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| Date: | Information Livestream events are Central Time / In-person events are location's local time. |
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| Wednesday, Aug 19 |
09:00 AM – 09:10 AM
Welcome – ICBA
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09:10 AM – 09:50 AM
Accounting & Tax Hot Topics – Allison Tanju & Sam Brandt, Forvis Mazars
Review new and emerging accounting and auditing topics as well as newly issued standards. Will also cover tax related activity specific to the banking industry. |
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09:50 AM – 10:50 AM
How Community Banks Navigate Deregulation – Justin Brown & Shaun Harms, Forvis Mazars
Deregulation is reshaping community banking, but fewer prescriptive rules do not mean less risk. As the agencies relax requirements, raise asset thresholds, and shift toward principles-based supervision, responsibility for managing risk returns to the board, management, and the first line in a “return of agency.” This session translates recent relief into practical implications for capital, funding, growth, and governance, and shows how to turn regulatory relief into strategic advantage. |
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10:50 AM – 11:00 AM
Break
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11:00 AM – 12:00 PM
Crypto/Stablecoin/Tokenized Deposits & AI Governance - TBA
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12:00 PM – 12:30 PM
Lunch
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12:30 PM – 01:00 PM
Managing Earnings, Liquidity, and IRR in Today’s Environment – Tom Hauck, Forvis Mazars
Asset Liability Management (ALM) centers on three core components: Net Interest Margin (NIM), Liquidity, and Interest Rate Risk (IRR). The primary objective of ALM is to manage these areas holistically, balancing the pursuit of earnings opportunities with prudent risk management. Effective ALM seeks to optimize earnings while maintaining appropriate liquidity levels and managing exposure to interest rate risk. As we begin to prepare for 2027, we will discuss expectations for the Federal Reserve, interest rates, earnings performance, liquidity trends, and interest rate risk to support strategic planning and decision-making. |
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01:00 PM – 02:00 PM
Today’s Yield Opportunities - Jim Reber, The Baker Group
Interest rates may have bottomed out earlier this year, or they may be in for a range-bound period, but regardless, we are near an 18-year high for investment yields. We will review the current makeup of a community bank investment portfolio and point out some examples of relative value that are available in mid-2026. |
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02:00 PM – 02:10 PM
Break
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02:10 PM – 03:55 PM
Peer Breakout Discussions
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03:55 PM – 04:00 PM
Closing Comments
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| Thursday, Aug 20 |
09:00 AM – 09:05 AM
Welcome
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09:05 AM – 10:00 AM
Regulatory Reform - What is a community banker to do in the face of the regulatory winds of change? - Peter Weinstock, Hunton
Regulatory and political changes have been adopted with explosive speed, including OBBBA changes to tax laws especially for closely held banks, recently adopted and additionally proposed regulatory reform, including CBLR, One Bank Holding Company Policy Limits, examination issues and upcoming Congressional legal relief, including One Bank Holding Company Policy Limits and regulatory reform (yes, the repetition is intentional) and deposit insurance. This presentation will be a tour de force of what has changed and what bankers should be doing about such changes |
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10:00 AM – 10:15 AM
Break
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10:15 AM – 11:05 AM
Credit Risk 2026: Emerging Threats and Strategic Responses - Ryan Swope & Laura Knight, Forvis Mazars
This session will explore emerging credit risk trends across commercial lending portfolios, highlighting key warning signs, areas of heightened vulnerability, and lessons learned from recent credit cycles. Attendees will gain practical insights into identifying risk early, strengthening portfolio monitoring, and implementing proactive strategies to navigate uncertainty and protect asset quality. |
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11:05 AM – 11:55 AM
Fraud: Real-World Lessons in Bank Investigations - Jennifer Walton, Forvis Mazars
Drawing on real-world investigations and forensic accounting engagements, this session explores how bank fraud and embezzlement schemes are perpetrated, concealed, and uncovered. Attendees will gain insight into common red flags, internal control failures, and investigative tips used to identify financial losses. Through practical case studies and lessons learned from the field, participants will leave with actionable strategies to strengthen fraud prevention, detection, and response efforts within their institutions. |
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11:55 AM – 12:00 PM
Closing Comments
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| Audience | Price |
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ICBA Member |
$ 795.00 |
Non-Member |
$ 895.00 |
*Attendance may be subject to ICBA approval.
For attendance and cancellation policies see Disclaimers
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Who should attend: |
Credit Administration, Chief Finance: i.e. CFO, Controller, Chief Risk: i.e. Compliance, Risk, Audit Officer |
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Prerequisites: |
Basic understanding of the CFO role in banking today. |
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Advanced Preparation: |
None |
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Program Level: |
Intermediate |
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Field of Study: |
Business Management and Organization |
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Delivery Method: |
Group Live |
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Continuing Professional |
12.50 hrs |
James L. Reber
Managing Director, Baker Group
ICBA Relations
Forvis Mazars Professionals
Forvis Mazars
Attendance and Cancellation Policy
- Full payment is required prior to event attendance.
- Registration fee is valid for only the individual registered. Each attendee must register.
- A substitute registration will be accepted. Please notify ICBA Education if registration needs to be changed.
- If registration is cancelled more than 30 days prior to the event start date, you will receive a full refund.
- If cancellation is within 30 days prior to the event start date, 20 percent of the registration fee paid will be deducted for costs.
- No refunds will be issued once the bank has received event materials or after the event start date.
- If the program is canceled by ICBA, ICBA’s liability is limited to the registration fee.
- All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed by ICBA.
This event is not recorded. For more information, call 800-422-7285 or email education@icba.org.
Continuing Professional Education Credit (CPE) Requirements
To receive full CPE credit for ICBA livestream events you must meet the following requirements:
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Enter your full name when joining the event in Zoom. Your Zoom session must display your full name and match the registration.
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Attend the livestream session with camera on for the duration of the session. NOTE - If attending by phone audio only, no CPE will be awarded due to participant’s inability to respond to poll questions.
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Participate in all group activities and breakout rooms.
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Answer all poll questions displayed during the session. If you are unable to answer the poll questions within the poll feature, submit your answer in the chat.
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In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.
For more information, call 800-422-7285 or email education@icba.org.
Code of Conduct
Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims to be welcoming, safe, and inclusive to all participants, with the most varied and diverse backgrounds possible.
As such, the Independent Community Bankers of America (“ICBA” or the “Association”) has adopted a zero-tolerance policy toward all forms of unlawful discrimination and harassment.
Read Full PolicySuitcasing Policy
Suitcasing is the act of soliciting business by non-exhibiting companies during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby. It is ICBA event management's objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.
Recording Disclaimer
Live courses are for educational purposes only and intended only for participants of the class/event. All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed to by ICBA.
Consent to User of Photos & Video Content
Registration, attendance, or participation in an ICBA event constitutes an agreement by the participant to ICBA’s use and distribution (both now and in the future) of the participant’s image and/or voice in photographs, videos, digital media, electronic reproductions, and audio files/recordings of and at such events and activities.
NASBA Statement
ICBA Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.NASBARegistry.org.