Today’s evolving M&A environment commands the attention of all community banks, not just those looking to buy or sell, but also those trying to remain independent. This session provides practical steps to build stakeholder value and better position your organization to remain independent, even as others pursue deals. Staying the course may not be enough. It may be time to rethink your strategy. Learning Objectives: Understand how today’s M&A environment affects community banks, including those seeking to remain independent. Identify practical actions organizations can take to create and protect stakeholder value while positioning for independence. Evaluate when and why a change in strategic direction may be necessary to support long-term independence. Duration: 60-minutes Presented live and recorded on 6/25/26.

As the CDFI landscape continues to evolve, community bank CDFIs must be prepared to navigate changing requirements, emerging funding opportunities, and heightened certification expectations. This webinar will outline practical steps institutions can take now to strengthen readiness and position themselves for what comes next. Led by a seasoned CDFI practitioner with extensive experience developing CDFI Fund programs and reviewing applications, this webinar will provide community bank CDFIs with a practical overview of the current CDFI Fund environment, including strategies for certification and recertification, key considerations for future funding opportunities, and guidance on positioning, readiness, and next steps. Learning Objectives: Identify common obstacles in the application process that may negatively impact your bank. Navigate considerations related to anti-Diversity Equity & Inclusion (DEI) terminology and policy. Evaluate tools and resources used to justify increased oversight of CDFIs. Duration: 60-minutes Presented live and recorded on 07/09/26.

Mobile deposit capture (MDC) has become a cornerstone of modern banking, offering convenience and efficiency to both financial institutions and their customers. However, with this growth comes a heightened need for robust risk management and compliance measures. This session explores the critical challenges surrounding MDC, from the fraud schemes that target deposits to the operational hurdles that can undermine efficiency. You’ll gain practical insights into how financial institutions can streamline processes, reduce errors, and enhance customer satisfaction while also navigating the complex regulatory landscape. By the end, you’ll have a clearer understanding of how to balance innovation with security and compliance in today’s fast-moving digital environment. Learning Objectives: Identify common fraud schemes targeting MDC and the associated risks for community banks. Evaluate best practices for minimizing errors and enhancing customer satisfaction in MDC operations. Implement compliance measures to ensure adherence to regulatory standards in MDC programs. Duration: 90-minutes Presented live and recorded on 07/14/26.

IRA amendments can be complex. But, understanding them is essential for compliance and effective account management. This session explores the requirements for IRA documents, examines the differences between model agreements and prototypes, and explains why a prototype document may be used. You’ll review the latest guidance on required amendments so that by the end, you can confidently navigate these rules and provide accurate directions to your accountholders. Learning Objectives: Describe the purpose of IRA amendments and why they are required. Identify the essential elements that must be included in an IRA document to remain compliant. Discover the latest regulatory guidance for IRA document amendments. Duration: 60-minutes Presented live and recorded on 07/15/26.