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.

Community Bankers of Michigan Senior Lender Forum

Oct 9, 2025 | Events
Topic: Liquidity, Financial Markets, and Tariffs: An Update

Critical Role of Deposit Networks in Prudent Liquidity Management and Franchise Value Growth

Oct 14, 2025 | Webinar
What options are available for your bank as it considers optimizing its balance sheet? We'll discuss the current economic environment and the role that bank networks can play in growth and liquidity management.

Advanced Cash Flow Analysis

Oct 16, 2025 | Webinar | ICBA Education | Lending
Traditional cash flow models, such as UCA and Global, offer valuable insights but often fall short in fully identifying a borrower’s true repayment capacity. Every loan request signals a cash shortfall and effective loan structuring requires deeper analysis, particularly of the balance sheet, where most shortfalls originate.

ICBA ThinkTECH - Connect

Oct 16, 2025 | Webinar | ICBA Webinar | ThinkTECH Accelerator | Webinar
Join us for this fast, fun, informative session to explore fintech solutions for community banks like yours. During each Accelerator selection process we connect with several fintech companies that have great products and solutions but due to our highly competitive program only a limited number can participate.

Stifel Economic Insight Live

Oct 16, 2025 | Events
Topic: Stifel Chief Economist will analyze the current rate and banking landscape

Annual Current Issues Certification Conference

Oct 20, 2025 | Seminar - Livestream | Commercial Real Estate Lending | ICBA Education
This four-day livestream conference focuses on key issues and trends related to auditing, BSA/AML, regulatory compliance, security and fraud, and offers the very latest information, tools, best practices, and training to assure that you are up-to-date and compliant. Attend one day or all four!

Cybersecurity: Trends & What the Board Can Do

Oct 21, 2025 | Webinar | Director | Executive Leadership/C-Suite | ICBA Education | Information Technology
There’s no denying that cybercrime is on the rise, and that means your institution needs to do everything it can to prepare for the worst. To that end, we’ll look at cybersecurity trends from the top down, addressing commonalities within targets, types of breaches, attack methods, and more. Discuss how the board can be instrumental in making cybersecurity an organizational focus, why organizations need to change their view of security and threats in our new and evolving cybercrime landscape, and what actions they can take to begin minimizing risk.

ACH for Frontline

Oct 22, 2025 | Webinar | Frontline | ICBA Education | Operations
Frontline banking staff often face challenges in managing ACH (Automated Clearing House) transactions, from processing payments to handling disputes. This webinar is designed to equip staff with the essential knowledge and practical skills needed to manage ACH transactions efficiently. Participants will learn how to process payments accurately, resolve disputes, and handle stop payments, ensuring smooth operations and a positive customer experience.

IRA Withholding Rules - And Getting Them Right

Oct 30, 2025 | Webinar | Frontline | ICBA Education | Operations
Are you confident that you’re adhering to all federal and state withholding rules? Compliance reviews performed by Ascensus reveal that many financial organizations are unclear on IRA withholding rules. The SECURE Act has raised penalties for improper withholding notifications, and the IRS has recently updated withholding notices and requirements for different types of IRA distributions.

ICBA Securities/Stifel Community Banking Matters Webinar Series

Oct 30, 2025 | Events
Topic: Stifel Solutions for Year-End Planning

California Community Banking Network Annual Convention

Nov 3, 2025 | Events
Topic: Economic Update

IT Institute

Nov 3, 2025 | Institute - Live | ICBA Education
This course is designed for banking professionals who seek to enhance their understanding of IT governance, cybersecurity frameworks, vendor management, and emerging technologies within the financial sector.

BSA/AML Institute

Nov 4, 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. 

9 Core Risk Concerns for Agricultural Credits

Nov 4, 2025 | Webinar | ICBA Education | Lending
Agriculture lending has never been for the faint of heart. There are more variables that will impact the repayment ability of a farm operation than any other type of industry. Understanding the nine core risks that could impact your farm borrowers is critical.

Beyond the Click: Tracking Marketing Data to Drive Bank Growth

Nov 5, 2025 | Webinar | ICBA Education | Marketing
In today’s data-driven landscape, having the ability to turn digital marketing data into actionable insight is essential. For banks aiming to deepen customer engagement and make smarter marketing decisions, understanding how to track, interpret, and apply data effectively is key.

Stifel Community Bank Symposium

Nov 12, 2025 | Events
Stifel, in collaboration with the Independent Community Bankers of America, is excited to announce this year’s Community Bank Symposium on Hilton Head Island in South Carolina, Nov. 12-14.

ThinkTECH Solutions Forum – Connectivity

Nov 13, 2025 | Webinar | Data Security/Fraud | ICBA Education | ICBA Webinar | ThinkTECH Accelerator
Connectivity empowers community banks to innovate faster by securely linking their core systems to external platforms like digital technology solutions and compliance tools. It enables secure, real-time data exchange through APIs and integration frameworks, allowing banks to innovate without replacing their core. This middle layer is essential for delivering modern customer experiences and streamlining operations across diverse systems.

Stifel Quarterly Bank Strategy Update

Nov 13, 2025 | Events
Topic: A team of Stifel Strategists discuss matters of current import for community banks

Community Bank Treasury Management Seminar

Nov 19, 2025 | Seminar - Livestream | Commercial Real Estate Lending | ICBA Education
Community banks seek ways to boost core deposits and non-interest income and Treasury Management is the key. Learn how your bank’s business teams can collaborate to sell business products and services to meet this goal.