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.

Introduction to Call Report Seminar

May 13, 2025 | Seminar - Livestream | Commercial Real Estate Lending | ICBA Education
In an ever-changing regulatory and accounting environment, it is important that call report preparers and reviewers remain up to date. Attend this seminar for a detailed discussion of each call report schedule as well as the real-life challenges of completing an accurate call report. 

Advanced Call Report Seminar

May 14, 2025 | Seminar - Livestream | Commercial Real Estate Lending | ICBA Education
The regulatory reporting burden faced by community banks today is stronger than ever. As the complexity of the call report and Federal Reserve reports continue to increase, even experienced bankers often have questions about the nuances of these filings. 

Capital Planning

May 14, 2025 | Webinar | Director | Executive Leadership/C-Suite | ICBA Education
As regulatory expectations increase and financial pressures mount, creating and maintaining a robust capital plan is more important than ever.

Questioned Documentation Examination: An Addition to Your Fraud Investigation Skills

May 15, 2025 | Webinar | Frontline | ICBA Education | Security
The authenticity of signatures and other written material associated with routine bank business is sometimes in question. Specifically, criminal and civil fraud investigations frequently involve not only the interview of suspects, victims, and witnesses but also the examination of signatures, statements, or documents of question.

Credit Analyst Institute

May 19, 2025 | Institute - Live | ICBA Education
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.

Is Your Business Development a House of Cards?

May 20, 2025 | Webinar | Executive Leadership/C-Suite | ICBA Education | Marketing
In today’s competitive business landscape, organizations often struggle to maintain strong relationships with their customers, highlighting the need for effective contact programs. This presentation will provide proven tools for designing and managing successful contact programs, including easy-to-use forms, worksheets, and support materials. These resources will help you craft an introduction plan, manage contact activities, report results, and design effective reward systems.

Consumer Lending Institute

May 20, 2025 | Institute - Livestream | Bank Security Certification | ICBA Education
Make informed credit decisions by developing your ability to evaluate a consumer loan request. This program covers the application process, financial statement analysis, credit analysis, loan structure, compliance, documentation procedures, and closing.

High-Risk Accounts and Suspicious Activity Reporting Best Practices

May 21, 2025 | Webinar | Compliance and BSA | Frontline | ICBA Education | Operations | Risk Management | Security
Financial institutions face growing regulatory scrutiny when managing high-risk customers. This session explores how to identify these customers, apply effective Enhanced Due Diligence (EDD), and ensure proper monitoring and documentation.

Q1 Results and Credit Quality Trends: Working Through Uncertainty

May 21, 2025 | Webinar | PSP: Preferred Service Provider | QwickRate
Join a quarterly trends webinar from ICBA Preferred Service Provider QwickRate, as we examine Q1 financial results, share trends, and discuss how community banks are strategically managing elevated credit risk in their loan portfolios during a period of uncertainty. Learn how recent trends are impacting your peers and what to watch for in the months ahead

Stress test your employee climate with a satisfaction study

May 22, 2025 | Webinar | Avannis, LLC | PSP: Preferred Service Provider
ICBA membership assists with the cost of an internal employee climate research program designed specifically for your bank. ICBA Preferred Service Provider Avannis administers the ICBA Magazine’s “Best Community Bank to Work For” contests and is ICBA’s PSP for the voice-of-the customer/employee lane of traffic.

Building Your RTP Business Case

May 22, 2025 | Webinar | ICBA Education | Operations
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.

ICBA ThinkTECH Accelerator Bank Visit

May 27, 2025 | Events | ICBA Webinar | ThinkTECH Accelerator
Be a part of shaping the future of community bank innovation. Join us for a 3.5-hour session to hear from emerging fintech solutions poised to change the way your bank and its customers do business. Become more efficient, competitive, and profitable by attending these sessions designed to make your bank more strategic and impact bank solutions of the future.

Arkansas Community Bankers CFO Conference

May 27, 2025 | Events
Topic: Balance Sheet Strategies in the Current Environment

Listening to your customers will make you money—and ICBA helps you listen.

May 28, 2025 | Webinar | Avannis, LLC | PSP: Preferred Service Provider
From attrition catches, sales opportunities mined from your current customer base, and concrete direction that prevents your team from guessing on any number of topics, your bank will positively cash flow with a customer experience program. Don't re-invent the wheel!

ThinkTECH x CAFE Fintech Showcase: Advancing Financial Equity Through Innovation

May 29, 2025 | Webinar | ICBA Webinar | Innovation | ThinkTECH Accelerator | Webinar
Join us for an exclusive showcase event presented by ICBA Innovation in conjunction with the Center for Accelerating Financial Equity (CAFE) Fintech Accelerator. CAFE, a valued member of our accelerator network, whose dedicated focus is on advancing financial health and wellness, particularly for low- to moderate-income (LMI) communities.

Commercial Lending Institute

Jun 1, 2025 | Institute - Live | ICBA Education
ICBA's Commercial Lending Institute teaches you a comprehensive understanding of the complex and multifaceted commercial lending process. From navigating intricate credit evaluations to addressing regulatory and legal considerations, commercial lending requires a keen eye for detail and strategic thinking.

Community Bankers Association of Oklahoma Horizon Bankers Conference

Jun 2, 2025 | Events
Topic: Why Won't Interest Rates Go Down?

Compliance Institute

Jun 3, 2025 | Institute - Livestream | Compliance | ICBA Education
The ICBA Compliance Institute is built to meet the needs of seasoned professionals seeking the latest regulatory education and industry best practices as well as newer compliance officers seeking to gain a clear understanding of the fundamental concepts of each regulation.

Ensuring Your Next Strategic Planning Session is Not B.S. (Boring Stuff)

Jun 3, 2025 | Webinar | Director | Executive Leadership/C-Suite | ICBA Education
Is your community bank actively engaged in a formal strategic planning process? If not, it should be. If it is but feels like total B. S., it’s time for a change! Strategic planning is a critical component of corporate governance, yet it’s often misunderstood or poorly executed. It doesn’t have to be boring, unproductive, or painful. A well-designed strategic planning process should be engaging, goal-oriented, and focused on actionable steps that drive accountability across the organization.

Bank Director Forum - Session 2

Jun 5, 2025 | Seminar - Livestream | Bank Director Program
This four-hour livestream session is specifically designed as a resource and learning opportunity for outside community bank directors. Receive practical, actionable insights to allow outside directors to increase their effectiveness in this critical role.