Director Training

Explore the use and business case for crypto, how crypto can help you acquire new customers and deepen your relationships plus an overview on the future of cryptocurrency. Recorded May 14, 2021

Community Banker University and employment law firm Jackson Lewis have teamed to offer ICBA members a complimentary, three-part webinar series that explores workplace diversity, equity, and inclusion. Recorded Oct. 21-28, 2021

Financial crimes threaten the safety and soundness of our community banks nation-wide. In some cases, these crimes threaten the security and safety of the nation. Recorded July 13, 2022

Financial crimes threaten the safety and soundness of our community banks nation-wide. In some cases, these crimes threaten the security and safety of the nation. Recorded July 13, 2022

Financial crimes threaten the safety and soundness of our community banks nation-wide. In some cases, these crimes threaten the security and safety of the nation. Recorded July 28, 2022

A brief overview of the risks of agriculture lending which includes assessing farm management, review of the market impacts, what to look for on the balance sheet and schedule F as well as a quick run down of the various loan structures to be used. Recorded March 17, 2022.

The Bank Director Bible provides industry best practices, insights into issues encountered by community bank directors in today’s environment and how to effectively serve on community bank boards of all sizes. Limited Quantities Available. Please contact a Community Banker University team member at 800-422-7285 to purchase.

Bank Director Program: $79

Bank Director Program: $195

Banking as a Service is increasingly becoming the hot topic of banking. This webinar is designed to provide community bankers with a primer on Banking as a Service and what it can provide to bank customers. Recorded Oct. 27, 2021.

Attend this two-part webinar series to better understand what Banking as a Service is and how your bank can implement this new technology to maximize customer value and bank revenue. Recorded Oct. 27 - Nov. 3, 2021.

Community banks looking to offer a diverse product and service line to customers, can benefit from learning more about successful implementation of BaaS. Recorded Nov. 3, 2021.

The President’s proposed tax policy has dramatic implications for benefits, tax credits, Subchapter S and C, capital gains, bank M&A, estate planning and other matters. This program will discuss the proposals and the effect on bank and ownership planning. Recorded Feb. 23, 2021.

Organizations should constantly strive to build a better board. But how do you do that in an evolving environment? Get a refresher on basic corporate governance and structure for bank boards and key tactics and strategies to improve board operations and improve overall shareholder value. Recorded Sept. 22, 2021.

Boardroom Strategies for Financial Institutions focuses on the relationships among board members and how to be effective inside the boardroom. It is a must have for new and experienced board members. This book is a companion book to The Ultimate Guide for Bank Directors, Revised Edition.

Bank Director Program: $23.95

Leadership development and succession planning place a high priority on any company’s ability to develop talent within their organization. We continue to hear stories from managers about the gap between Baby Boomers and Millennials. Recorded  March 30, 2023.

ICBA Members: $219
Non-Members: $319

In this quick "lunch and learn" video, Deborah Phillips, Senior Vice President, Payments & Technology Policy, ICBA and Senior Vice President, Industry Relations, ICBA Bancard breaks down the what, why, and how of Buy Now Pay Later (BNPL) with Scott Broughton, Senior Vice President, Marketing and Client Engagement, ICBA Bancard.

ICBA has brought together a panel of industry experts from the Federal Reserve and the Bank for International Settlements to define CBDC and provide sought after answers. Recorded Oct. 26, 2021.

This webinar will begin with a brief overview of Commercial and Industrial (C&I) loan products including working capital lines of credit, ABL facilities, and equipment financing (loans/leases) and their typical structure. Recorded July 28, 2021.

This webinar will begin with a review of “commercial real estate” including types of properties and demand/supply in the “current” market. The session will then cover the entire “loan process” by which a commercial real estate (CRE) loan is marketed, underwritten, approved, documented, “closed,” and monitored.

Recorded April 13, 2021.

This compliance acronym reference guide will allow you to quickly parse out the abbreviations that can at times become confusing.

What is the difference between having satisfied customers or customers who are loyal? Examine industry surveys to explore the level of satisfaction that exists between financial institutions and the clients they serve.

In light of the ongoing COVID-19 pandemic, sound corporate governance practices are now more important than ever. Bank regulators and shareholders expect boards of directors of financial institutions to continue actively overseeing and monitoring the business.

ICBA Members: $219
Non-Members: $319

In this presentation we will discuss how the OCC’s final CRA rule compares with the initial OCC/FDIC CRA proposal, what OCC banks should be doing now to prepare for their next CRA examination, and what future CRA reform may look like for the rest of the industry.

ICBA Members: $219
Non-Members: $319

An introductory primer on understanding the income statement and balance sheet of a commercial enterprise looking at four industries.

Rent rolls and cash flow are just the start in the risk of lending on commercial real estate. Whether it is owner occupied, investment or development, knowing what to look for will in terms of risk, will assist in avoiding headaches and losses in the future.

In this level-setting session, Jackson Lewis attorneys unpack the meaning of diversity, inclusion, and bias. We will focus on both conscious and unconscious bias, reviewing various types of biases, as well as strategies for interrupting them. Recorded Oct. 14, 2021.

Jackson Lewis attorneys cover strategic planning relating to diversity, equity, and inclusions initiatives. Recorded Oct. 21, 2021.

Explore various approaches community banks may use to appropriately build and implement personnel metrics to achieve diversity, equity, and inclusion goals. Recorded Oct. 28, 2021.

During this webinar bankers will learn about the different customer channels available and their associated risks, potential third-party partners, and costs to the business. 

Organizational change requires buy-in from all parts of the business—from bank directors to senior management to bank staff. 

Digital transformation often requires the assistance of outside vendors to achieve goals that lead to organization efficiency, increased revenue, and customer satisfaction. 

Challenges will likely arise during your bank’s digital transformation process. This final webinar of the series will address potential obstacles to progress, roadblocks or stumbling blocks for community banks, and proven problem-solving techniques community banks can use to overcome these challenges during their digital transformation journeys.

What does digital transformation look like at community banks? And how can it be leveraged for improved customer interactions and performance? It requires an exploration of how your customers interact with your bank and finding new and innovative solutions to improve their experience with your brand.

What is digital transformation? This session delves into integrating digital technology into all areas of the business, changing how a bank operates and delivers value to customers. 

The US Treasury recently created the Emergency Capital Investment Program to encourage low- and moderate-income community financial institutions to augment their efforts to support small businesses and consumers in their communities.

As part of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), some employers (including community banks) may be eligible for a refundable payroll tax credit of up to $5,000 per employee if certain criteria is met.

Recorded February 25, 2021.

It's clear a different set of dynamics are in play from the recent past as we approach year-end. Between market losses on the bond portfolio, uncertainty about deposit availability and margin compression, bankers are thinking about strategies for the fourth quarter. We will discuss some popular plays run by community banks in 2022, with an eye toward improving future periods. Recorded Oct. 13, 2022.

This webinar will cover the basics of how to craft an effective commercial loan write-up.This session will begin with a brief overview of loan write-ups or credit memorandums including types, styles, and necessary component parts (relationship information, financial analysis, management review, and risk assessment/mitigation). Recorded Sept. 20, 2022.

Recent Federal Reserve testimony to Congress focused on the “I” word: Inflation. It clearly is on the minds of consumers, producers, policy makers, investors, and economists. But how does it affect community banks?

In this 90-minute webinar, you will learn how to switch perspectives from having a Business Continuity Plan to an ongoing Business Continuity Management (BCM) system and how to integrate it into your Enterprise Risk Management (ERM) Program. Recorded July 28, 2022.

ICBA Members: $219
Non-Members: $319

The COVID-19 pandemic has significantly impacted every aspect of American life. This includes community bank mergers and acquisitions. The community bank M&A environment is different today than it was “pre-COVID-19,” and will continue to evolve going forward. Recorded September 8, 2021

Recorded April 12, 2022

During this 60 minute webinar, your presenter, Doc Bodine from Gerrish Smith Tuck,  will review regulatory expectations for community bank directors with regard to the regulatory knowledge they are expected to have, plus strategies and approaches to achieve regulatory compliance.  

In today’s fast-paced merger and acquisition environment, it’s best to be on your “A” game to prepare for nuances we haven’t seen in the past. This upbeat webinar covers common mistakes that both buyers and sellers make—specifically in community bank M&A transactions, as distinguished from big bank transactions. Recorded May 4, 2022

Many community bank common stocks do not have true market liquidity, which is the ability of the shareholder to convert their shares to cash at a fair price in a timely manner.

While the RTP® network from The Clearing House has been live for 4 years, most community banks are either just starting, or preparing to start their instant payments journey. Recorded Nov. 2, 2021.

Increasing adoption/volume/use cases on the RTP network, the upcoming launch of the FedNow℠ Service, and customer demand are all fueling the need for community banks to ensure they have a plan and roadmap for implementing instant payments. Recorded Nov. 2-17, 2021.

Community bank strategic planning is a commonly misunderstood aspect of appropriate corporate governance. Many directors think strategic planning to be boring, unproductive and painful. Recorded May 19, 2021

This webinar will explore ten fundamental strategies for remaining an independent community bank going forward. The webinar will discuss the necessity of being proactive in setting forth a strategy of independence, the importance of focusing on and improving core profitability, ensuring your bank has the optimal organizational structure, appropriately dealing with management and board succession, and other issues. Recorded April 15, 2021

Your institution is unique so your strategic plan should be unique as well. Too often, executives and directors will construct a strategic plan from old plans, use strategies that no longer work, or just brainstorm based on emotion or intuition. November 29, 2022

This session focuses on specific and unique family strategies from organizational structure to board of directors and organizational legacy, to help the organizations remain viable well into the future. Recorded May 26, 2021

ICBA Members: $219
Non-Members: $319

ICBA Members: $219
Non-Members: $319

If your organization has become a bit complacent and resistant to change, maybe now is the perfect time to reenergize and reinvigorate your culture with the spark of entrepreneurialism. This executive briefing is designed to help bank leaders recognize the many opportunities that exist today for organizational improvement and innovation, inspiring employees to think and behave more like owners so your bank can truly own and control its destiny.

Global cash flow analysis is a growing requirement in the commercial lending segment.  The hardest part of accurately calculating a borrower’s cash flow is the assessment of the tax returns.

This session will explore how banks are implementing digital banking and financial solutions for their customer base, and how some banks are providing “Banking as a Service” to fintech.  We will discuss how banks are implementing both digital banking and “banking-as-a-service” initiatives (strategy, operations, legal/regulatory issues, staffing) and related regulatory and compliance issues.  This session will also touch on what advantages there are for both banks and fintech partners in a platform bank “Banking-as-a-Service” model for simple DDA, payments and lending products.

This webinar introduces the attendee to the relationships that exist in the UCA cash flow model, picks out where the cash in the firm has been pooling, and assesses managements strengths and weakness in controlling cash.

The Ultimate Guide for Bank Directors provides bank directors with the knowledge and insight necessary for performing their fiduciary responsibilities conscientiously and effectively. This is a must read for every board member or bank executive aspiring to become a director.

Bank Director Program: $23.95

Early identification of weakening credits is critical to managing credit risk. This overview defines the attributes of a declining credit, assists in determining exit or rehab as well as a brief look at action plans.