Banking Non-Profits

Webinar

Banking Non-Profits

Dec 2, 2025 | 11:00 am ET • 10:00 am CT | Webinar

Banking for a non-profit organization is different from working with a typical business. In addition to credit, cash management is crucial for a non-profit, especially during fundraising events or before taking on a new project. Bankers should understand that building a relationship with a non-profit takes time and effort. It’s not enough to just show up. To stand out, the bank needs to be actively involved, whether by supporting fundraising efforts or having volunteers serve the non-profit.

Learning Objectives:

  • Learn strategies for banking with non-profits.

  • Understand the differences between banking for non-profits and for-profits, including the financial analysis.

  • Develop ways to build and strengthen relationships with non-profits.

Duration: 60-minutes

Register

Pricing

ICBA Members

Live: $209

On-Demand: $229

Live + On-Demand: $249


Non-Members

Live: $309

On-Demand: $329

Live + On-Demand: $449


Unlimited Webinar Pass subscription: $0

Attendance/Cancellation Policy:

  • Full payment is required prior to live webinar attendance. Digital products will be made available when full payment is received.
  • Registration fee is valid for only the individual registered. Each attendee must register.
  • Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase. No refunds will be issued once the bank has received webinar materials or after the start date.

Continuing Professional Education Credit (CPE) Requirements (if applicable*)

  • Enter your full name when joining the webinar. Your Zoom session must display your full name and match the registration.
  • Attend the live webinar session for the duration of the session. NOTE - If attending by phone audio only, no CPE will be awarded due to participant’s inability to respond to poll questions.
  • Answer all poll questions displayed during the session.

*View CPE Credit Hours in the “Who Should Attend” section.

For more information, call 800-422-7285 or email education@icba.org.

Attendance & Cancellation Policy:

  • Full payment is required prior to live webinar attendance. Digital products will be made available when full payment is received.
  • Registration fee is valid for only the individual registered. Each attendee must register.
  • Digital product purchases cannot be cancelled once the order has been processed and the product is available to use.
  • Refunds will not be granted unless there is a technical issue that cannot be resolved that prevents the purchaser from accessing and/or using the product. Refund requests for technical issues must be received within 15 days of the date of purchase. No refunds will be issued once the bank has received webinar materials or after the start date.

Who should attend: Frontline Personnel, Lenders, Operations Personnel

Prerequisites: Basic knowledge of banking.

Advanced Preparation: None

Program Level: Intermediate

Field of Study: Specialized Knowledged

Delivery Method: Group Internet Based.

CPE Credit Hours: 1

Continuing Professional Education Credit (CPE) Requirements (if applicable*)

  • Enter your full name when joining the webinar. Your Zoom session must display your full name and match the registration.
  • Attend the live webinar session for the duration of the session. NOTE - If attending by phone audio only, no CPE will be awarded due to participant’s inability to respond to poll questions.
  • Answer all poll questions displayed during the session.

For more information, call 800-422-7285 or email education@icba.org.

NABSA Statement

ICBA Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

In accordance with the standards of the National Registry of CPE Sponsor, CPE credits have been granted based on a 50-minute hour.

brad stevens
Brad Stevens

President

Stevens Risk Management LLC

Code of Conduct

Registration, attendance, or participation at this event constitutes an agreement to adhere to the ICBA code of conduct and complaint policy. ICBA aims 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.

Read Full Policy

Suitcasing Policy

Suitcasing is the act of soliciting business by non-exhibiting companies during the event or in other public spaces, including another company's booth, a convention center, or a hotel lobby.?It is ICBA event management''s objective to do everything legally possible to protect its exhibitors and community banker attendees from suitcasing.

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