Webinars

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Personnel Records: What to Keep, What to Toss

 

• Retention periods. Discover exactly how long to retain various documents, including applications, résumés, FMLA forms, payroll records, leave requests, medical data, benefits information and more.
• Document storage. Understand the proper way to organize documents, which ones need to be maintained in separate files and how electronic storage rules differ from those for paper storage.
• Reasonable-accommodation records. Correctly handle requests related to disabilities, pregnancy impairments, religious objections to vaccinations and genetic information.
• Indispensable records. Learn which records should never be deleted and why, as well as the requirements for storing and deleting communication records.
• Personnel file requests. Know what to do when lawyers or employees ask to review personnel files—this varies by state and timing of the request.
• I-9 updates. Stay updated on the new form and procedures, and learn about the new rules for remote examination if you use E-Verify.

 

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Legal Requirements of Job Descriptions

 

• 5 benefits of a good job description, and the risks associated with outdated ones.
• 4 federal laws that require accurate and up-to-date job descriptions, including the Pregnant Workers Fairness Act.
• 4 simple steps to create accurate and defensible job descriptions that match industry standards and local variations—with online resources.
• How to define “essential functions” for ADA, FMLA and PWFA purposes.
• Using job descriptions as a disciplinary tool to guide performance reviews and employee discipline, including designing PIPs in the era of reductions in force.
• Choosing the right language that locks in an employee’s FLSA classification, avoids discrimination charges and more.
• Tips and tools for continually evaluating job descriptions to avoid misclassification errors and other legal issues throughout the year.

 

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Overlapping Leave Laws: Managing Pregnancy Under the PWFA and FMLA

 

• Gain a thorough review of the PWFA and what it requires, as well as when the FMLA covers pregnancy and recovery.
• Learn about the EEOC’s plans to revise PWFA regulations and which protections are on the chopping block.
• Learn all about fertility treatments under the PWFA—which ones are covered and which definitely are not.
• See what’s a reasonable accommodation under the PWFA and when it overlaps with intermittent leave under the FMLA.
• Learn all about child bonding versus post-partum recovery—is there an overlap?
• Determine which post-pregnancy accommodations are also serious health conditions under the FMLA.
• Learn why you should always dock FMLA leave when employees take leave as a reasonable pregnancy-related accommodation.

 

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Stop Managing, Start Coaching

 

• The difference between managing and coaching. Learn how shifting to a coaching mindset turns managers into leaders.
• A step-by-step coaching process. Follow a structured approach to guide and develop employees effectively.
• 3 core coaching skills every leader needs. Master the fundamental skills that elevate your leadership style.
• Coaching for promotions, growth and development. Identify high-potential employees and prepare them for future roles.
• Addressing poor performance with leadership and empathy. Correct problems while maintaining trust and motivation.
• Unique strategies for coaching remote workers. Keep distributed teams engaged and avoid Zoom fatigue.
• Creating a coaching playbook. Set measurable goals, energize your team and empower employees to succeed.

 

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Wage-and-Hour & Overtime Compliance

 

• Employee or contractor? Discover how to make the right call at a time when the rules are in flux.
• Exempt or nonexempt? Learn to use the right tests to classify employees as either nonexempt, eligible for overtime or exempt, not eligible. Hint: Having a solid, up-to-date and accurate job description is essential.
• Breaks, travel, on-call. Stop wasting money or risking lawsuits by learning when to pay hourly workers for travel time, on-call hours, meal breaks, training time and more.
• After-hours tasks. In the era of smartphones, email and remote work, learn what must be paid time for hourly workers.
• Docking pay. Know when the law allows you to dock the pay of salaried employees and when you absolutely can’t.
• Remote and hybrid work. Handle the tricky commute time for hourly remote or hybrid workers.
• Overtime. How to pay it—and how to legally prevent unauthorized OT.
• Fixing mistakes. How to resolve pay and classification errors without triggering a lawsuit or DOL investigation now that the PAID program is back.
• New rules. Learn about new overtime rules, how to comply with the PAID program and the new law regarding tips.

 

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From Boomers to Gen Z: Managing Fairly and Legally

 

• Cross-generational engagement. Practical tips to connect with all generations without ignoring a particular group.
• Legal considerations. Can you prefer one generation over another? What the law actually says about age discrimination and protected-class distinctions.
• Fostering unity over friction. How to build alignment and trust across generations through clear goals and inclusive culture.
• Communication strategies that work. Adapting your approach to meet different generational preferences without compromising effectiveness or fairness.
• Flexibility, benefits and expectations. Designing policies that appeal across generations while maintaining consistency and avoiding legal exposure.
• Managing conflict and stereotypes. How to address generational tensions, challenge assumptions and create a respectful workplace for all ages.

 

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W-4s: Your Guide to Accurate Withholding

 

• W-4 updates and compliance. Stay current on the latest W-4 process, including electronic forms, and quickly bring your company into compliance.
• What to tell employees who earn tips or overtime. Give employees who earn tips or overtime the tools to estimate their deductions by themselves.
• Guidance for side gigs and worksheets. Learn how employees with multiple jobs should complete the W-4 form, and understand the critical role of W-4 worksheets in accurate withholding.
• Effective employee communication. Develop a plan to guide employees —especially new hires—through the W-4 form to prevent costly mistakes.
• Managing outdated W-4s. Discover strategies for handling employees who don’t update their W-4s, including IRS solutions for different forms and methods.
• Rejecting invalid W-4s. Identify when to reject a W-4 and how to manage IRS letters that void an employee’s form.
• Ensuring withholding accuracy. Follow best practices for verifying your withholding processes, with step-by-step IRS guidance.
• Supplemental pay withholding. Master the rules for withholding on various types of supplemental pay.

 

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Employee Handbook Workshop: Must-Have Policies

 

• Directives from the Trump administration. Federal agencies like the EEOC, DOL and the NLRB are making big changes to handbook rules that speak to diversity, equity and inclusion—even those you changed in 2025.
• Supreme Court-related changes. Learn why and how to change your handbook policies on religious expression, reverse discrimination and accommodations.
• New kinds of discrimination. Handbook rules must be modified to include emerging forms of discrimination and recognize the potential for reverse-discrimination claims.
• Employee leave. What to include and what to leave out regarding FMLA, ADA and pregnancy accommodations.
• The fractured workplace. What happens when workers disagree on topics like politics and religion now that the administration is encouraging such workplace expression? Handbook policies that set reasonable conduct rules can create a more harmonious workplace.
• Speech and civility rules. When you can restrict what employees say and when you can’t (salaries, politics, hate speech, etc.).
• Dress and grooming. Learn how to set rules on appropriate behavior, attire and decor when it comes to both in-person and remote appearances.
• Sexual and other harassment. Even if employees are remote, you need rules on email, telework, texting and off-site meetings.

 

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Leading with Professional Presence: Everyday Etiquette That Shapes Team Culture

 

• Gain a clear understanding of the three levels of respect and how these traits show up at work.
• Speak with clarity and purpose in meetings and presentations while learning public-speaking strategies that earn respect and engagement.
• Communicate disagreement while maintaining high regard.
• Take ownership of your communication style and its impact.
• Shift etiquette from rule-based behavior to culture-shaping leadership.
• Clarify intent and expectations, reducing defensiveness and confusion.
• Set interactions up for success before they begin.

 

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