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: December 2, 10:00-11:30 a.m. Central Time Recording available through: March 2, 2021 Price: $275   This course is designed to help you manage an HSA program more effectively. After attending this course, you will understand the fundamentals of HSAs and basic HSA compliance rules. This course also reviews HSA benefits, documentation and reporting requirements, contribution rules and limits, eligibility requirements, portability rules, and the difference between qualified and nonqualified distributions. Read More

Get these programs together at a discount: HSA Fundamentals      Live on December 2, recording available through March 2, 2021 HSA Advanced Concepts      Live on December 9, recording available through March 9, 2021 Top 10 HSA Issues      Live on December 16, recording available through March 16, 2021 Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: September 29, 10:00 - 11:30 am Central Time Recording available through: December 29, 2020 Price: $275   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 session will begin with a brief overview of conventional commercial lending versus SBA lending. Additionally, the concept of credit scoring will be explored. Next, the program will cover underwriting a commercial loan including a brief review of financial statement analysis (with emphasis on various cash flow analyses). Additionally, a standard loan write-up or written presentation format will be displayed.  Finally, the session will conclude by reviewing various related concepts including negotiating a commercial loan, sources of commercial financing, and legal aspects of commercial lending. Program objectives: Define commercial lending Discuss conventional commercial lending versus SBA lending Explore credit scoring Cover underwriting a commercial loan including financial statement analysis (with emphasis on cash flow analyses) Analyze a standard loan write up Review negotiating commercial loans, sources of commercial financing, and legal aspects of commercial lending Target Audience: Credit analysts, branch managers, assistant branch managers, private bankers, and business development officers Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: September 22, 10:00-11:30 a.m.Central Time Recording available through: December 22, 2020 Price: $275   The seminar will cover the basics of consumer lending including the consumer loan function, marketing consumer loans, and making consumer lending decisions based on the five (5) C’s of credit- capacity, capital, collateral, conditions, and character. The attendee will also be exposed to loan structure, loan support, and documentation issues and how they are an intricate part of the consumer lending process. An auto loan, RV loan, and home equity line of credit (HELOC) will be utilized as examples throughout the session. Additionally, the basics of consumer loan compliance will be provided including Reg B, Reg Z, TRID, BSA, and Fair Credit Reporting. The bank’s consumer lending function will be illustrated through case studies. Objectives Learn about the basics of consumer lending Explore marketing consumer loans Gain an understanding of how banks make consumer lending decisions based on the five (5) C’s of credit. Review the basics of consumer loan structure, support, documentation, and compliance with an auto loan, RV loan, and HELOC as examples Apply consumer lending through case studies Target Audience:  Consumer lenders, loan documentation specialists, private bankers, business development officers, branch managers, financial service representatives Read More

Presented by: Ascensus  This two-part program will be presented live on: November 18 & 25, 10:00-11:30 a.m. Central Time Recording available through: February 25, 2021 Price: $545   With more baby boomers entering retirement, is your financial organization ready to handle complex beneficiary issues? Many IRA administrators find it difficult to understand the options that are available to IRA beneficiaries. This is a two-part comprehensive course that covers in-depth aspects of Traditional and Roth IRA beneficiary options. This course also covers beneficiary election deadlines, distribution rules and restrictions, reporting requirements, and year-of-death required minimum distribution issues.  Advanced aspects of Traditional and Roth IRA beneficiary options—including beneficiary disclaimers, distributions to trust beneficiaries, reporting issues, and compliance concerns will be covered in part two. Read More

Presented by: Ascensus  This 90-minute program will be presented live on: September 30, 10:00-11:30 a.m. Central Time Recording available through: December 30, 2020 Price: $275   This webinar covers both Traditional and Roth IRA contribution issues, including deadlines, limits, possible tax credits, and Traditional IRA deductibility rules. It is geared to help prepare IRA professionals for the hectic IRA contribution season, that generally takes place between January 1 and April 15. Read More

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