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.

Learn more »

Upcoming Sessions

See All Upcoming Sessions

Presenter: Tom Hershberger, Cross Financial Group This 90-minute program will be presented live on: March 19, 2:00-3:30 p.m. Central Time Recording available through: June 19, 2020 Price: $275   The resources used to support sales and marketing efforts is expanding and changing daily. Traditional promotion solutions, focused on mass media and direct selling, are giving way to target marketing, digital communications and social media. So where is the proper balance to develop effective activities. The secret lies in strategic marketing, a condition that demands effective planning and execution. This session will help clarify the critical decisions that must be made to ensure that every sales and marketing investment is producing an acceptable return on investment (ROI). Attend and learn how to adopt a strategic approach to promotion planning. Learn how to use an easy-to-follow process to prioritize and implement your marketing efforts.   Target Audience: Senior management, branch managers, marketing officers, marketing committee members Read More

Presented by: Ascensus  This 90-minute program will be presented live on: April 22, 10:00-11:30 a.m. Central Time Recording available through: July 22, 2020 Price: $275   This course is perfect for individuals who are comfortable with HSAs and are looking to further enhance their understanding of these accounts. This course will take your knowledge to the next level with a review of difficult HSA issues regarding eligibility requirements, employer contributions, excess contribution issues, prohibited transactions, mistaken distributions and reporting. Read More

Presented by: Ascensus  This 90-minute program will be presented live on: April 15, 10:00-11:30 a.m. Central Time Recording available through: July 15, 2020 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: April 1 & 8, 10:00-11:30 a.m. Central Time Recording available through: July 8, 2020 Price: $545   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

Presented by: Ascensus  This 90-minute program will be presented live on: March 11, 10:00-11:30 a.m. Central Time Recording available through: June 11, 2020 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: Richard Hamm This 90-minute program will be presented live on: March 10, 1:00-2:30 p.m. Central Time Recording available through: June 10, 2020 Price: $275   Bankers underwrite loans primarily from tax returns, particularly at the community bank level. What reported income on a personal tax return actually is cash flow? What items on a Schedule K-1 involve cash inflows and outflows to our customer? Using case examples and worksheets, this seminar covers how to analyze personal tax returns to develop cash flow within a simple, logical and consistent framework. It provides the tools needed to reduce voluminous amounts of forms and schedules into a concise, relevant picture of cash flow, focusing on personal situations where pass-through entity items are reported in the tax return.   Specific subjects that will be covered during the seminar: Overview of business entity choice issues, and why pass-through entities are popular with private businesses Connecting a business tax return with the Schedule K-1 provided to the owner(s) The “Schedule E dilemma” and approaches for using income or cash flow from entities where the owner has either a majority or minority ownership interest Case example and worksheet for situations with pass-through income (expense) Pros and cons, from a taxation standpoint, of ways self-employed and small business owners can extract cash and/or recognize income from their businesses Why small businesses often show a year-to-date profit through November, that it all disappears by year-end   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: The Role of Global Cash Flow as an Underwriting Tool Advanced Personal and Global Cash Flow Issues: Capital Gains (Losses), Recurring and Non-Recurring Items, Loss Carryforwards and Others Read More

Shopping Cart

Your cart is empty