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ALM and Investment Strategies Seminar - Illinois
After years of navigating a challenging interest rate landscape—with shrinking margins and rising funding costs—2025 brought a welcome turning point: expanding margins and stronger earnings. Yet as...
ALM and Investment Strategies Seminar - Dallas
After years of navigating a challenging interest rate landscape—with shrinking margins and rising funding costs—2025 brought a welcome turning point: expanding margins and stronger earnings. Yet as...
ALM and Investment Strategies Seminar - Oklahoma
After years of navigating a challenging interest rate landscape—with shrinking margins and rising funding costs—2025 brought a welcome turning point: expanding margins and stronger earnings. Yet as...
Baker Bond School 2026
Baker Bond School gives new portfolio managers and beginners to fixed income investing the knowledge to better understand the various types of securities available, how to analyze them effectively,...
Baker Quarterly Bank Trends Webinar
Over the last five years, community bank balance sheets have experienced unprecedented changes and volatility since the pandemic as trillions of dollars of stimulus flooded the system during a time...
Bank Virtual Bond Education Series Webinar
Education is the foundation of performance for investment portfolio managers. This is the reason The Baker Group has presented hundreds of seminars and conferences across the country over the last...
Stronger Together: How Community Banks Are Co-Investing to Navigate Rapid Change in Technology Webinar
Community banks face increasing pressure to identify, evaluate, and adopt the right technologies; often without sufficient time or resources to navigate an increasingly crowded and fast-moving...
Remaining Independent in an M&A Environment Webinar
Today’s evolving M&A environment commands the attention of all community banks, not just those looking to buy or sell, but also those trying to remain independent. This session provides practical...
What’s the Next Chapter for Your Bank Webinar
Community bank boards and executive management need to be prepared for what is coming next. This session provides practical insights on evolving technology and how to position your organization,...
Credit Boot Camp Part 6 - Managing Credit Risk After the Close MP4
Credit risk management doesn’t end at loan closing; it continues until the final payment is received. In this session, we revisit the definition of credit risk, then focus on post-close client...
Credit Boot Camp Part 2 - Financial Analysis: Assessing the Request MP4
Loans inherently carry risk. But that risk isn't found directly in the financial statements. It's revealed through what those statements are telling you, if you know how to listen. In this session,...
Universal Banker Certificate Program - Bank Wide
The ICBA Education Universal Banker Certificate Program arms current and prospective frontline staff with the tools and skills they need to be Universal Bankers. The learner will develop the skills...
Banking on Email: Maximizing Your Most Powerful Digital Channel
Email remains one of the most effective and cost-efficient digital channels available to community banks—but it takes more than just hitting “send” to see results. Join Mills Marketing’s Crystal...
Credit Boot Camp Part 1 - Foundational Aspects of Commercial Credit
Kick off the Credit Boot Camp series with a focused session on the essential principles of managing credit risk in commercial banking. This session redefines the role of the banker—not as a lender,...
ICBA Principles of Banking Certificate Program (Individual)
The Principles of Banking Certificate Program offers a comprehensive look at the banking industry. This certificate is ideal for employees new to banking and those looking to enrich their...
ICBA Human Resources Generalist Certificate Program - California (Individual)
HR Generalists are an integral part of the human resources function in an organization. This comprehensive eight-part, online certificate program is designed to provide human resource managers and...
ICBA Human Resources Generalist Certificate Program (Individual)
HR Generalists are an integral part of the human resources function in an organization. This comprehensive eight-part, online certificate program is designed to provide human resource managers and...
Principles of Banking Certificate - Bank Wide Training
The Principles of Banking Certificate Program offers a comprehensive look at the banking industry. This certificate is ideal for employees new to banking and those looking to enrich their...
ThinkTECH Thursday - Alumni Showcase (May 2025) MP4
Experience 7-minute demonstrations of the latest solutions from several of our ICBA ThinkTECH Accelerator companies from previous years. Learn about how these organizations are helping community...
Audit Working Papers (Digital)
With the Audit Working Papers you can establish strong audit procedures to help support your bank's internal control environment and mitigate institution risk. Ensure a complete and comprehensive...
Credit Boot Camp Part 4 - Determining Cash Flow Using the Core Cash Drivers MP4
Every borrower operates with up to seven core cash drivers: mechanisms that either absorb cash, locking it inside the business, or release cash back into operations when managed effectively....
Credit Boot Camp Part 3 - Applying Qualitative Analysis to the Request MP4
Every loan request stems from a cash shortfall within the borrower’s business. While financial data offers valuable insight, the banker’s real task is to uncover the true cause behind the numbers....
Credit Boot Camp Part 5 - Cash Flow Based Loan Structure
Every loan request originates from a cash shortfall, and it must be repaid through a self-liquidating asset. Too often, bankers default to standard loan structures based solely on policy, without...
ICBA Community Bank Briefing - May 2025
Join ICBA experts for a quarterly update on industry news and highlights. The 90-minute briefing will include details about regulations and congressional events from inside the Capital Beltway and...
Managing Wire Transfer Risk and Fraud Mitigation
Despite advancements in instant payment systems and the adoption of ISO 20022, wire transfers remain a preferred method for sending large-value commercial payments domestically and internationally....
Introduction to Commercial Lending
Commercial lending is one of banking’s most complex areas, requiring a clear understanding of the borrower, the purpose of the financing request, and the repayment source. Explore key elements of...
Basics of Banking: An Overview
For those new to banking, or those seeking to strengthen their foundational knowledge, the wide scope of the industry can feel overwhelming. This introductory webinar offers a clear, structured...
Effective Prospecting
Building a strong portfolio is critical for every commercial banker, but prospecting is tough. It takes discipline, resilience, and a clear, practical plan. Many bankers overlook the basic...
Tariffs, Monetary Policy, Fiscal Policy and The Impact on your Borrowers
Managing credit risk requires an understanding of the external forces that can affect your borrowers, especially government policies. This webinar will break down the financial implications of...
Basic Personal and Business Tax Return Analysis
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...
Advanced Tax Return Analysis
>As business clients grow more complex, so do their financial and tax situations. This session is designed to provide bankers with advanced tax return concepts and related analyses to help them...
Understanding Your Bank Financial Statements and CAMELS Ratings
Bank financial statements differ from those of most businesses. Loans are classified as assets, while deposits are considered liabilities. This distinction can lead to confusion. During this...
Beyond the Click: Tracking Marketing Data to Drive Bank Growth
In today’s data-driven landscape, having the ability to turn digital marketing data into actionable insight is essential. For banks aiming to deepen customer engagement and make smarter marketing...
ICBA Community Bank Briefing: The GENIUS Act, Payment Stablecoins, and What All This Means for Community Banks
As the regulatory environment around digital assets continues to evolve, ICBA has taken an active role in shaping legislation establishing a regulatory framework for payment stablecoins. ICBA is...
ICBA ThinkTECH Solutions Forum: Data
You're invited to join ICBA Innovation and your fellow community bankers as we kick off an exciting season with the first of three fall ICBA ThinkTECH Solutions Forums—beginning this September!...
ThinkTECH Alumni Showcase - Where are they Now? (MP4)
Experience demonstrations of the latest solutions from several of our ICBA ThinkTECH Accelerator companies from previous years. Learn about how these companies are helping community banks flourish...
Telephone Consumer Protection Act
The Telephone Consumer Protection Act was signed in 1991. It was enacted to protect consumers from unwanted calls commonly called “robocalls”. The TCPA places restrictions on the use of the...
Commercial Real Estate Updates Webinar
There is still quite a bit of discomfort in the commercial real estate market. During this one-hour webinar we will look at the causes of what has become, in some locations, an all-out four alarm...
Early Identification of Distressed Credit Relationships Webinar
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...
Time Management (Individual)
This course addresses the nuts and bolts of time management and includes tools for setting goals, keeping logs, and planning your time. It includes methods for identifying low pay-off activities...
ICBA's Marketing Resource Center
ICBA's Marketing Resource Center (MRC) is your go-to source for customizable marketing materials designed to help your bank stand out-during Community Banking Month and beyond. Leading this webinar...
Characteristics of Strong Risk Assessments and Tools to Monitor and Report Results Webinar
"Developing strong risk assessments for all key areas of a financial institution is crucial. Strategic-minded institutions aim to manage risk at an enterprise-wide level, striving for “optimal...
Multi-Task Role of the Banker Webinar
In today’s fast-paced banking environment, bankers balance multiple responsibilities while handling complex challenges. This session provides practical strategies to help you manage your day more...
Tax Return Analysis Webinar
Assessing income for borrowers with multiple entities is often complex, requiring a clear understanding of each business’s cash flow and overall holdings. This session explores two borrower...
Action Plans for Troubled Credit Webinar
Recognizing that you have a troubled credit in your portfolio is traumatic enough. Having to deal with a declining relationship that may cause your bank a significant loss can create an outright...
Proper Loan Structure, Setting the Right Line of Credit
Further details will be available 30 days prior to the webinar date.
ThinkTECH x CAFE Fintech Showcase: Advancing Financial Equity Through Innovation
Join us for an exclusive showcase event presented by ICBA Innovation in conjunction with the Center for Accelerating Financial Equity (CAFE) Fintech Accelerator. CAFE, a valued member of our...
Bank Policies & Procedures: Executive Officer
Defines the relationship between the board and executive management and between executive management and the bank's other personnel. Covers hiring practices, management succession, promotions, and...
CRA to Z: How to Build a Best-in-Class CRA Program Seminar
Take your CRA expertise to the next level with this comprehensive, six-module seminar designed for professionals ready to build and maintain a best-in-class CRA strategy. You’ll dive into every...
CRA to Z: How to Build a Best-in-Class CRA Program Seminar
Take your CRA expertise to the next level with this comprehensive, six-module seminar designed for professionals ready to build and maintain a best-in-class CRA strategy. You’ll dive into every...
Compliance Institute
The ICBA Compliance Institute is built to meet the needs of seasoned professionals seeking the latest regulatory education and industry best practices as well as newer compliance officers seeking...
CRA Foundations: Building Your Knowledge from the Ground Up Seminar
This dynamic, hands-on seminar introduces the essentials of the Community Reinvestment Act (CRA) and equips you with practical tools to build a strong compliance foundation. You’ll explore what...
BSA/AML Institute
The formal requirements for financial institution compliance under the Bank Secrecy Act (BSA) are significant. With the regulatory agencies committing to tougher and more inclusive BSA/AML...
Compliance Institute
This livestream ICBA Compliance Institute is held over two weeks. Dates are May 12-14 and May 19-21, 2026. The ICBA Compliance Institute is built to meet the needs of seasoned professionals seeking...
How to Complete CTRs and SARs Seminar
This seminar provides a practical overview of how to accurately complete Currency Transaction Reports (CTRs) and Suspicious Activity Reports (SARs). Participants will learn what information is...
Bank Security Institute
Ensure the physical safety of your bank, staff, and customers. Cover everything from the basics of bank security to some situations you may not have even prepared for. Learn to address security...
Audit Institute
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...
Audit Institute
This livestream ICBA Audit Institute is held over two weeks. Dates are Oct. 6-8 and Oct. 13-15. Meet your bank’s evolving needs, the expectations of the audit committee, and the examiners! Our...
CRA to Z: How to Build a Best-in-Class CRA Program Seminar
Take your CRA expertise to the next level with this comprehensive, six-module seminar designed for professionals ready to build and maintain a best-in-class CRA strategy. You’ll dive into every...
HMDA Compliance Refresher: Key Requirements, Best Practices, and Common Pitfalls Seminar
Many community banks have re-entered HMDA reporting as coverage thresholds and lending activity evolve. This refresher seminar provides a clear overview of HMDA requirements, including...