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

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.

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.

In an oversaturated market where customers are overwhelmed with choices, many businesses struggle to differentiate themselves in a meaningful, sustainable way. Stand out with cost-effective, practical strategies for building a brand that truly resonates. 

In this session, you’ll gain actionable guidance on making the most of your existing resources, increasing market visibility, and creating consistent customer experiences that reinforce your identity. Discover how to clearly define, communicate, and support your brand to strengthen satisfaction, deepen loyalty, and drive long-term success.

Learning Objectives:

• Learn cost-effective strategies for brand building.
• Identify practical methods for leveraging resources and strengthening brand visibility
• Understand how to define and support your brand to drive satisfaction and loyalty.

Duration: 60 minutes

Presented live and recorded on 06/24/26