Bank Executive Training

Most people in the banking business are familiar with IRS Form 1099-INT, which deals with true interest payments (payments for the use or forbearance of money). 

In response to the 2023 bank failures and tightening liquidity conditions, the focus on liquidity and risk management has intensified. It is a crucial time to explore how proactive financial institutions are adopting "best practice" approaches to liquidity management.

Everyone is talking about AI and how it is changing how people work, live—and bank. This webinar is designed to provide community bankers with a primer on artificial intelligence and the opportunities the future may hold for community banks. Gain a clear understanding of the strengths and weaknesses of this technology and its potential impact.

Members: $219
Nonmembers: $319
Unlimited Webinar Pass subscription: $0

AI can be used in many different ways to power your bank offerings and services. Learn how bankers like you are implementing AI at their banks to benefit customers, evolving their user experience and augmenting existing resources to improve efficiency as well as how they are skilling up their teams to maximize the potential value of the technology.

Members: $219
Non-members: $319
Unlimited Webinar Pass subscription: $0

Before getting started with AI, understand the regulatory environment for banks adopting this new technology. When you implement AI in your business you will have to adhere to new and emerging regulations. Gain insights from the ICBA regulatory experts who have been keeping a watchful eye on the regulatory scene.

Members: $219
Non-members: $319
Unlimited Webinar Pass subscription: $0

Everyone is talking about AI and how it is changing how people work, live—and bank. This webinar is designed to provide community bankers with a primer on artificial intelligence and the opportunities the future may hold for community banks. Gain a clear understanding of the strengths and weaknesses of this technology and its potential impact.

Members: $429
Non-members: $729
Unlimited Webinar Pass subscription: $0

Banks experience challenges in raising capital, ensuring shareholder liquidity, and managing board and ownership succession. These challenges are compounded by volatile tax laws, including the potential sunset of the Tax Cut and Jobs Act of 2017. Discuss alternative strategies for such banks to maximize shareholder value, definitively decide S versus C as well as to create paths for ownership continuity.

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.

Artificial Intelligence (AI) will be a critical enabler for businesses all around the world. Financial institutions have much to gain in using this new technology to improve back-office operations, drive customer engagement, and improve resource effectiveness in departmental operations. However, there are significant regulatory and compliance risks and considerations that must be evaluated and mitigated in order to utilize the new technology to broaden effectiveness. Review key security and compliance risks, appropriate tools for management and mitigation, and how to plan effective scaling of operations while leveraging automation and artificial intelligence.

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.

Successful leaders surround themselves with talented individuals that complement their strengths. But as a leader, how do you find them? Complementary talent doesn’t just show up. It has to be sought out.

Brokered deposits are a key funding source for community banks, helping diversify their funding mix. This session will cover the legal framework for brokered deposits, including the FDIC’s proposed rules from 2024, along with current industry trends. We will also explore reciprocal deposits, a valuable tool for attracting and retaining large deposit customers.

Brokered deposits provide an important source of funding for community banks. Recent changes to FDIC rules and guidance have offered clarity in certain areas of the brokered deposit regulatory regime while creating uncertainties in other areas. Discuss the general legal framework surrounding brokered and core deposits, and industry trends.

Further details will be available 30 days prior to the webinar date.

Financial institutions must build and maintain high-performing boards to drive success and navigate complex challenges. Focused on key corporate governance issues, emerging trends, and how to enhance stakeholder value, this session will provide actionable insights to help directors fulfill their core obligations and meet their fiduciary duties with confidence. Attendees will leave with a clearer understanding of how to build a better, more effective board that supports long-term organizational success.

Real-time Payments (RTP) volume represents many of the instant payments volume in the U.S. Approximately 1,000 financial institutions have made the connection to receive real-time payments (RTP), with many more set to adopt.

The current and prospective banking environment has many community banks considering capital raising alternatives. If your bank is in this position, it is important that your board understands all of the available capital-raising alternatives.

From time-to-time, banks consider whether a different category of bank charter would be right for them. Walk through some of the items banks should consider when changing charters, and the process of changing charters or primary federal regulator.

Is your bank considering raising capital? With the current banking environment, it is important that your board understands all available options. This session will explore various capital raising strategies, including bank stock loans, subordinated debt, common and preferred stock sales, and other “equity-like” instruments. Commit to a better banking future and gain insights from both business and legal perspectives to help guide your decision-making process.