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: Patricia A. Wise, Spengler Nathanson P.L.L. This three-part program will be presented live on: September 22, 29 & October 6, 10:00-11:30 a.m. Central Time Recording available through: January 6, 2021 Price: $750   This interactive session will include a review and update of the most important areas of employment law, current issues, and proposed employment laws that employers need to be aware of, with particular emphasis and application to banks and their employees.  Preventive measures to avoid litigation and practical advice for bank policies and procedures will be provided.  Recent developments in federal law and federal agency regulations will be addressed.  Participants are encouraged to ask questions in any area of employment law. Target Audience: Human resource officers, supervisors, CEOs, and general counsel or in-house legal counsel Read More

Presented by: Ascensus  This 90-minute program will be presented live on: November 4, 10:00-11:30 a.m. Central Time Recording available through: February 4, 2021 Price: $275   Roth IRAs aren’t new anymore and have really picked up traction in recent years.  Attend this webinar to see why Roth IRAs have become so popular and why they are such an important tool of the retirement planning portfolio.  Learn about the popular Roth IRA Loop Hole, Roth IRA tax benefits, conversion issues, estate planning for beneficiaries and what sets a Roth IRA retirement vehicle apart from Traditional IRAs and other qualified retirement plans. Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: October 27, 2:00-3:30 p.m. Central Time Recording available through: January 27, 2021 Price: $275   This program will cover the basics of how to craft an effective commercial loan write-up.  The session will begin with a brief overview of loan write-ups or credit memorandums including types, styles, and necessary component parts (relationship information, financial analysis, management review, and risk assessment/mitigation). The financial analysis section will highlight liquidity, activity, leverage, operating performance, and cash flow analysis. The session will also cover additional important loan write-up items including assessing the company’s strategic plan- marketing, financing, and management.  Two standard commercial loan write-ups will be presented in order to illustrate the concepts. Program Objectives: Review effective commercial loan write-ups Discuss types, styles, and components parts Cover the financial analysis section Assess the company’s strategic plan Summarize the concepts by reviewing two loan write-ups Target Audience: Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers Read More

Presented by: Ascensus  This 90-minute program will be presented live on: December 9, 10:00-11:30 a.m. Central Time Recording available through: March 9, 2021 Price: $275   This course is perfect for individuals who are comfortable with HSAs and are looking to further enhance their understanding of these accounts. This course will take your knowledge to the next level with a review of difficult HSA issues regarding eligibility requirements, employer contributions, excess contribution issues, prohibited transactions, mistaken distributions and reporting. Read More

Presented by: Ascensus  This 90-minute program will be presented live on: December 2, 10:00-11:30 a.m. Central Time Recording available through: March 2, 2021 Price: $275   This course is designed to help you manage an HSA program more effectively. After attending this course, you will understand the fundamentals of HSAs and basic HSA compliance rules. This course also reviews HSA benefits, documentation and reporting requirements, contribution rules and limits, eligibility requirements, portability rules, and the difference between qualified and nonqualified distributions. Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: September 22, 10:00-11:30 a.m.Central Time Recording available through: December 22, 2020 Price: $275   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

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