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

Shift your focus from traditional promotion tactics to a strategic marketing approach that maximizes ROI. This session provides a step-by-step process for prioritizing and executing marketing efforts. Learn how to harness digital tools, target specific audiences, and optimize investments to deliver measurable results. Gain the insights you need to elevate your bank’s marketing game.

Learning Objectives:

• Explain how shifting to a strategic framework can maximize ROI and strengthen overall marketing effectiveness.
• Learn the step-by-step methods to identify opportunities and implement campaigns that align with organizational goals.
• Leverage digital tools and audience targeting to optimize investments.

Duration: 60-minutes

Presented live and recorded on 04/22/26.

This advanced session builds on the materials presented in the Loan Review Seminar to take your analysis skills to the next level. Learn about the common loan level challenges, such as the intricacies of computing global cash flows for businesses and their guarantors. 

Discuss portfolio topics such as concentrations, changes in loan terms, trends in the economy and their impact on your loan review. Engage in lively exchanges as we debate the pros and cons of lending to companies with strong cash flows and weak collateral versus organizations with weak cash flow and strong collateral.

Learning Objectives

• Move beyond the calculations and gain a thorough understanding of credit administration review.
• Analyze enhanced credit risk monitoring (stress testing, concentrations of credit).
• Understand global cash flow analysis.
• Review agricultural credit.
• Perform collateral valuation updates.
• Examine advanced problem loan management.
• Navigate regulatory enforcement actions.

Further Details will be available 30 days prior to the Webinar Date.

Duration: 60 minutes

Meet your bank’s evolving needs, the expectations of the audit committee, and the examiners! Our curriculum will expand your knowledge of auditing and banking whether you are a veteran auditor or new to the audit function.

The curriculum is designed to provide tools and step-by-step procedures to establish and maintain an effective internal audit function within a community bank. Areas covered include auditing basics, internal auditing working papers, auditing liabilities and other activities, auditing assets, and bank information systems auditing.

Unique to this institute is a pre-recorded session, digitally delivered to attendees to begin their learning prior to attending the institute. 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 role of internal audit and the key elements of a bank’s audit program.
• Define internal controls and the methods of testing internal controls.
• Outline what should be included in your internal audit charter.
• Identify common fraud losses affecting banks and who commits fraud.
• Determine how your audit function should be structured for appropriate governance over IT.
• Learn how your organization can appropriately assess risks and understand the requirements when performing risk assessments.
• Distinguish between the types of data analytics and tools used for effective review.
• Understand the processes for auditing liabilities and assets.
• And more!