Iowa Bankers Insurance & Services, Inc. Iowa Bankers Mortgage Corporation

Education/Training

Education/Training

The Iowa Bankers Association trains more than 8,000 bankers annually. Our educational offerings are available in a variety of formats to make training as convenient, timely and cost-effective as possible. We encourage you to explore all the training options available to you.

IBA offers live and web-based training solutions for bankers in any function and at all levels. Below are just a few upcoming events. For a complete list of education events see the IBA Calendar of Events.

Featured Events

Introduction to Commerical Lending Webinar - Webinar
Jul 13, 2020
This webinar covers the basics of Commercial Lending and is a must for all new commercial lenders and/or those individuals who want to explore this vital discipline! The training session will begin with a brief overview of “conventional” commercial lending versus SBA lending. Additionally, the concept of “credit scoring” will be explored. The webinar will also cover underwriting a commercial loan including a review of “financial statement analysis” (with emp… learn more
Online Account Opening Webinar - Webinar
Jul 14, 2020
This includes Customer Identification Program (CIP), Federal Regulations, Signature Cards, Signatures and new Customer Due Diligence (CDD) rules. During the program we will discuss the action steps required on your internet website to comply with new account opening procedures on all types of deposit accounts. Covered Topics Customer Identification Program New Customer Due Diligence Rules IRS withholding rules and W-9 and W-8BEN issues Documentary and nondocumentary proced… learn more
Marketing & Advertising Compliance 2 Part Series Webinar - Webinar
Jul 14, 2020 Jul 17, 2020
In this day and age of UDAP/UDAAP, it’s clear that how you say what you say in your advertisements is just as important as what you say. Style matters – you must be clear and conspicuous in your wording so as not to confuse and deceive. If you read enforcement actions related to marketing and advertising carefully, it's clear what else is being targeted: sales and marketing practices. It’s always useful to learn from others' mistakes, regardless of your bank’s size or reg… learn more
What to Do When a Customer Dies Webinar - Webinar
Jul 15, 2020
Ironically, when a financial institution learns a deposit or loan customer has died, confusion and dread seem to be the normal reaction. We'll walk you through the best practices when dealing with a customer's death - both on the deposit side and the loan side, as well as unique issues that can arise when doing business with the decedent's estate. This webinar provides information on best practices, rather than the unique features of any state's probate laws. Topics of Discussion What do… learn more

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Iowa Bankers Insurance & Services (IBIS) offers Iowa banks a full line of insurance products.

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Iowa Bankers Mortgage Corp. (IBMC) offers the products & experience Iowa banks need in the secondary mortgage market.

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