ICBA Education Seminars and Institutes

ICBA Education offers many events throughout the year that offer CPE credits. See below for upcoming events and program descriptions.

Advanced Call Report Seminar

May 9, 2024 | Seminar - Livestream | Commercial Real Estate Lending | ICBA Education
The regulatory reporting burden faced by community banks today is stronger than ever. As the complexity of the call report and Federal Reserve reports continue to increase, even experienced bankers often have questions about the nuances of these filings.

Presenting with Confidence - for Leaders

May 9, 2024 | Webinar | ICBA Education
Leaders are frequently tasked with public speaking engagements and need confidence and skills to effectively deliver presentations.

IRA Transfers & Rollovers

May 14, 2024 | Webinar | Executive Leadership/C-Suite | ICBA Education
Retirement plan portability is one of the most popular topics fielded on our consulting lines. Attending this course will help ensure that you are handling these transactions properly.

Strategic Planning in 2024: Strategies for a Shifting Economic and Regulatory Environment

May 15, 2024 | Webinar | Executive Leadership/C-Suite | ICBA Education
Strategic planning in banking is constantly evolving in today’s economic and regulatory landscape. Discover key elements of strategic planning in an environment where the only thing certain is change – from political elections and global events, the domestic economy, and regulatory scrutiny, among others. Discussion will include key topics to address in every strategic plan, as well as topics unique to your institution, ranging from safety and soundness considerations like capital to succession planning.

Q1 Results and Outlook: Survive in 2024, Thrive in 2025

May 15, 2024 | Webinar | Pitney Bowes Inc.
Community banks have a lot on their plate this year. Whether battling with liquidity, rising deposit costs, potential credit issues, or inefficiencies, banks are heads down and slogging through 2024 with the promise of a better 2025.

Customer Experience Feedback

May 20, 2024 | Webinar | Avannis, LLC
Don't re-invent the wheel! ICBA membership includes a benefit to build a world-class customer experience (Voice of the customer) program at your bank. $0 setup, no contract (month to month), and you pay-per-complete.

Regulatory Compliance Change Management: Are You Prepared?

May 21, 2024 | Webinar | Director | Executive Leadership/C-Suite | ICBA Education | Information Technology | Risk Management
Now more than ever, financial institutions must consider the risk of change. Regulatory changes, system conversions, new products and services, and corrective action for audit findings are just a few examples of situations that will frequently impact your organization.

Balance Sheet Challenges and Solutions for 2024

May 22, 2024 | Seminar - Live | ICBA Securities
ICBA Securities, its exclusively-endorsed broker Stifel, and ICBA are hosting a complimentary fixed-income conference May 22, in Oklahoma City. This conference covers top-of-mind economic investment portfolio, regulatory, and balance sheet issues.

Bring YOUR Shoes – How to Lead by Maximizing Talent

May 23, 2024 | Webinar | ICBA Education
Successful leaders surround themselves with talented individuals that complement their strengths. But as a leader, how do you find them? Complementary talent doesn’t just show up. It has to be sought out.

ICBA ThinkTECH Accelerator Bank Visit

May 28, 2024 | Events | ICBA Education | ICBA Webinar
Be a part of shaping the future of community bank innovation. Join us for a 3.5-hour session to hear from emerging fintech solutions poised to change the way your bank and its customers do business. There are two ways to participate: as a group with other bankers (not from your bank) or a private sessions with only members of your bank.

Basics of Agriculture Lending

May 30, 2024 | Webinar | ICBA Education | Lending
The agriculture field has faced significant headwinds that have stressed many farmers and lenders alike. Agricultural lending decisions are often handled by bankers with limited knowledge of agriculture. Dive into the world of agricultural lending and its unique attributes while covering key topics such as credit risk, management of factors impacting farms, and analyzing the financial statements. Gain a comprehensive understanding of how to assess creditworthiness, mitigate risks and make informed lending decisions in the agricultural sector.

Listening to your customers will make you money—and ICBA helps you listen.

May 30, 2024 | Webinar | Avannis, LLC
From attrition catches, sales opportunities mined from your current customer base, and concrete direction that prevents your team from guessing on any number of topics, your bank will positively cash flow with a customer experience program. Don't re-invent the wheel!

Q2: Regulatory Compliance Updates

Jun 3, 2024 | Webinar | Compliance | Executive Leadership/C-Suite | Frontline | ICBA Education | Operations
Attend ICBA’s Quarterly Regulatory Compliance webinars for the very latest regulatory compliance guidance, upcoming deadlines, resources, and more.

Five Cultural Changes that Must Become Business as Usual

Jun 4, 2024 | Webinar | Executive Leadership/C-Suite | ICBA Education
One thing that the rapid pace in banking has revealed is that the ability to change and adapt is a mandatory quality. Amid change it is also important to understand that your underlying foundations make it possible for workgroups, teams, and employees to perform effectively while embracing emerging challenges and opportunities.

Key Ratio Analysis, Getting Beyond the Numbers

Jun 5, 2024 | Webinar | ICBA Education
With every loan request comes a plethora of numbers: financial statements, taxes, and various schedules. All this information, can cause many deals to quickly languish due to analysis paralysis. Learn the meaning and use of specific information that any banker must examine and understand. Starting with Common Sizing, walk through the current ratio, cash flow coverage, leverage, and the cash-to-cash cycle to comprehend the data you’re given and its significance.

The Business Banking Blues: Non-Consumer Exception Handling

Jun 6, 2024 | Webinar | Executive Leadership/C-Suite | ICBA Education
Delve into the often-neglected realm of business banking, specifically non-consumer exception handling for ACH, check, and wire transactions. Discover the sources of relevant rules and guidance, understand your liability, and explore strategies for safeguarding your organization.

Early Identification of Distressed Credit Relationships

Jun 11, 2024 | Webinar | ICBA Education
Post-pandemic portfolios have performed admirably, with minimal troubled credits, late payments, and charge-offs. Despite fair economic conditions, it's important to remember that bad loans often emerge during good times, lurking beneath the surface.

Making the Most of Your Membership – Q2 2024

Jun 11, 2024 | Events
Want to meet ICBA? We want to meet you too! We encourage you and your colleagues to join us for an informative and interactive webinar. You’ll learn how to make the most of your new ICBA membership by taking full advantage of all the benefits ICBA has to offer.

CISA / ICBA Cyber Tabletop Exercise (TTX)

Jun 12, 2024 | Webinar | Cybersecurity | Cybersecurity Events
This event will exercise and enhance the capabilities of community banks and the financial services sector in identifying, mitigating, responding to, and recovering from cyber incidents. Registration for this event is now closed.

IRAs: Is Your Program in Compliance

Jun 12, 2024 | Webinar | ICBA Education
Ascensus conducts countless compliance audits for financial organizations across the U.S., oftentimes finding issues that could result in substantial IRS penalties due to non-compliance with IRS requirements.