ICBA Education Seminars and Institutes

Don’t miss an opportunity to attend ‘FDIC Insurance Coverage and Related Matters,’ a webinar designed for CPAs, all levels of bank employees, and executives from ICBA Preferred Service Provider IntraFi.

Be a part of shaping the future of community bank innovation. Join us for a 3.5-hour session to hear from emerging fintech solutions poised to change the way your bank and its customers do business. There are two ways to participate: as a group with other bankers (not from your bank) or a private sessions with only members of your bank.

Don't re-invent the wheel! ICBA membership includes a benefit to build a world-class customer experience (Voice of the customer) program at your bank. $0 setup, no contract (month to month), and you pay-per-complete.

For the first time in about 20 years, due to the SECURE Act, the IRS is requiring all IRAs to be amended. The last time an amendment was required was in 2002, and also possibly in 2007 and 2010 for financial organizations using prototype documents.

On October 24th, the banking agencies finalized significant changes to the Community Reinvestment Act (CRA). The final rule is designed to adapt CRA regulations to banking industry changes, improve clarity to regulated institutions, tailor evaluations and data collection to bank size and type, and maintain a unified interagency approach.

Understanding the industry that you work in is crucial to recognizing your role and purpose. Banking is an occupation that has existed since the earliest part of history. While technology has changed, the essentials of what we do have not.

Gain an overview of the bank regulatory and supervisory highlights from 2023 and some predictions on what might be in store for 2024.

On October 24, the banking agencies finalized significant changes to the Community Reinvestment Act (CRA).

ICBA membership assists with the cost of an internal bank, employee climate research program.

It is common knowledge that customer service and sales representatives are responsible for building relationships with customers. But why stop there? When an entire organization benefits from relationship development, the need arises to find effective ways to engage the entire organization in relationship development.

The New Year will present every community bank with the opportunity to consider new strategies to maximize profitability, utilize capital efficiently, navigate compliance concerns, maintain safety and soundness, and enhance shareholder value.

To prepare for the often-hectic IRA contribution season, deepen your understanding of Traditional and Roth IRA contribution issues such as deadlines, limits, possible tax credits, certain extensions, and Traditional IRA deductibility rules.

ICBA has been working diligently in addressing federal regulator positions on deposit fees such as re-presentment fees, overdraft fees, and non-sufficient funds fees. But while we vigorously advocate at the federal level, community banks have been the subject of fee related lawsuits initiated in states across the country. Join us to hear insights from attorneys who have worked with and defended community banks against these claims.

Community banks must constantly ensure they maintain compliance with applicable laws and regulations to operate efficiently and avoid being placed in the regulatory penalty box. This is particularly important regarding regulations governing potential insider abuse, such as Reg. W and the restrictions and limitations it places on affiliate transactions.

Knock out your annual training requirements in one 90-minute webinar! This webinar is for seasoned bankers and senior staff. You’ve trained for years in these areas, now let us walk you through this refresher to meet all the annual requirements that will have you back in your routine in just 90 minutes.

On October 24, the banking agencies finalized significant changes to the Community Reinvestment Act (CRA). While ICBA and other trade associations have filed a complaint and request for preliminary injunction on the Final rules, it is still important to be prepared.

A well-planned data strategy is crucial to your organization’s sustained growth and success—but sometimes, it can be difficult to know where to begin in developing that strategy. Discover practical steps to advance your data journey, regardless of its current stage, in this upcoming webinar from ICBA Preferred Service Provider MeridianLink.

The most intricate and challenging lending you can do is commercial and industrial. Learn about the various industries you will work with, the types of loans that you will use, how to analyze financial statements for key credit risk indicators, how to properly structure a loan, plus solidifying the relationship after the closing.

Some of the most common questions the Macha office receives pertain to issues with consumer person-to-person (P2P) transfers via the ACH Network. These problems can include fraud, incorrect account numbers, and buyer’s remorse, all of which can result in financial losses for your organization.

Join ICBA Preferred Service Provider QwickRate as they discuss performance results from 2023 and the achievements of our nation’s community banks. The webinar will also look forward to 2024, reviewing historical trends as an indicator of what we can potentially expect, particularly in areas like credit quality.