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

ICBA's Marketing Certification program is designed to equip community bank marketers with the tools and knowledge to succeed in today’s dynamic banking environment. Over 3.5 days, participants gain a comprehensive understanding of banking fundamentals, marketing strategies, and data-driven decision-making to elevate their marketing capabilities.

Content

Day 1: Building a Foundation 
Explore the banking industry’s landscape, trends, and revenue models. Master marketing fundamentals, including market segmentation and targeting, and develop strategies for product promotion, branding, and digital marketing. Learn how to create consistent, impactful messaging across channels like social media, email, and online advertising. Review regulatory compliance relevant to community bank marketing. 

Day 2: Data-Driven Marketing and Customer Relationships 
Learn how to leverage internal bank data and market research to refine your strategies. Build and maintain strong customer relationships through sales techniques, CRM strategies, and effective communication. Develop enterprise risk management skills and enhance your public relations approach for crisis management, media relations, and more.

Day 3: Strategic Reporting and Exam Preparation 
Gain financial insight with budget allocation and accounting basics. Learn how to deliver effective board presentations and review marketing’s role in bank operations.

To earn the Certified Community Bank Marketing Strategist (CCBMS) certification, you will be required to attend this program in its entirety, complete all assignments, and achieve a passing score on the certification exam(s).

Learning Objectives:

• Examine the role of marketing in community banking.
• Develop an understanding of how community banks operate and generate successful financial performance.
• Provide instruction on the most common management structures and responsibilities assigned to bank marketing departments.
• Provide information and resources to outline the process to develop a strategic marketing plan and determine the budget requirements to implement the plan.
• Examine research methodologies and how to utilize results to guide decision making.
• Develop a clear view of data analytics and how community banks can leverage customer and market information to make strategic marketing decisions.
• Share insights to guide effective sales and relationship development efforts across all lines of business and customer segments.
• Provide a structure and context for effective branding and brand management.
• Examine the core elements of effective messaging and communications to support employee, customer, and community relationships.
• Provide evaluations of media options and how to determine the best options for planned communications.
• Provide guidance for the management of digital and social media communications.
• Share insights to improve website design, features, functions, and search engine optimization.
• Provide resources to help evaluate the return on investment for marketing projects and activities

This livestream ICBA Audit Institute is held over two weeks. Dates are Oct. 6-8 and Oct. 13-15.

Meet your bank’s evolving needs, the expectations of the audit committee, and the examiners! Our curriculum will expand your knowledge of auditing and banking whether you are a veteran auditor or new to the audit function.

The curriculum is designed to provide tools and step-by-step procedures to establish and maintain an effective internal audit function within a community bank. Areas covered include auditing basics, internal auditing working papers, auditing liabilities and other activities, auditing assets, and bank information systems auditing.

Unique to this institute is a pre-recorded session, digitally delivered to attendees to begin their learning prior to attending the institute. If you decide to enroll in the certification testing after you register for the class, please contact an ICBA Education representative at 800-422-7285.

Learning Objectives:

• Understand the role of internal audit and the key elements of a bank’s audit program.
• Define internal controls and the methods of testing internal controls.
• Outline what should be included in your internal audit charter.
• Identify common fraud losses affecting banks and who commits fraud.
• Determine how your audit function should be structured for appropriate governance over IT.
• Learn how your organization can appropriately assess risks and understand the requirements when performing risk assessments.
• Distinguish between the types of data analytics and tools used for effective review.
• Understand the processes for auditing liabilities and assets.
• And more!

Fraudsters are increasingly exploiting the speed and convenience of wire and instant payments, leaving financial institutions under pressure to keep pace. This session dives into the evolving tactics criminals use to manipulate transfers and highlights the vulnerabilities that institutions must address.

By attending, you’ll gain practical strategies to strengthen your defenses against suspicious activity and learn how to respond swiftly when fraud occurs. We’ll explore safeguards that combine technology and procedures, examine regulatory expectations, and discuss how to design effective detection and response protocols that protect both your institution and your customers.

Learning Objectives:

• Analyze common fraud patterns in wire and instant payments.
• Explore the technological and procedural safeguards available.
• Learn how to design rapid detection and response protocols.
• Discuss regulatory implications and compliance requirements.

Duration: 60-minutes

Presented live and recorded on 10/07/26.