The GSB Online Seminar Series

Presenter: Michael Boehlje, Purdue University This two-part program will be presented live on: March 19 & 21, 10:00-11:30 a.m. Central Time Recording available through: June 21, 2019 Price: $415   The ag lending market is changing dramatically – new customers with new market opportunities, new competitors and new risks.   This program will focus on the challenges and opportunities in the new market, as well as the fundamental forces shaping agriculture today.  Topics to be addressed include:   The implications of the current downturn in farm incomes The longer-term business climate for the agricultural industry What to watch to assess the future business climate for agriculture Lending to the modern farm and agribusiness firm Assessing the risks in farm and agribusiness credits Risk management strategies to review with your farm customer   Target Audience:  Ag loan officers and staff Read More

Presenter: Jack Hubbard, St. Meyer & Hubbard This 60-minute program will be presented live on: April 5, 9:30-10:30 a.m.Central Time Recording available through: July 5, 2019 Price: $225   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: March 26, 10:00-11:30 a.m. Central Time Recording available through: June 26, 2019 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: May 21, 2:00-3:30 p.m. Central Time Recording available through: August 21, 2019 Price: $275   Attend this proactive seminar and receive a thorough overview of commercial lending loan documentation with an emphasis on secured transactions.   Basic business structure, loan structure, and loan support will be highlighted along with a review of secured loan documentation including promissory notes (signature requirements, authority & capacity, confession of judgment clause, jury waiver, and arbitration agreement).  The program will also cover business loan agreements, security agreements, UCC financing statements (Article 9), Small Business Jobs Act certificates, and other supporting documents including corporate resolutions, guarantees, and Reg B notices.   Additionally, the related concept of Commercial & Industrial (C&I) lending will be covered including documenting secured working capital lines, ABL facilities, and equipment financing (loans/leases). This section will further review the Borrowing Base Certificate (BBC) and the valuation and quality of accounts receivable, inventory and equipment.   The seminar will also analyze the use of the BSA Loan Rating Matrix, Collateral Rating Matrix, and C&I Borrower Rating Matrix.   The session will be summarized through a hands-on comprehensive loan documentation case study.   Program Objections: Be introduced to secured commercial loan documentation Review basic business structure, loan structure, and loan support Highlight secured loan documentation including promissory notes, security agreements, and guarantees Discuss related concept of C&I lending including secured working capital lines, ABL facilities, and equipment financing and also cover the BBC and inventory and equipment issues Analyze the Loan, Collateral, and Borrower Matrixes Explore a comprehensive loan documentation case study   Target Audience:  Commercial lenders, credit analysts, loan documentation specialists, relationship managers, 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: February 6, 10:00-11:30 a.m. Central Time Recording available through: May 6, 2019 Price: $275   Attend this proactive seminar and receive a thorough overview of commercial lending requirements from a loan structure, documentation, and compliance perspective.   Basic business structure will be presented along with loan structure and loan support. Additionally, commercial lending issues relative to loan documentation will be reviewed. Loan pricing and monitoring will also be covered along with a review of current compliance issues.   The seminar will be summarized through a comprehensive case study.   Objectives:     Review basic business structure: C Corporations to LLC’s Explore the six elements of loan structure: loan purpose, sources of repayment, adequate amount, appropriate term, adequate support, framework for monitoring               Summarize the four elements of loan support: collateral, guaranties, loan agreements, subordination agreements Highlight commercial loan documentation issues including promissory notes, security agreements, and guaranties along with the use of the BSA loan rating, collateral rating, and C&I borrower rating matrixes Discuss loan pricing and monitoring issues Review current compliance issues: Equal Credit Opportunity Act (Reg B), Truth in Lending Act (Reg Z), Bank Secrecy Act (BSA), Fair Credit Reporting Act (FCRA), Fair Debt Collection Practices Act, and UCC Article 9           Analyze comprehensive loan structure/documentation/compliance case study   Target Audience: Commercial lenders, credit analysts, loan documentation specialists, branch managers, assistant branch managers, private bankers, and business development officers Read More

Presenter: Patrice McGuire, McGuire Business Partners This 90-minute program will be presented live on: April 26, 9:30-11:00 a.m. Central Time  Recording available through: July 26, 2019 Price: $275   In today’s working world, people are expected to work closely with others who represent different generations.   The way that the different generations approach their work, view their environment and communicate with others may cause stress and frustration in the workplace.  In this program participants will be able to identify the characteristics of each generation and how they differ.   When we are able to identify these differences and understand them a little more, we can then apply different strategies and approaches when working with people from each generation.   Each generation adds tremendous value to the organization.  We just need to figure out how to embrace these generational differences so what we can be more respectful and productive while at work.   Target Audience:  CEOs, HR managers, individuals in leadership roles with team or project responsibilities Read More