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.

ALM and Investment Strategies Seminar - Iowa

After years of navigating a challenging interest rate landscape—with shrinking margins and rising funding costs—2025 brought a welcome turning point: expanding margins and stronger earnings. Yet as we move through this easing cycle, one pressing question looms: What comes next?

With the Federal Reserve having delivered 175 basis points of rate cuts from late 2024 through 2025, senior management and ALCOs continue to face the dual challenges of uncertainty and volatility. Will the Fed achieve a soft landing, or could the US economy tip into recession in 2026? While the path forward remains unclear, policymakers have signaled the potential for additional rate cuts—making strategic planning more crucial than ever.

This seminar is designed for CEOs, CFOs, and investment officers ready to take control of the next rate cycle. Learn how to protect your balance sheet, optimize margins, and strengthen your investment portfolio amidst uncertainty. Join us for an engaging, forward-looking discussion on:

Economic and Market Update
The Fed’s Next Moves
Industry Trends
Regulatory Hot Topics and Focus Items
Interest Rate Risk Management Best Practices
Liquidity Risk Management Best Practices
Investment Portfolio Strategies for Today’s Environment

Jun 15, 2026 |

Seminar

Developing Leadership vs. "Managership" Approach Webinar

This webinar provides a thorough understanding of the discipline of leadership versus “managership.”

Discussions will highlight the importance of sound leadership within banking organizations. Additionally, participants will delve into the trait, skills, and style approaches to leadership, explore psychodynamic leadership theory, and review strategic leadership concepts. Leadership ethics will also be addressed

Key principles will be illustrated through case studies; giving participants the opportunity to apply what they learn to real-world scenarios. This webinar is ideal for banking professionals at any level who want to strengthen their leadership capabilities.

Learning Objectives:

Identify the differences between a leader and a manager.

Outline the different leadership theories, concepts, and principles.

Explore leadership ethical thought.

Understand how to apply leadership techniques to real human issues in banking.

Duration: 90 minutes

Jun 17, 2026 |

Webinar

Management Leadership

From Impact to Credit: Documenting CRA Activities Seminar

Accurate documentation is the backbone of a successful CRA program. This in-depth class focuses on how to properly capture and report community development activities —including loans, investments and services, so you receive full credit during CRA evaluations.

Through practical examples and hands-on exercises, you’ll learn best practices for organizing data, aligning activities with regulatory requirements, and building documentation that tells a compelling story of your institution’s impact.

Jun 18, 2026 |

Seminar

Compliance Community Reinvestment Act (CRA)

Innovation Workshop

Sponsored by Jack Henry, the Innovation Workshop focuses on the intentional creation and adoption of new ideas, technologies, products, or business models that improve how financial services are delivered, experienced, or operated. Innovation has become a strategic necessity for community banks.

Innovation in banking is the intentional creation and adoption of new ideas, technologies, products, or business models that improve how financial services are delivered, experienced, or operated. Innovation has become a strategic necessity for community banks.

The Innovation Workshop gives bankers a clear framework for building an innovative culture and implementing solutions that drive growth.

Community banks face unique challenges when pursuing innovation. From evaluating emerging technologies and navigating partnerships to managing third-party risk, the rewards of innovation come with significant responsibility. This workshop provides a structured framework for identifying opportunities, assessing risk, and aligning innovation strategies with long-term business goals, ensuring that progress doesn’t compromise security or compliance.

Through interactive sessions, case studies, and expert insights, attendees will explore the competitive landscape, map innovation opportunities, and learn practical approaches to implementation and measurement.

A dedicated fintech panel will offer real-world perspectives, while tools and templates will help translate ideas into actionable plans. By the end of the program, participants will be equipped with the knowledge, tools, and resources to drive innovation forward in their institutions, to remain competitive and relevant in the ever-changing community banking environment.

Learning objectives

Participants will explore the innovation lifecycle and discuss:

How to assess your bank’s innovation readiness and the competitive market.
Strategies for identifying and prioritizing innovation opportunities.
Approaches for selecting the right innovation path: build, buy, or partner.
Best practices for managing third-party risk throughout the innovation process.

Throughout the workshop, practical advice and guidance will be shared including:

Methods for fostering an innovative culture within your institution.
Key compliance and governance considerations when implementing new solutions.
Tools for measuring impact and ensuring innovation initiatives deliver intended results.

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.