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: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: October 22, 10:00-11:30 a.m. Central Time Recording available through: January 22, 2020 Price: $275   Attend this proactive webinar and gain an understanding of the often complex and confusing topic of TAXES!   Bank personnel are required to obtain and properly interpret tax returns for both commercial and consumer lending purposes. The first part of this webinar will concentrate on personal tax return analysis while the second part will focus on the analysis of various business tax returns.   The objectives of the first part of the webinar consist of the following: Review the basic structure of the personal 1040 federal tax return (including the various schedules and K-1 forms) Use analysis techniques to prepare a personal cash flow from information gleaned from the 1040 and the related schedules Discuss updates in the current tax code and how they affect the bank’s clients Describe how the 1040 tax return can be used to market the bank’s products and services   The half of the program will cover: Discuss the structure of a C corporation, S corporation, and Partnership (including LLC) tax return Analyze business tax returns and prepare cash flows for these entities Draw additional information from the business returns including identifying fraudulent tax returns, Discuss updates in the current tax code as they apply to businesses   Target Audience: Commercial lenders, credit analysts, consumer lenders, loan documentation specialists, branch managers, assistant branch managers, private bankers, and business development officers Read More

Presenter: Ann Knutson, First Bank Financial Centre This 60-minute program will be presented live on: October 24, 1:00-2:00 p.m. Central Time Recording available through: January 24, 2020 Price: $225   Developing a culture of recognition, one in which employees are genuinely acknowledged for their contributions, is more important than ever.  All companies face the question of how to recognize and reward their employees but few actually take the steps to create a strategy surrounding formal and informal recognition programs.  This results in lower employee engagement and higher turnover.   In this one-hour webinar, you will learn how to: Determine what employees value most How to build a recognition program designed to the unique values of your employees How you measure the success of your program.   Target Audience: Human resource officers, supervisors, CEOs Read More

Presenter: Cole Ponto, SBS CyberSecurity, LLC This 90-minute program will be presented live on: December 13, 10:00-11:30 a.m. Recording available through: March 13, 2020 Price: $275   Federal regulators require banks to maintain emergency preparedness plans, such as Business Continuity, Disaster Recovery, and Pandemic Preparedness Plans. These ensure continuity of the bank in an unlikely event a significant incident or disaster occurs. The consequences to a financial institution can be severe if proper disaster recovery and business continuity planning does not occur and continuity of business fails. In fact, many significant business continuity risks are connected directly to disasters originating from cybersecurity threats.   FFIEC requirements will be at the center of our discussion, to ensure that not only the best plans are constructed, but also that regulatory compliance is achieved. This discussion demonstrates a practical approach to business continuity and disaster recovery that builds upon your IT risk assessment. We will cover topics such as: Types of incident and disaster planning Regulatory Requirements Business Impact Analyses Risk Assessment Plan Development Testing and Improving the plan   Target Audience:  information security officer, IT manager, risk officer, internal auditor, and executives looking to understand expectations around business continuity risks.   This program qualifies for the following CPE Credits through the SBS Institute: 1.5 CPEs*: CBBCP, CBSM, CBVM ISC2*: Estimated 1.5 hrs. CISSP.  ISACA*: Estimated 1.5 hrs. CISA/CISM/CRISC. *Self-Reporting Read More

Presenter: Ned Miller, MZ BIERLY CONSULTING, INC. This 60-minute program will be presented live on: December 3, 2:00-3:00 p.m. Central Time Recording available through: March 3, 2020 Price: $225   In this fast-paced webinar you’ll gain insights into how to lift your team members’ prospecting efforts to the next level.  We’ll examine specific tactics you can employ to improve your bankers’ chances of success in proactive prospecting.   Topics Covered: The 7 mistakes bank sales leaders make in driving prospecting Defining expectations regarding prospecting Anticipating typical challenges Coaching the top of the funnel (Re) Building prospect lists Helping your bankers get in the door Building business acumen Pre-call, post-call coaching Why making joint calls is key to prospecting success Outside resources   Target Audience: Sales Leaders working with commercial, small business and private banking and their partners Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: December 3, 10:00-11:30 a.m. Central Time Recording available through: March 3, 2020 Price: $275   This seminar will begin with a brief overview of Commercial and Industrial (C&I) loan products including working capital lines of credit, ABL facilities, and equipment financing (loans/leases) and their typical structure.   The training session will also cover underwriting C&I loans including accounts receivable assessment and the use of a Borrowing Base Certificate (basic and advanced models), the valuation and quality of inventory, and the analysis of various equipment-related issues in lending. This portion of the seminar will also cover the proper evaluation of the borrower’s financial statements.        Additionally, the seminar will cover documentation of C&I loans, collateral concerns, challenges with pricing, and managing the C&I loan portfolio. The seminar will conclude with a review of how to identify and market to new C&I loan prospects in today’s competitive market.   Objectives:   Review C&I lending Discuss C&I loan products and their typical structure Explore underwriting C&I loans including accounts receivable, inventory, and equipment financing Analyze the Borrowing Base Certificate (BBC) Evaluate the borrower’s financial statements Review the documentation, collateral, pricing, and managing of C&I loans Develop the marketing of C&I loans in today’s economy   Target Audience: Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers Read More

Presenter: Richard Hamm, Advantage Consulting & Training This four-part program will be presented live on: October 15, 22, 29 and November 5, 10:30 a.m.-12:00 p.m. Central Time Recording available through: February 5, 2020 Price: $715   An important part of the commercial real estate (CRE) lending process is the review and interpretation of the property appraisal. This program briefly reviews some issues of the entire appraisal process, such as selecting and engaging a qualified appraiser, but focuses primarily on reviewing the report for integration into the overall credit analysis. Fundamental principles and features of appraisals are covered, the December 2010 Interagency Guidelines (regulators may cite Reg. H, Reg. Y, SR 10-16 and others, but all of them ultimately refer back to the 2010 Interagency Guidelines), the October 2019 Frequently Asked Questions (FAQs), as well as the primary analytical techniques such as net, operating income (NOI) and direct capitalization for income-producing properties.   Specific subjects that will be covered during the seminar include: Why you should want to review appraisals (beyond just satisfying regulatory requirements) Multiple types or levels of reviews:  Administrative/compliance, technical, third party and others Practical suggestions for setting loan-size limits to trigger the levels of review Administrative/compliance reviews:  FIRREA and other regulatory issues and a sample review checklist Technical reviews:  Appraiser independence and competence, types of reports by format and the 2006 scope of work rule/changes, details on the approaches to value (cost, income and market sales), plus a sample review checklist Third party review by appraisers:  How appraisers are regulated via USPAP, using USPAP Standard 3 to get a third-party review done and example comments from reviews – comments that will help you improve your reviews How the three approaches to value (income, cost and market/comps) work, plus a case demonstrating the income approach using direct capitalization Review outcomes, and ideas on when and how to request revisions or corrections to the report Guidelines for evaluations in lieu of full appraisals Guidelines for reviewing, validating and using existing appraisals Other issues as required by the December 2010 interagency guidelines and October 2019 FAQs   Target Audience: 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

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