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: Dan Dwyer, First Integrity Capital Partners Corp. This two-part program will be presented live on: October 23 & 25, 1:00-2:30 p.m. Central Time Recording available through: January 25, 2019 Price: $415   Do you look at the interest rate swap curve before (or at least during) your first cup of coffee each day?  If not you should.   Whether you know it or not, the interest rate swaps market plays an integral role in the everyday workings of balance sheet management and profitability.  Becoming familiar with its nuances can mean the difference between consistent, healthy margins, and daily heartburn.   The class will explore the interest rate swaps and options market from a very basic and applied management perspective.  A broader look at the relationship between Libor and swaps will quickly translate into a discussion on the “tools of the trade”.  We will then look at how these tools can and should be utilized to properly price various assets and liabilities to meet management’s objectives and expectations.   From locking in a maximum rate paid on capital and funding structures, to effective pricing of fixed rate loans, the proper application of these interest rate management tools will allow you to tailor interest rate characteristics throughout the balance sheet that will minimize your interest rate risk and maximize interest margins.   Target Audience:  Senior level managers with A/L management background, ALCO committee members, senior level lenders Read More

Presenter: Richard Hamm, Advantage Consulting & Training This three-part program will be presented live on: November 27, December 4 & 11, 10:30 a.m. – 12:00 p.m. Central Time Recording available through: March 11, 2019 Price: $555   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. We will explore the information and resources needed, plus key issues for extracting data from tax returns. One area of concern is the income listed on page two of Schedule E compared to withdrawals or contributions shown on the related K-1s. Another issue is how to adjust or reduce the personal cash flow for income taxes and living expenses. This leads to a discussion of the advantages and disadvantages of adjusting for income taxes and living expenses, versus adjusting the required coverage factor. We complete the GCF analysis discussion by reviewing an optional and simplified approach for integrating the cash flow effects of business balance sheet changes.   Topics to be covered in this course include: Versions of GCF being used by bankers Regulatory concept of global analysis GCF as an underwriting tool Analytical and conceptual issues Mixing two approaches to debt coverage Giving credit for business earnings or amount distributed Using averages for debt coverage ratios Incorporating balance sheet changes Recurring vs. non-recurring items Effect of loss carryforwards in a business tax return Where is the cash flow (if any) when a capital gain is listed? GCF and the larger, global analysis of 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 their 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

Presenter: Patrice McGuire, McGuire Business Partners This 90-minute program will be presented live on: December 7, 9:30-11:00 a.m. Central Time Recording available through: March 7, 2019 Price: $275   Making a bad or wrong hire can be a costly mistake.  The problem is we often make hiring decisions because we “liked” the candidate, not necessarily because they were the right candidate and the most qualified candidate.  In this program participants will learn the three elements of an effective interview.  The idea is that past performance of candidates will predict future performance, good or bad.  So, by applying these three elements during the interview process, interviewers will likely ask better questions, get better answers, evaluate how well the candidate will “fit” the job and organization and ultimately make solid hiring decisions.   Target Audience:  Anyone involved in the interview and hiring process of employees Read More

Presented by: Ascensus  This 90-minute program will be presented live on: December 5, 10:00-11:30 a.m. Central Time Recording available through: March 5, 2019 Price: $275   This course is designed to help you manage an HSA program more effectively. After attending this course, you will understand the fundamentals of HSAs and basic HSA compliance rules. This course also reviews HSA benefits, documentation and reporting requirements, contribution rules and limits, eligibility requirements, portability rules, and the difference between qualified and nonqualified distributions. Read More

Presented by: Ascensus  This two-part program will be presented live on: October 31 & November 7, 10:00-11:30 a.m. Central Time Recording available through: February 7, 2019 Price: $415   With more baby boomers entering retirement, is your financial organization ready to handle complex beneficiary issues? Many IRA administrators find it difficult to understand the options that are available to IRA beneficiaries. This is a two-part comprehensive course that covers in-depth aspects of Traditional and Roth IRA beneficiary options. This course also covers beneficiary election deadlines, distribution rules and restrictions, reporting requirements, and year-of-death required minimum distribution issues.  Advanced aspects of Traditional and Roth IRA beneficiary options—including beneficiary disclaimers, distributions to trust beneficiaries, reporting issues, and compliance concerns will be covered in part two. Read More

Presenter: Tom Hershberger , Cross Financial Group This 90-minute program will be presented live on: November 13, 2:00-3:00 p.m. Central Time Recording available through: February 13, 2019 Price: $225   Organizations that consistently outperform their competitors employ effective industry practices supported by strong middle management teams. Leadership development and succession planning place a high priority on any company’s ability to leverage the talent in the middle of their organization chart. The information in this session focuses on simple techniques to communicate with employees, set clear performance expectations and provide ongoing feedback. Cultural change, improvements in communications, even overall staff morale can be influenced favorably by developing the core competencies of your middle managers. Develop managers that employees remember for a lifetime.   Target Audience: Senior managers, branch managers, department managers     Read More

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