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: November 20, 10:00-11:30 a.m. Central Time Recording available through: February 20, 2019 Price: $275   This online seminar will provide bankers with an overview of several advanced tax return concepts and related analysis to help them more effectively work with their business customers. The program will begin with a brief review of analyzing a business owner’s personal “1040” tax return and the return of both an LLC and an S corporation including Schedules M-1 and M-2, Schedule K-1, pass-through transactions, and other deductions.   The remainder of the program will cover the following pertinent 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 rentals and home offices Employer provided benefits including qualified retirement plans and Health Savings Accounts (HSAs) Retirement planning strategies including defined benefit plans Estate planning issues including gift taxes Year-end tax planning strategies Recent changes to the tax code that impact business owners   Each of the program topics will be presented from the perspective of more effectively working with the bank’s business customers.   Target Audience: Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers Read More

Presenter: Jim Lethert, Attorney This 90-minute program will be presented live on: September 19, 10:00-11:30 a.m. Central Time Recording available through: December 19, 2018 Price: $275   Basic estate planning is something that most people don’t like to think about.  However, a well-informed banker should be aware of the basic essentials to be able to assist customers going through an estate settlement.   In addition, it’s something everyone should know and attend to personally.   Topics to be covered include: The KEY component which controls all other aspects of estate planning Beneficiary designations examples  Probate When is a will effective Who has access to DDA funds Existing durable powers of attorney Estate taxes Good record keeping Variations on distributing tangible property, heirloom and sentimental assets   Target Audience: Trust department personnel, personal bankers with front-line customer contact, and anyone interested in learning more about estate planning Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: October 16, 2:00-3:30 p.m. Central Time Recording available through: January 16, 2019 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 90-minute program will be presented live on: October 10, 10:00-11:30 a.m. Central Time Recording available through: January 10, 2019 Price: $275   The phrase “Employer of Choice” has picked up a considerable amount of popularity lately, but most employers really don’t understand the importance of becoming an Employer of Choice. The phrase is more than just a buzzword; it is representative of a whole new design of corporate culture. It means that people will choose to work for you. It means that people will choose to really dedicate themselves to your success. It means that people will choose to stay with you.   In this one and one-half hour webinar, you will learn the strategies that have made a Wisconsin-based bank a Top Place to Work Employer for the past seven consecutive years.  Attendees will learn:   Benefits of achieving Employer of Choice status How to evaluate your current workplace environment Key components of an employee value proposition Links between employer brand and culture Best practices to become an Employer of Choice   Target Audience: Human resource officers, supervisors, CEOs Read More

Presenter: Ann Knutson, First Bank Financial Centre This 60-minute program will be presented live on: October 31, 10:00-11:00 a.m. Central Time Recording available through: January 31, 2019 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: Tom Hershberger, Cross Financial Group This 90-minute program will be presented live on: September 27, 2:00-3:30 p.m. Central Time Recording available through: December 27, 2018 Price: $275   Building an effective and actionable marketing plan is an important first step for competing in the changing financial services industry. This informative session will provide how-to methods and ideas for creating a marketing plan that identifies opportunities and matches them with proper marketing strategies. In addition to evaluating the critical components of successful marketing plans, you will be presented with ideas for balancing your advertising dollars with other corporate communication opportunities.   During the presentation, you will be challenged to assess your current marketing efforts and the traditional approach to developing marketing plans. The session will provide you with proven tools for creating a successful plan that contributes directly to your organization’s goals and objectives.   Target Audience: Senior management, branch managers, marketing officers, marketing committee members Read More

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