s use and distribution (both now and in the future) of the participant’s image and/or voice in photographs, videos, digital media, electronic reproductions, and audio files/recordings of and at such events and activities.
NASBA Statement
ICBA Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.NASBARegistry.org.