Upcoming Webinars

Many financial institutions assume raising rates will increase deposit costs dollar for dollar, but that calculation overlooks how reward checking accounts perform. Qualification rates, balance caps and non-interest income can reduce the effective Cost of Funds, making a higher advertised rate more economical than it appears. 

In this webinar, Kasasa CFO Jeremy Foster will explain how to determine when a rate increase makes financial sense based on your funding needs, competitive position and product design. He’ll also explore how grandfathering an existing product and launching a more competitive offering can limit cannibalization. 

Discover a numbers-driven approach to setting checking rates that supports growth while benefiting your institution and account holders.

You'll learn how to:

• Identify overlooked factors that influence the profitability and long-term value of checking deposits.
• Compare reward checking with CDs, Fed funds and other funding sources using a more complete cost analysis.
• Develop a competitive rate strategy that attracts new relationships while protecting the existing deposit base.

A complimentary webinar from Kasasa

Every initiative competes for the same budget, people, and attention. So what makes the cut?

On Dec. 8, join community banking leaders for a practical look inside the decisions shaping their plans for the year ahead. What deserves investment? What needs another look? And where do they see an opportunity worth pursuing?

We’ll explore the tradeoffs behind those choices, from growing customer relationships to evaluating technology, building talent, and responding to risk. Hear where peers agree, where their approaches differ, and which questions they are still working through.

Bring your toughest planning question. Leave with fresh perspective on your next decision.

Put your own priorities to the test.

Join the conversation to explore:

• What is earning a place in next year’s budget? Hear how bankers weigh competing investments—and what they are willing to defer.
• Where could growth come from? Explore the customer relationships and local opportunities bankers want to pursue.
• Which technology moves are worth making? Discuss how leaders decide when to move forward with AI and other tools, and when to wait.
• Can the team deliver the plan? Examine the skills, capacity, and leadership needed to turn priorities into action.
• What could change the plan? Hear which risks and assumptions bankers are watching most closely.

45 minutes. Banker perspectives. Decisions you can bring back to your team.

A complimentary webinar from ASI

Trends, Strategy & Vendor Direction

Artificial Intelligence is rapidly changing the banking technology landscape, and separating real opportunities from marketing hype has never been more important. Join ICI's consulting team for an executive-level discussion on how AI is reshaping core banking, vendor strategies, and technology modernization. 

The webinar will explore where AI is delivering measurable value today, how major core providers are integrating AI into their platforms, and what banks should consider when evaluating future technology investments. Whether your bank is beginning its AI journey or planning its long-term technology strategy, you'll leave with practical insights to help guide smarter decisions and meaningful conversations with your technology partners.

Key Takeaways:

• How major core vendors are approaching AI
• AI trends every executive should know
• Opportunities, risks and adoption pitfalls
• Questions every institution should ask before investing

A complimentary webinar from ICI Consulting

Helping Community Banks Better Serve Their Customers in a Digital-First World

Great community banking is built on relationships—and every detail of your experience should reflect that. From digital solutions to frontline service, thoughtful design helps banks deliver consistency, care, and connection at every touchpoint. 

Join us to explore how community banks can modernize the customer experience to deepen loyalty, strengthen relationships, and stand out in a crowded market—without losing the human-centered values that define them.

A complimentary webinar from ASI

Competition for deposits is fierce, and high-rate CDs can squeeze margins without building lasting relationships. This webinar explores a more sustainable, lower-cost funding strategy designed to generate core deposit growth in any economic environment. 

You'll learn how to:

• Generate strategic volumes of core deposits at a net cost of just 50 basis points.
• Use checking and savings features to encourage profitable consumer behaviors.
• Increase products per household while strengthening satisfaction and loyalty.

A complimentary webinar from Kasasa

What is AI, Really—and What Will it Do For Credit, Lending, and Deposit Operations?

AI is everywhere, but most of the chatter still misses the real questions. Community bankers are left without clear answers about what is real, what is useful, and what comes next. In this webinar, we’ll break down what AI truly means for lending, deposits, and daily operations, with a practical look at how AI takes action, optimizes workflows, and keeps operations in check. 

Explore where the technology is heading and what community banks should expect as AI becomes a core part of operational strategy. 

Key Takeaways:

• What AI actually is, and what it is not, in the context of community banking.

• The operational impact AI can have today, including which tasks are best suited for automation.

• What to expect as AI evolves, including a practical look at opportunities, limits, and how community banks can prepare for major changes ahead.

• Why AI strengthens community banks, enabling teams to put more time back into service and relationships.

Join us to learn what real AI looks like for real banking needs and how it can strengthen service and efficiency.

A complimentary webinar from Teslar Software

From Strategy to Results: Closing the Execution Gap

In today’s volatile banking environment, having a strategic plan is no longer enough. Many financial institutions struggle not with vision, but with execution. 

This session explores the growing execution gap and reframes the finance organization as the critical link between strategy, risk, planning, and performance. Attendees will gain insight into how high-performing finance teams move beyond static budgets and siloed analysis to drive alignment, accountability, and measurable results—transforming finance from a reporting function into the engine that turns strategy into action.

Key takeaways:

• Understand why strategic plans break down in execution and how misalignment between planning, risk, and performance undermines results.
• Learn how leading finance teams operate as strategic partners, translating vision into actionable, measurable financial plans.
• Take away a practical framework to close the execution gap, enabling faster decisions, stronger accountability, and better outcomes.

A complimentary webinar from Empyrean Solutions

Empowering Leadership to Drive Cybersecurity Culture and Resilience Across Their Bank

A strong cybersecurity culture starts at the top.

This session explores how boards, executives and employees can work together to strengthen defenses, meet FFIEC expectations, and embed cybersecurity into daily operations. 

Learn practical steps to enhance awareness, improve operational maturity, and build lasting resilience through leadership engagements and partnerships with trusted experts.

A complimentary webinar from Integris

Join this high-impact webinar to learn how community banks use payments data to strengthen fraud controls, improve performance and uncover interchange revenue opportunities. 

Fraud expert Diana Kern, senior financial services consultant at SHAZAM, will join Andrew Couse, President & CEO of First Bank, to share timely insights, proven strategies and real-world perspective on today’s top threats. Leave with a smarter strategy to protect your debit portfolio, support cardholders and grow revenue.

Key Takeaways:

• Benchmark debit fraud in context by measuring it against total debit transaction value and gross interchange income
• Evaluate fraud controls against cardholder behavior to determine when added protection or a lighter-touch approach may be appropriate
• Identify key debit fraud threats and consider strategies to help protect their debit portfolio while supporting interchange growth

A complimentary webinar from SHAZAM

How Community Banks are Leveraging Technology to Improve Efficiency, Service Delivery, Scalability and Empower Their Employees.

Community banks are under pressure to operate more efficiently while continuing to deliver the high-touch service customers expect. In this peer-led panel discussion, leaders from two community banks will share how they are leveraging technology, workflow improvements, and modernization initiatives to streamline operations and enhance the customer experience. 

The conversation will focus on practical steps banks are taking to reduce manual processes, improve data visibility, scale service levels, and empower employees with better tools, all while maintaining the relationship-driven model that defines community banking.

Key Takeaways-

• Practical examples of how technology is improving operational efficiency
• Strategies for reducing manual processes and workflow bottlenecks
• How improved systems enhance both employee productivity and customer experience
• Approaches to scaling service levels without sacrificing community focus

This session breaks down why visibility gaps lead to overspending, inefficiency, and trust erosion and what leaders can do to fix it.

A complimentary webinar from ASI

Every cross-sell push, product launch, digital rollout, and M&A integration at a community bank comes down to one thing: a frontline conversation. Many banks have no scalable way to make sure those conversations land

This 30-minute session shows how community banks are using realistic AI roleplay (with instant feedback and performance scoring!) to turn every banker into a confident and knowledgeable advisor. You'll see how lean teams are coaching thousands of bankers one-to-one, lifting cross-sell, and getting frontline staff customer-ready for every change the bank goes through.

Key Takeaways:

• How community banks are moving past one-off workshops and generic role-plays to ongoing, realistic practice
• What it takes to design scenarios that hold up in the real world, across your products, policies, and customer types
• How AI-powered roleplay is making one-to-one coaching possible at scale
• What conversation data can reveal about where bankers really struggle
• How to translate those insights into focused practice that closes skill gaps
• How community banks can get the frontline ready for any launch, integration, or rollout in days, not quarters

A complimentary webinar from LemonadeLXP

Deposit loyalty has new rules — and understanding them is becoming a key competitive advantage.

The friction that once kept account holders in place is gone. Today's depositors can switch, fragment, or gradually disengage in ways that aren’t always immediately visible. So, what actually builds loyalty in 2026?

In this 45-minute session, we'll explore the real drivers behind deposit retention, highlight the critical 90-day activation window, and share a practical framework to help you capture more value from new accounts and turn them into lasting relationships.

Key Takeaways-

• A clear picture of how deposit behavior has shifted — and why rate sensitivity alone doesn't explain it
• The five factors that actually predict whether a new account becomes a long-term relationship
• A practical framework for measuring and closing your institution's activation gap
• Honest benchmarks on direct deposit attachment, early engagement, and 12-month retention

Data-grounded. Immediately actionable. Designed for community bank leaders who want answers, not theory.

A complimentary webinar from ADVANTAGE

How Visibility Gaps, Rising Risks, and Modernization Pressures Impact Community Banks.

The biggest threat to your bank may not be hackers or competitors, it may be the lack of visibility into your own IT operations.

According to the Integris 2026 Banking Trust Technology Report-

• 64% of banking executives lack full visibility into total IT spend
• More than half of banks experienced major security incidents last year
• Customers will switch institutions after a breach or AI‑related mistake

This session breaks down why visibility gaps lead to overspending, inefficiency, and trust erosion and what leaders can do to fix it.

You'll leave knowing how to turn your IT department into a strategic growth engine, not just a cost center:

• How to assess your bank’s operational maturity and identify gaps
• How to determine whether your IT investments are delivering true value
• How the right IT strategy can improve efficiency, strengthen trust, and reduce waste
• Practical steps for transforming IT from a cost center into a strategic asset

A complimentary webinar from Integris

Business customers expect modern fraud protection, but outdated Positive Pay leaves gaps.

In this session, we’ll cover the must-have features for 2025 and show how community institutions can match big-bank defenses with flexible, easy-to-use tools. Learn what to look for in a modern Positive Pay solution, why capabilities like payee match are now table stakes, and how to strengthen account protection without added complexity.

A complimentary webinar from Advanced Fraud Solutions

Community bank boards and the teams supporting them are balancing growing responsibilities with limited time. When board materials depend on paper, email, PDFs, or disconnected files, preparing and distributing information can create extra work and make updates harder to manage.

In this moderated discussion, OnBoard will share insights from research into the pressures shaping community bank governance and pair those findings with the firsthand perspective of a community bank professional who helped guide the bank’s move from paper and PDFs to a board management platform. The conversation will explore what prompted the change, what the transition required, and how directors were supported through adoption.

Attendee Takeaways:

• Identify signs that paper- and PDF-based processes are creating avoidable work or making updates harder to manage.
• Evaluate board-management workflows based on administrator efficiency, access to current materials and director adoption.
• Plan a manageable transition that supports directors and the teams responsible for board administration.

A complimentary webinar from OnBoard

Stop Leaving Margin to Chance

High-performing banks don't rely on circumstance — they rely on intentional, data-driven planning. When finance, the boardroom, and the front line align, the result is better forecasting, fewer silos, and decisions that directly move the needle on margin and growth.

If margin planning is a priority this year, this is a practical, insight-packed session you won't want to miss.

Key Takeaways:

• Why leading financial institutions treat margin planning as a strategic discipline
• How a data‑driven Vision‑to‑Execution (V2E) cycle fuels alignment and better decisions

A complimentary webinar from Empyrean Solutions

Interest rate volatility has made one thing clear: every financial institution needs a smarter way to manage risk. Yet fewer than 10% of federally chartered banks use derivatives—and even fewer use them to reduce interest rate risk.

Why does this challenge persist? Because until now, banks haven’t had a simple, cost-effective, and accessible tool to manage balance sheet exposure. 

Exchange-traded interest rate swaps, known commonly as swap futures, are changing that. They bring transparency, efficiency, and modern hedging capability to institutions of every size—without the complexity of the over-the-counter market. 

Join us for this webinar to discover how exchange-traded swaps can help your institution:

• Reduce interest rate risk with precision

• Limit counterparty credit exposure

• Gain access to data-rich insights only available through the exchange

A simpler, more transparent way to hedge has arrived.

A complimentary webinar from Eris Innovations LLC

What Changing Consumer Expectations Mean for Deposits, Loyalty, and Growth

Consumers are becoming more intentional about how—and where—they manage their money. As expectations around technology, convenience, rates, and perceived value continue to rise, community financial institutions face increasing pressure to remain relevant within consumers’ consideration sets.

For community banks, these changes have meaningful implications for deposit growth, deposit stability and funding strategy, and long-term account retention. Competition from larger banks and fintechs, combined with evolving consumer expectations, is reshaping how loyalty is earned and maintained. Get a forward-looking perspective on consumer decision-making, competitive dynamics, and real-world experience working with community banks, to prepare for 2026 and beyond.
 

Key topics of interest:

• How consumers are reassessing their financial relationships and redefining value.
• What evolving deposit behavior may signal about retention and competitive risk.
• Where community institutions face the greatest competitive pressure—and opportunity.
• Strategic considerations for maintaining relevance and supporting sustainable deposit growth.

A complimentary webinar from ADVANTAGE

Consumer lending isn’t just about the loan. It’s about the deposits, relationships, and future business opportunities connected to it. For community banks, that broader value can make a small loan worth a closer look.

Join Luke Schafer, Director of LOS Product Adoption at Teslar Software, to explore how consumer lending can help banks retain customers, protect commercial relationships, and build a pipeline for future business. Luke will also demonstrate how Teslar’s Consumer LOS moves loans from application through boarding quickly and efficiently, with bank policies built into the process.

Key Takeaways:

• Explore how consumer lending can support long-term customer relationships and broader portfolio growth.
• Identify opportunities community banks may be missing by deprioritizing consumer loans.
• Learn strategies for making consumer lending more efficient, accessible, and worthwhile.

A complimentary webinar from Teslar Software

The demand for financial education is clear: 30+ states require financial education to graduate, and parents believe financial skills are foundational. Parents overwhelmingly view financial education as essential. Yet many are unaware of what their children are learning, and large gaps exist in long-term skills such as investing, credit, and retirement planning. New survey findings from Everfi show that families welcome financial institutions as partners in expanding access to financial education and often place greater trust in institutions that invest in their communities.

This webinar will explore what parents expect from financial education, what gaps exist in current understanding, why trusted private-sector partnerships matter, and how community banks can use school partnerships to strengthen local relationships, demonstrate meaningful community impact, grow brand trust, and begin building financial confidence with future customers and their families. 

Key takeaways:

• Understand what parents expect from financial education and where knowledge gaps remain.
• Identify ways financial education can support long-term engagement with students, families, and future customers.
• Explore how community banks can use school partnerships to strengthen local relationships and build brand trust.

A complimentary webinar from Everfi