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.

2025 Printable Events List 2024 Budget Worksheet

Upcoming events



Credit Analyst Institute

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.

Through group discussion, case studies, workout plans and more, our industry experts will teach you the most important skills needed to perform your duties and advance your career as a credit analyst.

To earn the Certified Community Bank Credit Analyst (CCBCA) certification, you will be required to attend this program in its entirety, complete all assignments, and achieve a passing score on the certification exam(s). If you decide to enroll in the certification testing after you register for the class, please contact an ICBA Education representative at 800-422-7285.

Learning Objectives:

  • Understand key functions such as financial analysis, overall business risk, and customer relationship needs.

  • Be aware of legal landmines and exposures in your credit memo.

  • Identify strategic strengths and weaknesses of a credit request.

  • Enrich your understanding of covenant tracking and loan file documentation requirements.

  • Learn to stay ahead of potential compliance exposures in your credit portfolio.

  • Develop financial, analytical, and business writing skills.

Seminar and Institute Information

Credit Analyst Institute

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.

Through group discussion, case studies, workout plans and more, our industry experts will teach you the most important skills needed to perform your duties and advance your career as a credit analyst.

To earn the Certified Community Bank Credit Analyst (CCBCA) certification, you will be required to attend this program in its entirety, complete all assignments, and achieve a passing score on the certification exam(s). If you decide to enroll in the certification testing after you register for the class, please contact an ICBA Education representative at 800-422-7285.

Learning Objectives:

  • Understand key functions such as financial analysis, overall business risk, and customer relationship needs.

  • Be aware of legal landmines and exposures in your credit memo.

  • Identify strategic strengths and weaknesses of a credit request.

  • Enrich your understanding of covenant tracking and loan file documentation requirements.

  • Learn to stay ahead of potential compliance exposures in your credit portfolio.

  • Develop financial, analytical, and business writing skills.

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.