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.

Balance Sheet Management

Jul 20, 2023 | Webinar
This four-part webinar series discusses various parts of a community bank's financial position, and offers suggestions about relative value across the spectrum of the balance sheet.

Community Bank Expense Practices (What to Do and What Not to Do)

Jul 25, 2023 | Webinar | ICBA Webinar | Lending
Community banks are well accustomed to operating subject to an ever-evolving set of standards imposed by their regulatory agencies. One area that has undergone significant changes is the expenses incurred by community banks.

Vendor Exit Strategies and Plans: Managing the Offboarding Process Safely and Effectively

Jul 25, 2023 | Webinar
Vendor relationships can end for many reasons. Your bank’s needs may have changed, you are looking for a new vendor who better aligns with your strategic goals, or your current vendor is no longer meeting your service level requirements. Regardless of the reason, it’s essential to have your vendor exit strategies in place before vendor termination.

CD Marketplace Tour: Proactive Liquidity Management

Jul 26, 2023 | Webinar
Liquidity is top of mind for most community banks right now. That’s why ICBA Preferred Service Provider QwickRate is offering a webinar tour of their CD Marketplace.

Maintaining Your CECL Model

Jul 26, 2023 | Webinar | ICBA Education | ICBA Webinar
Many institutions invested heavily in developing and implementing a new, compliant reserve methodology. These new models are more complex than their predecessors by not only having more quantitative calculations and assumptions, but also requiring more education and oversight by management.

Assessing Vendor Risk: A Deeper Dive

Jul 27, 2023 | Webinar
Performing a vendor risk assessment can be intimidating, but it's a worthwhile time investment and a necessary component of a third-party risk management program. You don't know the risk elements and level of risk associated with a vendor until you do one.

What Is Your Loan Data Telling You (And Regulators)?

Aug 1, 2023 | Webinar
Understanding your loan data — and what it’s telling you — is the best way to stay ahead of the curve. And with the uncertainty around credit quality, this intelligence is critical in arming your bank to write your own credit script BEFORE outside stakeholders do it for you.

Corporate Governance for Banks and Bank Holding Companies

Aug 3, 2023 | Webinar | ICBA Education | ICBA Webinar
Recent disruptions in the banking industry, the current interest rate environment, and inflation persisting in the United States make sound corporate governance practices more important now than ever before. 

Internal Fraud: A Look at the Thieves from Within

Aug 9, 2023 | Webinar | ICBA Education | ICBA Webinar
How prepared is your financial institution for internal theft and fraud? Review what every Security Officer should know to combat internal fraud. Discover where the internal thief will spend the stolen funds and how they keep their stealing from being found.  

Tax Return Analysis, A Global Perspective

Aug 10, 2023 | Webinar | ICBA Education | ICBA Webinar
Building an accurate income assessment of a multiple entity borrower has always been challenging. Determining the cash generated by individual businesses while also understanding the condition of each borrower's holdings can be a struggle even with complete information.

Strategies for Succession Planning and Talent Management

Aug 15, 2023 | Webinar | ICBA Webinar | Lending
Every company, regardless of industry, is trying to figure out how to attract and retain the right talent. Organizations are also striving to achieve their goals and fulfill the vision described in their strategic plan. But how do you achieve all — attracting and retaining talent while achieving your objectives and fulfilling your vision?

HSA Issues: Top 10 Wrap-up (2023 Edition)

Aug 16, 2023 | Webinar | ICBA Education | ICBA Webinar
What are the most asked questions regarding HSAs? Our experts outline the top 10 most popular HSA topics we receive inquiries about via Ascensus’ consulting lines. Find out what makes this year’s Top 10 list!

Quarterly Bank Strategy Presentation

Aug 17, 2023 | Webinar
This 90-minute balance sheet-centric event features up to four Stifel fixed income speakers covering current strategic, economic and advocacy opportunities.

The Thin Line Between Running and Ruining a Bank

Aug 22, 2023 | Webinar | ICBA Education | ICBA Webinar | Operations
2023 has presented three major and unexpected bank failures. These unexpected events prove there is a very thin line between running and ruining a bank.

Customer Due Diligence Best Practices

Aug 23, 2023 | Webinar | ICBA Education | ICBA Webinar
Customer due diligence is a process of anticipating what the customer’s activity will be and assessing their risk level to the bank based on certain factors. Gain valuable insights on how to conduct effective due diligence on customers to mitigate risk and ensure compliance with regulatory requirements.

Community Development Services and Loans

Aug 24, 2023 | Webinar | ICBA Education | ICBA Webinar
The CRA requires that intermediate small and large banks provide CRA qualified services in the communities in which they operate. Creating partnerships and developing a strategy for providing these services is integral to a successful CRA program.