Ways to Learn



IBAT provides educational training specific to community banking. Our goal is to meet the community banker needs with a variety of different delivery methods.

Compliance Seminars: In conjunction with Professional Bank Services (PBS), IBAT offers the best compliance training available. Programs on Deposit Compliance, HMDA, Lending Disclosure, Loan Compliance, and much more, are offered as well as Compliance Updates.

Management Seminars: In The Texas Independent Banker magazine we often publish articles about why management skills are so very necessary in today's high tech world. These programs, co-sponsored with the Independent Community Bankers of America (ICBA), help your bank achieve the management training needed to compete in today's marketplace.

Summit Programs: These programs are intense one- and two-day programs on a variety of topics for all levels of bank employees. They are designed to give participants a thorough understanding on a given topic.


In conjunction with Financial Education, Inc., telephone/webcast seminars are a very economical way to train your staff because for one low price, everyone in the bank can sit in on the program with the use of a speakerphone and a computer.

May 5, 2016 Conducting the Annual Physical Security Review
May 10, 2016 Quarterly Emerging Leader Series: Effective Branch Administration Monitoring
May 11, 2016 Fee Income Strategies 2016: Challenges, Issues & a Look Ahead
May 12, 2016 Regulator Issues for the Credit Analyst
May 13, 2016 Line-by-Line Review of New Bankruptcy Forms, Including Major Changes Effective December 2015
May 17, 2016 Director Series: Strategies for Remaining Independent: Alternatives to Selling
May 18, 2016 Managing the Force-Placed Insurance Process
May 19, 2016 Wire Transfer Compliance, Including International Remittances
May 20, 2016 Examining Complex TRID Issues, Part 2: Closing Disclosure, Tolerances & the Good Faith Analysis
May 24, 2016 Audit Compliance Series: Developing Quality & Efficiency in Your IT Audit
May 25, 2016 Debt Collection Series: Real Estate Loan Workouts, Deeds in Lieu, Short Sales, Foreclosures, Deficiency Judgments & Receiverships
May 26, 2016 Understanding & Managing the CFPB Complaint Process
Jun 2, 2016 Business Accounts: Who is Authorized to Open, Close, Transact?
Jun 7, 2016 Health Savings Accounts: Basics, Rules, Reporting, Tax Consequences & Health Care Reform Considerations
Jun 8, 2016 Cyber Series: FFIEC Cyber Security Risk Assessments: Recent Findings & Recommended Actions
Jun 9, 2016 Commercial Appraisal Review: Income & Sales Comparison Approach
Jun 15, 2016 Comparing Regulation E Requirements with Visa & MasterCard Rules
Jun 16, 2016 Loan Servicing Risks, Controls & Common Pitfalls
Jun 21, 2016 HR Series: Compliance & Legal Issues in Employee Screening Pre & Post Hire
Jun 22, 2016 Regulator Guidance of HVCRE: Issues, FAQs & Clarification of Basel III Standards
Jun 23, 2016 Call Report Series: Preparing Call Report Basic Lending Schedules: Coding, Classifications & Loan Loss Allowance
Jun 28, 2016 Skills & Tools for Improving Teller Performance
Jun 29, 2016 Compliance Officer Training: Risk Assessments, Monitoring & Testing
Jun 30, 2016 Understanding FCRA Permissible Purposes in Obtaining Credit Reports
Jul 6, 2016 Attracting & Retaining Key Management

Conventions / Conferences