At ICBA Securities, we provide community bankers the tools to grow their investments.

Interpreting tax returns can be complex and intimidating. But it’s a critical skill for bank personnel involved in consumer, mortgage, and commercial lending.

This session provides bankers with knowledge of the often complex and confusing topic of taxes for consumer, mortgage, and/or commercial lending purposes. The first part of the webinar will concentrate on personal tax return analysis while the second section will focus on business tax returns.

Learning Objectives (Personal) :

• Review the basic structure of the personal 1040 federal tax return.
• Use analysis techniques to prepare a personal cash flow from information gleaned from the 1040 and the related schedules and K-1 forms.
• Discuss recent changes in the tax code, including the One Big Beautiful Bill (OBBB), and how they affect individual borrowers/guarantors.

 

Learning Objectives (Business) :

• Analyze the structure of an LLC, S corporation, and C corporation.
• Explore business tax returns and prepare cash flows for these entities along with the preparation of a global cash flow (personal & business).
• Review tax and technology issues, identify fraudulent returns, and describe how tax returns can be used to market the bank’s products and services.
• Discuss updates in the tax code and how they apply to businesses.

Duration: 90 minutes

Presented live and recorded on 2/18/26.

Cryptocurrencies and stablecoins both play important roles within the digital asset ecosystem, but they are designed for different purposes. For community banks, understanding the differences between the two is essential for informed internal discussions and meaningful conversations with customers.

This webinar provides insight into the evolving world of digital assets, highlighting the fundamental differences between cryptocurrencies and stablecoins. You’ll learn how each works, why they matter, and how they may shape the future of the global financial system.

Learning Objectives:

• Distinguish between stablecoins and traditional cryptocurrencies.
• Recognize why these digital assets matter.
• Understand the roles that stablecoin and cryptocurrencies play in the broader world of digital assets.

Duration: 60 minutes

Presented live and recorded on 02/18/26.

Purchase the five-part webinar series

Transform research into a powerful management tool that strengthens performance evaluation and supports smarter decision-making. In this session, we’ll explore the advantages of various research methods—from surveys to focus groups—and how they can be applied to strategic and marketing planning. Walk away with actionable insights you can use to enhance decision-making and drive your bank’s success.

Learning Objectives:

• Describe how research can be used as a tool to evaluate organizational performance and guide decision-making.
• Explore the strengths of surveys, focus groups, and other research approaches.
• Identify appropriate contexts for applying each research method in banking.

Duration: 60-minutes

Presented live and recorded on 02/19/26.