At ICBA Securities, we provide community bankers the tools to grow their investments.

Powered by our exclusive broker/dealer The Baker Group, ICBA Securities connects community bankers to investment portfolio and balance sheet management tools, as well as education resources.

Learn How ICBA Securities Can Help Your Community Bank

For general information email us: info@icbasecurities.com
Reach us by phone at 866-843-4222

Upcoming Events

Events coming soon.

ThinkTECH Accelerator Program 11

Be a part of shaping the future of community bank innovation. Join us for a 3.5-hour session to hear from emerging bank technology 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 shape the solutions of the future.

2026 Accelerator Program 11 Cohort

Clox AI: Clox AI detects AI-generated and manipulated documents while automating workflow to identify tampering, forgery, and deepfakes.
FinGoal: FinGoal offers an insights platform that enriches transaction data to build user profiles and deliver personalized, transaction-based calls to action.
Payman AI: Payman AI embeds consumer, small business, and commercial AI agents directly into digital banking to safely initiate payments and execute workflows with policy controls, approvals, and audit trails.
Swaystack: Swaystack offers a gamified onboarding platform that helps activate new accounts by driving funding, direct deposit, bill pay adoption, and more to win primary relationship status.
VaultRight: VaultRight modernizes branch operations with a secure, mobile‑ and web‑based platform that replaces paper processes and strengthens audit readiness.
Warrant: Warrant offers an AI-powered marketing compliance and digital asset management system that automates regulatory checks, approval flows, and provides full audit trails.

There are two ways to participate:

Private sessions with only members of your bank
Group sessions with other bankers (not from your bank). Please note: These will be open for registration at a later date.

Session Formats:

Individual Bank Visit Sessions:

Attend a private session with only members of your bank.
During this 3.5-hour time frame, you’ll meet privately with each of our six companies for 25 minutes: 15-minute pitch followed by 10 minutes of Q&A, ending each meeting with a five-minute break/discussion.
You and your team will stay on the Zoom link provided in the invite for the entirety of your visit.

ThinkTECH Thursdays Group Bank Visit Sessions:

Join a group session that includes bankers from across the nation.
During this 3.5-hour time frame, you and a group of banks will hear fifteen-minute pitches from each of our six companies, with 10 minutes for group Q&A.
You and your team will stay on the Zoom link provided in the invite for the entirety of your visit.

Pricing:

ICBA Members: $0
This is an exclusive member benefit and not available to nonmembers.

Contact Information:

For more information, contact lauren.king@icba.org.

Duration: 3.5 hours

May 18–Jul 24, 2026

Fintech Innovation Fintech Regulation

Navigating CRA: What Every Director Needs to Know Webinar

Directors play a critical role in ensuring their institution meets Community Reinvestment Act (CRA) obligations. This session provides an essential overview of CRA requirements, the board’s responsibilities, and key strategies for effective oversight. Learn what regulators expect, how CRA performance impacts your institution, and practical steps to strengthen governance and compliance.

Learning Objectives:

Examine the details of the Community Reinvestment Act.
Understand executive roles in CRA compliance.
Identify strategies for effective oversight.
Learn what regulators expect.

Duration: 60-minutes

Presented live and recorded on 05/19/26.

May 19, 2026 |

Webinar

Commercial Lending Community Reinvestment Act (CRA)

Presenting with Confidence – for Banking Leaders Webinar

Many leaders are expected to deliver high-impact presentations but face challenges with confidence, clarity, and engagement.

This interactive webinar provides practical tools and checklists to strengthen your presentation skills, both in person and virtually.

You’ll learn how to prepare effectively, connect with your audience, and deliver your message with confidence and impact. Key strategies will help you engage listeners, avoid common missteps, and present with greater authority.

Through real-world examples and exercises you can practice on your own, you’ll gain techniques you can apply immediately. By the end of the session, you’ll leave with expert insights, practical tools, and renewed confidence to present like a leader.

Learning Objectives:

Learn how to plan and structure your presentation using a clear and effective preparation process.

Discover techniques to engage and connect with your audience for greater impact.

Apply key guidelines to deliver your message with clarity and confidence.

Practice essential skills through hands-on exercises and real-world examples.

Duration: 90 minutes

May 21, 2026 |

Webinar

Leadership Learning & Development/Training

ICBA Securities Overview

ICBA Securities Corporation (ICBA Securities) was founded in 1989. It is a wholly owned subsidiary of the ICBA, the nation’s largest trade association for community banks.

ICBA Securities has a commitment to return its profits to the industry. It does so in the form of royalties, sponsorships, or dividends. It has reinvested over $50 million back to its affiliated state/regional partners or to support advocacy at ICBA.

Endorsements

We are proud to be endorsed by 34 state community banking associations.

ICBA Securities provides investment portfolio and balance sheet management tools through The Baker Group, our exclusively endorsed broker/dealer.

About The Baker Group

Founded in 1979 and headquartered in Oklahoma City, The Baker Group is one of the nation’s largest independently owned broker/dealer, specializing in investment portfolio management, interest rate risk management, balance sheet strategies and education for community banks nationwide. The firm is committed to providing honest, insightful, and client-focused solutions to help community banks manage balance sheet risks and achieve high performance.

Education Opportunities Through ICBA Securities, powered by The Baker Group

Through The Baker Group, ICBA Securities provides an education platform tailored to the needs of community banks. Representatives from The Baker Group attend and speak at numerous state community banking conferences, seminars and meetings, conducting an average of 50 educational events per year.

ICBA Securities and The Baker Group also offer speakers who can cover a range of topics pertinent to community bank audiences. See below for a summary of the topics currently available:

Note: The speaking calendar may fill up early and therefore speaking requests cannot be guaranteed. Please note that all speaking requests are filled as resources are available.

Speaking Opportunities

2026 Economic Overview and Fed Policy Outlook

With the Federal Reserve delivering a total of 175 basis points of rate cuts starting in late 2024 and resuming in late 2025, the Fed now faces inflation above 2% and a slow labor market.

The Fed is divided between those that see employment as the greatest risk and those that see inflation as the greatest risk. In this presentation, we will take a look at the macroeconomic environment, including the key data points the Federal Reserve monitors to set monetary policy.

Investment Portfolio Strategies for Today’s Rate Environment

In today’s dynamic rate environment, a disciplined investment process is more critical than ever. With the yield curve steepening in 2025, driven by the Fed cutting interest rates 100 basis points in the later part of 2024 and an additional 75 basis points in late 2025, community banks have a unique opportunity to optimize their portfolios.

This session explores current investment trends and proven strategies to build a portfolio that enhances net interest margins while aligning with your bank’s broader asset/liability management objectives.

State of the Industry and Regulatory Hot Topics

Since the pandemic, the banking industry and regulatory landscape have been anything but stagnant. An aggressive rising rate environment set the state for declining margins and bank performance alongside liquidity challenges.

More recently, Fed rate cuts have allowed banks to reduce cost of funds, increase asset yields and see margin expansion. This session will examine the most recent community banking trends using the latest call report data as well as a dive into the hot topics from the regulatory agencies.

Playbook for the 2026 Rate Landscape

There is a relative consensus that we are nearing the end of the rate-cutting period begun in 2024. Whether there are zero, two or four rate cuts this year, the likely terminal rate for Fed Funds will be higher than historical norms.

This has myriad implications for community banks, both balance sheet and income statement. We will provide an update on the market expectations and suggest some strategies to take advantage of the likely shape of the yield curve.

Today’s Liquidity Management Best Practices

Liquidity risk management remains a top priority for regulators and a critical focus area for banks. This session examines best practices related to Liquidity Risk Management including liquidity cash flow forecasting, liquidity stress testing, and contingency funding planning. In addition, the discussion will cover current liquidity trends and pressing hot topics in today's banking landscape.

Asset/Liability Management in Today’s Environment

In 2022, the Federal Reserve launched an aggressive tightening cycle to combat post-pandemic inflation, reshaping the economic landscape.

As we move through 2026, the banking industry faces fresh challenges amid stabilizing yet elevated interest rates, policy shifts, and growing concerns about a potential economic slowdown.

Senior management continues to navigate an environment marked by elevated interest rates and the looming threat of an economic downturn. This session will examine and discuss all these concerns and present strategies to better prepare your institution for the uncertainty ahead.

Today’s Interest Rate Risk Management Best Practices

Interest rate risk management has transformed over the years from a mere compliance exercise into a sophisticated, dynamic, and ongoing process.

This session explores the best practices in Interest Rate Risk Management including key assumption development and documentation, back testing, and sensitivity testing of critical assumptions.

Participants will also gain insights into prevailing interest rate risk trends and emerging hot topics shaping the current environment.

Board of Directors: Demystifying Your Bank’s Investment Portfolio

In an era of heightened regulatory scrutiny, board members are required to have a better understanding of their bank’s investment portfolio.

This session will dive into the following: bond basics, why banks have investment portfolios, regulatory expectations of the bond portfolio, basic bond accounting treatment, and types of bonds owned by community banks and board reporting.

Board of Directors: Interest Rate Risk Management 101

Effective board oversight is the cornerstone of sound risk management. The board is responsible for overseeing the bank’s interest rate risk management program.

This session will educate board members on the basics of interest rate risk including interest rate modeling concepts, key modeling assumptions and the regulatory expectations of a sound interest rate risk program.