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: Philip Smith, Gerrish Smith Tuck, Consultants and Attorneys This 60-minute program will be presented live on: November 5, 10:00-11:00 a.m. Central Time Recording available through: February 5, 2020 Price: $225   As we head into 2020, community banks are faced with a number of interesting and exciting strategic options, but sometimes they make for daunting choices.  This session will cover some of the top strategies for community banks in 2020 and includes a brief look at hot issues, such as converting to Subchapter S, engaging your stockholders through stock repurchase transactions, the role that strategic planning plays, a brief look at the M&A market, and other issues.  This session will give your Board and management a holistic view of key ways to enhance shareholder value in the current environment.   Target Audience: Board of Directors, CEOs and senior management Read More

Presented by: Ascensus This 90-minute program will be presented live on: September 13, 10:00-11:30 a.m. Central Time Recording available through: December 13, 2018 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: Jim Lethert, Attorney This 90-minute program will be presented live on: September 25, 1:00-2:30 p.m. Central Time Recording available through:  December 25, 2019 Price: $275   In years past few bank clients had trusts. That certainly has changed! Not only are trusts quite prevalent but there are more types of trusts, many of which are specialized. A well-informed banker needs to have a sound understanding of trusts, and the purpose for the many variations. This webinar provides that information. Key elements include: A brief history of the genesis of trusts The four necessary elements of a valid trust The key varieties of trusts and the specialized way they work The role of the bank and banker for most trusts Transferring bank accounts to trusts The six critical criteria a banker needs to know How to best protect the bank while serving the client   Target Audience: Trust department personnel, personal bankers Read More

Presenter: Cody Dezler, SBS CyberSecurity, LLC This 90-minute program will be presented live on: November 8, 10:00-11:30 a.m. Central Time Recording available through: February 8, 2020 Price: $275   The FFIEC Cybersecurity Assessment guidance has introduced a new term for our risk management practice: External Dependency Management. We will explore this new term in our guidance and better understand the requirements provided. This new term is a broader description of vendor management, service provider oversight, third party management and new requirements around customer risk management.   This session will discuss the following topics: Current regulatory Vendor Management landscape Integrating vendor management into the Information Security Program Risk assessing vendors New vendor or product Selection Ongoing vendor management Creating a DYNAMIC vendor management program Leveraging SOC reports for control understanding Integration of customer relationships into risk management process   Target Audience:  Information security officer, IT manager, risk officer, internal auditor, and executives looking to understand the risk vendor relationships   This program qualifies for the following CPE Credits through the SBS Institute: 1.5 CPEs*: CBSM, CBVM ISC2*: Estimated 1.5 hrs. CISSP.  ISACA*: Estimated 1.5 hrs. CISA/CISM/CRISC. *Self-Reporting Read More

Presenter: Marcia Malzahn, Malzahn Strategic This 90-minute program will be presented live on: September 12, 2:00-3:30 p.m. Central Time Recording available through: December 12, 2019 Price: $275   With financial institutions increasingly relying on third-party providers to offer their products and services comes increased risk. Starting with the core system, should you outsource it or keep it in-house? And following with the rest of all the banking products you offer to your business clients or members that depend on technology, how in depth should your due diligence be? In this educational session, the presenter provides best practices based on the FFIEC IT Examination Handbook to help you develop a simple yet comprehensive Vendor Management Program. In addition, along with Vendor Management, which includes all the third-party providers of systems and software, comes yet another risk—Model Risk. The presenter will explain step by step the OCC SR Letter 11-7 following their guidance on Model Risk Management. You will walk away with a clearer understanding of where Vendor Management and Model Risk Management fit it within your ERM program.   Topics to be covered: How Vendor Management Program fits in within Enterprise Risk Management Vendor Management Program Components Vendor Management Policy and Procedures Vendor Due Diligence Example of Vendor Risk Assessment Monitoring and Reporting Assessment Results Definition of Model Risk and how it applies to your Institution The OCC SR Letter 11-7 – A Step by step explanation Examples of Model Risk – How it affects your institution Example of Model Risk Assessment How to establish your own Model Risk Management Program   Target Audience:  Chief risk officers, risk managers/leaders, chief credit officers, chief financial officers, compliance officers, internal auditors, presidents involved in the risk management process and their ERM program. Read More

Get these programs together, at a discount: Coaching Prospecting - How to Boost Your Team's Prospecting Results Getting in the Door with Prospects - Tips on Leveraging Your Network Leading the Prospecting Effort Preparing for the First Call on a Prospect Read More

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