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

In partnership with the U.S. Department of the Treasury, Office of Cybersecurity and Critical Infrastructure Protection (OCCIP), ICBA will co-host tabletop exercises designed to help community banks strengthen cyber and operational resilience. 

Through realistic scenarios—ransomware, a third-party incident, and an AI-enhanced cyberattack—participants will stress-test decision-making, incident coordination, and communications, and leave with practical takeaways to enhance preparedness and response. Community bank technical staff, as well as senior leadership, should participate as a team.

Registration: This three-hour cyber tabletop exercise will be conducted virtually in collaboration with Treasury. Each member of your team should register individually, even if on the day of the event you will be in a shared location. Do not share log in information.

Complimentary to ICBA members. Limited to 100 participants.

Registration question? Call 800-422-7285 or email education@icba.org

Interpreting tax returns can be complex and intimidating. But it’s a critical skill for bank personnel involved in consumer, mortgage, and commercial lending. ?

This session provides bankers with knowledge of the often complex and confusing topic of taxes for consumer, mortgage, and/or commercial lending purposes. The first part of the webinar will concentrate on personal tax return analysis while the second section will focus on business tax returns?.

Learning Objectives (Personal) :

• Review the basic structure of the personal 1040 federal tax return.
• Use analysis techniques to prepare a personal cash flow from information gleaned from the 1040 and the related schedules and K-1 forms.
• Discuss recent changes in the tax code, including the One Big Beautiful Bill (OBBB), and how they affect individual borrowers/guarantors.

 

Learning Objectives (Business) :

• Analyze the structure of an LLC, S corporation, and C corporation.
• Explore business tax returns and prepare cash flows for these entities along with the preparation of a global cash flow (personal & business).
• Review tax and technology issues, identify fraudulent returns, and describe how tax returns can be used to market the bank’s products and services.
• Discuss updates in the tax code and how they apply to businesses.

Duration: 90 minutes

Presented live and recorded on 2/18/26.

Transform research into a powerful management tool that strengthens performance evaluation and supports smarter decision-making. In this session, we’ll explore the advantages of various research methods—from surveys to focus groups—and how they can be applied to strategic and marketing planning. Walk away with actionable insights you can use to enhance decision-making and drive your bank’s success.

Learning Objectives:

• Describe how research can be used as a tool to evaluate organizational performance and guide decision-making.
• Explore the strengths of surveys, focus groups, and other research approaches.
• Identify appropriate contexts for applying each research method in banking.

Duration: 60-minutes

Presented live and recorded on 02/19/26.