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.

Introduction to Call Report Seminar

May 13, 2025 | Seminar - Livestream | Commercial Real Estate Lending | ICBA Education
In an ever-changing regulatory and accounting environment, it is important that call report preparers and reviewers remain up to date. Attend this seminar for a detailed discussion of each call report schedule as well as the real-life challenges of completing an accurate call report. 

Advanced Call Report Seminar

May 14, 2025 | Seminar - Livestream | Commercial Real Estate Lending | ICBA Education
The regulatory reporting burden faced by community banks today is stronger than ever. As the complexity of the call report and Federal Reserve reports continue to increase, even experienced bankers often have questions about the nuances of these filings. 

Credit Analyst Institute

May 19, 2025 | Institute - Live | ICBA Education
Master the necessary financial analysis skills needed by today's credit analysts and the additional expertise vital to a community bank's overall lending success.

Consumer Lending Institute

May 20, 2025 | Institute - Livestream | Bank Security Certification | ICBA Education
Make informed credit decisions by developing your ability to evaluate a consumer loan request. This program covers the application process, financial statement analysis, credit analysis, loan structure, compliance, documentation procedures, and closing.

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.

Commercial Lending Institute

Jun 1, 2025 | Institute - Live | ICBA Education
ICBA's Commercial Lending Institute teaches you a comprehensive understanding of the complex and multifaceted commercial lending process. From navigating intricate credit evaluations to addressing regulatory and legal considerations, commercial lending requires a keen eye for detail and strategic thinking.

Compliance Institute

Jun 3, 2025 | Institute - Livestream | Compliance | ICBA Education
The ICBA Compliance Institute is built to meet the needs of seasoned professionals seeking the latest regulatory education and industry best practices as well as newer compliance officers seeking to gain a clear understanding of the fundamental concepts of each regulation.

Ensuring Your Next Strategic Planning Session is Not B.S. (Boring Stuff)

Jun 3, 2025 | Webinar | Director | Executive Leadership/C-Suite | ICBA Education
Further details will be available 30 days prior to the webinar date.

Bank Director Forum - Session 2

Jun 5, 2025 | Seminar - Livestream | Bank Director Program
Offered quarterly in half-day sessions, each of the Bank Directors Forums will cover a unique topic, such as cybersecurity, enterprise risk management, corporate governance and more. No two sessions will be the same. See Agenda below for this session's topic.

Data & Analytics Institute

Jun 10, 2025 | Institute - Live | ICBA Education
In today's fast-paced business world, quickly analyzing large data sets is essential, especially in banking. With vast amounts of data at our fingertips, we can generate insights to guide decision-making. Best of all, effective data analytics can often be achieved using tools you likely already have, like Microsoft Excel.

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.

Basic Personal & Business Tax Return Analysis

Jun 18, 2025 | Webinar | Executive Leadership/C-Suite | ICBA Education | Marketing
Navigating and interpreting tax returns can be a complex and daunting task for bank personnel. It is critical you possess the knowledge and tools needed to confidently analyze both personal and business tax returns for lending purposes.

Community Bank Human Resources Seminar

Jun 24, 2025 | Seminar - Livestream | Commercial Real Estate Lending | ICBA Education
Today's modern workplace is transforming the role of the community bank human resources (HR) professional. People management and responsible administration are key for all HR professionals.

Puzzle of Check Compliance

Jun 24, 2025 | Webinar | Compliance | Frontline | ICBA Education | Operations
Check processing is subject to a variety of laws and regulations that are crucial for ensuring accuracy and compliance. This session provides an overview of the key legal frameworks governing check processing, helping your bank navigate complex requirements.

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.

Annual Convention

Jul 15, 2025 | Events