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: October 23, 10:00-11:30 a.m. Central Time Recording available through: January 23, 2020 Price: $275   Retirement plan portability can be confusing, not only for IRA owners and plan participants, but for financial organization personnel. The differences between a rollover and a transfer, and a direct and indirect rollover are just a few of the topics that will be discussed during this session. This webinar also touches on designated Roth account assets. Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: October 8, 2:00-3:30 p.m. Central Time Recording available through: January 8, 2020 Price: $275   Ratios, ratios, and more ratios! What do they really mean? Many financial professionals including bankers use financial ratios on a regular basis. But do they always use the same ratios and more importantly, do they always interpret the ratios in the same manner?   Attend this proactive  webinar and learn a five-step analysis plan including liquidity, activity, leverage, operating performance, and cash flow analysis which will clarify and unify this often confusing financial subject. Upon completion of this webinar, the bank employee will be able to better negotiate with their business clients as well as other financial professionals.   The session will also include a review of spreading a financial statement using the Moody’s Risk Analyst software in order to analyze key ratios.   A case study will be presented to illustrate the main concepts associated with key ratio analysis.   Topics to be covered include: Utilize a five-step key ratio analysis plan to correctly interpret the financial condition of the business client Discuss negotiations with business clients and other financial professionals using the key ratios Case analysis: Applying the concepts!   Target Audience:  Commercial lenders, credit analysts, loan documentation specialists, branch managers, assistant branch managers, private bankers, and business development officers Read More

Presenter:  Ned Miller, MZ BIERLY CONSULTING, INC. This 60-minute program will be presented live on: September 13, 10:00-11:00 a.m. Central Time Recording available through: December 10, 2019 Price: $225   Prospecting is one of the most difficult things we ask bankers to do. In this seminar Ned Miller explains what sales managers can do to improve their team’s chances of success in acquiring new clients.   Topics covered: Why prospecting is difficult Task avoidance The pitfalls of free-lancing Blitzes and campaigns Evaluating the market data The satisfaction curve Sources of leads Establishing a target profile Building prospect lists Coaching value propositions Getting first appointments Satisfied customer referrals Coaching business acumen Selected industries/ niches Helping team member leverage their network to get information, introductions and testimonials Pre-call, post-call coaching strategies   Target Audience: Executive management, commercial and small business team leaders, retail sales managers overseeing an outside business calling effort Read More

Presenter: Jack Hubbard, St. Meyer & Hubbard This 90-minute program will be presented live on: October 1, 2:00- 3:30 p.m.Central Time Recording available through: January 1, 2020 Price: $275   Launched in 2003, LinkedIn is widely known as the world’s most powerful business to business connectivity tool. With more than 550 million worldwide users, it is THE place to connect, educate and prospect. This webinar walks participants through an easy to execute roadmap of how to use LinkedIn effectively and how to seamlessly interweave it into their daily sales DNA. You will experience: Five myths about LinkedIn and how to dispel them Profile optimization and generating visibility through creative structure and regular updating Connections – building a strong and viable network through targeting, utilizing customized requests and leveraging the second level Recommendations and endorsements – receiving and providing them within bank policies Groups to join, how to provide insight and how to leverage members as new connections Prospecting through introduction requests and the use of InMail Posting, sharing and creating content to facilitate thought leadership Preparing for calls using LinkedIn as part of the process Maintaining contact by recognizing key personal events The benefits of investing in Sales Navigator Using a 3X5X15 strategy to generate a Return on Time   Target Audience: If you are a community bank CEO that needs to lead this effort, key executives and producers that use LinkedIn, or part of the Marketing, HR or other support divisions, this practical program is for you. Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: November 5, 2:00-3:30 p.m. Central Time Recording available through: February 5, 2020 Price: $275   How do you make an effective presentation to loan committee? How does it really work? How do you overcome the fear and intimidation factor?   Attend this seminar and learn skill building techniques that include the do’s & don’ts of loan committee, reading the personalities of the committee members, understanding the difference between an outside versus inside committee member, exploring group dynamics, and tips on how to actually make a clear, concise, and motivating presentation.   The seminar will also cover the supporting disciplines of negotiation skill building, communications, and personal marketing.   Finally, concepts of the program will be reinforced through a series of mini case studies.   Program Objectives: Gain an understanding of effective presentation skills in loan committee Learn to conquer fear and intimidation in making your presentation Analyze the do’s and don’ts of loan committee, personality types, group dynamics, and motivating presentations Review the related topics of negotiation skill building, communications, and personal marketing Summarize the seminar concepts through case studies   Target Audience:  Commercial lenders, relationship managers, credit analysts, 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: December 17, 2:00-3:30 p.m. Central Time Recording available through: March 17, 2020 Price: $275   Attend this proactive webinar and receive a thorough overview of commercial real estate (CRE) loan documentation.   Basic business structure, loan structure, and loan support will be highlighted along with a review of commercial real estate loan documentation including promissory notes, business loan agreements, deeds of trust, assignment of rents, hazardous substances certificates, subordination agreements, landlord waivers, flood insurance notices, and other supporting documents including corporate resolutions, guarantees, and Reg B notices.   Additionally, the related concepts of managing problem commercial real estate loans/collateral,  MAI appraisals, leases, fee simple and judicial foreclosures, deficiency judgments, the single form of action rule, and other legal issues dealing with commercial real estate transactions will be reviewed.    The seminar will be summarized via a hands-on comprehensive CRE loan documentation case study.   Objectives:     Discuss commercial real estate (CRE) loan documentation issues Review basic “business” structure, loan structure, and loan support Highlight CRE loan documentation including promissory notes, deeds of trust, landlord waivers, and guarantees Discuss related concepts of “problem” commercial real estate loans/collateral, MAI appraisals, leases, foreclosures, deficiency judgments, and other “legal issues” with commercial real estate transactions Analyze comprehensive CRE loan documentation case   Target Audience: Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officer Read More

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