April 3-4 | Waco

An event designed to meet the educational needs of community bankers in Texas and beyond. 

Hosted by the Education Foundation of the Independent Bankers Association of Texas, this two-day event is designed to help you Educate, Develop, Guide and Empower your team to take the next steps in their careers, for the good of your bank and its customers. 

This event will include sessions featuring thought provoking and inspiring keynote speakers. Attendees will be able to pick from 54 breakout sessions, divided into six tracks: Compliance, Credit & Lending, Human Resources, Operations, Leadership & Strategy and Marketing.

Each breakout session will provide the opportunity to dive deep into hot topic issues related to each track. No matter what your role is in the bank, you will benefit from greater knowledge of how you can build a team and affect positive outcomes in your organization.

Keynote Speakers

Chris Doyle

President & CEO of Texas First Bank
A Fireside Chat with IBAT’s Christopher Williston

Learn More

Dave Martin

Speaker, Writer, Banker Advocate
Good People Win

Learn More

Breakout Session Tracks

EDGE includes educational breakout tracks focused on six distinct topic areas.  Attendees may choose a single track to follow for the entire event or jump from track to track to create the learning experience that best supports your career growth.  Check out the full schedule as we get closer to the event to see the full lineup of topics and presenters. 



Credit & Lending
Human Resources

Sessions in this track focus on mitigating risk and managing compliance efficiently. Topics covered:

  • Exam Management
  • 2023 CRA Changes
  • FinCEN Priorities in BSA/AML and Corporate Transparency
  • Reg E Dispute Management
  • How to Build Great Risk Assessments
  • Third-Party Risk Management 
  • Managing AI Risk

Best practices in finance for a sound loan portfolio, regulatory overview on lending, as well as creating new opportunities of engagement for market growth. Topics covered:

  • Optimization of Your Loan Portfolio
  • Preparing for Recession
  • Building a Stress Testing Program
  • Loan Collection and Recovery
  • Best Practices in Portfolio Monitoring
  • Innovation in Agricultural Lending
  As businesses and bank operations continue to evolve, Human Resources plays a vital role in handling employees to positively influence a bank’s growth and success. Topics covered:

  • Attracting Top Talent
  • Creating the Right Job Roles
  • Training and Development
  • Performance Management
  • Offering Attractive Compensation

Leadership & Strategy



This track reviews the power behind technology advancements to grow business, processes to deploy smarter strategies for market expansion and how to exceed customer expectations. Topics covered:

  • Effects of Global Economy on
    Community Banks
  • Managing in a Changing Rate Environment
  • Driving Profitable Customer Relationships
  • Servant Leadership
  • Effective Project Management
  • Creating a Great Team Culture
  Get the inside scoop on properly marketing your bank to customers. Discover how to transform your existing brand and data into tools and branch aesthetics that will help your bank's brand stand out. Topics covered:

  • Branding Your Bank
  • Using Data for Effective Marketing
  • Retail Banking in a Digital World
  • Creating Customer Connections
  • Success Stories and Blunders in Bank Marketing 

  From staffing to project management to marketing to product development, this track covers a wide range of topics to help you optimize and strengthen your back-office operations. Topics covered:

  • Fraud Loss Prevention
  • Emerging Risks and Hot Topics
  • Effective Project Management
  • Branch Design and Innovation
  • Banking and AI
  • Building a Culture of Innovation
  • Cybersecurity Threats and Mitigation

Who Should Attend and Pricing

This event was designed with your team in mind. It is intended to be a "one-stop shop" for live education and networking for a diverse group of bank officers and emerging leaders.

Registration Fees:
IBAT Member:  $995
Non-Member and Non-Associate Member: $1,595
If your bank or company is registering more than four employees, please contact Mandy Robinson ([email protected]) for discount options.

Tentative Agenda 

Tuesday, April 2  
3:00 – 5:00 p.m. AM Banker Networking with Refreshments
5:00 p.m.
Dinner on Your Own
Wednesday, April 3
7:30 a.m. – 4:00 p.m. Exhibit Encounters
7:30 – 8:15 a.m. Breakfast
8:15 – 9:30 a.m.  General Session
9:30 – 10:00 a.m. 
Refreshment Break
10:00 – 11:00 a.m.

Breakout Sessions: 

11:00 – 11:15 a.m.  Refreshment Break 
11:15 a.m. – 12:15 p.m. 

Breakout Sessions: 

12:15 – 1:30 p.m. Lunch with Exhibitors
1:30 – 2:30 p.m. 

Breakout Sessions: 

2:30 – 2:45 p.m.  Refreshment Break 
2:45 – 3:45 p.m. 

Breakout Sessions: 

3:45 – 4:00 p.m.  Refreshment Break 
4:00 – 5:00 p.m. 

Breakout Sessions: 

6:30 – 9:00 p.m.   Dinner and Entertainment 
Thursday, April 4
7:30 – 8:15 a.m. Breakfast
8:15 – 9:30 a.m.  General Session
9:30 – 10:00 a.m.  Refreshment Break
10:00 – 11:00 a.m. 

Breakout Sessions: 

11:00 –  11:15 a.m. Refreshment Break
11:15 a.m. – 12:00 p.m. 

Breakout Sessions: 

12:00 – 1:30 p.m. Lunch with Exhibitors 
1:30 – 2:30 p.m. 

Breakout Sessions: 

2:30 – 2:45 p.m.  Refreshment Break 
2:45 – 3:45 p.m. 

Breakout Sessions: 

3:45 p.m.  Event Concludes

2024 IBAT EDGE Sponsors










Advantage, powered by JMFA
BHG Financial
CLA (CliftonLarsonAllen LLP)
CP Insurance Associates
Eide Bailly LLP
Fenimore Kay Harrison LLP
Glory Global Solutions


Bedel Security
Bradley Arant Boult Cummings LLP
Curated Cyber
Data Business Equipment, Inc. (DBE)
Digital Onboarding, Inc.
Ironcore, Inc.
Strategic Resource Management, Inc.

Adlumin Inc.
IBT Apps
JRBT and JRBT Bank Consulting
Quality Service Installation, Inc.

Exhibit Encounters

Adlumin Inc.
Advantage Health Plans Trust
The Baker Group
Bankers Lender, a Division of Texas National Bank, Sweetwater
CLA (Clifton Larson Allen LLP)

Comco Systems
CP Insurance Associates

Data Business Equipment Inc.
Digital Onboarding, Inc.
Farmers National Company - Energy
FIntegrate Technology
Fitech by Deluxe
Glory Global Solutions


Independent Community Bankers of America (ICBA)
ICBA CRA Solutions
Ironcore, Inc.

NuSource Financial
PULSE, a Discover Company
Purple Wave Auction 
S&P Global Market Intelligence
Six Arrows Consulting
Strategic Resource Management, Inc.