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

The Quarterly Regulatory Compliance Webinars deliver the most up-to-date guidance on regulatory compliance, upcoming deadlines, available resources, and more. Offered quarterly, these 60-minute webinars deliver comprehensive information with actionable takeaways.

Gain valuable perspectives and commentary from our team of knowledgeable educators, engage in discussions on current regulatory issues, and submit questions. Tailored for community bank compliance officers and risk managers, these webinars are also suitable for all banking professionals seeking to stay abreast of developments in the compliance landscape

Duration: 60 minutes

Presented live and recorded on 6/04/26.

In today's fast-paced business world, quickly analyzing large data sets is essential, especially in banking. With vast amounts of data at our fingertips, we can generate insights to guide decision-making. Best of all, effective data analytics can often be achieved using tools you likely already have, like Microsoft Excel.

This course will launch your data analytics journey, starting with foundational concepts and data strategy. We will build on those basics, moving into more in-depth analysis, including ways to build routines for automated data analysis. We will work through real-life examples, which will include items such as evaluating loan information, general ledger detail, employee expense reimbursements, and more.

The course will focus heavily on using Excel for data analysis, including functions like pivot tables, Power Query, and Power Pivot. No advanced Excel skills are required, as we will start from the basics and build up your proficiency throughout the 2.5 days.

While not mandatory, we strongly encourage attendees to bring a laptop or other device to this institute in order to follow-along with the instructor and gain hands-on experience. We also suggest you have access to the Get & Transform functionality (Power Query and Power Pivot) in Excel which will be beneficial for exploring automated capabilities.

To earn the Certified Community Bank Data Analyst (CCBDA) certification, you will be required to attend this program in its entirety, complete all assignments, and achieve a passing score on the certification exam. 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 components of a data strategy and how to identify useful data.
• Execute data analysis effectively within your bank.
• Utilize the functionalities available in the Microsoft suite of products for comprehensive data analysis.

In the post-pandemic environment, loan portfolios have generally performed well, with minimal troubled credits, late payments, and charge-offs. Despite fair economic conditions, it's important to remember that bad loans often emerge during good times, lurking beneath the surface.

Explore the best early warning signs for detecting credit deterioration and learn how to navigate your bank's credit process to manage risk proactively. Designed for credit and loan professionals at all levels, this session equips you with the tools and insights needed to uncover potential problems early and act before they escalate.

Learning Objectives:

• Identify the best early warning signs to monitor declining credits.
• Define the credit process and manage credit risk through to the last payment
• Gain the tools and knowledge to catch deterioration of a loan before it’s too late.

Duration: 60 minutes

Presented live and recorded on 6/11/26.

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

Presented live and recorded on 6/17/26.