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.

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
Apr 28, 2015 EMV & Debit Cards: Preparing for the October 1, 2015 Liability Shift
Apr 30, 2015 Current Trends in Cyber Crime & Payments Fraud
May 5, 2015 Revised Escrow Rules Effective August 1, 2015
May 6, 2015 From Prospect to Customer: Skills & Tools for Successful Business Development
May 7, 2015 Director Series: Regulator & Industry Hot Buttons for Directors
May 12, 2015 Duties of the Board Secretary: Fundamentals, Best Practices & E-Package Delivery
May 13, 2015 Home Equity, HELOC & Second Lien Risk Management, Including Maturing HELOC Guidance
May 14, 2015 IRA Series: IRA Death Distributions: Beneficiary Options & Tax Consequences
May 15, 2015 The FFIEC’s New Appendix J on Outsourced Technology Services: Required Actions, Vendor Management & Business Continuity Expectations
May 19, 2015 Wire Transfer Compliance: Who is Liable?
May 20, 2015 You’re the New HR Officer, Now What?
May 27, 2015 The ALLL in Troubled Debt Restructuring: Identifying & Accounting for Impaired Loans
May 28, 2015 Handling Difficult Customers: Effectively Dealing with Intimidation, Negativism & Anger

Conventions / Conferences