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.

Learn more »

Upcoming Sessions

See All Upcoming Sessions

Presenter: Patrice McGuire, McGuire Business Partners This 90-minute program will be presented live on: November 5, 9:30-11:00 a.m Central Time Recording available through: February 5, 2022 Price: $275 Making a bad or wrong hire can be a costly mistake.  The problem is we often make hiring decisions because we “liked” the candidate, not necessarily because they were the right candidate and the most qualified candidate.  In this program participants will learn the three elements of an effective interview.  The idea is that past performance of candidates will predict future performance, good or bad.  So, by applying these three elements during the interview process, interviewers will likely ask better questions, get better answers, evaluate how well the candidate will “fit” the job and organization and ultimately make solid hiring decisions. Target Audience:  Anyone involved in the interview and hiring process of employees Read More

Presented by: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: January 24, 2:00-3:30 p.m. Central Time Recording available through: April 24, 2022 Price: $330 The seminar will cover the basics of consumer lending including the consumer loan function, marketing consumer loans, and making consumer lending decisions based on the five (5) C’s of credit- capacity, capital, collateral, conditions, and character. The attendee will also be exposed to loan structure, loan support, and documentation issues and how they are an intricate part of the consumer lending process. An auto loan, RV loan, and home equity line of credit (HELOC) will be utilized as examples throughout the session. Additionally, the basics of consumer loan compliance will be provided including Reg B, Reg Z, TRID, BSA, and Fair Credit Reporting. The bank’s consumer lending function will be illustrated through case studies. Objectives Learn about the basics of consumer lending Explore marketing consumer loans Gain an understanding of how banks make consumer lending decisions based on the five (5) C’s of credit. Review the basics of consumer loan structure, support, documentation, and compliance with an auto loan, RV loan, and HELOC as examples Apply consumer lending through case studies Target Audience:  Consumer lenders, loan documentation specialists, private bankers, business development officers, branch managers, financial service representatives Read More

Presented by: Ascensus  This two-part program will be presented live on: November 17 & December 1, 10:00-11:00 a.m. Central Time Recording available through: March 1, 2022 Price: $405 With more baby boomers entering retirement, is your financial organization ready to handle complex beneficiary issues? Many IRA administrators find it difficult to understand the options that are available to IRA beneficiaries. This is a two-part comprehensive course that covers in-depth aspects of Traditional and Roth IRA beneficiary options. This course also covers beneficiary election deadlines, distribution rules and restrictions, reporting requirements, and year-of-death required minimum distribution issues.  Advanced aspects of Traditional and Roth IRA beneficiary options—including beneficiary disclaimers, distributions to trust beneficiaries, reporting issues, and compliance concerns will be covered in part two. Read More

Presented by: Ascensus  This 60-minute program will be presented live on: October 27, 10:00-11:00 a.m. Central Time Recording available through: January 27, 2022 Price: $225 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:  Aaron Lewis, Young & Associates This 90-minute program will be presented live on: October 28, 2:00-3:30 p.m. Central Time Recording available through: January 28, 2022 Price: $275 Effective loan portfolio management is critical to the safety, soundness and profitability of the community bank. Each institution is unique and through its board of directors and senior management will adopt a lending strategy in order to maximize shareholder value. This presentation will discuss institution credit culture and philosophy, including practical steps that can be taken to communicate management’s philosophy to front line staff. In support of effective portfolio management this presentation will touch on a broad range of topics including the importance of diversity and concentration management, watch list management, and stress testing. The presentation will conclude with red flag practices which may negatively impact the bank’s loan portfolio which could lead to income loss, directly impacting capital. Each topic identified below could be the subject of its own webinar, it is the intention of this presentation to provide a comprehensive overview of Effective Loan Portfolio Management. Items to be covered include: Identifying your bank’s lending philosophy and communicating this philosophy to front line staff The importance of a strong sales culture and its impact on portfolio diversity and strength Watch list management and impact on non-performing loans Understanding the need for consistent and meaningful top down and bottom up stress testing Defining and actively managing concentrations Practices to avoid in managing the community bank portfolio Target Audience:  This presentation is intended for midlevel management within the community bank lending discipline. Material presented will range from immediate to advanced, however will be presented in a way that is understandable for those with limited portfolio management experience. Read More

Presenter: Richard Hamm, Advantage Consulting ​&​ Training This 90-minute program will be presented live on: December 7 10:30 a.m.-12:00 p.m. Central Time Recording available through: March 7, 2022 Price: $275 Do you know the difference between an affirmative covenant and a negative covenant?  What is the concept of constructive forbearance?  Commercial lenders actively use loan agreements in almost all lending situations, ever since digital document systems eliminated the time-consuming effort to create loan document from scratch of from manual templates.  Unfortunately, this automation has led to less understanding of the content of loan agreements and the “art” of crafting financial covenants. This program covers the basics of loan agreements, starting with the typical structure of the document and the roles of financial and non-financial covenants (some covenants achieve more than one objective).  Together with carful loan structuring, a properly crafted loan agreement better matches the customer’s needs and contributes to the efficiency of the lender’s portfolio. This seminar provides bankers with a working knowledge of the basic principles of loan agreements, including: Understanding the primary sections and goals of a loan agreement Identifying the objectives of loan covenants and how some covenants achieve more than one objective Digging deeper into events of default and remedies and how they determine your possible courses of action when problems arise Reviewing practical tips for setting covenants, such as aligning them with key risks identified in the credit Identifying some commonly negotiated areas and related positions/options for the bank 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

Shopping Cart

Your cart is empty