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.

Best Community Bank to Work For—how to register and what’s involved.

Jun 25, 2024 | Webinar | Avannis, LLC
Best Community Banks to Work For is an employee-climate research pulse that doubles as a competition with marketing perks. Results are collected in August and winners are announced early December. Join the brief, informative webinar to learn about the design, components, and complimentary reporting included (Administered by Avannis, the ICBA Preferred Service Provider for employee and customer experience feedback).

Improving Your Workplace Violence Program

Jun 26, 2024 | Webinar | Human Resources | ICBA Education | Security
Incidents of violence in the workplace are increasing, but there are many steps employers can take to reduce the chance of becoming a victim. Familiarize yourself with preventive policies and procedures as well as tips for recognizing the warning signs and red flags when dealing with potential perpetrators.

Balance Sheet Challenges and Solutions for 2024

Jun 27, 2024 | Seminar - Live | ICBA Securities
ICBA Securities, its exclusively-endorsed broker Stifel, and ICBA are hosting a complimentary fixed-income conference June 27 in Philadelphia. This conference covers top-of-mind economic investment portfolio, regulatory, and balance sheet issues.

ICBA Community Bank Briefing 2024 Q2

Jun 27, 2024 | Webinar | Compliance and BSA | Director | Executive Leadership/C-Suite | Frontline | ICBA Education | Lending | Management HR | Marketing | Operations | Risk Management | Security
Join ICBA experts for a quarterly update on industry news and highlights. The 75-minute briefing will include details about regulations and congressional events from inside the Capital Beltway and across the U.S. We want to hear from you; participants are encouraged to bring questions to the briefing as the ICBA experts will answer questions from community bankers during the Q&A session.

Action Plans for Troubled Credit

Jul 9, 2024 | Webinar | ICBA Education | Lending
Recognizing that you have a troubled credit in your portfolio is traumatic enough. Having to deal with a declining relationship that may cause your bank a significant loss can create an outright panic. Instead of freezing or believing that things will get better on their own, now is the time to blaze the path forward to avoid a charge off.

Best Community Bank to Work For—how to register and what’s involved.

Jul 9, 2024 | Webinar | Avannis, LLC
Best Community Banks to Work For is an employee-climate research pulse that doubles as a competition with marketing perks. Results are collected in August and winners are announced early December. Join the brief, informative webinar to learn about the design, components, and complimentary reporting included (Administered by Avannis, the ICBA Preferred Service Provider for employee and customer experience feedback).

Data Protection Challenges for Employers

Jul 17, 2024 | Webinar | Executive Leadership/C-Suite | ICBA Education | Risk Management
Employers are confronted with an increasing number of data protection challenges. Dive into the various challenges organizations face when it comes to protecting data and address the latest trends and best practices in data protection. Gain insight on how to navigate the evolving landscape of data regulations and ensure compliance.

Moving beyond the online survey

Jul 17, 2024 | Webinar | Avannis, LLC
Most banks that access their ICBA membership benefit to listen to the customer voice have been previously running their own in-house survey(s) with an online software tool. If that’s your bank, 2024 is a year for improvement!

The Art of Setting ACH Exposure Limits

Jul 23, 2024 | Webinar | Compliance | Executive Leadership/C-Suite | ICBA Education | Risk Management
Setting exposure limits for your ACH Originators is a requirement of the Nacha Rules. However, there are no set guidelines on how this task should be accomplished. Explore the art, not science, of effectively setting limits for your ACH originators.

ICBA ThinkTECH Accelerator 7 Showcase

Jul 24, 2024 | Events | ICBA Webinar | ThinkTECH Accelerator
Join us for the culminating event of the seventh ICBA ThinkTECH Accelerator program. During this program you will hear honed pitches from each of the six cohort companies.

Characteristics of Strong Risk Assessments and Tools to Monitor and Report Results

Jul 25, 2024 | Webinar | Auditing | Compliance | Executive Leadership/C-Suite | ICBA Education | Risk Management
Financial Institutions provide great value to the American economy. But that value comes with risks. Risk Assessments are at the core of a strong Enterprise Risk Management (ERM) Program. Therefore, developing strong risk assessments for all key areas of the financial institution is crucial.

Strategic Planning for Financial Institutions – It’s All about Your Strategy!

Jul 30, 2024 | Webinar | Executive Leadership/C-Suite | ICBA Education
The aftermath of the Pandemic, coupled with new technologies, shifting consumer preferences, market changes, and recent bank failures, has reshaped the industry significantly. The financial industry faces various forces, challenges, and new competitors, all amidst prevailing uncertainty. However, within these challenges lie unprecedented opportunities. It is imperative for every financial institution to develop an adaptive, dynamic strategic plan, a living document that breathes and evolves, ensuring not just survival but thriving and growth in this ever-changing landscape.

Unclaimed Property Reporting Considerations

Jul 31, 2024 | Webinar | Director | Executive Leadership/C-Suite | ICBA Education
While the basics of unclaimed property reporting are consistent for all holders, financial institutions can face particularly complex questions and issues around unclaimed property. From determining the proper state for escheatment, to deciphering dormancy rules around complicated property types like IRAs, financial institutions must take care to understand the scope of their unclaimed property reporting requirements to stay compliant.

Decoding Security: FAQ Roadmap

Aug 7, 2024 | Webinar | ICBA Education | Information Technology | Security
Go beyond the basics of security training and find the answer to common security questions. Discover solutions to practical issues like camera placement, the necessity of monitors in break rooms, and the optimal timing for alarm activation during or after a bank robbery.

Q2 Analysis: Mid-Year Insights

Aug 12, 2024 | Webinar | PSP: Preferred Service Provider
Net interest margin was top-of-mind for community banks in Q2 amid uncertain economic conditions. How are we faring at the halfway point? Is a soft landing in sight?

Navigating Today's M&A Environment

Aug 20, 2024 | Webinar | Director | Executive Leadership/C-Suite
Over the past 18 months, the community bank mergers and acquisitions environment has faced significant changes. This has led many community bankers to question the current state of the market and consider its future impacts. Additionally community banks have received unsolicited offers.

Lending Compliance Update

Aug 21, 2024 | Webinar | Compliance | Executive Leadership/C-Suite | ICBA Education
Further details will be available 30 days prior to the webinar date.

Powering Community Reinvestment - CRA Education, Training, Support & Credit

Aug 21, 2024 | Webinar | ICBA CRA Solutions
ICBA CRA Solutions offers CRA Education & Training, CRA Support Services, the CRA Collaborative Peer Group, and CRA compliance programs that create safe living environments for older Americans with help from local banks.

Three Key Risk Assessments in Your ERM Program – ERM, IT, and Internal Controls

Aug 22, 2024 | Webinar | Auditing | Compliance | Executive Leadership/C-Suite | ICBA Education | Risk Management
Grasp the essentials of Enterprise Risk Management (ERM). Gain insight into the three crucial phases of ERM and understand the integral role of Risk Assessments. Explore the workings of the Risk Assessment Process, focusing on three key assessments vital to your ERM Program:

CFO Forum

Aug 26, 2024 | Institute - Live | Executive Leadership/C-Suite | ICBA Education
The CFO Forum tackles the top issues CFOs face today, including emerging tax and accounting strategies, ALM & liquidity, distressed credit and workouts, cybersecurity risk management, and much more.