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.

Bank Security Institute

Aug 12, 2025 | Institute - Live | 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.

Credit Analyst Institute

Aug 12, 2025 | Institute - Livestream | ICBA Education
Master the necessary financial analysis skills needed by today's credit analysts and the additional expertise vital to a community bank's overall lending success.

Keys to Being a Great Outside Bank Director

Aug 12, 2025 | Webinar | Director | Executive Leadership/C-Suite | ICBA Education
Many outside community bank directors seek a clearer understanding of what it takes to be a great outside director. The question "What makes a great outside director?" is simple, while the answer is not. There are multiple factors and considerations that contribute to the effectiveness of a great outside director.

Recipe For an Effective Sales Environment

Aug 13, 2025 | Webinar | Executive Leadership/C-Suite | Frontline | ICBA Education | Marketing
In today’s competitive banking landscape, many institutions struggle to create a cohesive sales environment that fosters long-term customer relationships and drives consistent growth. This session takes a “recipe card” approach, outlining the key ingredients for relationship-driven success and exploring how banks are adapting to the evolving market.

Mastering BSA Compliance: Risk Assessment, Audit Preparation, and Partner Selection

Aug 14, 2025 | Webinar | Compliance and BSA | Frontline | ICBA Education | Lending
Further details will be available 30 days prior to the webinar date.

Commercial Real Estate Lending Seminar

Aug 19, 2025 | Seminar - Livestream | Commercial Real Estate Lending | ICBA Education
Real estate lending is often the most difficult type of lending to do correctly. There are numerous challenges in financing real estate, not the least of which is understanding the various types of real estate and the embedded risk. This seminar walks through underwriting and structure of construction financing, investment real estate, owner occupied real estate, multifamily, residential development, as well as specialty use.

The Future of Card Payments

Aug 19, 2025 | Webinar | Executive Leadership/C-Suite | Frontline | ICBA Education | Operations
In today's fast-paced digital world, consumers and businesses alike are grappling with the need for faster, safer, and more convenient payment solutions. As traditional payment methods face growing challenges, new technologies are stepping in to revolutionize the way we exchange money.

Analyzing Your Bank's Financial Statement Seminar

Aug 20, 2025 | Seminar - Livestream | ICBA Education
Understanding the financial performance of your bank is crucial in leading a high performing organization. This seminar assesses how the marketplace is affecting the bank and how bank management is in turn responding. One must understand this relationship to create accurate financial statements.

Preparing to Mitigate and Respond to Ransomware

Aug 20, 2025 | Webinar | Executive Leadership/C-Suite | ICBA Education | Information Technology
Ransomware isn’t a new phenomenon. In fact, it’s been plaguing organizations for years, preying on weaknesses in security systems to steal data and compromise systems. In April 2024, VMware Carbon Black reported that businesses around the world had seen a 148% increase in ransomware attacks due to the widespread effects of COVID-19, leaving institutions either scrambling to remediate breaches or generate new procedures to prevent them.

CRA to Z: How to Build a Best-in-Class CRA Program

Aug 21, 2025 | Seminar - Livestream | ICBA CRA Solutions | ICBA Education
In this 1.5-day course, you will learn CRA management best practices to ensure compliance with current rules and regulations. Upon completion, you will earn 13.5 hours of CPE credit, and have the knowledge and tools required to maintain a robust CRA program for your bank.

Vendor Management Program – How Model Risk Fits In

Aug 21, 2025 | Webinar | Auditing | Compliance | Executive Leadership/C-Suite | ICBA Education | Information Technology | Risk Management
As financial institutions increasingly rely on third-party providers, the associated risks also grow. This educational session will guide you in developing an effective Vendor Management Program and a Model Risk Management Program. Explore the necessary due diligence, from core systems to technology-dependent banking products, and gain practical insights on integrating these programs within your Enterprise Risk Management (ERM) framework for robust risk management. By the end of the session, you will clearly see how Vendor Management and Model Risk Management align with your ERM program.

CFO Forum

Aug 26, 2025 | Seminar - Livestream | Executive Leadership/C-Suite | ICBA Education
The CFO Forum tackles the top issues CFOs face today, including emerging tax and accounting strategies, CECL implementation, deposit funding sources, risk management, cybersecurity and much more.

ICBA CFO Forum

Aug 26, 2025 | Events
Topic: Balance Sheet Value Propositions for 2025

Fraud Seminar

Sep 9, 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.  

NH/VT Bankers Associations Annual Conference

Sep 9, 2025 | Events
Topic: Inflation, the Fed, and Balance Sheet Management

Audit Institute

Sep 9, 2025 | Institute - Livestream | Auditing | ICBA Education
Meet your bank’s evolving needs, the expectations of the audit committee, and the examiners! Our curriculum will expand your knowledge of auditing and banking whether you are a veteran auditor or new to the audit function. 

Maximizing your ICBA Member Benefits – September

Sep 9, 2025 | Events | 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.

IRA Legal Issues

Sep 10, 2025 | Webinar | Frontline | ICBA Education | Operations
Financial professionals working with Individual Retirement Accounts (IRAs) often find themselves in a tricky position—while they aren’t authorized to offer tax advice, they may still be called upon to address complex legal questions. The challenge is that there is limited IRS guidance on how to handle IRA legal issues.

Bank Director Forum - Session 3

Sep 11, 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. See Agenda below for this session's topic.