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: Tom Hershberger, Cross Financial Group This 90-minute program will be presented live on: May 9, 2:00-3:30 p.m. Central Time Recording available through: August 9, 2019 Price: $275   This presentation takes a recipe card approach to helping bankers identify the critical ingredients that make sales environments more effective. Participants will receive a broad summary of what banks are doing today to compete for customers and build lifetime loyalty. But the program doesn’t stop with an outline. The session will provide forms, checklists and practical applications that help simplify implementation no matter what stage of development the bank is addressing. Structure, measurement, accountability and support are defined and introduced as the foundations for successful development.   Today’s sales and service solutions require strategic thinking regarding staff resources, systems support, management structure, reward programs, training and much more. This presentation challenges bankers to look beyond traditional approaches to relationship development and pursue a future that begins with a customer not an account or service.   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 29, 10:00-11:30 a.m. Central Time Recording available through: April 29, 2019 Price: $275   This seminar will provide the banker with the basics/refresher of accounting. The seminar will demonstrate how the income statement, statement of owner’s equity, balance sheet, and statement of cash flows are developed and connect to each other.   The seminar will also cover the ten-step accounting cycle leading up to the creation of the financial statements including the rules of debits and credits, accrual versus cash basis accounting, adjusting entries, accounting for inventory and receivables, long-term liabilities and depreciation, proper analysis of the notes to the financial statements, types of financial statements, and the CPA opinion.   The seminar will include several hands-on examples to reinforce the accounting concepts.   Items covered include:   The four financial statements- income statement, statement of owner’s equity, balance sheet, and statement of cash flows The ten-step accounting cycle (business transactions to the post-closing trial balance) Rules of debits and credits Accrual versus cash basis accounting Adjusting entries Accounting for inventory and receivables Long-term liabilities and depreciation Analysis of the notes to the financial statements Types of financial statements and the CPA opinion Examples to reinforce accounting concepts   Target Audience:  Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, business development officers Read More

Presented by: Ascensus  This 90-minute program will be presented live on: December 12, 10:00-11:30 a.m. Central Time Recording available through: March 12, 2019 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, and reporting. Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: January 23, 2:00-3:30 p.m. Central  Recording available through: April 23, 2019 Price: $275   Attend this proactive seminar and learn how banks make credit decisions based on the five C’s of credit- capacity (cash flow), capital (debt to equity), collateral (assets pledged), conditions (economic influence), and character (willingness to repay)!   The seminar will cover the basics of the three main areas of lending- consumer, mortgage, and commercial lending. Each of the three areas will be illustrated with real life case studies including cash flow analysis.   The attendee will also be exposed to loan structure, loan support, and documentation issues and how they are an intricate part of the lending process. Additionally, the basics of loan compliance will be provided including Reg B, Z, TRID, BSA, and Fair Credit Reporting.   Objectives:     Gain an understanding of how banks make lending decisions based on the five C’s of credit. Learn about the three main areas of lending. Apply the three areas to individual case studies including cash flow analysis Review the basics of loan structure, loan support, documentation, and loan compliance.   Target Audience: Branch managers, relationship managers, loan documentation specialists, private bankers, business development officers and anyone new to the lending area Read More

Presenter: Ann Knutson, First Bank Financial Centre This 90-minute program will be presented live on: February 6, 10:00-11:30 a.m. Central Time Recording available through: May 6, 2019 Price: $275   The phrase “Employer of Choice” has picked up a considerable amount of popularity lately, but most employers really don’t understand the importance of becoming an Employer of Choice. The phrase is more than just a buzzword; it is representative of a whole new design of corporate culture. It means that people will choose to work for you. It means that people will choose to really dedicate themselves to your success. It means that people will choose to stay with you.   In this one and one-half hour webinar, you will learn the strategies that have made a Wisconsin-based bank a Top Place to Work Employer for the past seven consecutive years.  Attendees will learn:   Benefits of achieving Employer of Choice status How to evaluate your current workplace environment Key components of an employee value proposition Links between employer brand and culture Best practices to become an Employer of Choice   Target Audience: Human resource officers, supervisors, CEOs Read More

Presenter: Cole Ponto, SBS CyberSecurity, LLC This 90-minute program will be presented live on: December 5, 2:00-3:30 p.m. Recording available through: March 5, 2019 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

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