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.

Attracting Customers Across Generations Through Enhanced Digital Security

Mar 11, 2025 | roundtable
Sixty percent of consumers consider security a top factor when choosing where to bank, according to recent research about generational banking preferences from Apiture and The Harris Poll.

Leveraging SD-WAN and Automation to Optimize IT Resources and Drive Cloud Adoption

Mar 11, 2025 | lab
Explore the transformative potential of SD-WAN and automation in modern IT environments. Learn how these technologies can streamline network operations, enhance application performance, and accelerate cloud adoption.

Marketing. Invest in it, and they will come

Mar 11, 2025 | lab
Expecting marketing to build brand awareness - check! Ensuring that it creates differentiation, leads and lifelong relationships – check, double-check! But did you know it is also your greatest superpower for generating revenue? That's right, your marketing spend is not an expense, it is an investment!

Improving Your Skills as a Credit Analyst

Mar 19, 2025 | Webinar | ICBA Education | Lending
Further details will be available 30 days prior to the webinar date.

All Things Taxes

Mar 20, 2025 | Webinar | Director | Executive Leadership/C-Suite | ICBA Education
Further details will be available 30 days prior to the webinar date.

RDC Rules and Regulations

Mar 25, 2025 | Webinar | Compliance | Frontline | ICBA Education | Operations
Understanding the complex rules and regulations governing Remote Deposit Capture (RDC) can be challenging for financial professionals. This session will focus on the latest RDC regulations, providing a comprehensive understanding of various related topics. These include image exchange rules, as well as agreements from the Federal Reserve, ECCHO, and Nacha. This session will also cover check clearing laws and relevant regulations, such as Regs CC, J, and E, along with UCC Articles 3 & 4. Additionally, the role of legal agreements will be addressed, ensuring attendees are well-informed on all aspects of RDC compliance.

Negotiation Competence for Banking Leaders

Mar 27, 2025 | Webinar | Executive Leadership/C-Suite | Human Resources | ICBA Education
Leadership skills are essential for guiding your career, inspiring others, and embracing new opportunities. Courage plays a vital role in effective leadership, empowering you to take bold steps and negotiate for yourself in the workplace.

Q1 Regulatory Compliance Updates (2025)

Mar 27, 2025 | Webinar | Compliance and BSA | Executive Leadership/C-Suite | Frontline | ICBA Education | Operations
The Quarterly Regulatory Compliance Webinars deliver the most up-to-date guidance on regulatory compliance, upcoming deadlines, available resources, and more. Offered quarterly, these 60-minute webinars deliver comprehensive information with actionable takeaways.

Identifying and Addressing Distressed Loans Seminar

Apr 1, 2025 | Seminar - Livestream | Lending | Operations
Build a proactive mindset in identifying concerning trends that, if left unaddressed, could lead to a bank loss. A past due payment is not an early warning sign. It’s an indication that you have already missed the opportunity to assist your client.

Mobile RDC Risks, Rewards and Deposits

Apr 2, 2025 | Webinar | Frontline | ICBA Education | Operations
Mobile Remote Deposit Capture has transformed how financial institutions offer remote deposit services. As they develop their RDC business plans, institutions must navigate the challenges and opportunities presented by the changing marketplace and emerging technologies. Topics covered include associated risks, funds availability options, and important rules and agreements. Participants will learn how to assess current practices, identify potential gaps, and make necessary adjustments to enhance their RDC programs.

Commercial Loan Processor Seminar

Apr 2, 2025 | Seminar - Livestream | Commercial Lending | ICBA Education
Move through each step of the credit approval process—from prospecting to post close monitoring. Gain an understanding of the required information for the loan request and how the information is used, basic analysis to assist in pre-qualification, documentation, and learn the various types of loans and their use.

Bank Director Forum - Session 1

Apr 3, 2025 | Seminar - Livestream | Bank Director Program
Offered quarterly in half-day sessions, each of the Bank Directors Forums will cover a unique topic, such as cybersecurity, enterprise risk management, corporate governance and more. No two sessions will be the same.

IRA Required Minimum Distributions

Apr 8, 2025 | Webinar | Frontline | ICBA Education | Operations
Recent changes to Required Minimum Distribution (RMD) rules, stemming from the SECURE Act, the CARES Act, and the updated life expectancy tables, have significantly impacted IRA administration. As RMDs become an increasingly important part of financial organizations’ services, particularly as the baby boomer generation ages, it is essential to stay up to date with the latest regulatory changes.

Fraud Seminar

Apr 8, 2025 | Seminar - Livestream | Fraud | ICBA Education
Join ICBA Education and fraud expert Barry Thompson for a fast-moving seminar that will prepare you to identify and protect your bank's reputation and assets. Benefit from the interactive format and expert instruction and leave with essential knowledge and tools that you can implement immediately.  

Effective Social Media for the FI

Apr 9, 2025 | Webinar | Frontline | ICBA Education | Marketing
In today’s digital age, social media is a powerful tool for building brand awareness, educating consumers, and engaging with customers. In this session, we will explore effective strategies for leveraging social media to engage with account holders, promote products and services, and raise awareness about fraud and scams.

Eight Habits of Successful Bank Managers

Apr 10, 2025 | Webinar | Executive Leadership/C-Suite | ICBA Education
Many leaders struggle to develop and apply essential management skills, hindering their ability to drive business success. This session offers a checklist of important management tips to improve business development, bank management, and marketing efforts, providing a solid foundation for ongoing success.

BSA/AML Institute

Apr 15, 2025 | Institute - Livestream | Compliance | ICBA Education
The formal requirements for financial institution compliance under the Bank Secrecy Act (BSA) are significant. With the regulatory agencies committing to tougher and more inclusive BSA/AML examinations, it is important to make certain your BSA/AML program is appropriate for your institution's risk exposure. 

Loan Review Seminar Bundle

Apr 22, 2025 | Seminar - Livestream | Commercial Real Estate Lending | ICBA Education
Save $100 when you register for the bundled Loan Review and the Advanced Loan Review Seminars.

Bank Security Institute

Apr 22, 2025 | Institute - Livestream | ICBA Education
Ensure the physical safety of your bank, staff, and customers. Cover everything from the basics of bank security to some situations you may not have even prepared for.

Loan Review Seminar

Apr 22, 2025 | Seminar - Livestream | ICBA Education | Lending
The loan review process is critical to the success of any community bank. This process must be structured and requires policies and procedures to ensure timely identification of problem credits, asset quality, and accuracy. The process must also include well-defined classification guidelines to ensure consistent loan ratings.