Performance Reviews: Practicalities, Best Practices & Landmines

August 1, 2025

Compliance Frontline & New Accounts Human Resources Information Technology Lending Operations Senior Management

Live Webinar

DateAug 1, 2025Duration90 minutes

08:00 AM PDT09:00 AM MDT

10:00 AM CDT11:00 AM EDT

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

On-Demand Webinar

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

See Registration Options

Performance reviews can be powerful tools for employee development, alignment, and engagement – when done right.

Yet for many financial institutions, the review process becomes a box-checking exercise, or worse, a source of frustration and legal risk. Attend this insightful program to learn performance review practicalities, best practices, and landmines.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Understand the purpose and value of performance reviews
Recognize common challenges and how to address them
Learn how to structure and guide effective, two-way performance conversations
Uncover best practices for documentation, goal setting, and follow-up
Avoid legal landmines, including discriminatory language and inconsistencies
Employ strategies to align your reviews with organizational values and service standards

WEBINAR DETAILS

This webinar will explore how to make performance reviews more meaningful, consistent, and compliant within the unique context of financial institutions. You’ll gain practical insights to improve your current review processes, better support your team, and avoid common pitfalls that can damage morale or expose your organization to liability. Whether you’re a seasoned HR leader or a new manager tasked with conducting reviews, this session will leave you with practical tools and renewed confidence to navigate the performance review process effectively.

WHO SHOULD ATTEND?

This informative session is designed for human resources professionals and managers who are responsible for the performance review process.

TAKE-AWAY TOOLKIT

Downloadable performance review checklist
Performance review conversation guide
Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.