Online Course Newsletter – July 2025

July 25, 2025

Introduction

Custom Plan Subscribers Only – We’ve added a new feature to the “Log Other Training” option in the learning management system. You can now log training for multiple employees who attended the same training session all at once. There is no need to enter it individually for each person.

When you click on the Administration Tab, you’ll see a new option: Enter Completed Additional Training for Multiple Employees. Select this option to get started. Complete the top section with the course information, then select all the employees who attended the training and move them into the blank box. Finally, complete the bottom section of course information. This new option will make in-house training tracking much quicker.

For those banks that subscribe to the Bank Compliance Bundle or the Standard Plan and are interested in learning more about the options that come with the Custom Plan, please reach out to Lori at 320-352-7380 or lori.braegelmann@icba.org.

What’s New

  • On June 29, the following new courses were launched:

    • Regulation B: Special Purpose Credit Program (SPCP)

    • Regulation P & Gramm-Leach-Bliley Act

    • Regulation P: Consumer Privacy – Customer vs. Consumer

    • Regulation P: Consumer Privacy – Exceptions (Sections 13, 14, 15)

  • On June 29, the following existing courses were updated with fresh content.

    • Gramm-Leach-Bliley Act Overview

    • Regulation P: Consumer Privacy – In Depth

    • Regulation P: Consumer Privacy – Overview

  • On June 29, the course “Children’s Online Privacy Protection Act (COPPA)” was updated with the regulations changes that were effective June 23, 2025, with a mandatory effective date of April 22, 2026.

  • On June 29, the following HSA & IRA courses were updated with 2026 cost-of-living adjustments (COLAs), IRS reporting forms, and examples. The course format and functionality has also been updated to provide more engagement and voice over.

    • Funding HSAs

    • HSA Distribution Issues

    • HSA Introduction and Establishment

    • HSA Portability and Compliance

    • HSA Basics

    • Establishing an IRA

    • IRA Contributions

    • Traditional IRA RMDs

    • IRA Distributions

    • IRA-to-IRA Transfers and Rollovers

    • Employer-Sponsored Plan Portability

Did You Know?

  • Did you know there is a Best Practices Video in the Learning Management System that covers everything an LMS Admin needs to know to effectively manage employee training with ICBA? Look for the blue Administration tab in the Learning Management System. The first portion of the video covers roster management: how to create accounts, how to update existing accounts, perform password resets and steps for terminated employees.

    The second portion of the video covers the Learning Management System. Find everything you need—from the best way to assign courses to your staff to pulling reports on completions, incomplete courses, test attempts, passing score rules, reminder email frequency, and more.