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.

Bomb Proofing Your Commercial Loan Documentation

May 1, 2025 | Webinar | ICBA Education | Lending
Further details will be available 30 days prior to the webinar date.

Treasury Management 101

May 7, 2025 | Webinar | Frontline | ICBA Education | Operations
Treasury management services are essential tools for business customers, helping them manage cash positions and perform various tasks related to their operations. These tasks include managing account balances and handling accounts payable and receivable processes. This session reviews these services, including their use cases and benefits. Participants will learn how to integrate products and services for more efficient operations. Additionally, the session will address how changes in the payments industry can impact the landscape of treasury management offerings.

Is Your Business Development a House of Cards?

May 20, 2025 | Webinar | Executive Leadership/C-Suite | ICBA Education | Marketing
In today’s competitive business landscape, organizations often struggle to maintain strong relationships with their customers, highlighting the need for effective contact programs. This presentation will provide proven tools for designing and managing successful contact programs, including easy-to-use forms, worksheets, and support materials. These resources will help you craft an introduction plan, manage contact activities, report results, and design effective reward systems.

How to Review Appraisals - Commercial & Residential

Jun 10, 2025 | Webinar | ICBA Education | Lending
Further details will be available 30 days prior to the webinar date.

How to Incorporate Your Business Continuity Management (BCM) into Your Enterprise Risk Management (ERM) Program

Jun 12, 2025 | Webinar | Executive Leadership/C-Suite | ICBA Education | Information Technology | Risk Management
Many organizations struggle to transition from a static Business Continuity Plan (BCP) to an effective, ongoing Business Continuity Management (BCM) system. In this introductory course, you will learn how to make that shift and integrate your BCM with your ERM program. The discussion will guide you through the key elements of the FFIEC’s Business Continuity Management Booklet, part of the FFIEC’s IT Examination Handbook. You will gain a deeper understanding of BCP and BCM, including the critical roles of disaster recovery plans, crisis management, and incident response in your overall strategy.

Q2 Regulatory Compliance Updates (2025)

Jun 26, 2025 | Webinar | Compliance and BSA | Executive Leadership/C-Suite | Frontline | ICBA Education | Operations
The Quarterly Regulatory Compliance Webinars deliver the most up-to-date guidance on regulatory compliance, upcoming deadlines, available resources, and more. Offered quarterly, these 60-minute webinars deliver comprehensive information with actionable takeaways.

Recipe For an Effective Sales Environment

Aug 13, 2025 | Webinar | Executive Leadership/C-Suite | Frontline | ICBA Education | Marketing
In today’s competitive banking landscape, many institutions struggle to create a cohesive sales environment that fosters long-term customer relationships and drives consistent growth. This session takes a “recipe card” approach, outlining the key ingredients for relationship-driven success and exploring how banks are adapting to the evolving market.

Vendor Management Program – How Model Risk Fits In

Aug 21, 2025 | Webinar | Auditing | Compliance | Executive Leadership/C-Suite | ICBA Education | Information Technology | Risk Management
As financial institutions increasingly rely on third-party providers, the associated risks also grow. This educational session will guide you in developing an effective Vendor Management Program and a Model Risk Management Program. Explore the necessary due diligence, from core systems to technology-dependent banking products, and gain practical insights on integrating these programs within your Enterprise Risk Management (ERM) framework for robust risk management. By the end of the session, you will clearly see how Vendor Management and Model Risk Management align with your ERM program.

Compelling Advertising for Community Banks

Sep 9, 2025 | Webinar | Executive Leadership/C-Suite | ICBA Education | Marketing
We’ve all been in that crunch, racing against the clock to meet a looming deadline. But how do you create an ad that stands out and drives results? Here is your chance to learn proven strategies for crafting effective advertising across mass media, direct mail, and digital platforms.

Q3 Regulatory Compliance Updates (2025)

Sep 18, 2025 | Webinar | Compliance and BSA | Executive Leadership/C-Suite | Frontline | ICBA Education | Operations
The Quarterly Regulatory Compliance Webinars deliver the most up-to-date guidance on regulatory compliance, upcoming deadlines, available resources, and more. Offered quarterly, these 60-minute webinars deliver comprehensive information with actionable takeaways.

Basics of Cash Flow

Oct 2, 2025 | Webinar | ICBA Education | Lending
Further details will be available 30 days prior to the webinar date.

Advanced Cash Flow Analysis

Oct 16, 2025 | Webinar | ICBA Education | Lending
Further details will be available 30 days prior to the webinar date.

9 Core Risk Concerns for Agricultural Credits

Nov 4, 2025 | Webinar | ICBA Education | Lending
Further details will be available 30 days prior to the webinar date.

Strategic Planning for Financial Institutions

Nov 20, 2025 | Webinar | Director | Executive Leadership/C-Suite | ICBA Education
The environment for community financial institutions has changed drastically over the last five years due to shifts in interest rates, emerging technologies, evolving consumer preferences, and recent bank failures.

Q4 Regulatory Compliance Updates (2025)

Dec 18, 2025 | Webinar | Compliance and BSA | Executive Leadership/C-Suite | Frontline | ICBA Education | Operations
The Quarterly Regulatory Compliance Webinars deliver the most up-to-date guidance on regulatory compliance, upcoming deadlines, available resources, and more. Offered quarterly, these 60-minute webinars deliver comprehensive information with actionable takeaways.