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

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 information and resources available to help them open doors and build a healthy pipeline.  

Because the pipeline ultimately shapes the portfolio you and your bank want, you need a strategy that connects you with the right prospects, those who truly benefit from your expertise.  

This session explains how to structure your prospecting, target the right prospects, use key information sources effectively, and increase your overall success rate.  

Learning Objectives:

• Identify personal qualities such as discipline, consistency, and resilience, that support successful prospecting.
• Develop a step-by-step prospecting framework that supports your portfolio goals and your bank’s strategies.
• Apply insights from your plan to refine your pipeline and convert more prospects into clients.

Duration: 60-minutes  

Presented live and recorded on 02/26/26.  

Digital assets have moved far beyond theory. They're now actively shaping processes and innovations across the financial industry. This webinar expands past basic definitions and into real-world applications; showcasing how financial institutions are putting digital assets to work today. Through clear explanations and case studies, you’ll explore how these technologies are being adopted, and what they mean for the future of certain financial transactions. You’ll also examine the key risk factors banks should consider when evaluating digital asset transactions.

Learning Objectives:

• Identify how digital assets are being used or considered across the industry.
• Assess how digital assets may affect your bank’s operations and strategy.
• Take digital asset learnings and put them into action for your community bank.

Duration: 60-minutes

Presented live and recorded on 02/26/26.

Purchase the five-part webinar series

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 3/12/26.

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 more effectively work with their business customers. Discussion will begin with a review of a business owner’s personal “1040” tax return and the return of an LLC, S corporation, and C corporation including Schedules M-1, M-2, and K-1.

Instructor will then cover corporate tax issues (business structure, section 179 depreciation, bonus depreciation), investments (capital gain/loss issues, and passive activities), real estate issues (personal residence, rentals, home offices, 1031 tax-free exchanges), employer-provided benefits (qualified retirement plans and health savings accounts-HSAs), retirement planning (defined benefit plans), estate planning, and year-end tax strategies. ?

The session will conclude with the changes to the tax code, including the One Big Beautiful Bill (OBBB), that impacts businesses and business owners/guarantors.

Learning Objectives:

• Review personal and business tax returns.
• Explore corporate tax issues and investment concepts.
• Identify real estate issues.
• Determine employer provided benefits
• Cover retirement planning strategies and estate planning issues.
• Determine year-end tax strategies.
• Analyze changes to the tax code.

Duration: 90 minutes

Presented live and recorded on 3/18/26.