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: Jim Lethert, Attorney This 90-minute program will be presented live on: October 15, 10:00-11:30 a.m. Central Time Recording available through: January 15, 2020 Price: $275   What is your Power of Attorney IQ?   Bankers are frequently challenged by non-customers claiming to have authority under a power of attorney created by a bank customer.  Do you know…   What makes a POA properly executed in one state not valid in another state? What type of authority is constituted by a POA? What a springing power is? What three ways a principal’s signature is acknowledged? What makes a POA durable? Who are the three parties in a normal POA arrangement? In what situation can a bank could be sued and lose in a POA arrangement?   If you don’t know the answers to the above questions, then this program is for you!   Key topics to be covered includes: Aspects of an agency relationship Where the bank stands in the three-part relationship between the Principal, the Agent and the Bank Types of POAs Formats of POAs Effects caused by death of the Principal Terminating a Power of Appointment What the bank can rely on without further investigation The use of certifications   Target Audience: Trust department personnel, personal bankers Read More

Presenter: Rex Bennett, Ph.D., Achieving Unlimited This three-part program will be presented live on: September 24, 25 & 26, 9:30-11:00 a.m. Central Time Recording available through: December 26, 2019 Price: $555   This program is designed to provide an overview of the key factors that drive bank profitability with a better understanding of financial statements and key financial ratios.  It’s designed to be a highly interactive seminar allowing participants to use their bank’s balance sheet and income statement to calculate various financial ratios and show how changes in various line items impact key ratios and overall bank profitability.   Target Audience:  Understanding how the bank makes money and how to assess the bank’s performance helps everyone in the bank feel more involved in the bank’s success.  The program is especially useful for CSRs, HR and marketing personnel, and loan or other specialists who tend to have limited knowledge or perspective of what affects overall bank performance. It is also useful review for other bank officers.  Anyone at the organization who needs a better understanding of financial statements, financial ratios and key factors that drive profitability will benefit from attending. Read More

Presenter: Ann Knutson, First Bank Financial Centre This 90-minute program will be presented live on: September 19, 1:00-2:30 p.m. Central Time Recording available through: December 19, 2019 Price: $275   On-boarding is a prime opportunity for employers to win the hearts and minds of new employees.  The old adage still holds true: "You never get a second chance to make a first impression." So give some thought to what kind of first impression you want new hires to have of the organization. But if you truly want to design an onboarding program that drives retention and performance, the new employee orientation is simply the first step in a longer journey.  Studies show that organizations that offer new employees a strong onboarding process improve retention by 82% and improve productivity by over 70%. A structured onboarding process shows employees that you’re excited that they’re there. Onboarding is different than training. Every new employee that is brought into an organization will need to be trained to be effective. But onboarding is a greater concept that encompasses training. Onboarding is the entire experience for your new employee for their first 30 to 90 days at the organization. The first six months is like the honeymoon period of a new job. It is crucial for employers to take advantage of the power of the first six months to turn new hires into long-term valuable employees. That’s why onboarding is important. In this webinar your will learn: Costs of not having a formal onboarding program. The best new hire welcome practices for your company. Making a business case for your onboarding program. Developing, implementing and measuring your onboarding program. Tactics for welcoming Millennials (and more senior hires too!)   Target Audience: Human resource officers, supervisors, CEOs Read More

Presenter: Jim Lethert, Attorney This 90-minute program will be presented live on: September 4, 10:00-11:30 a.m. Central Time Recording available through: December 4, 2019 Price: $275   In years past few bank clients had trusts. That certainly has changed! Not only are trusts quite prevalent but there are more types of trusts, many of which are specialized. A well-informed banker needs to have a sound understanding of trusts, and the purpose for the many variations. This webinar provides that information. Key elements include: A brief history of the genesis of trusts The four necessary elements of a valid trust The key varieties of trusts and the specialized way they work The role of the bank and banker for most trusts Transferring bank accounts to trusts The six critical criteria a banker needs to know How to best protect the bank while serving the client   Target Audience: Trust department personnel, personal bankers Read More

Presenter: Marcia Malzahn, Malzahn Strategic This 90-minute program will be presented live on: December 3, 2:00-3:30 p.m. Central Time Recording available through: March 3, 2020 Price: $275   Financial Institutions provide great value to the American economy. But that value comes with risks. Strategic-minded institutions do not strive to eliminate risk or even to minimize it – they strive to manage risk at the enterprise-wide level. These institutions seek to manage risk exposure so that, at any given time, they incur just enough of the right kind of risk—no more, no less—to effectively pursue their strategic goals. This is referred to as “Optimal Risk-Taking.” This webinar will first take you through a step-by-step process to develop strong Risk Assessments to address key areas of your institution. Then the presenter will specifically focus on three key Risk Assessments you must have as critical components of your ERM Program: the Enterprise Risk Management Risk Assessment, Information Technology Risk Assessment, and the Internal Controls Risk Assessment. You will walk away with practical tools and examples you can implement in your organization immediately.   This webinar is for participants who have a basic foundational knowledge of Enterprise Risk Management and are looking for specific examples on how to complete these three important Risk Assessments.   Covered Topics:   Part I: ERM quick overview of key definitions Three Key Phases of ERM and how Risk Assessments fit in The Risk Assessment Process Risk Assessment System (RAS) CAMELS Rating and How They Relate to Risk Assessments Top 8 Risks and Other Important Risks to Assess Annual Risk Assessments recommended and Areas Assessed ERM Risk Assessment Matrix – Will complete several of the major risks Part II: Information Technology areas that need to be assessed Information Technology Risk Assessment Definitions Categories Included Complete example of the IT Risk Assessment using Template Part III: Internal Controls Risk Assessment List of Areas Assessed Categories included Complete example of several Areas Assessed using Internal Controls Risk Assessment Template   Target Audience: This informative session is designed for risk managers, chief risk officers, compliance officers, chief operating officer, chief credit officer, internal auditors, and the entire risk management team. Also, board directors who want to learn more about ERM and risk assessments, and bank presidents involved in the risk management process and their ERM program Read More

Presented by: Ascensus  This 90-minute program will be presented live on: December 18, 10:00-11:30 a.m. Central Time Recording available through: March 18, 2020 Price: $275   HSAs are one of the fastest growing products currently offered by financial organizations. Whether your organization already offers HSAs or is just thinking about it, join us as we discuss the Top 10 HSA issues revolving around these increasingly popular accounts. Read More

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