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

Presenters:  Darryl Mataya, Abrigo This 90-minute program will be presented live on: October 28, 10:00-11:30 a.m. Central Time Recording available through: January 28, 2022 Price: $275 Market rate uncertainty, credit risk concerns, and borrowers wanting longer-term loans are just some of the pressured facing financial institutions today as they look for quality lending opportunities to support overall margin levels.   Risk avoidance, or improperly assessing those risks can lead to suboptimal loan yields and margins in the years ahead.  Of worse, insufficient earnings to cover the real risks and costs of decisions implemented.  Too often, loan pricing discussions focus on metrics and approaches that ignore the realities of the moment.  Pricing a loan in times of tight liquidity and high demand is very different than when the financial institution is flush with liquidity.  In this session we will outline why many approaches to pricing fail by starting out with the wrong pricing approach.  Instead, we will present a pricing  approach and analytical framework that adapts to conditions, assesses the risks and costs, and provides the foundation for "relationship pricing". Attendees learn: The two primary measures to assess loan pricing profitability How to integrate internal costs of lending into the pricing equation The impact of balance size, amounts drawn on lines, and other critical assumptions to overall profitability Best practices approach to assessing funding costs for new loan offerings How to compare different loan terms and options to find the "most profitable" options under different markets How to incorporate other relationships into an overall relationships profitability view Target Audience:  CEOs, CFOs, ALCO members, controllers, chief risk officer, chief retail, funding officers Read More

Presenter: Mike Wear, 39 Acres Corporation This two-part program will be presented live: January 20, 2:00-3:30 p.m. Central Time Recording available through: April 20, 2022 Price: $330 Traditional tools such as Past Due Reports and Overdraft Reports are reactive for portfolio risk.  This program provides detailed discussion of how to proactively identify risk in your Pass-rated loan portfolio and maintain a strong credit culture. Topics include: LPM perspective vs. credit risk management Does your credit culture need cultivating? 7 ways to use leading indicators in risk management (handout) Strengthening your 3 lines of defense Organizing & tracking policy exceptions Co-variance of risk. A whitepaper will be included in the materials Target Audience:  CEOs, CFOs, ALCO members, controllers, chief risk officer, chief retail, funding officers Read More

Presented by: Ascensus  This 60-minute program will be presented live on: November 10, 10:00-11:00 a.m. Central Time Recording available through: February 10, 2022 Price: $225 Congress has passed new legislation that now allows even more generous rollover options.  With 10,000 baby boomers turning age 65 every day and liberalized rollover options, more rollover questions are coming up now than ever before.  This webinar explains some of the new rollover opportunities along with the evolving portability rules between IRAs and employer-sponsored retirement plans.  It teaches financial organizations how to capture, facilitate and report rollovers between retirement plans and IRAs. Read More

Presenter: Marcia Malzahn, Malzahn Strategic This 90-minute program will be presented live on: November 9, 2:00-3:30 p.m, Central Time Recording available through: February 9, 2022 Price: $275 With continued uncertainty, community financial institutions must quickly adapt as does your Strategic Plan. Community financial institutions must quickly adapt as does your Strategic Plan. Your institution is unique so your Strategic Plan should be unique as well. Too often, executives and directors will construct a strategic plan from old plans, strategies found online, or just brainstorming based on emotion or intuition. Financial Institutions, however, have become much faster-paced organizations than they were 10 years ago—or even a few months ago! Community Financial Institutions (CFIs) are impacted by many more forces, regulations, competitors, and now the Pandemic. There are more challenges than ever before but there are new opportunities as well. These drivers highlight the need for every institution to have a living, breathing strategic plan to thrive and grow. It’s all about your strategy! This important and timely webinar will address: The importance of a clearly defined strategic plan structure Key components common to successful strategies The role of Enterprise Risk mitigation and management in an institution’s strategic plan Establishing ‘best practices’ with Board Governance Developing, implementing, and managing the strategic planning process in your institution Strategic Risk Assessment for new initiatives Whether your institution lacks a cohesive strategy, or just wants to review existing plan(s), this webinar will address questions including: What is your vision for the future of your institution? Do your employees know your vision, and can they articulate it? Does the culture and brand of your institution (everything from your electronic signature on your emails to the look of your lobby) reflect the vision of where you want to take your institution? Do you know your risks—the risks that are unique to your institution? Do you have the right people, and are they in the right places to fulfill the vision of your institution? You will walk away with tools and ideas to: Integrate your Enterprise Risk Management Program into your Strategic Plan Integrate your Talent Management Program into your Strategic Plan, and Ensure your Strategic Plan doesn’t sit on the shelf and gets implemented. Target Audience:  Any professionals on the leadership team, executives, directors and supervisors with planning responsibilities, chief risk officers and boards of directors involved in the strategic planning process Read More

Presenter: Mike Wear, 39 Acres Corporation This two-part program will be presented live: January 19 & 20, 9:30-11:30 a.m. Central Time Recording available through: December 31, 2022 Price: $625 This affordable, convenient online program is ideally suited to those who are new to banking – both frontline staff and those newly hired to leadership positions who gained their experience in other industries. Learn the language of banking, including an understanding of key ratios, to gain a clearer understanding of how the bank functions as a business. The program is split into two parts: Part 1 - Risky Business – An overview of the business of banking, industry trends,  with an emphasis on risk management using the “Big 5” Risks for Banks as our tour guide: Credit Risk, Market Risk, Liquidity Risk, Operational/Legal Risk, and Regulatory/Reputation Risk. Part 2 - An Open Book – to a Degree  – Using the same tour guide as above, Participants will learn to look up their own bank’s key performance management ratios, comparing to FDIC peer group and national averages. Topics include: How a bank makes and loses money An overview of a bank’s balance sheet and income statement The importance of your bank to the local economy using the money multiplier as an example Risk arbitrage for both borrowers and depositors Enterprise Risk Management (ERM) Industry trends and current conditions How to manage each of the “Big 5” risks with examples and stories 4 key areas of bank financial management How to look up and use bank ratios (with UBPR and SDI tools provided) Overview of CAMELS and regulatory enforcement actions, and, How to ‘thrive’ in a recession The following ratios will be explained: ROA, ROE, Efficiency Ratio, Past Dues, Non-Accruals, Charge-offs, Loan Loss Reserve level and coverage, Spread/NIM, Loan-to-Deposit Ratio, Core Deposit Funding, and Equity Capital Ratio. Participants will receive their bank’s UBPR (Uniform Bank Performance Report) and Excel template to quickly enter ratios and chart trends with comparisons to industry guidelines. Target Audience:  Those that are new to the banking industry Read More

Presenter: Ann Knutson, First Bank Financial Centre This 90-minute program will be presented live on: February 27, 10:00-11:30 a.m. Central Time Recording available through: May 27, 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

Shopping Cart

Your cart is empty