Incorporating Diversity & Inclusion into Your HR Policies

Incorporating Diversity & Inclusion into  Your HR Policies

Incorporating Diversity & Inclusion into Your HR Policies
Wednesday, January 15, 2020
3:00 pm – 4:30 pm Eastern


According to The Wall Street Journal, “The financial industry, once seen as a stronghold of older, mostly white men, now leads the S&P 500 index in terms of overall workforce diversity.”  (10/26/19 article by Maitane Sardon.)  

Diversity and inclusion appear to be good for business.  Fresh thinking from a broader talent pool may result in innovative products and services that appeal to younger, more culturally diverse accountholders and job applicants.  To succeed, an inclusive culture should begin with HR policies and practices that support diversity, condemn bias, and champion civility.  D&I policies give people of all genders, races, and backgrounds a fair chance at employment, promotion, and career success – and help financial institutions understand the multilayered needs of their accountholders and communities. 

This webinar will focus on the development and implementation of strategic best-practices-based D&I policies, practices, and training.  Learn how to spot and stop bias; manage diversity and inclusion; minimize legal risks; and maintain a respectful work environment where every voice is heard, regardless of gender, age/generation, disability, race, religion, sexual orientation, gender expression, veteran status, or native language. 


  • Showcase your diversity and inclusion (D&I) strategy  
  • Boost performance by unleashing the power of differences
  • Improve communication and collaboration among multifaceted employees 
  • Reach ethnically, racially, and generationally diverse accountholders 
  • Recruit and retain millennials, minorities, other sought-after talent
  • Hire and mentor staff and suppliers who reflect the communities you serve   
  • Promote women, minorities, other underrepresented leaders 
  • Eliminate bias and cultivate a culture of respect 
  • Use training tricks to start the inclusivity conversation
  • Complete voluntary diversity self-assessments for industry regulators
  • Reduce harassment, discrimination, and hostile work environment claims

Take-Away Toolkit:

    • Whitepaper: Use Pronouns to Support Diversity & Inclusion
      o Recommends nine alternatives to he/she, complete with examples of their use in written documents, business email, and workplace conversation
    • Diversity rules: Guidelines for Creating Gender-Inclusive Policy & Procedures
    • Employee training log
    • Interactive quiz

Who Should Attend?

This informative session is a must for attorneys and professionals responsible for human resources, diversity and inclusion, hiring, training, organizational development, compliance, and management.


Nancy Flynn, Founder & Executive Director, The ePolicy Institute™, Business Writing Institute™, Marijuana Policy Institute™

A recognized expert on workplace policy, communication, and compliance, Nancy Flynn is the founder and executive director of The ePolicy Institute, Business Writing Institute, and Marijuana Policy Institute.  She provides training, writing, and consulting services to clients seeking to minimize compliance risks and maximize communication skills.

Nancy is the author of 13 books, including Writing Effective E-Mail, The ePolicy Toolkit, and The Social Media Handbook.  An in-demand trainer, she conducts seminars, webinars, and one-on-one coaching for financial institutions, financial services firms, and other clients worldwide. She also serves as an expert witness in litigation related to electronic and workplace policies and procedures.


Attendance verification for CE credits provided upon request.

Webinar Sponsored by Financial Education & Development

If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.

Registration Options

Live Webinar – The live webinar option allows you to have one internet connection from a single computer terminal. You may have as many people as you like listen and watch from your office computer. Registrants receive a website address and passcode that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, passcode, and handouts will be emailed to you prior to the broadcast. You will need the most-current version of Adobe Reader available free at 

Recorded Webinar + Free Digital Download – Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 6 business days after the webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

Additional Live Webinar Connections – Registering another banker from a different location

Both Live Webinar & Recorded webinar + Free Digital Download – Includes Live Webinar and Recorded Webinar options above. 


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