CBA Associate Member Programs 4/23/25

Posh.AI Presents: The AI Journey: Understanding Agentic AI and What It Means for Financial Institutions

April 30, 2025 | 1:00 pm | Learn more. 

Join Posh Co-Founders Karan Kashyap and Matt McEachern, for a behind-the-scenes look at how Agentic AI is reshaping customer service for banks. We’ll demystify what Agentic AI means, explore how Posh’s REALM™ engine makes AI more capable and compliant, and showcase live demos of what’s possible when AI moves beyond simple scripted conversations to intelligent, action-oriented experiences. Whether you’re just starting with AI or looking to expand its impact, this presentation offers a candid look at both the technology and the operational realities of delivering modern member service with AI.

eBankIT Presents: Innovate to Compete: Building a next-level small business strategy

May 8, 2025 | 2:00 pm | Learn more.

Small businesses are the backbone of local economies, yet many financial institutions struggle to provide the personalized support and branch-like digital experiences they need. In this presentation, experts from Agent IQ and eBankIT will share actionable strategies to help relationship-centric banks turn digital interactions into drivers for growth. Learn how banks can leverage AI-driven engagement and digital solutions to create tailored, tiered experiences that serve the diverse needs of small business account holders—from solopreneurs to mid-sized enterprises.

ICBA CRA Solutions Presents: CRA Strategies and Solutions   

May 19, 2025 | 10:30 am | Learn more. 

Banks need a solid foundation for a successful CRA Compliance program. This 45-minute session will include setting goals for lending, investments and services, training and CRA exam preparation. Learn how ICBA CRA Solutions' education and training, support services, peer group, and CRA compliance programs will guide you through optimizing your CRA activities from start to finish.

Travelers Presents: Emerging Threats and the Evolution of Cyber Insurance

May 21, 2025 | 1:00 pm. Learn more and register.

Jared Gentile; AVP Strategic Initiatives, Financial Institutions at Travelers, will discuss the most common ways threat actors exploit vulnerabilities at banks and other financial institutions. He will also explore the ways in which cyber insurers have responded to these emerging threats to help their customers reduce the likelihood and severity of cyber events.