ICBA Education Seminars and Institutes

Given the recent rise in both economic uncertainty and regulatory expectation, many institutions need to focus on enhancing their Liquidity Stress Testing capabilities and modeling processes.

The National Labor Relations Board’s renewed interest in employee handbooks and related policies requires employers to be more vigilant than ever.  In this program, we will examine core policies that all institutions should include in their employee manuals, as well as those that may raise a red flag and approaches to avoid potential liability.

When was the last time you purchased a product or service, even though you did not trust the person selling it to you? Trust is a foundational attribute in purchase decisions, team building, and the development of friendships. That is why it is so important for banks to build trust with their employees and their customers.

Faster payments are happening. Don’t get left behind. Hear from several faster payment solutions during this quick-hitting, 90-minute session to learn how they can help your bank keep pace with the competition.

Review the primary Treasury Management services available in the market. Learn about strategies to offer the right Treasury Management services your business customers need, based on the value these services provide to businesses.

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Over the last six months, the underlying operating environment in the bank industry has turned from extremely positive, no credit costs and expanding net interest margins with the initial increase in interest rates, to feeling some headwinds, new CECL accounting methodology combined with compressing net interest margins as deposit costs are rising.

Nationwide, companies include Net Promoter Score in their performance metrics (based off the question "How likely are you to recommend Best Bank...?"). ICBA Preferred Service Provider Avannis collects the NPS for ICBA banks daily.

Cannabis has become more mainstream, and institutions have begun banking with hemp customers. Find out how banks are knowingly – and unknowingly – banking hemp, CBD, and marijuana. This presentation will cover the current landscape of federal and state law for banks that are actively banking or contemplating banking with cannabis and/or hemp customers.

Robust management of liquidity remains critical and should be top of mind as rate and economic cycles are changing. Effective measurement and management of both operating and contingency liquidity is of heightened focus at high-performing institutions and with all regulatory agencies.

Do you need to verify that your vendor has the right internal controls to protect your data? Reviewing a System and Organization Controls (SOC) document is a good place to start. How do you know which type of SOC document to request and review?

Most banks that access their ICBA membership benefit to listen to the customer voice have been previously running their own in-house survey(s) with an online software tool. If that’s your bank, 2024 is a year for improvement!

Ensuring your vendors have the right risk management practices and controls is essential to the due diligence process. This often means not only requesting and reviewing a vendor SOC report, but also knowing just how to review and analyze these complex reports, which can be a challenge.

ICBA membership assists with the cost of an internal bank, employee climate research program. ICBA Preferred Service Provider Avannis administers the ICBA Magazine’s “Best Community Bank to Work For” contests, and is ICBA’s PSP for the voice-of-the customer/employee lane of traffic.

The ICBA Annual Directors Conference will give you the tools to guide your bank’s growth and profitability and sustain its vision for the future. Learn about innovative practices, new strategies, and actionable takeaways that you can bring back to your bank and implement immediately! 

In anticipation of the final rule on the modernization of the CRA, banks need a solid foundation for their CRA Compliance program. This course will include strategies for a successful CRA program, setting goals for lending, investments and services, training and CRA exam preparation.

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ICBA Securities and Stifel, the exclusively endorsed broker-dealer of ICBA Securities, are excited to open registration for the 2023 Balance Sheet Academy. Space is limited, so reserve your seat today.

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.

ICBA membership assists with the cost of an internal bank, employee climate research program. ICBA Preferred Service Provider Avannis administers the ICBA Magazine’s “Best Community Bank to Work For” contests, and is ICBA’s PSP for the voice-of-the customer/employee lane of traffic.