ICBA Education Seminars and Institutes

Customer interactions, previously limited to the telephone or in-person at a branch, are expanding to encompass all transactions, touch points, communications, and technologies that deliver service and information to customers. Organizations that excel at managing the entire customer journey will successfully capture more relationships with targeted generations and market segments.

ICBA CRA Solutions (formerly CRA Partners) 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.

The regulatory examination environment is getting much tougher. Many community banks across the country are experiencing examinations that present unexpected circumstances and adverse findings. Prepare your community bank for its next examination by discussing the current regulatory examination environment, identifying the current regulatory hot buttons and examination issues that are causing community banks problems and providing recommended strategies to resolve identified problems during and after the examination.

The next step in the evolution of mailing is coming in 2024. The USPS® is adopting a new technology standard called Intelligent Mail Indicia (IMI) and as of June 30, 2024, non-IMI postage technology will be discontinued. And soon after, your non-IMI device will need to be replaced. Are you prepared?

ICBA Preferred Service Provider QwickRate is hosting an interactive Coffee Talk Q&A about loan data, diving deeper into how banks are using their IntelliCredit solution to respond to questions from regulators, their Board and management.

There is often confusion as to how to develop a multi-year BCP testing program. Organizations are overwhelmed with putting a program in place. Using your Business Impact Analysis can define what the testing program should be without adding unnecessary complexity and negatively impacting efficiency.

Attend to see how community banks are using QwickAnalytics from ICBA Preferred Service Provider QwickRate to solve common challenges. Experts will walk you through specific case studies centered around standard and customizable Board Reporting, the Excel Add-in tool, Custom Peer Groups, and Industry Credit Research.

Leaders are frequently tasked with public speaking engagements and need confidence and skills to effectively deliver presentations.

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 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.

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.

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.

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.

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.

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.

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!

Attend ICBA’s Quarterly Regulatory Compliance webinars for the very latest regulatory compliance guidance, upcoming deadlines, resources, and more.

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.

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.

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.