Events Calendar

Webinar: How to Develop a Vaccination Policy
Tuesday, November 23, 2021, 03:00pm - 04:00pm

UPDATE: This session will cover the latest requirements set forth in the Emergency Temporary Standards, released by OSHA on November 4, 2021, with required action by December 6, 2021!

With an intense national debate raging regarding vaccinations, there’s plenty of information and rationalizing on both sides of the issue. Now is the perfect time for your organization to determine if a vaccination policy is in the best interest of your staff, accountholders, and reputation.


  • Comply with the Emergency Temporary Standards (ETS), most of which take effect on December 6, 2021, with mandatory testing beginning January 4, 2022
  • Anticipate what may come after the Emergency Temporary Standards
  • Create a vaccination policy for your financial institution
  • Determine whether to provide a medical or religious accommodation
  • Evaluate which other policies may be affected by a vaccination policy
  • Consider how to accommodate employees with exemptions
  • Teach your staff how to administer your vaccination policy
  • Manage the vaccination process


President Biden issued an executive order mandating that all government-related employers require their employees to be vaccinated against COVID-19. In addition, OSHA has announced ETS that require employers with more than 100 workers to have them inoculated or tested weekly. Given these conditions and the inherent threat of the pandemic, many financial institutions are trying to determine whether to create a vaccination policy that will protect employees and accountholders, but not alienate staff members.

But the devil is in the details. What constitutes a “medical or religious exemption”? As a private employer, what constitutes 100+ employees? Are both vaccinated and unvaccinated employees counted? What about those working remotely? What kind of accommodations should be provided? While the orders have not yet been codified and numerous opposition lawsuits have been filed, now is the time to consider creating a vaccination policy – despite the size of your institution. This webinar will take a deep dive into these questions and provide a template to use when examining the issue and in crafting your policy.


This informative session is designed for senior executives and human resources professionals.


  • Sample vaccination policy
  • Sample “faux religious exemption” letters used by many to avoid vaccination
  • Checklist for determining legitimacy of a religious exemption request
  • List of related issues to consider when implementing a vaccination policy
  • Sample vaccination policy tracking
  • Employee training log
  • Interactive quiz

SPEAKER:  Diance Pape Reed, CU Doctor

A nationally-recognized speaker, writer, and communications professional, Diane Pape Reed is President of CU Doctor, a full-service consultancy, assisting financial institutions nationwide with human resources, marketing, community relations, compliance, sales, training, board relations, and executive support. Previously, she was VP of Sales and Administration for a mid-sized financial institution for 10+ years, where she oversaw the HR, marketing, business development, community relations, training, compliance, and sales functions.

In addition, Diane has received numerous awards and has written articles for industry publications. She graduated from George Mason University with a Bachelor’s in Speech Communication. A nationally ranked public speaking coach at George Mason, she serves as a guest lecturer with the University.