The GSB Online Seminar Series

Presented by: Ascensus  This 90-minute program will be presented live on: November 6, 10:00-11:30 a.m. Central Time Recording available through: February 6, 2020 Price: $275   Congress has passed new legislation that now allows even more generous rollover options.  With 10,000 baby boomers turning age 65 every day and liberalized rollover options, more rollover questions are coming up now than ever before.  This webinar explains some of the new rollover opportunities along with the evolving portability rules between IRAs and employer-sponsored retirement plans.  It teaches financial organizations how to capture, facilitate and report rollovers between retirement plans and IRAs. Read More

Presenter: Cole Ponto, SBS CyberSecurity, LLC This 90-minute program will be presented live on: December 13, 10:00-11:30 a.m. Recording available through: March 13, 2020 Price: $275   Federal regulators require banks to maintain emergency preparedness plans, such as Business Continuity, Disaster Recovery, and Pandemic Preparedness Plans. These ensure continuity of the bank in an unlikely event a significant incident or disaster occurs. The consequences to a financial institution can be severe if proper disaster recovery and business continuity planning does not occur and continuity of business fails. In fact, many significant business continuity risks are connected directly to disasters originating from cybersecurity threats.   FFIEC requirements will be at the center of our discussion, to ensure that not only the best plans are constructed, but also that regulatory compliance is achieved. This discussion demonstrates a practical approach to business continuity and disaster recovery that builds upon your IT risk assessment. We will cover topics such as: Types of incident and disaster planning Regulatory Requirements Business Impact Analyses Risk Assessment Plan Development Testing and Improving the plan   Target Audience:  information security officer, IT manager, risk officer, internal auditor, and executives looking to understand expectations around business continuity risks.   This program qualifies for the following CPE Credits through the SBS Institute: 1.5 CPEs*: CBBCP, CBSM, CBVM ISC2*: Estimated 1.5 hrs. CISSP.  ISACA*: Estimated 1.5 hrs. CISA/CISM/CRISC. *Self-Reporting Read More

Get these programs at a discount: Three Key Risk Assessments in Your ERM Program - ERM, IT, and Internal Controls Developing an Enterprise-Wide Risk Assessment Creating the Right Enterprise Risk Management (ERM) Program for YOUR Community Bank Read More

Get these programs at a discount: Growing Long-Term Retail Deposits – Misunderstood Opportunities in Early Withdrawal Penalties Growing Long-Term Retail Deposits – Uber-izing Design of Bank Deposit Vehicles  Growing Long-Term Retail Deposits – Withdrawal-Only Deposit Accounts Growing Long-Term Retail Deposits – General Overview Growing Long-Term Retail Deposits – Overview for Front-Line Bankers Growing Long-Term Retail Deposits – Overview of Advanced Managerial Approaches Read More

Presented by: Ascensus  This 90-minute program will be presented live on: December 11, 10:00-11:30 a.m. Central Time Recording available through: March 11, 2020 Price: $275   This course is perfect for individuals who are comfortable with HSAs and are looking to further enhance their understanding of these accounts. This course will take your knowledge to the next level with a review of difficult HSA issues regarding eligibility requirements, employer contributions, excess contribution issues, prohibited transactions, mistaken distributions and reporting. Read More

Get these programs together, at a discount: Advanced HSAs  Expanding World of HSAs Introduction to HSAs Top 10 HSA Issues Read More