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.

Apr 17, 2014 to Apr 18, 2014 2014 Lending Compliance Summit
Apr 29, 2014 to Apr 30, 2014 2014 Nuts and Bolts of Banking Summit
Aug 14, 2014 to Aug 15, 2014 2014 Operations Compliance Summit
Aug 28, 2014 2014 Appraisals Summit
Nov 6, 2014 2014 Investment & Asset/Liability Management Summit


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 17, 2014 Risk Management Series: Mobile Device Risks & Compliance Rules: Managing Your Bank’s BYOD & COPE Policies
Apr 22, 2014 Ability to Repay – Are You in Compliance with the New CFPB Rules?
Apr 23, 2014 CRA Compliance Update: Including Final Revisions to Interagency Q&As
Apr 24, 2014 Interpreting Economic Indicators in Agricultural Loan Portfolio Management
Apr 29, 2014 Risks & Precautions for Endorsement & Other Negotiable Instruments
Apr 30, 2014 Patch Management – The Art & Science of Keeping Software Current
May 6, 2014 Appraisals & Evaluations for Consumer Real Estate Lending: Interagency Guidance, Regulator Issues & FAQs
May 8, 2014 Introduction to SBA Lending
May 13, 2014 Director Series: 10 Commandments for Dealing with Regulators
May 14, 2014 Emerging Leader Education: How to Avoid Lender Liability Claims: Compliance, Regulatory Issues & Best Practices
May 15, 2014 Auditing Your Loan Portfolio: Consumer, Commercial & Real Estate
May 20, 2014 Risk Management Series: Regulator Issues in Interest Rate Risk: Current Trends, Shock Analysis & Best Practices
May 21, 2014 Implementing the New ACH Security Framework Requirements
May 22, 2014 Reporting Your Customers’ Credit: Understanding the Increasing Regulatory Requirements
May 28, 2014 Business Accounts: Who is Authorized to Open, Close, Transact?
May 29, 2014 IT Audit for Community Banks
May 30, 2014 CFPB & Interagency Guidance for Residential Mortgage Foreclosures, Modifications & Workouts
Jul 10, 2014 Bank Lawyer Webinar Series: HR Issues for the Bank Lawyer
Aug 7, 2014 Bank Lawyer Webinar Series: Check Claims
Oct 23, 2014 Bank Lawyer Webinar Series: Levies, Garnishments, and Subpoenas

Conventions / Conferences