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

Many institutions enter audit season without a clear understanding of the issues most likely to surface, which makes preparation more difficult and outcomes less predictable. With audit season right around the corner, there is no better way to prepare than by learning from the most common findings identified in the previous cycle. This session reviews the top 10 findings across all payment channels and outlines practical steps your institution can take to prevent them.

For a deeper study of audit expectations, consider viewing our companion webinar, Preparing for a Payments Audit, which provides an overview of each payment channel's audit requirements and helps position your institution for a successful audit year.

Learning Objectives:

• Identify the top 10 issues uncovered in the previous audit season and understand their implications.
• Examine why these issues occur and how they impact compliance, operations, and risk management.
• Apply practical steps and best practices to strengthen internal controls and prepare effectively for upcoming audits.

Duration: 60 minutes

Presented live and recorded on 08/18/26.

The CFO Forum tackles the top issues CFOs face today, including emerging tax and accounting strategies, CECL implementation, deposit funding sources, risk management, cybersecurity and much more. 

Be prepared to build your CFO network with plenty of networking opportunities and peer-to-peer collaboration throughout the event. High-performing banks include their CFO as a critical strategic business partner across the financial institution. 

Such evolution has encouraged the transformation of the CFO from solely traditional tax functions to now include analysis of big data, technology systems, and efficiency strategies. 

In today's banking environment, simply presenting products and services isn't enough. You must guide the conversation, build trust, and confidently ask for the business.

 

This session walks you through the entire sales process, focusing on how to create strong customer experience, navigate objections, and close the deal effectively. You will build essential communication and negotiation skills, learn proven telephone techniques, and explore a practical marketing model you can use right away.

You'll also dive into the human side of sales, understanding how empathy, ego, and individual needs shape buying decisions, and how to adapt to different personalities, backgrounds, and behavioral styles.

Learning Objectives:

Lead sales conversations from first contact to confidently closing the deal

Utilize core communication and negotiation skills, including calls and handling objections

Improve customer experience by responding to individual needs and behaviors

Overcome sales roadblocks and apply real-world examples

Understand the human side of selling: empathy, ego, and needs

Duration: 90-minutes