COMMUNITY BANKER UNIVERSITY

Operations and Deposits Training

With more than 300 online training courses, dozens of seminars and certification programs, timely webinars and audio conferences, training manuals and access to on-demand content, you have the power to choose the Community Banker University learning experience that's right for you.

View My Certification Portfolio

Operations Training

Operations Events and Webinars

Type of Event
Certification
Find by Date
Name Type Date Info

Risk Management Institute - Virtual

Compliance Cybersecurity Executive C-Suite Training Risk Management Certification

Seminar/Institutes Jun 22, 2021 Register

Negotiation Competence for Leaders in the Workplace

Auditing Compliance Director Frontline Human Resources ICBA Webinar Lending Marketing Operations Risk

Webinar Jun 24, 2021 Register

Strategies for Succession Planning and Talent Management

Director Human Resources ICBA Webinar Operations

Webinar Jul 22, 2021 Register

Commercial and Industrial Lending in Today's Competitive Market

Director Human Resources ICBA Webinar Operations

Webinar Jul 28, 2021 Register

Vendor Management Seminar - Virtual 

Auditing Bank Director Program Compliance Director Executive C-Suite Training Operations Security

Seminar/Institutes Aug 12, 2021 Register

CFO Forum - Virtual

Bank Director Program Director Executive C-Suite Training Leadership Development Operations

Seminar/Institutes Aug 16, 2021 Register

Community Bank Human Resources Seminar - Virtual

Bank Director Program Director Executive C-Suite Training Human Resources Operations

Seminar/Institutes Aug 18, 2021 Register

Troubled Loans and Credit Management Summer - Virtual

Lending Operations

Seminar/Institutes Aug 18, 2021 Register

Bank Security Institute - Virtual 

Bank Security Certification Executive C-Suite Training Operations Security

Seminar/Institutes Aug 30, 2021 Register

Treasury Management: A Powerful Tool to Increase Deposits and Fee Income

Executive C-Suite Training ICBA Webinar Operations Risk

Webinar Sep 15, 2021 Register

Compliance Institute - Virtual

Compliance Compliance Certification Deposit/Operations/Payments Lending Operations

Seminar/Institutes Oct 12, 2021 Register
Event Type Date Info
Certification

Risk Management Certification (CCBRS)

CBU_0710A19_Certification eBadging Icons_CCBRS

Designation: Certified Community Bank Risk Specialist (CCBRS)

Requirement: Risk Management Institute; (15 ) Continuing Professional Education credits required every two years.

Participants of ICBA's new Risk Management Institute will enrich and affirm their knowledge of the risk components that influence a bank’s function and soundness.

This new certification program focuses on strategies surrounding bank governance, credit risk, interest rate risk, liquidity risk, operational risk, compliance risk, and legal risk. The program includes comprehensive dialogue that brings all risk elements together to reveal the necessary components of a successful enterprise risk management (ERM) framework.

Order Past Webinars and Other Resources

Image Details Price Info
Webinar On Demand

Basics of Banking: An Overview 2021 (MP4)

This webinar provides an “introduction” to the banking industry and touches on most all aspects of banking. By attending this training session you will develop an understanding of the following areas of banking:
ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

Building and Maintaining a Compliant IRA Program 2020 (MP4)

Recorded: July 21, 2020

Length: 60 Minutes

Presenter: Ascensus

 

ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

Community Bank Capital Raising in Light of COVID-19 (MP4)

COVID-19 has thus far impacted virtually every aspect of a community bank’s operations. What is not entirely clear relative to COVID-19 is its effect on asset quality. This unknown has left many community banks thinking about their capital, and whethe radditional capital may be needed. In light of this thinking, it is important that your board understands all of the available capital raising alternatives.
 
 
ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

Community Bank Financial Forensics Series (5) (MP4)

As a community bank leader, you must understand the bank and its infrastructure from many perspectives. This requirement pushes a leader to think creatively outside his or her primary area of expertise and learn principles needed for greater community bank success. In this digital webinar series, new and current community bank leaders will take a comprehensive look at the key technical banking considerations all leaders must understand to improve function and achieve superior results at the bank.

 

ICBA Members: $329
Non-Members: $829
Learn More
Webinar On Demand

Compliance Update (MP4)

During the Coronavirus pandemic, it is as important as ever to make certain your compliance program is appropriate for your institution's risk exposure.

ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

Conducting a Physical Risk Assessment: The Basics (MP4)

This information packed webinar will provide you with a recipe on how to conduct your annual security review. No longer can you just use a checklist to determine if your financial institution is safe. We will instruct you on how to think like a criminal to protect your assets, information, and people. Today, the criminal world attacks your
institution via computer, customers, and social engineering ploys. Your annual review should find or correct problems with physical security, robbery procedures, and staff training. This webinar is especially valuable to someone who is new or never has conducted an annual security review. We provide a step-by-step program on how to identify, rectify, and report to the board. You will understand how social engineering attacks can undermine many of your best procedures.

 

ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

Contribution Margin - Why it is more important than income? (MP4)

Most farmers and businesses look at bottom line income when making decisions. But did you know that it can be more important to look at contribution margin when making these key decisions? This webinar explains what contribution margin is and how to incorporate it into your business process.

ICBA Members: $219
Non-Members: $319
Learn More
Publication

Core Processor Resource Guide

A community bank’s core processor should be a strategic partner that supports the bank’s long-term business objectives. The ICBA Core Processor Resource Guide will help community banks with some of the more important aspects of managing this relationship to maximize the return on their technology investments.
FREE for members
Learn More
Webinar On Demand

Employee Retention Tax Credit : What Banks Need to Know About the July 31st Deadline

As part of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), some employers (including community banks) may be eligible for a refundable payroll tax credit of up to $5,000 per employee if certain criteria is met.

 

ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

ESOPs, ESOPs, and More ESOPs (MP4)

The purpose of this webinar is to set describe why financial institutions sponsor ESOPs and to discuss the various design alternatives to consider once an ESOP is fully matured.  With respect to this latter point, we will discuss: (i) using the ESOP to create an internal liquid market for the trading of shares, (ii) ideas to help reduce the repurchase liability from a dollar perspective, and (iii) how to breathe fresh life (shares) into the ESOP in order  to avoid a “have and have not” situation. 

ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

Everything Roth 2020 (MP4)

Recorded: June 11, 2020

Length: 60 Minutes

Presenter: Ascensus

ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

Financial Forensics Series Webinar #3 – How Banks Make Money (MP4)

This session has been presented at ICBA’s Lead FWD conference in the past and has been very well received. Too often, we get engrossed in our day-to-day responsibilities, forgetting to take a step back and look at the big picture.
ICBA Members: $219
Non-Members: $319
Learn More
Publication

HSA - Desktop Guide to Health Savings Accounts

The basics of HSAs are covered in an easy-to-read, question-and-answer format. As HSA rules continue to evolve and changes occur each year, reach for this handy booklet to give your customers the right information every time.

ICBA Member: $25
Nonmember: $30
Learn More
Publication

HSA - Health Savings Account Compliance & Operations Manual

When you need specific information about HSAs, the Health Savings Account Compliance & Operations manual has it. This manual gives clear explanations on HSA eligibility, document, contribution, distribution, and reporting requirements. Use it to stay in compliance and avoid potential penalties and HSA disqualification.

ICBA Member: $95
Nonmember: $100
Learn More
Publication

HSA - Health Savings Account Training Organizer

Train like the experts with the HSA Training Organizer™. This toolkit includes everything you need to deliver customized, basic HSA training. You’ll get instructions, training tips, activities, tests, a PowerPoint® presentation, and more. Includes (1) Trainer Guide, (1) Trainer CD, (1) Presentation Notes, and (1) Student Guide. Additional Student Guides may be purchased separately. 

ICBA Member: $250
Nonmember: $300
Learn More
Publication

HSA - Health Savings Account Training Organizer - STUDENT GUIDE

Updated annually, the Student Guide contains all the basic information from the Trainer Guide with space for notes. Student Guides may be purchased in conjunction with or any time after purchasing a complete HSA Training Organizer™.

ICBA Member: $25
Nonmember: $30
Learn More
Publication

IRA - IRA Compliance Manual

This manual gives clear explanations on document, withholding, and reporting requirements and addresses legal IRA issues. It also includes sample IRS forms on how to report most IRA transactions. Plus, the charts, checklists, and log sheets will help get your IRA program organized.
ICBA Member: $95
Nonmember: $100
Learn More
Publication

IRA - IRA Fact Book

Refer to the IRA Fact Book when you need concise answers to some of the more common questions and topics you and your colleagues field from clients on a day-to-day basis. Organized in a user-friendly, question-and-answer format, this is one book you won’t want to do without.

ICBA Member: $45
Nonmember: $50
Learn More
Publication

IRA - IRA Fundamentals Training Organizer

Train like the experts with the IRA Training Organizer™. This toolkit includes everything you need to deliver customized, basic HSA training. You’ll get instructions, training tips, activities, tests, a PowerPoint® presentation, and more. Includes (1) Trainer Guide, (1) Trainer CD, (1) Presentation Notes, and (1) Student Guide. Additional Student Guides may be purchased separately. 

ICBA Member: $250
Nonmember: $300
Learn More
Publication

IRA - IRA Fundamentals Training Organizer - STUDENT GUIDE

Updated annually, the Student Guide contains all the basic information from the Trainer Guide with space for notes. Student Guides may be purchased in conjunction with or any time after purchasing a complete IRA Fundamentals Training Organizer™.

ICBA Member: $25
Nonmember: $30
Learn More
Webinar On Demand

IRA & HSA Legislative Update 2020

IRAs, HSAs, and other tax favored accounts are constantly evolving—don't be left behind. Join our industry experts as they bring you up to date on recent proposed legislation, regulatory guidance that will affect your organization, and share important updates regarding the SECURE Act. 
ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

IRA & HSA Legislative Update 2020 (MP4)

IRAs, HSAs, and other tax favored accounts are constantly evolving—don't be left behind. Join our industry experts as they bring you up to date on recent proposed legislation, regulatory guidance that will affect your organization, and share important updates regarding the SECURE Act. 

 

 

ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

IRA Contributions 2020 (MP4)

Recorded: May 5, 2020

Length: 60 Minutes

Presenter: Ascensus


ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

IRA Distributions 2020 (MP4)

Recorded: September 22, 2020

Length: 60 Minutes

Presenter: Ascensus


ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

IRA Fundamentals 2020 (MP4)

Recorded: March 4, 2020

Length: 60 Minutes

Presenter: Ascensus

ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

Leadership & Negotiation Skill for the Workplace (MP4)

Every company, regardless of industry, is trying to figure out how to attract and retain the right talent. Organizations are also striving to achieve their goals and fulfill their vision described in their strategic plan. In this webinar you will learn strategies to avoid losing your top talent, and how to establish a simple yet successful Talent Management Program, which in turn integrates into your Strategic Plan. You will walk away with strategies and tactics you can implement in your institution immediately.
ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

Marijuana Banking Compliance 2020 (MP4)

Recorded: October 15, 2020

Length: 60 Minutes

Presenter: Kristen Ritter, TIB Bequeaith


ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

Opening and Maintaining IRAs (MP4)

Recorded: August 25, 2020

Length: 60 Minutes

Presenter: Ascensus

 

ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

Real Time Payments (MP4)

In this webinar, we will discuss why banks should consider adopting RTP, how banks can leverage RTP to boost consumer satisfaction, what impact RTP will have on current payment methods, and where faster payments are headed in the next five years, including a discussion of "FedNow", the Federal Reserve Banks' new interbank 24x7x365 real-time gross settlement service with integrated clearing functionality. 
ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

Return to Work Session 1: Reimagining the Workforce

  • Guidance on how to lead your on-site and remote workforce
  • Hiring in the midst of disruption
  • What you need to know about employee tax credits, such as the Work Opportunity Tax Credit (WOTC) 

 

ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

Return to Work Session 2: HR Considerations

Join Jackson Lewis attorney Janet Olawsky for updated guidance regarding COVID-19 considerations and what you need to be doing to protect your employees and keep your operations running smoothly.
 
ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

Return to Work Session 3: Fraud and Security Considerations

Is it a Criminal or Your Customer?
Reopening your bank has brought problems no one could have foreseen. 
ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

Should You Fire over Facebook? Managing Employee Social Media under Federal Law (MP4)

Community banks can be held responsible for what their employees say on social media, but management that disciplines their employees due to social media can violate serious federal laws. 

ICBA Members: $209
Non-Members: $309
 
Learn More
Webinar On Demand

Top 10 HSA Issues 2020

Recorded: November 17, 2020

Length: 60 Minutes

Presenter: Ascensus

ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

Top 10 IRA Issues 2020 (MP4)

This course will cover the hottest IRA topics we get questions about on Ascensus’ consulting lines. 
ICBA Members: $219
Non-Members: $319
Learn More
Webinar On Demand

What’s in store for AML and Sanctions in 2021 (MP4)

 

ICBA Members: $219
Non-Members: $319
Learn More
Image Details Price Info