The GSB Online Seminar Series

The GSB Online Seminars Series offers a convenient, cost-effective way to access quality educational opportunities. Please note ALL times below in CENTRAL TIMEZONE.

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Upcoming Sessions

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Presented by: Ascensus  This 90-minute program will be presented live on: March 6, 10:00-11:30 a.m. Central Time Recording available through: June 6, 2019 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: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: April 9, 2:00-3:30 p.m. Central Time Recording available through: July 9, 2019 Price: $275   This webinar will explore various cash flow techniques as they apply to a wide range of business scenarios and addresses the underlying drivers of cash flow. The cash flow models will include both business and personal (business owner) applications.  The business cash flow section will include traditional EBITDA cash flow, Fixed-Charge Coverage (FCC), Free Cash Flow (FCF), Cash Basis Cash Flow, and the UCA Cash Flow (using the Moody’s Risk Analyst software spreadsheet). Additionally, the statement of Cash Flows (both Direct and Indirect Methods) as prepared by the CPA will be reviewed.   The personal cash flow section will detail the cash flow analysis of the business owner using the 1040 tax return and personal financial statement. Additionally, the Global Cash Flow or combined business & personal cash flow model will be displayed.   The program will also include a commercial real estate cash flow analysis with several “what-if” situations.   Topics to be covered include: Business & personal cash flow analyses including direct applications to business scenarios EBITDA, FCC, FCF, cash basis cash flow, UCA cash flow analyses, statement of cash flows Personal cash flow analysis Global cash flow: combining the business and personal cash flows Commercial real estate cash flow analysis including “what-if” situations   Target Audience: Commercial lenders, commercial relationship managers, credit analysts, loan administrators Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: April 2, 10:00-11:30 a.m. Central Time Recording available through: July 2, 2019 Price: $275   Attend this proactive webinar and learn an in-depth approach to financial statement analysis. The participant will be introduced to a five-part analysis model which will include the following:   Liquidity: How to determine the true cash position of a company by eliminating certain current asset accounts from the working capital, current ratio, and quick ratio calculations Activity: How to correctly interpret a company’s accounts receivable, accounts payable, and inventory turnover. The turnover rates will then be used to determine (and later improve) a company’s cash conversion cycle. Leverage: How to calculate the debt versus equity position of a business and use/misuse the subordination agreement Operating Performance: How to gauge a company’s true profitability and the impact of accrual versus cash basis income statements. Additionally, the effect of the timing of the recognition of revenues and expenses will be reviewed Cash Flow: Calculate, interpret, and apply several cash flow models including traditional EBITDA, Fixed-Charge Coverage, Free Cash Flow (FCF), Cash Basis Cash Flow, and Uniform Cash Flow Analysis   Additionally, the related topics of the Z-score (bankruptcy predictor) and the sustainable growth models will be reviewed.   An in-depth case study will be used to illustrate the various parts of the five-part model and allow the attendee experience in calculating and correctly interpreting the numbers.   Target Audience: Commercial lenders, commercial relationship managers, credit analysts, loan administrators Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: April 10, 10:00-11:30 a.m. Central Time  Recording available through: July 10, 2019 Price: $275   This online seminar will provide bankers with an overview of several advanced tax return concepts and related analysis to help them more effectively work with their business customers. The program will begin with a brief review of analyzing a business owner’s personal “1040” tax return and the return of both an LLC and an S corporation including Schedules M-1 and M-2, Schedule K-1, pass-through transactions, and other deductions.   The remainder of the program will cover the following pertinent tax topics related to business clients: Corporate tax issues including business structure, Section 179 Depreciation, and bonus depreciation Investments including capital gain/loss issues and passive activities Real estate issues including rentals and home offices Employer provided benefits including qualified retirement plans and Health Savings Accounts (HSAs) Retirement planning strategies including defined benefit plans Estate planning issues including gift taxes Year-end tax planning strategies Recent changes to the tax code that impact business owners   Each of the program topics will be presented from the perspective of more effectively working with the bank’s business customers.   Target Audience: Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers Read More

Presenter: Ann Knutson, First Bank Financial Centre This 90-minute program will be presented live on: March 13,  10:00-11:30 a.m. Central Time Recording available through: June 13, 2019 Price: $275 HR professionals are often the last to know about issues brewing in the workplace.  Once HR is made aware, the issues are sometimes beyond repair.  Or, the issues are so deep and involve so many individuals that it may take days or even weeks to get to the heart of matter.  This requires HR professionals to set aside other priorities to investigate to determine the appropriate course of action, all in an effort to do what is right while reducing risk to the organization. So what can HR do to stay abreast of conflict without being “big brother”?  Do you get involved when you’ve only learned about an issue through gossip?  How can you determine if the situation requires intervention?  What happens when the issue involves multiple people or a member of the management?  What role does confidentiality play? Loaded with practical solutions for managing the most difficult employee conflicts, this webinar delivers effective human resources practices that will restore peace and productivity, and improve employee morale.   Target Audience: Human resource officers, supervisors Read More

Presenter: Jeff Dice, SBS CyberSecurity, LLC This 90-minute program will be presented live on: March 22, 10:00-11:30 a.m. Central Time Recording available through: June 22, 2019 Price: $275   The 2017 Verizon Data Breach Investigations Report suggests 93% of breaches involve social engineering. In 2018 the report suggested that 78% of employees can go a whole year without clicking on a phishing email, but that 4% of employees will click on everyone one. With hundreds of thousands of people working in financial institutions around the country, we have a high potential level of risk. Cybercriminals have also weaponized tools into phishing emails that can compromise our systems and takeover control. Phishing campaigns have been automated and are distributed as a service “crime-as-a-service” to other cybercriminals looking for repeatable processes to conduct mass scale phishing campaigns. Considering the high probability of people to fall victim and the damaging destruction phishing can cause, it positions phishing as a digital weapon of mass destruction.     This discussion will highlight the advancements in cybercrime and social engineering that are targeting our people resources. Best practices will be discussed for processes necessary to improve the weakest links in our institutions. With a reliable process, we can measure the level of risk and implement effective risk mitigating controls. The following topics will be discussed:   Trends in Cyber Security Attacks Social Engineering – what you need to know Latest Phishing Scams Logical controls to reduce risk around people Creating positive cybersecurity culture Deploying continual and ongoing educational programs Unique ideas on educating people Automated phishing tests   Target Audience:  Information Security Officer, IT Manager, Risk Officer, Internal Auditor, , CIO, and Executives looking to understand the risk around Social Engineering   This program qualifies for the following CPE Credits through the SBS Institute: 1.5 CPEs*: CBSM, CBSTP, CBCM, CBIH ISC2*: Estimated 1.5 hrs. CISSP.  ISACA*: Estimated 1.5 hrs. CISA/CISM/CRISC. *Self-Reportin Read More

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