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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Presenter: Neil Stanley, The CorePoint This 60-minute program will be presented live on: February 21, 2:00-3:00 p.m. Central Time Recording available through: May 21, 2019 Price: $225   As “surge deposits” become a thing of the past bankers across the country are observing that more effective management of liquidity and funding are becoming an increasingly important part of success in banking.  As interest rates and loan-to-deposit ratios increase community bankers need a robust understanding of the processes, products, and analytic tools needed to attract and retain properly-priced, long-term funding.  These sessions present the art and science of retail deposit pricing and sales today.                                                 Session 1 – Overview of the state of the industry regarding long-term retail funding.   Understanding the magnitude of contractual long-term funding within your financial institution How to enhance your long-term savings offers without emphasizing interest rates How some of your competitors are equipping the front line today to competently and confidently engage depositors to win and retain properly-priced, long-term savings deposits Innovative deposit offers your local competitors maybe using without your knowledge How to measure and track pricing and sales results Quantifying your bank’s net interest income enhancement opportunities Where and how to harness the opportunities rate volatility offers   Reference Materials at: http://www.bankingexchange.com/news-feed/item/7449-big-flip-coming-in-deposit-costs http://www.fmsinc.org/Documents/MemberCenter/WhitePapers/TimeDepositPricingandSalesOptions.pdf https://www.bai.org/banking-strategies/article-detail/adding-time-deposits-to-the-strategic-agenda   Target Audience: Bank executives, finance officers and staff, retail officers and staff, client experience/marketing officers and staff, and chief innovation officers Read More

Presenter: Neil Stanley, The CorePoint This 60-minute program will be presented live on: March 7, 2:00-3:00 p.m. Central Time Recording available through: June 7, 2019 Price: $225   As “surge deposits” become a thing of the past bankers across the country are observing that more effective management of liquidity and funding are becoming an increasingly important part of success in banking.  As interest rates and loan-to-deposit ratios increase community bankers need a robust understanding of the processes, products, and analytic tools needed to attract and retain properly-priced, long-term funding.  These sessions present the art and science of retail deposit pricing and sales today.                                                 Session 3 – Exploration of advanced approaches to create alignment within the bank enabling the bank to harness the opportunities to attract and retain properly-priced long-term retail deposits in any rate environment.   Rising interest rates create opportunities for depositor windfalls Keeping CD Specials special and profitable How to offer windfalls to depositors while limiting the risk to your financial institution Changing interest rates create opportunities for your bank and depositors simultaneously Old-fashioned CDs have outlived their usefulness in some cases.  Discover what some banks are now offering as the next generation of contractual long-term savings Detailed approach to measuring and monitoring value creating in long-term retail deposits   Reference Materials at: http://www.fmsinc.org/Documents/MemberCenter/WhitePapers/PricingLeversForTimeDeposits_Pt1.pdf http://www.bankingexchange.com/news-feed/item/7264-11-steps-toward-better-cd-promotion http://www.fmsinc.org/Documents/MemberCenter/WhitePapers/MaximizingPerformanceOfTimeDepositPromotions.pdf     Target Audience: Bank executives, finance officers and staff, retail officers and staff, client experience/marketing officers and staff, and chief innovation officers Read More

Presenter: Marc Courey, Wipfli LLP This 60-minute program will be presented live on: March 7, 10:00-11:00 a.m. Central Time Recording available through: June 7, 2019 Price: $225   Occupational fraud is estimated to cost U.S. organizations a whopping 5 percent of gross revenue.  Moreover, the down economy increased your organization’s risk of occupational fraud by fueling all three components of the fraud triangle:  need, opportunity and rationalization.  This session will address the origins of occupational fraud risk, why that risk has increased in the challenging economy and what the organization can do to address the increased risk.   Learning Objectives: The extent of the fraud risk facing organizations in today’s environment. What are the factors which lead team members to perpetrate fraud on their organization? How has the down economy increased the risk of occupational fraud? What can the organization do to mitigate its fraud risk?   Target Audience: Risk officer, Internal Auditor, CIO, and Executives looking to understand the risk of occupational fraud Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: March 12, 10:00-11:30 a.m. Central Time Recording available through: June 12, 2019 Price: $275   This program will cover the basics of how to craft an effective commercial loan write-up.  The session will begin with a brief overview of loan write-ups or credit memorandums including types, styles, and necessary component parts (relationship information, financial analysis, management review, and risk assessment/mitigation). The financial analysis section will highlight liquidity, activity, leverage, operating performance, and cash flow analysis. The session will also cover additional important loan write-up items including assessing the company’s strategic plan- marketing, financing, and management.  Two standard commercial loan write-ups will be presented in order to illustrate the concepts.   Program Objectives: Review effective commercial loan write-ups Discuss types, styles, and components parts Cover the financial analysis section Assess the company’s strategic plan Summarize the concepts by reviewing two loan write-ups   Target Audience: Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers Read More

Presenter: Jill Slupe, Verder Martin, Inc. This 60-minute program will be presented live on: March 13, 2:00-3:00 p.m. Central Time Recording available through: June 13, 2019 Price: $225 How’s your pitch?  We experience sales situations every day, whether we’re at work with our peers, customers, or at home with our children and families.  This workshop will look at the science of sales and how people buy.  You will leave with three new pitches, each with a clear and persuasive message. Participants will accomplish the following: Understand why people buy Craft three pitches Learn how to ethically influence others Target Audience:  Senior management, branch managers, sales managers and business development officers Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: January 23, 10:00-11:30 a.m. Central Time Recording available through: April 23, 2019 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 Review underwriting a commercial loan including financial statement analysis (with emphasis on cash flow analyses) Display a standard loan write up Discuss 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

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