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: Joe Sullivan, Market Insights, Inc. This 90-minute program will be presented live on: September 18, 10:00-11:30 a.m. Central Time Recording available through: December 18, 2018 Price: $275   The financial services industry has experienced rapid change and disruption during the past decade and banks of every size are trying to anticipate the future and determine what comes next. Understanding the relevant trends that are shaping the industry is one way for bankers to determine the clearest path to continued success.   At a time when the growing mobile ecosystem has enabled consumers to deposit a check with a mobile phone, send money to a friend instantaneously, and get approved for a loan without leaving home; retail banking will have to make routine adjustments to align with the customers they hope to attract and keep.   This thought-provoking and forward-looking presentation will examine 1) consumer trends, 2) technology trends and 3) industry trends that will have the greatest impact on all areas of retail delivery.   Participants will discover how these trends may be understood in the context of their local markets and used to make the strategic choices that will grow the bank in 2018 and beyond.   Target Audience: Executive teams, retail officers Read More

Presenter: Jim Lethert, Attorney This 90-minute program will be presented live on: November 28, 10:00-11:30 a.m. Central Time Recording available through: February 28, 2019 Price: $275   The popularity of trusts is growing.  But it certainly has been a slow process. As few as 25 years ago they were a mystery to most people. With roots in the formality of British royal governments of the Middle Ages, trusts were used by the Crown to exact its authority, protect its assets, and apply its laws.   Those uses were transplanted in Colonial America and are being harvested now. Energized by the freedom that runs through American legislative action, trusts are becoming vehicles used by those who are governed more than by the government itself.   Perhaps the most visible example of that positioning is the continual tug-of-war between our taxing authority (read “IRS”) and the American taxpayer. This webinar will examine how everyday Americans are using trusts to assist them in minimizing taxes.   It will also identify how professional fee-based planners are creating trust variations to address societal needs brought about by an increase in our divorce rates, blended marriages, identity thefts, welfare payments, non-profit endowment funds, and yes, even the movement from an agrarian-based society to an urban-based one.   So, what might be coming next? The title of this webinar hints at it all. As bankers and other professionals who relate regularly to customers with these needs, this webinar is designed to give the registrant insight to why certain trusts are popular, and how they provide solutions that are in demand   Target Audience: Trust department personnel, personal bankers Read More

Presenter: Richard Hamm, Advantage Consulting & Training This three-part program will be presented live on: September 11, 18 & 25, 1:00-2:30 p.m. Central Time  Recording available through: December 25, 2018 Price: $555   Commercial and industrial (C&I) lending is an area of emphasis as banks seek to grow their loan portfolios during the slow economic recovery.  C&I lending involves many types of loans and credit facilities.  Equally diverse are the various cash needs of businesses, such as operating funds, plant expansion or equipment purchases.  These needs can be met with single-payment loans, installment loans or lines of credit.  They can be secured by collateral, or unsecured.  Documentation can range from a simple note and security agreement to a more complex loan agreement with financial covenants.  In structuring a financing arrangement, the banker must have a thorough knowledge of the available credit facilities and how to match them to the customer’s needs.   This seminar provides bankers with a working knowledge of the basic principles of loan structuring and loan agreements, including: Understanding your bank’s goal(s) in structuring the loan Identifying the goals of your customer and the resulting credit needs Discussing and implementing the products you can utilize Identifying the loan structures that best match the source(s) of repayment Applying the concepts (using cases) in four key loan types: seasonal, bridge, term and lines of credit Reviewing common mistakes and lender errors in the four key loan types Understanding the typical structure, format and goals of loan agreements and covenants Developing, setting and monitoring financial covenants Overview of using a borrowing base and other asset-based lending concepts for underwriting and monitoring traditional operating lines of credit   Target Audience:  Small business lenders, private bankers, commercial lenders, credit analysts, loan review specialists, lending managers and credit officers involved in C&I loans Read More

Presenter: Presenter: Neil Stanley, The CorePoint This 60-minute program will be presented live on: November 1, 2:00-3:00 p.m. Central Time Recording available through: February 1, 2019 Price: $60   As “surge deposits” become a thing of the past bankers across the country are observing that more effective management of liquidity and funding are becoming an increasingly important part of success in banking.  As interest rates and loan-to-deposit ratios increase community bankers need a robust understanding of the processes, products, and analytic tools needed to attract and retain properly-priced, long-term funding.  These sessions present the art and science of retail deposit pricing and sales today.                                                 Session 2 – Exploration of advanced approaches to equipping the front line to win and retain properly-priced, long-term savings deposits.   How high-performing banks equip and train their front line to optimize employee engagement Key elements of de-commoditizing CDs and negotiating each stage of the time deposit sales process including the “dollarizing” process and showing how offers compare to competition Specific talking points used by bankers to win and retain deposits without resorting to rate matching Optimal approaches to using a “back-pocket” savings account to keep deposits from leaving   Target Audience: Bank executives, finance officers and staff, retail officers and staff, client experience/marketing officers and staff, and chief innovation officers Read More

Presenter: Neil Stanley, The CorePoint This 60-minute program will be presented live on: October 11, 2:00-3:00 p.m. Central Time Recording available through: January 11, 2019 Price: $225   As “surge deposits” become a thing of the past bankers across the country are observing that more effective management of liquidity and funding are becoming an increasingly important part of success in banking.  As interest rates and loan-to-deposit ratios increase community bankers need a robust understanding of the processes, products, and analytic tools needed to attract and retain properly-priced, long-term funding.  These sessions present the art and science of retail deposit pricing and sales today.                                                 Session 1 – Overview of the state of the industry regarding long-term retail funding.   Understanding the magnitude of contractual long-term funding within your financial institution How to enhance your long-term savings offers without emphasizing interest rates How some of your competitors are equipping the front line today to competently and confidently engage depositors to win and retain properly-priced, long-term savings deposits Innovative deposit offers your local competitors maybe using without your knowledge How to measure and track pricing and sales results Quantifying your bank’s net interest income enhancement opportunities Where and how to harness the opportunities rate volatility offers   Target Audience: Bank executives, finance officers and staff, retail officers and staff, client experience/marketing officers and staff, and chief innovation officers Read More

Presenter: Neil Stanley, The CorePoint This 60-minute program will be presented live on: November 8, 2:00-3:00 p.m. Central Time Recording available through: February 8, 2019 Price: $225   As “surge deposits” become a thing of the past bankers across the country are observing that more effective management of liquidity and funding are becoming an increasingly important part of success in banking.  As interest rates and loan-to-deposit ratios increase community bankers need a robust understanding of the processes, products, and analytic tools needed to attract and retain properly-priced, long-term funding.  These sessions present the art and science of retail deposit pricing and sales today.                                                 Session 3 – Exploration of advanced approaches to harness the opportunities potential rate volatility offers.   Rising interest rates create opportunities for depositor windfalls How to offer windfalls to depositors while limiting the risk to your financial institution Changing interest rates create opportunities for your bank and depositors simultaneously Old-fashioned CDs have outlived their usefulness.  Discover what some banks are now offering as the next generation of contractual long-term savings.   Target Audience: Bank executives, finance officers and staff, retail officers and staff, client experience/marketing officers and staff, and chief innovation officers Read More

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