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: 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: Rex Bennett, Ph.D., Achieving Unlimited This three-part program will be presented live on: October 6, 7 & 8,  from 9:30-11:00 a.m. Central Time Recording available through: January 8, 2021 Price: $750   This program is designed to provide an overview of the key factors that drive bank profitability with a better understanding of financial statements and key financial ratios.  It’s designed to be a highly interactive seminar allowing participants to use their bank’s balance sheet and income statement to calculate various financial ratios and show how changes in various line items impact key ratios and overall bank profitability.   Target Audience:  Understanding how the bank makes money and how to assess the bank’s performance helps everyone in the bank feel more involved in the bank’s success.  The program is especially useful for CSRs, HR and marketing personnel, and loan or other specialists who tend to have limited knowledge or perspective of what affects overall bank performance. It is also useful review for other bank officers.  Anyone at the organization who needs a better understanding of financial statements, financial ratios and key factors that drive profitability will benefit from attending. Read More

Presenter: Richard Hamm, Advantage Consulting & Training This 90-minute program will be presented live on: September 28, 1:00-2:30 p.m. Central Time Recording available through: December 28, 2021 Price: $275 This seminar covers common versions of global cash flow (GCF) analysis being used by bankers, with a focus on GCF as part of the underwriting process in most medium- to smaller-sized businesses and self-employed lending situations.  Beyond the basic calculations involved in combining business and personal cash flow, a major issue is how balance sheet changes affect business cash flow, and should business cash flow be broader than earnings before interest, depreciation and amortization (EBITDA)?  What about personal balance sheet changes? We complete the cash flow part of the global analysis by reviewing an optional and simplified approach for integrating the cash flow effects of business and personal balance sheet changes. Another issue is how to assess the borrower’s other business holdings, including commercial real estate (CRE).  In many instances, the magnitude of guarantees (contingent liabilities) related to other businesses are much larger than the global cash flow that has been calculated.  What are some best practices for moving beyond cash flow to making this global, “portfolio” assessment?  Topics to be covered include: Regulatory concept of global analysis Analytical and conceptual issues: Incorporating business balance sheet changes Effect of loss carryforwards in a business tax return GCF and the larger, global analysis of business and CRE owners/guarantors and related contingent liabilities Some tax return basics/issues along the way When to recognize that the business itself or a real estate project should stand on its own, and a global cash flow “can’t make a bad loan good.” 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 Read More

Presented by: Ascensus  This 60-minute program will be presented live on: November 10, 10:00-11:00 a.m. Central Time Recording available through: February 10, 2022 Price: $225 Congress has passed new legislation that now allows even more generous rollover options.  With 10,000 baby boomers turning age 65 every day and liberalized rollover options, more rollover questions are coming up now than ever before.  This webinar explains some of the new rollover opportunities along with the evolving portability rules between IRAs and employer-sponsored retirement plans.  It teaches financial organizations how to capture, facilitate and report rollovers between retirement plans and IRAs. Read More

Presenter: Marcia Malzahn, Malzahn Strategic This 90-minute program will be presented live on: November 9, 2:00-3:30 p.m, Central Time Recording available through: February 9, 2022 Price: $275 2020 brought unexpected change, uncertainty, and fear to the entire world due to the Pandemic which continues to 2021. With continued uncertainty, community financial institutions must quickly adapt as does your Strategic Plan. Community financial institutions must quickly adapt as does your Strategic Plan. Your institution is unique so your Strategic Plan should be unique as well. Too often, executives and directors will construct a strategic plan from old plans, strategies found online, or just brainstorming based on emotion or intuition. Financial Institutions, however, have become much faster-paced organizations than they were 10 years ago—or even a few months ago! Community Financial Institutions (CFIs) are impacted by many more forces, regulations, competitors, and now the Pandemic. There are more challenges than ever before but there are new opportunities as well. These drivers highlight the need for every institution to have a living, breathing strategic plan to thrive and grow. It’s all about your strategy! This important and timely webinar will address: The importance of a clearly defined strategic plan structure Key components common to successful strategies The role of Enterprise Risk mitigation and management in an institution’s strategic plan Establishing ‘best practices’ with Board Governance Developing, implementing, and managing the strategic planning process in your institution Strategic Risk Assessment for new initiatives Whether your institution lacks a cohesive strategy, or just wants to review existing plan(s), this webinar will address questions including: What is your vision for the future of your institution? Do your employees know your vision, and can they articulate it? Does the culture and brand of your institution (everything from your electronic signature on your emails to the look of your lobby) reflect the vision of where you want to take your institution? Do you know your risks—the risks that are unique to your institution? Do you have the right people, and are they in the right places to fulfill the vision of your institution? You will walk away with tools and ideas to: Integrate your Enterprise Risk Management Program into your Strategic Plan Integrate your Talent Management Program into your Strategic Plan, and Ensure your Strategic Plan doesn’t sit on the shelf and gets implemented. Target Audience:  Any professionals on the leadership team, executives, directors and supervisors with planning responsibilities, chief risk officers and boards of directors involved in the strategic planning process Read More

Presenter: Marcia Malzahn, Malzahn Strategic This 90-minute program will be presented live on: November 2, 2:00-3:30 p.m. Central Time Recording available through: February 2, 2022 Price: $275 This webinar is for participants who have a basic foundational knowledge of Enterprise Risk Management and are looking for specific examples on how to complete these three important risk assessments. he presenter will focus on how COVID-19 impacted each risk category, the consequences, and mitigating and monitoring tools banks can use to mitigate the effects of the Pandemic now and going forward. The presenter will first conduct a basic review of what is ERM, the three key phases of ERM, and how risk assessments fit in. Then the presenter will explain how the risk assessment process works and will specifically focus on three key risk assessments you must have as critical components of your ERM Program: the Enterprise Risk Management Risk Assessment, Information Technology Risk Assessment, and the Internal Controls Risk Assessment. You will walk away with practical tools and examples you can implement in your organization immediately. Covered Topics: Part I: ERM quick overview and key definitions Three Key Phases of ERM and how Risk Assessments fit in The Risk Assessment Process ERM Risk Assessment– Complete example How COVID-19 affected each Risk Category Part II: Information Technology Risk Assessment Definitions Areas Assessed Categories Included IT Risk Assessment – Complete example How COVID-19 affected IT Security and Cyber Risk Part III: Internal Controls Risk Assessment Definitions Areas Assessed Categories Included Internal Controls Risk Assessment – Complete example How COVID-19 affected Internal Controls, Processes, and Procedures Target Audience: Risk managers and leaders, chief risk officer, compliance offers, chief operating officer, chief credit officer, internal auditors. Read More

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