Advanced IT Seminar – Virtual


Advanced IT Seminar – Virtual

Aug 9 - Aug 11, 2022 | LIVE EVENT

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

Information (All times are Central Time)
Advanced IT Seminar

Tuesday, Aug. 9

9:00 a.m. – 10:30 a.m.:  Balancing the Three Pillars of IT (Keeping the Lights On, Securing IT and Innovation) 

Presented by: Jerry Warrick & Caleb Schultz

Community banks are facing increasing competition from large banks, credit unions, specialty lenders and FinTechs. The ability to use technology to stay efficient and secure will be critical to the success of the bank.  IT has become very complex, highly regulated, and difficult to staff.  Bank leadership can help drive the innovative culture that will be necessary to thrive in today's banking environment.

10:30 a.m. – 10:45 a.m. Break

10:45 a.m. – Noon:  Your Infrastructure’s Performance and its Recoverability 

Presented by: Jerry Warrick & Corey Weeklund

When it comes to your infrastructure and recoverability options from disasters and ransomware, are you rated good, better or best?  Throughout this session we will walk you through the differences and how to setup your bank for the best success.  We will also review the best practices on business continuity and incident response while preparing to meet the new requirements of the cyber insurance providers.

Noon - 12:30 p.m.:  Lunch

12:30 p.m. – 2:00 p.m.:  Digital Transformation Session I – Breaking Down and Planning your Digital Transformation Journey 

Presented by: Caleb Schultz & Brandon Koeser

In these sessions you will learn about digital transformation and how to effectively plan your bank’s digital journey.  We will breakdown what is digital transformation while emphasizing the importance of strategy and planning.  The session also includes a high-level overview of digital trends and there use cases in banking. 

Wednesday, Aug. 10

9:00 a.m. - 10:30 a.m.:  Digital Transformation Session II

Presented by: Caleb Schultz & Brandon Koeser

10:30 a.m. - 10:45 a.m.:  Break

10:45 a.m. - Noon: Cybersecurity and Protecting our Data  

Presented by: Autumn Hurley & Corey Weeklund

In this session we will review the importance of securing our data in the ever-growing footprints of our IT environments.  We will share common tactics, technics, and trends as it pertains to security testing and real-world events.  We will follow that up with what a successful vulnerability management program accomplishes and what today’s security solutions can do to help prevent these types of attacks.

Noon - 12:30 p.m.:  Lunch

12:30 p.m. - 2:00 p.m.:  Office 365

Presented by: Pat Petersen

Office 365 is playing a bigger part in banking and the collaboration of our employees.  During these sessions, we will review all the collaboration tools and integration in the Office 365 suite.  We will also discuss best practices around licensing and implementation with emphasis on how to utilize InTune.  We will wrap up with how to secure your Microsoft tenancy.

Thursday, Aug. 11

9:00 a.m. - 10:45 a.m.:  Microsoft 365 Modern Endpoints

Presented by: Pat Petersen & Phil Heather

Microsoft 365 Intune can be used for managing mobile devices as well as desktops. During this session, we will review the ability to manage and package applications for deployment using an Intune subscription. We will review the licensing needed as well as focus on the management of devices from the Intune administration portal.

10:45 a.m. - 11:00 a.m.:  Break

11:00 a.m. - Noon:  Teams Voice with Contact Center

Presented by: Pat Petersen & Jeff Lovett

During this session, we will review modern cloud-based voice solutions included options with deployment with Microsoft 365 and integration with potential Contact Centers. As part of the session, we will cover the important topics and concepts of integration, needs for potential hardware as well as planning for analog devices.

Noon - 12:30 p.m.:  Lunch

12:30 p.m. - 2:00 p.m.:  IT Idea Exchange 

Presented by: Jerry Warrick & Caleb Schultz

During this session you will get the opportunity to ask your peers questions relating to IT and banking while being facilitated by industry consultants. 


ICBA Member Early-Bird: $595
ICBA Member after July 1, 2022: $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.

Avatar Man

Jerry Warrick



Avatar Man

Caleb Schultz

Manager, Technology and Management Consultant


Avatar Man

Derrek Atherley

Manager, Technology and Management Consultant


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 once the bank has received event materials or 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.