Advanced IT Seminar – Virtual


Aug 30 - Sep 1, 2021

Is your community bank prepared to handle the increasing threats and exposures to your IT infrastructure? To succeed in today's fast-paced environment, financial institutions need to constantly evolve.

With the advancement of regulations, technology and the change it drives, technology professionals are experiencing a revolution. How do community banks keep up and where should they focus? In this three-day program, we will take you on a fast-paced journey to evaluate emerging technologies, optimize processes, and measure your bank's IT operations. 

Sessions include:

  • Managing Today’s IT Environment and the End User Experience 

  • Cloud and Managed Services Strategies 

  • What Is Your Data Strategy? 

  • Cybersecurity Framework/Prep for Exams 

  • Your Network’s Performance and Security 

  • IT Idea Exchange 

  • Office 365

Advanced IT Seminar

Monday, Aug. 30

9:00 AM - 2:00 PM


9:00 a.m.–Noon: Jumpstarting Your Digital Strategy/Technology Trends/Digital Transformation/Value of Data/Work From Anywhere (WFA)

Noon - 12:30 p.m.: Lunch
12:30 p.m.–2:00 p.m.: Your Network’s Performance and Security 


Tuesday, Aug. 31

9:00 AM - 2:00 PM

9:00 a.m.-10:30 a.m.: Data Protection, Regulatory Trends & Cybersecurity Session 1: (Data Protection and IT audit and exam trends and best practices) 

10:30 a.m.–10:45 a.m.: Break

10:45 a.m.–Noon: Data Protection, Regulatory Trends & Cybersecurity Session II: (Maturing and strategizing Cybersecurity)

Noon-12:30 p.m.: Lunch 

12:30 – 2:00 p.m.: Office 365 - Navigation and Use Cases of Productivity Workloads & Licensing Models (SharePoint, OneDrive) 
Wednesday, Sept. 1

9:00 AM - 2:00 PM

9:00 a.m. – 10:45 a.m.: Office 365 - Navigation of Collaboration and Communication Workloads (Teams, Planner, Integrations) 

10:45 a.m.–11:00 a.m.: Break

11:00 a.m.– Noon: Office 365 
  • Working in Office Applications (mobile, online, and desktop applications)
  • Identity Management of Microsoft 365 (compliance, security, third-party SSO configuration)
Noon- 12:30 p.m.: Lunch 

12:30 – 2:00 p.m.: IT Idea Exchange 


ICBA Member Early-Bird: $595
ICBA Member after July 31, 2021: $695
Nonmember: $795
Nonbanker: $1,195

NOTE: Registration fee is valid for one connection, only for the individual registered. Full payment is required prior to attendance. For more information, call 800-422-7285.


Jerry Warrick

Principal, RSM

Caleb Schultz

Manager, Technology and Management Consultant


Pat Petersen

Manager of Modern Work, Technology Consulting


Derrek Atherley

Manager, Technology and Management Consultant


Jonathan Blaue

Manager of Modern Work, Technology Consulting


Who Should Attend: Technology officers, IT managers and Chief Information Officers.    
Prerequisites: Basic knowledge of information technology.
Advanced Preparation: Recommended-Complete complimentary online course sent upon registration
Program Level: Intermediate 
Field of Study: Information Technology

Delivery Method: Group Internet Based

Printable Registration Form

If registration is cancelled more than 30 days prior to the event start date, you will receive a full refund. If cancellation is within 30 days prior to the event start date, 20 percent of the registration fee paid will be deducted for costs. A substitute registration will be accepted. No refunds will be issued after the event start date.

Attendance at all ICBA programs will be considered on a first come, first served basis. If the program is cancelled, ICBA’s liability is limited to the registration fee. For additional questions contact ICBA at 800-422-7285.

Registration, attendance, or participation in an ICBA event constitutes an agreement by the participant to ICBA’s use and distribution (both now and in the future) of the participant’s image and/or voice in photographs, videos, digital media, electronic reproductions and audio files/recordings of and at such events and activities.

This live digital course is for educational purposes only and intended only for participants of the class/event. All rights are reserved by ICBA. No recording or distribution of the content is permitted unless expressly agreed to by ICBA.