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.

Feb 26, 2015 Top 10 Compliance Mistakes in Advertising
Mar 3, 2015 IRA Series: Traditional & Roth IRA Fundamentals & Compliance Considerations
Mar 4, 2015 Qualifying Borrowers Using Personal Tax Returns Part 2: Income from Rentals, Royalties, Partnerships, S Corporations & Farms
Mar 5, 2015 Free Checking Trends in Today’s Market: Feasibility, Regulations & Benefits
Mar 10, 2015 Director Series: Update on Capital Planning, Contingency & Basel III for the Board
Mar 12, 2015 Legally Handling ATM & Debit Card Claims Under Regulation E
Mar 17, 2015 Flood Insurance Compliance Review & Update: Including Changes Effective April 1, 2015
Mar 19, 2015 Real Estate Valuations – Current Issues & Best Practices
Mar 24, 2015 The TILA/RESPA Integrated Disclosure Line-by-Line Part 1: Loan Estimate
Mar 25, 2015 Call Report Revisions & Update: Including an Overview of Basel III Regulatory Capital Changes to Schedule RC-R
Mar 26, 2015 Social Media Content Strategies for Visibility & Positioning of Your Bank Online
Mar 31, 2015 New Accounts Series: Opening Trust Accounts: Compliance, Documentation, Signing Authority & Deposit Insurance Issues
Apr 1, 2015 Business Intelligence For Today’s Community Banks
Apr 2, 2015 Can IT Really Increase Profit?
Apr 2, 2015 Emerging Leader Series: Branch Transformation: Balancing the Trend Toward Virtual Banking While Enhancing Your Customer’s Experience
Apr 7, 2015 Current Issues in Physical Security Risk: Regulatory Compliance & Best Practices
Apr 8, 2015 ACH Rules Update 2015
Apr 9, 2015 Bank Lawyer Webinar Series: Employment Law
Apr 9, 2015 Advanced Issues in Dormant Accounts, Unclaimed Property & Escheatment
Apr 14, 2015 CFPB Real Estate Loan Collection Rules for Mortgage Servicers
Apr 16, 2015 BSA Compliance Series: Updating Your Bank’s BSA/AML/OFAC Risk Assessment
Apr 17, 2015 Understanding & Addressing Critical Interest Rate Risk Issues: The Regulator Perspective
Apr 21, 2015 The TILA/RESPA Integrated Disclosure Line-by-Line Part 2: Closing Disclosure
Apr 22, 2015 Monitoring Employee Work-Related & Personal Social Media: Should We? How? Is it Legal?
Apr 23, 2015 Analyzing Credit Risk in Agricultural Lending

Conventions / Conferences