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

The ICBA Preferred Service Provider Demo is an event offering ICBA member banks a streamlined look at innovative solutions from ICBA Preferred Service Providers. These providers represent ICBA’s highest level of affiliation, having completed a rigorous due diligence process to ensure strong financials, national reach, industry commitment, and unique value for community banks. Each session features short, focused demonstrations followed by live Q and A, allowing you to efficiently evaluate technologies and services relevant to your institution.

What to Expect:

• One 1-hour session
• Multiple ICBA Preferred Service Provider demos
• 15 minutes per provider 10-minute overview + 5-minute Q and A
• Opportunity to ask questions and explore potential solutions

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.

Join ICBA experts for a quarterly update on industry news and highlights. The 75-minute briefing will include details about regulations and congressional events from inside the Capital Beltway and across the U.S. We want to hear from you; participants are encouraged to bring questions to the briefing as the ICBA experts will answer questions from community bankers during the Q&A session.

Duration: 75 minutes

Presented live and recorded on 03/19/26.