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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Get these programs together at a discount: Leading More Successful Projects      Live on June 4 & 11, recording available through September 11, 2020 Project Management: Prioritize for Success      Live on June 18, recording available through September 18, 2020 Read More

Presenter: Shawn Belling, Farwell Project Advisors This 90-minute program will be presented live on: June 18, 2:00-3:30 p.m. Central Time Recording available through: September 18, 2020 Price: $275   The first truth in managing projects … if everything is a priority, nothing is a priority. Does your organization know how to be ruthless when it comes to prioritization? Join this online seminar and learn to avoid the most common failures, while gaining key strategies for successful projects.   The choices are endless when it comes to project management styles, software and apps– and while these technology tools can be effective – nothing is a substitute for strong leadership. Senior leaders must set and then clearly communicate project priorities so that everyone on the team understands them. Presenter Shawn Belling calls this “ruthless prioritization” – and in this online seminar he’ll review four common and dysfunctional project management scenarios and how this style of prioritization can be used to avoid these disastrous pitfalls in your own projects. They are:   The Compromise – a defensive play driven by risk aversion, the problem results from leaders avoiding the tough decisions, resulting in resources being diluted across multiple failing projects.     Trying to Do It All – the “evil twin” of the compromise, this results from senior leaders' failure to prioritize, combined with a willingness to place the burden on their teams and resources. In the short term, this can yield some results – but with rare exceptions, it burns out teams, creates toxic workplaces and results in expensive turnover. Analysis Paralysis – endless deliberations and requests for what-ifs creates a false impression of progress and careful consideration while concealing indecisiveness. All Projects Are High Priority – this worst-case scenario finds senior leaders telling subordinates to treat everything as top priority and "find a way”  -- unacceptably kicking the can to subordinates and shirking responsibility that should be expected of senior managers. The solution for avoiding these failure scenarios is a regular and ruthless prioritization process for department, division, and strategic projects.  The challenge is getting this in place – and this online seminar will share insights for creating a process where this is the normal cadence of your business over time. This program will show how to cultivate a leadership culture where important, data-driven decisions are made, and resources are effectively allocated to support those decision.  We’ll cover: Making tough – yet appropriate and necessary – decisions on resource allocation Assessing wants and needs, and determining which projects are “nice to have” versus those initiatives that create real value for the organization Seizing opportunities and making the most of limited time frames Effectively addressing and defusing the inevitable fall out or blow back of some decisions Scrutinizing and assessing projects ongoing, and the importance of being able to pivot as conditions warrant Target Audience: Any employee involved in project management in the bank Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: March 31, 10:00-11:30 a.m. Central Time Recording available through: June 30, 2020 Price: $275   Attend this proactive seminar and learn a comprehensive approach to financial statement analysis.   The session will begin with analyzing the four financial statements - Income Statement, Statement of Retained Earnings, Balance Sheet, and Statement of Cash Flows. This will include revenue and expense recognition, FIFO, LIFO, and average inventory costing models, operating expenses (repairs) versus improvements, depreciation including straight-line, units-of-production, and double-declining balance, amortization, and depletion.   The seminar will also explore accounts receivable assessment, allowance for doubtful accounts, intangible assets, accounts payable assessment, capital and operating leases, and analysis of the equity section of the Balance Sheet including partners’ capital accounts, common and preferred stock, treasury stock, stock splits, and retained earnings.     Additionally, the types or levels of financial statements will be highlighted including company-prepared, compiled, reviewed, and audit. The audited financial statements will include unqualified, qualified, adverse, and disclaimer.   The participant will then be introduced to a five-part financial statement analysis model which will include the liquidity, activity, leverage, operating performance, and cash flow.   The Cash Flow section will include the business traditional EBITDA cash flow and personal cash flow of the business owner (using the 1040 tax return, including tax schedules and K-1s, and the personal financial statement). Additionally, the global cash flow or combined business & personal cash flow model will be displayed along with sensitivity cash flow analysis.   Additionally, the related topics of the Z-Score (bankruptcy predictor) and the sustainable growth models will be reviewed.   Two case studies will be used to illustrate the five-part analysis model and the correct interpretation of the financial statements.    Objectives:   Analyze the four financial statements including Income Statement, Statement of Retained Earnings, Balance Sheet, and Statement of Cash Flows Explore income statement issues including revenue recognition, inventory costing, and depreciation Cover Balance Sheet accounts including accounts receivable, allowance for doubtful accounts, accounts payable, and the equity section Review the levels of financial statement reporting including company-prepared, compiled, reviewed, and audit Analyze a “five-part” analysis model including liquidity, activity, leverage, operating performance, and cash flow Analyze the EBITDA, personal (business owner), global, and sensitivity cash flow analyses Discuss the Z-score (bankruptcy predictor) and sustainable growths models Summarize the seminar concepts through case studies   Target Audience: Commercial lenders, commercial relationship managers, credit analysts, loan administrators Read More

Presenter: Richard Hamm This 90-minute program will be presented live on: March 24, 1:00-2:30 p.m. Central Time Recording available through: June 24, 2020 Price: $275   Many Bankers underwrite loans primarily from personal and business tax returns, particularly at the community bank level. What reported income is actually cash flow? How can we properly assess a large capital gain (or loss)? How can you determine of an item is recurring? Why should you exclude non-recurring items? How do loss carryforwards affect cash flow? What is the Section 179 deduction? This program provides answers and provides case examples.   Specific subjects that will be covered during the seminar: Examples of capital gains (and losses) and how to extract the cash flow involved Issues in determining if an item is recurring When to ask questions of the borrower and/or his or her tax advisor when the tax return does not appear to make sense What is a loss carryforward item and how it should be treated in an analysis Overview of Section 179 for write-off or depreciation of assets In complex situations, ideas for limiting the analysis to material or significant items, and how to determine if further and/or annually updated information should be waived Ways to move forward with analysis while waiting for additional information Why you will often need information beyond what is reported in tax returns   Target Audience: Branch managers, consumer lenders, mortgage bankers, private bankers, small business lenders, commercial lenders, credit analysts, loan review specialists, special assets officers, lending managers and credit officers   Related GSB Online programs/topics: Personal Tax Returns and Cash Flow: Focus on the Individual, Sole Proprietorships, Rental Property and Farms Personal Tax Returns and Cash Flow: Focus on Business Owners and/or Self- Employed with Pass-Through income from Schedule K-1s Personal Tax Returns and Cash Flow: The Role of Global Cash Flow for Owner(s) Plus Business(es) as an Underwriting Tool Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: May 20, 2:00-3:30 p.m Central Time  Recording available through: August 20, 2020 Price: $275   This seminar will provide the banker with several advanced tax return concepts and related analyses to help them more effectively work with their business customers.   The session will begin with a brief review of analyzing a business owner’s personal 1040 tax return and the return of an LLC, S corporation, and C corporation including Schedules M-1 and M-2, Schedule K-1, pass-through transactions, and other deductions.   The remainder of the seminar will cover the following advanced tax topics related to business clients:   Corporate tax Issues including business structure, Section 179 depreciation, and bonus depreciation Investments including capital gain/loss issues and passive activities Real estate issues including personal residence, rentals, home offices, and 1031 tax-free exchanges Employer provided benefits including Qualified Retirement Plans and Health Savings Accounts (HSAs) Retirement planning strategies including defined benefit plans and captive insurance Estate planning issues including gifting Year-end tax strategies Changes to the tax code that impact business owners including the tax cuts and Jobs Act (TCJA)   Each of the program topics will be presented from the perspective of more effectively working with the bank’s business customers.   Target Audience: Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers Read More

Presenter: Cody Delzer, SBS CyberSecurity, LLC This 90-minute program will be presented live on: March 20, 2:00-3:30 p.m. Central Time Recording available through: June 20, 2020 Price: $275   The 2019 Verizon Data Breach Investigations Report suggests 96% of breaches involve phishing e-mails. In 2018 the report suggested that 78% of employees can go a whole year without clicking on a phishing email, but that 4% of employees will click on everyone one. With hundreds of thousands of people working in financial institutions around the country, we have a high potential level of risk. Cybercriminals have also weaponized tools into phishing emails that can compromise our systems and takeover control. Phishing campaigns have been automated and are distributed as a service “crime-as-a-service” to other cybercriminals looking for repeatable processes to conduct mass scale phishing campaigns. Considering the high probability of people to fall victim and the damaging destruction phishing can cause, it positions phishing as a digital weapon of mass destruction.     This discussion will highlight the advancements in cybercrime and social engineering that are targeting our people resources. Best practices will be discussed for processes necessary to improve the weakest links in our institutions. With a reliable process, we can measure the level of risk and implement effective risk mitigating controls. The following topics will be discussed:   Trends in Cyber Security Attacks Social Engineering – what you need to know Latest Phishing Scams Logical controls to reduce risk around people Creating positive cybersecurity culture Deploying continual and ongoing educational programs Unique ideas on educating people Automated phishing tests   Target Audience:  Information Security Officer, IT Manager, Risk Officer, Internal Auditor, CIO, and Executives looking to understand the risk around Social Engineering   This program qualifies for the following CPE Credits through the SBS Institute: 1.5 CPEs*: CBSM, CBSTP, CBCM, CBIH ISC2*: Estimated 1.5 hrs. CISSP.  ISACA*: Estimated 1.5 hrs. CISA/CISM/CRISC. *Self-Reporting Read More

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