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: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: March 22, 10:00-11:30 a.m. Central Time Recording available through: June 22, 2022 Price: $330 This seminar will provide the banker with several advanced tax return concepts and related analyses to help them more effectively work with their business customers. The session will begin with a brief review of analyzing a business owner’s personal 1040 tax return and the return of an LLC, S corporation, and C corporation including Schedules M-1 and M-2, Schedule K-1, pass-through transactions, and other deductions. The remainder of the seminar will cover the following advanced tax topics related to business clients: Corporate tax Issues including business structure, Section 179 depreciation, and bonus depreciation Investments including capital gain/loss issues and passive activities Real estate issues including personal residence, rentals, home offices, and 1031 tax-free exchanges Employer provided benefits including Qualified Retirement Plans and Health Savings Accounts (HSAs) Retirement planning strategies including Defined Benefit (DB) plans Estate planning issues including gifting Year-end tax strategies Changes to the Tax Code that impact Business Owners including the Tax Cuts and Jobs Act (TCJA), the CARES Act, and proposed tax legislation Target Audience: Commercial lenders, credit analysts, relationship managers, credit administrators Read More

Presenter:  Dave Koch, Abrigo This 90-minute program will be presented live on: March 10, 10:00-11:30 a.m. Central Time     Recording available through: June 10, 2022 Price: $330   Is your ALCO doing all it can to drive performance?  Are we actively managing risk levels for performance goals, or simply ensuring compliance with our limits?  It is time to re-examine the role of ALCO and how the measurement and management of risk should lead to decision making in financial institutions.  Gone are the days of silo-based risk measures and contingency plans. In this session we will present Asset/Liability Management in the ERM sense with a focus on the measurement and management of capital needs.  We will review stress testing concepts for Interest Rate, Liquidity and Credit risks and build the framework for effective capital contingency planning including a review of policies and processes to support. Participants will take back a new perspective on the role of ALCO in risk management and the capital planning process. Learning Objectives: Build a Framework for Capital Planning and ALM Review approaches to stress testing individual risk Build a framework for integrated enterprise stress testing Examine how to use Static & Dynamic scenario analysis and stress tests Target Audience: CEOs, CFOs, ALCO members, controllers, chief risk officer, chief retail, funding officers Read More

Presented by: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: February 24, 10:00-11:30 a.m. Central Time Recording available through: May 24, 2022 Price: $330 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 recent changes in the tax code including the Tax Cuts and Jobs Act (TCJA), the CARES Act,  and proposed tax legislation and how they affect the bank’s individual borrowers/guarantors Describe how the 1040 tax return can be used to market the bank’s products and services The second part includes: 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 tax code including the TCJA, CARES, and proposed tax legislation as they apply to businesses Target Audience: Commercial lenders, credit analysts, consumer lenders, mortgage lenders, loan documentation specialists, branch managers, assistant branch managers, private bankers, and business development officers Read More

Presenter: Joe Micallef, Grow Up Sales Consulting This 90-minute program will be presented live on: April 18, 1:30-3:00 p.m.  Central Time Recording available through: July 18, 2022 Price: $330 Most customers prefer single service providers for all their important needs and challenges. However when it comes to their finance needs, very few banks are effective at presenting themselves as a single service provider and struggle to coordinate wholistic solutions. Banks ideally would like to be a “one stop shop” for their customers but fail to properly engage their staff and their customers. The easiest way to grow your Bank is by offering more valuable solutions to your existing customers and improving collaboration between departments. At the conclusion of this session participants will understand how to explore their customers broader needs, offer more valuable solutions and create highly effective market teams across the bank. Target Audience: All employee involved in the customer service areas of the bank Read More

Get these programs together at a discount (normally $2,310 if purchased individually): Advanced Cash Flow Issues: Working Capital and Fixed Asset Expenditures - May 17 Cash vs. Accrual Accounting Refresher - April 5 Components of Business Financial Statements & Tax Returns - March 29 Developing and Analyzing a Statement of Cash Flows - May 3 Developing and Analyzing Key Financial Ratios - April 19  Developing and Analyzing the Uniform Credit Analysis (UCA) Model - May 10 Navigating and Analyzing a Business Tax Return - April 12 Read More

Presenter: Richard Hamm, Advantage Consulting & Training This 90-minute program will be presented live on: May 17, 10:30 a.m. - 12:00 p.m. Central Time Recording available through: August 17, 2022 Price: $330 Working capital is misunderstood by many borrowers and bankers alike.  This program provides the analytical tools (with case examples) to understand how the working capital cycle affects the borrowing needs of a business in terms of a line of credit, and how the dollar size of the line of credit is related to this cycle. Equally important is to understand how equipment finance needs arise, and how to use financial statements or tax returns to determine historical patterns of capital expenditures and related long-term financing, plus gaps between purchases and financing.  This allows the lender or analyst to position your bank to be proactive in helping customers optimize or maximize equipment financing, while minimizing its draining effect on working capital via small purchases (not financed) and down payments. Topics covered include: How visualize the working capital cycles, plus a simple chart to use Related line of credit size to working capital needs and basic cash flow Areas of caution when using accounts receivable and inventory as collateral Overview of equipment financing (loan or lease) industries that tend to have stronger equipment financing needs Overview of equipment loan vs. lease considerations Capitalized leases vs. operating leases and upcoming FASB changes, with case example of how to capitalize an operating lease for analytical purposes Issues with equipment as collateral Target Audience: Commercial and business lenders, credit analysts, community bankers, private bankers and portfolio managers; plus, loan review and examination specialists, and credit officers involved evaluating or approving equipment financing Read More

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