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: April 29, 10:00-11:30 a.m. Central Time Recording available through: July 29, 2020 Price: $275   HSAs are one of the fastest growing products currently offered by financial organizations. Whether your organization already offers HSAs or is just thinking about it, join us as we discuss the Top 10 HSA issues revolving around these increasingly popular accounts. 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: Jay Coakley, Coakley Strategic Solutions LLC This 90-minute program will be presented live on: July 15, 10:00-11:30 a.m. Central Time Recording available through: October 15, 2020 Price: $275   This presentation will teach you how to assess your banks numbers and determine the appropriate strategy to build a roadmap to best-practice status. Just like a doctor, we will first dig into the results, by reviewing call report data, internal bank data (sample) and industry statistics.   You will be asked to research and have your Bank’s specific information to the presentation, for you to review as we go through the numbers and strategies. You will learn how to be the “consultant” and you will learn the real truth behind your current strategies, some of which started years ago during a different time in banking.   What does 2.5 overdrafts per checking account mean? Is that a good, moderate or a poor level of performance? What factors affect this number? Do you sell 92% free checking accounts and how does this number affect service change income. Has your “free money” funding declined? How do you influence service charges on deposit accounts? What has changed with customer needs following the pandemic? Do you sell 1.8 new checking accounts per branch, per week? What affects new account performance?   These answers and more will be uncovered during this very informative webinar. You are guaranteed to leave the presentation with strategies and ideas that are sure to help your bank make the move to substantially higher profitability.   Target Audience: CEOs, presidents, senior managers, retail and commercial managers, product managers and marketing managers Read More

Presenter:  Bill Elliott, Young & Associates This 90-minute program will be presented live on: August 24, 2:00-3:30 p.m. Central Time Recording available through: November 24, 2020 Price: $275   Recent headlines have indicated that the millennial generation will soon be receiving a transfer of wealth that will dwarf previous generational transfers. Of course, not all transfers of wealth involve death – sometimes the transfer is the result of other legal issues, such as divorce. The reality is that however the transfer of assets happens, some of the assets will come complete with debt. The Successor in Interest rule is designed to allow bankers to safely deal with the issues surrounding transfers of assets that have debt attached, and avoid all privacy issues and similar risks.   This webinar will address: Who is a Successor in Interest? What steps are necessary to establish Successor in Interest? How can bankers use this rule to limit privacy and other risks for the bank Target Audience: This program addresses the concept of Successor in Interest, which is a lending issue. It is designed for senior management, and those individual that manage the loan servicing process Read More

Presenter:   Jennifer Priestley, Kenneshaw State University This 90-minute program will be presented live on: August 5, 10:00-11:30 a.m. Central Time Recording available through: November 5, 2020 Price: $275   Are you hearing a lot of buzzwords around "big data" and "data science" and wondering if the people using them actually know what they are talking about?  This course will demystify data science, explain how new and evolving forms of data and analytics have given rise to new banking products, improved decisions, reduced risk, and facilitated the rise of FinTech.  We will discuss how data has evolved from being “small, structured and static” to becoming “massive, unstructured and in-motion”.  We will have a helpful conversation on the role of Excel, Python and the dozens of available software platforms.  Then we will go through the evolution of methods and techniques to translate the new forms of data into information to inform and improve decision making, separating the "buzzwords" from reality and explore how data science is changing the financial services sector (mostly for the better).  Finally, we will explore the new and evolving questions related to ethical data science.   This course requires no math or programming.   Topics to be covered: An overview of how data has evolved from being “small, structured and static” to becoming “massive, unstructured and in-motion”.  How analytical and modeling methods have evolved to take advantage of new forms of data.   An explanation of the most common data science applications will be provided with minimal math.  These include: Regression Support Vector Machines Decision Trees/Random Forest K Means Clustering Neural Networks Deep Learning Discussion of how data science is changing the financial services sector, with particular emphasis on the emergence of new products and new competitors.  Overview of the new and evolving questions related to ethical data science.   Target Audience:  Managers who have responsibility for analytical personnel but may not have any formal training in analytics or data science themselves Read More

Presenter: Brynne Tillman, St. Meyer & Hubbard This 90-minute program will be presented live on: August 20, 10:00-11:30 a.m. Central Time Recording available through: November 20, 2020 Price: $275   If LinkedIn is a networking rocket ship, Sales Navigator is the fuel that helps it take off. In this webinar you will learn: The Whys of Sales Navigator through a high-level tour How to optimize search preferences and setting up advanced search options How to save searches, leads and accounts Searching with sales preferences and finding key stakeholders in targeted opportunities Building 1st Degree lists and leveraging the Social Proximity of 2nd Degree individuals How to search client connections earn referrals Leveraging Sales Navigator for pre-call planning Engaging through five unique InMail templates that get results Tagging and how to employ this process to organize and create messaging cadences Learning eight types of alerts and what to do with them   Target Audience:  Any banker looking to maximize their prospecting efforts on LinkedIn Read More

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