Webinar: Performance Reviews: Practicalities, Best Practices & Landmines
August 1, 2025 3:00 pm - 4:30 pm
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
Speaker: Diane Reed, CU Doctor
A nationally recognized speaker, writer, and communications professional, Diane Pape Reed currently serves as President of a full-service consultancy, assisting financial institutions nationwide with human resources, marketing, strategic planning, community relations, compliance, sales, training, board relations, and executive support. Previously, Diane served for more than a decade as Vice President of Administration for a mid-sized financial institution.
Her expertise in “Service-Oriented Culture Change” has been cited in numerous industry publications, and her marketing expertise has been featured in articles for Exhibit Builder and Business Management magazines. Diane attended American University and graduated from George Mason University where she specialized in Organizational Communication. She currently resides in Fairfax, Virginia.