Events Calendar

Webinar: Harassment Claims in a #MeToo World
Thursday, February 20, 2020, 03:00pm - 04:30pm

Don’t let a harassment claim take you by surprise. Learn the current state of harassment claims and effective steps to minimize risk for your institution.


  • Understand the current harassment claims trends
  • Sample new state and local harassment laws
  • Break down essential anti-harassment and anti-retaliation policies
  • Appreciate the role of digital communication in harassment
  • Sharpen your anti-harassment training and reporting programs
  • Identify and avoid the most common compliance landmines


Harassment claims continue to weigh heavily on financial institution operations. The settlement costs and additional attorney fees these claims create pale in comparison with the toll on employee morale and productivity. It is an unfortunate fact that most companies will experience some type of employment-related litigation. The #MeToo movement has proven to be a powerful force in identifying and preventing sexual harassment and assault in the workplace. However, the barrage of claims has left many institutions feeling unsure of the best course forward.

Don’t get caught by surprise. Your institution must understand the many aspects of harassment and the management team’s responsibility to create and consistently apply anti-harassment and anti-retaliation policies. From creating adequate policies and procedures, to effective communications and documentation, to staff training and oversight, the key to reducing harassment risk is for everyone to understand what is expected of them and why.

Do your employees understand what is expected of them? Can managers spot potential issues before they become a problem? Don’t become a victim of poor preparation. Join us to learn the current state of harassment claims and effective steps your institution can take now to minimize risk and maximize morale.


This informative session is designed for board members, senior executives, managers, human resources staff, frontline supervisors, and anyone involved with managing staff.


  • Anti-harassment policy review checklist
  • Sample anti-retaliation policy
  • Employee training log
  • Interactive quiz

SPEAKER:  David A. Reed, Reed & Jolly, PLLC

Attorney, author, consultant, and nationally-recognized speaker, 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.