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

Building on the foundation from IRA Beneficiary Distributions – Part 1, this second session takes a deeper, more practical look at beneficiary rules under the SECURE Act and proposed RMD regulations

We’ll move beyond the basics into a hands on exploration of key operational requirements, including year of death obligations, beneficiary portability, and separate accounting rules. You’ll also gain clarity on critical deadlines for beneficiary determination and the reporting requirements that ensure compliance.

Designed to complement Part One, this session equips you with the tools to confidently navigate complex beneficiary scenarios and apply the rules in real world situations.

Learning Objectives:

• Gain hands-on experience on how to handle beneficiary distributions.
• Understand the year-of-death requirements for IRA beneficiaries and their impact on distribution timing.
• Identify and meet the beneficiary determination deadline to ensure compliance with IRS regulations.

Duration: 60 minutes

Presented live and recorded on 06/03/26.

Offered quarterly in half-day sessions, each of the ICBA Bank Directors Forums will cover a unique topic, such as cybersecurity, enterprise risk management, corporate governance and more. No two sessions will be the same.

Register for all four Bank Director Forums and save $200!

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

In today's fast-paced business world, quickly analyzing large data sets is essential, especially in banking. With vast amounts of data at our fingertips, we can generate insights to guide decision-making. Best of all, effective data analytics can often be achieved using tools you likely already have, like Microsoft Excel.

This course will launch your data analytics journey, starting with foundational concepts and data strategy. We will build on those basics, moving into more in-depth analysis, including ways to build routines for automated data analysis. We will work through real-life examples, which will include items such as evaluating loan information, general ledger detail, employee expense reimbursements, and more.

The course will focus heavily on using Excel for data analysis, including functions like pivot tables, Power Query, and Power Pivot. No advanced Excel skills are required, as we will start from the basics and build up your proficiency throughout the 2.5 days.

While not mandatory, we strongly encourage attendees to bring a laptop or other device to this institute in order to follow-along with the instructor and gain hands-on experience. We also suggest you have access to the Get & Transform functionality (Power Query and Power Pivot) in Excel which will be beneficial for exploring automated capabilities.

To earn the Certified Community Bank Data Analyst (CCBDA) certification, you will be required to attend this program in its entirety, complete all assignments, and achieve a passing score on the certification exam. 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 components of a data strategy and how to identify useful data.
• Execute data analysis effectively within your bank.
• Utilize the functionalities available in the Microsoft suite of products for comprehensive data analysis.