ICBA Education Seminars and Institutes

ICBA Education offers many events throughout the year that offer CPE credits. See below for upcoming events and program descriptions.

Printable Events List 2024 Budget Planner

Upcoming events



Event Name Date
Compliance Graphic

Compliance Institute

Compliance ICBA Education

Institute - Live

Feb 25, 2024 Register
Bank Security

Bank Security Institute

Bank Security Certification ICBA Education

Institute - Livestream

Feb 27, 2024 Register
Troubled Loans

Identifying and Addressing Distressed Loans Seminar (formerly the Troubled Loans Seminar)

Lending Operations

Seminar - Livestream

Mar 28, 2024 Register
Forum March

Bank Director Forum Session 1 - Compliance and Risk

Executive C-Suite Training ICBA Education Leadership Development

Seminar - Livestream

Apr 4, 2024 Register
Bank Security

Fraud Seminar

Fraud ICBA Education

Seminar - Livestream

Apr 9, 2024 Register
Bank Security

Credit Analyst Institute

Credit Analyst Certification ICBA Education

Institute - Livestream

Apr 16, 2024 Register
Lending Paperworks

Commercial Loan Processor Seminar

Commercial Lending ICBA Education

Seminar - Livestream

Apr 23, 2024 Register
Troubled Loans

Loan Review Seminar

ICBA Education Lending

Seminar - Livestream

Apr 23, 2024 Register
Lending Paperworks

Advanced Loan Review Seminar

ICBA Education Lending

Seminar - Livestream

Apr 25, 2024 Register
Agriculture Field Image

Agricultural Credit Analysis Seminar

Agriculture ICBA Education

Seminar - Livestream

Apr 30, 2024 Register
Incident Management

FDICIA Seminar

ICBA Education Leadership Development Lending

Seminar - Live

May 1, 2024 Register
bsa-video-series

BSA/AML Institute

Compliance ICBA Education

Institute - Live

May 7, 2024 Register
Reports

Call Report Seminar

Commercial Real Estate Lending ICBA Education

Seminar - Livestream

May 8, 2024 Register
Reports

Advanced Call Report Seminar

Commercial Real Estate Lending ICBA Education

Seminar - Livestream

May 9, 2024 Register
Bank Director

Enhancing Organizational Value Conference

Commercial Real Estate Lending ICBA Education Leadership Development

Seminar - Live

May 9, 2024 Register
Auditing

Audit Institute

ICBA Education

Institute - Livestream

May 14, 2024 Register
Community Banking

Financial Statement Analysis Seminar

Commercial Real Estate Lending ICBA Education

Seminar - Livestream

May 15, 2024 Register
Dollars Cash Money

Cash Flow Analysis Seminar

Agriculture ICBA Education

Seminar - Livestream

May 16, 2024 Register
Compliance Graphic

Compliance Institute

Compliance ICBA Education

Institute - Livestream

Jun 4, 2024 Register
Business Accounting Credit Image

Bank Credit Portfolio Management for Senior Managers Seminar

ICBA Education Leadership Development

Seminar - Livestream

Jun 6, 2024 Register
Credit Card Spending

Credit Portfolio Management for Bankers Seminar

Commercial Real Estate Lending ICBA Education

Seminar - Livestream

Jun 6, 2024 Register
Working Together Image

Community Bank Human Resources Seminar

Commercial Real Estate Lending ICBA Education

Seminar - Live

Jun 11, 2024 Register
Community Banking

Analyzing Your Bank's Financial Statement Seminar

Commercial Real Estate Lending ICBA Education

Seminar - Livestream

Jun 12, 2024 Register
Lending Paperworks

Commercial Real Estate Lending Seminar

Commercial Real Estate Lending ICBA Education

Seminar - Livestream

Jun 13, 2024 Register
Forum Sept

Bank Director Forum Session 2 - Credit and Lending

ICBA Education Leadership Development

Seminar - Livestream

Jun 13, 2024 Register
Risk Management

Vendor Management Seminar

ICBA Education Leadership Development Lending

Seminar - Livestream

Jul 30, 2024 Register
Agriculture Field Image

Agricultural Credit Analysis Seminar

Agriculture ICBA Education

Seminar - Livestream

Jul 31, 2024 Register
Troubled Loans

Identifying and Addressing Distressed Loans Seminar (formerly the Troubled Loans Seminar)

Lending Operations

Seminar - Livestream

Aug 1, 2024 Register
bsa-video-series

BSA/AML Institute

Compliance ICBA Education

Institute - Livestream

Aug 6, 2024 Register
Credit Card Spending

Credit Analyst Institute

ICBA Education

Institute - Live

Aug 11, 2024 Register
Lending Paperworks

Commercial Lending Institute

ICBA Education

Institute - Live

Aug 18, 2024 Register
Business Accounting Credit Image

CFO Forum

Executive C-Suite Training ICBA Education

Institute - Live

Aug 26, 2024 Register
Bank Security

Bank Security Institute

ICBA Education

Institute - Live

Aug 27, 2024 Register
Auditing

Audit Institute

Auditing ICBA Education

Institute - Live

Sep 8, 2024 Register
Fraud with Lock and Keyboard

Fraud Seminar

Fraud ICBA Education

Seminar - Livestream

Sep 10, 2024 Register
Forum Nov

Bank Director Forum Session 3 - Strategic Planning and Governance

ICBA Education Leadership Development

Seminar - Livestream

Sep 12, 2024 Register
Authentication Computer

Advanced IT Seminar

Fraud ICBA Education

Seminar - Livestream

Sep 17, 2024 Register
Cash Money Dollars

Community Bank Treasury Management Seminar

Commercial Real Estate Lending ICBA Education

Seminar - Livestream

Sep 17, 2024 Register
Current Issues

Annual Current Issues Certification Conference

ICBA Education

Seminar - Live

Sep 23, 2024 Register
Lending

Consumer Lending Institute

Bank Security Certification ICBA Education

Institute - Livestream

Sep 24, 2024 Register
IT Technology

IT Institute

ICBA Education

Institute - Live

Sep 29, 2024 Register
Troubled Loans

Enterprise Risk Management Institute (formerly the Risk Management Institute)

Lending Operations

Institute - Live

Sep 30, 2024 Register
Cybersecurity

Auditing IT General Controls Seminar

Commercial Real Estate Lending ICBA Education

Seminar - Livestream

Oct 1, 2024 Register
Compliance Graphic

Compliance Institute

Compliance ICBA Education

Institute - Live

Oct 6, 2024 Register
Current Issues

Annual Current Issues Certification Conference

Commercial Real Estate Lending ICBA Education

Seminar - Livestream

Oct 21, 2024 Register
bsa-video-series

BSA/AML Institute

Compliance ICBA Education

Institute - Live

Nov 5, 2024 Register
Forum May

Bank Director Forum Session 4 - Cybersecurity and Fraud

ICBA Education Leadership Development

Seminar - Livestream

Nov 14, 2024 Register
Event Type Date Info

Seminar and Institute Information

  • IT General Controls for Internal Auditors Seminar - Virtual 

    ICBA Education

    Banks conduct audits on an ongoing basis to monitor their bank’s internal controls and ensure adequacy and compliance with their bank’s policies and procedures. The audit scope should include an in-depth review of IT and information security controls and operating procedures that help protect the institution from losses.

    ICBA Member Early-Bird: $495
    ICBA Member after Sept. 9, 2022: $595
    Non-Member: $795
    Non-Banker: $1,195

    NOTE: Registration fee is valid for one connection, only for the individual registered. Full payment is required prior to attendance. For more information, call 800-422-7285. 

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    FAQs and Overview

    Community Banker University’s seminars, institutes, conferences, and workshops will offer the same blend of learning, connection, and fun that you would expect from any in-person ICBA event.

    We will use the same instructors, breakout sessions, plus a chat feature, polling questions, and virtual networking to ensure you feel connected and engaged throughout the event. Participants will receive event materials electronically via their icba.org account

    With so many unknowns affecting travel and potentially the health and safety of participants we decided to take all live in person scheduled events to 100% virtual events so that we could fully focus our energies on creating optimal experiences for participants.

    No, these sessions will not be recorded for distribution.

    Unfortunately, no. The registration is designed for the individual attendee. However, with no travel expenses, it is more economical and convenient than ever for banks to register more than one employee.

    ICBA will take attendance each day at all of the virtual sessions. We are able to see when you log in and log out of the sessions. ICBA will issue a Certificate of Completion for CPE credits at the completion of each session. These CPE can be used for maintenance of ICBA certifications.

    To report the sessions as live training CPE for ICBA Certifications, be sure to choose ICBA Live In-Person Seminar from the Course Type dropdown in your Online Certification Portfolio.

    Yes, you will have access to the certification exam(s) through ICBA’s Online Platform. You will be able to access the exam by logging into the online platform at the time specified by ICBA. You will not be allowed any outside help or materials while completing the exam. You will have a designated amount of time in which to complete and submit the exam.

    Our events will be hosted in a Zoom platform.

    For security purposes, we will set a password on all meetings to ensure the meeting is protected from hackers.  We also enable Zoom’s “Waiting Room” feature, which allows our meeting hosts to keep participants in a digital queue until they are verified and approved to join  

    Requirements for participation in the zoom event are as follows:

    • An internet connection – broadband wired or wireless (3G or 4G/LTE)
    • Speakers and a microphone – built-in or USB plug-in or wireless Bluetooth.
    • A webcam or HD webcam – built-in or USB plug-in.

    Community Banker University has teamed with Dell to bring you affordable webcams and headsets to optimize your virtual learning experience. Most options are plug and play and don't require the installation of any software to run. Visit Dell.com/ICBA to access member savings.

    You will receive an email from ICBA the week prior to the event with instruction on how to access your materials at icba.org. You will have access to a PDF file that you may print or download to your computer.

    Registration Cancellation

    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. A substitute registration will be accepted. No refunds will be issued once the bank has received event materials or after the event start date.

    Attendance at all ICBA programs will be considered on a first come, first served basis. If the program is cancelled, ICBA’s liability is limited to the registration fee. For additional questions contact ICBA at 800-422-7285.

    ICBA code of conduct
    & complaint policy



    Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA Education's events aim 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.

    This zero-tolerance policy means that the Association will not tolerate any conduct by or towards any meeting participant and ICBA staff during the conference (virtual or face-to-face) that singles out an individual or group of individuals for different treatment than others based on a protected characteristic, that is intended to or has the effect of unreasonably interfering with another’s participation in or that creates an intimidating, hostile, or offensive conference.

    Accordingly, the Association absolutely prohibits harassment or discrimination, in any form, based on sex, age, disability, marital status, sexual orientation, race, color, religion, national origin, veteran status, or any other legally protected characteristic. All participants, including, but not limited to, attendees, speakers, exhibitors, vendors, contractors, ICBA staff members, service providers, and all others are expected to abide by this ICBA Code of Conduct.

    This Policy applies to all ICBA meeting-related and hosted events, including those sponsored by organizations other than ICBA but held in conjunction with ICBA events, on public or private platforms. To ensure everyone has a best-in-class experience, we ask each attendee to adhere to certain principles:

    • Be respectful of your fellow attendee in thought, word, and deed.

    • Be open-minded and ready to learn. Embrace learning at all times.

    • Be inclusive in your speech, writing, and actions. Celebrate and appreciate our differences.

    • Be present. ICBA’s Community Banker University events are a time for renewal and learning; be fully engaged during sessions.

    • Respect confidentiality requests by speakers and other attendees.

    • We invite you to attend in a spirit of curiosity, friendliness, open-mindedness, camaraderie, and respect. We will not tolerate harassment in any form.

    If you experience harassment or hear of any incidents of unacceptable behavior, ICBA asks that you immediately inform Lindsay LaNore, Chief Learning and Experience Officer, at [email protected] or 320-352-7321, so that we can take appropriate action.


    Unacceptable behaviors include, but are not limited to:

    • Harassment, intimidation, or discrimination in any form.

    • Verbal abuse of any attendee, speaker, exhibitor, ICBA staff member, service provider, or other meeting guest.

    Examples of verbal abuse include, but are not limited to, verbal comments related to gender, sexual orientation, disability, physical appearance, body size, race, religion, national origin, inappropriate use of nudity and/or sexual images in public spaces or in presentations, or threatening or stalking any attendee, speaker, exhibitor, ICBA staff member, service provider, or other meeting guest.

    • Disruption of presentations during sessions or at other events organized by ICBA throughout the conference. All participants must comply with the instructions of the moderator and any ICBA conference staff.

    • Presentations, postings, and messages should not contain promotional materials, special offers, job offers, product announcements, or solicitation for services. ICBA reserves the right to remove such messages and potentially ban sources of those solicitations.

    • Participants may not use or copy any content or information shared via the event for business purposes in any manner. This includes, but is not limited to, the copying or taking of screen shots of Q&A, chat room activity, or other materials shared during the event.

    ICBA reserves the right to take any action deemed necessary and appropriate, including immediate removal from the meeting without warning or refund, in response to any incident of unacceptable behavior, and ICBA reserves the right to prohibit attendance at any future meeting, virtually or in person.

    All complaints will be treated seriously and responded to promptly. All reports are kept confidential to the fullest extent possible. Retaliation for reporting unacceptable behavior is a violation of the Code of Conduct. Falsely reporting unacceptable behavior is a violation of the Code of Conduct.

    If possible, provide the following information:

    • Identifying information (name/company, email address, appearance) of the participant who violated the Code of Conduct

    • The behavior that was in violation

    • The location and approximate time of the behavior

    • The circumstances surrounding the incident

    • Other people involved in or witnessing the incident

    ICBA staff will respond to the incident swiftly. If conduct poses an immediate threat to anyone, emergency services will be contacted. If you feel you have been falsely or unfairly accused of violating this Code of Conduct you should notify Lindsay LaNore, Chief Learning and Experience Officer, at [email protected] or 320-352-7321 with a concise description of your grievance. Your grievance will be handled in accordance with our existing policies.


    Event Safety Information

    The health and safety of all participants is a top priority. We are taking appropriate safety measures and will follow all federal, state, and local guidelines, as well as any venue or location-specific regulations as required to keep attendees safe.

    By registering for the event, you acknowledge that you agree to, and will abide by, the guidelines and regulations at the time of the event. We will continue to update this site as we get closer to the event.