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: October 14, 10:00-11:30 a.m. Central Time Recording available through: January 14, 2021 Price: $275   Although not quite as funny as other Top 10 lists, this course will provide an interesting and unique perspective on the top 10 IRA issues facing financial organizations today. 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: 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: Katherine Fish, SBS CyberSecurity, LLC This 90-minute program will be presented live on: November 6, 10:00-11:30 a.m. Central Time Recording available through: February 6, 2021 Price: $275   The FFIEC Cybersecurity Assessment guidance has introduced a new term for our risk management practice: External Dependency Management. We will explore this new term in our guidance and better understand the requirements provided. This new term is a broader description of vendor management, service provider oversight, third party management and new requirements around customer risk management. This session will discuss the following topics: Current regulatory Vendor Management landscape Integrating vendor management into the Information Security Program Risk assessing vendors New vendor or product Selection Ongoing vendor management Creating a DYNAMIC vendor management program Leveraging SOC reports for control understanding Integration of customer relationships into risk management process Target Audience:  Information security officer, IT manager, risk officer, internal auditor, and executives looking to understand the risk vendor relationships This program qualifies for the following CPE Credits through the SBS Institute: 1.5 CPEs*: CBSM, CBVM ISC2*: Estimated 1.5 hrs. CISSP.  ISACA*: Estimated 1.5 hrs. CISA/CISM/CRISC. *Self-Reporting Read More

Get these programs together at a discount: Prospecting Today: What's New, What's Different     Live on September 21, recording available through December 21, 2020 Engaging Prospects: How to Leverage Your Resources      Live on October 5, recording available through January 5, 2021 Preparing for First Meetings: How to Stand Out       Live on October 19, recording available through January 19, 2021 Coaching Prospecting: Practical Strategies for Sales Leaders      Live on November 9, recording available through February 9, 2021 Read More

Presented by: Ascensus  This 60-minute program will be presented live on: February 24, 10:00-11:00 a.m. Central Time Recording available through: May 24, 2021 Price: $225   Required minimum distributions (RMDs) make up a large part of your IRA services and will continue to increase as baby boomers age. This webinar discusses all RMD rules—including calculations, excess accumulations, and reporting, along with valuable new guidance. Read More

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