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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Presented by: Ascensus  This 90-minute program will be presented live on: October 9, 10:00-11:30 a.m. Central Time Recording available through: January 9, 2020 Price: $275   Although not quite as funny as other Top 10 lists, this course will provide an interesting and unique perspective on the top 10 IRA issues facing financial organizations today. Read More

Presenter: Philip Smith, Gerrish Smith Tuck, Consultants and Attorneys This 60-minute program will be presented live on: November 5, 10:00-11:00 a.m. Central Time Recording available through: February 5, 2020 Price: $225   As we head into 2019, community banks are faced with a number of interesting and exciting strategic options, but sometimes they make for daunting choices.  This session will cover some of the top strategies for community banks in 2019 and includes a brief look at hot issues, such as converting to Subchapter S, engaging your stockholders through stock repurchase transactions, the role that strategic planning plays, a brief look at the M&A market, and other issues.  This session will give your Board and management a holistic view of key ways to enhance shareholder value in the current environment.   Target Audience: Board of Directors, CEOs and senior management Read More

Presenter: Jim Lethert, Attorney This 90-minute program will be presented live on: September 25, 1:00-2:30 p.m. Central Time Recording available through:  December 25, 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: Richard Hamm, Advantage Consulting & Training This three-part program will be presented live on: September 10, 17 & 24, 1:00-2:30 p.m. Central Time Recording available through: December 24, 2019 Price: $555   Commercial and industrial (C&I) lending is an area of emphasis as banks seek to grow their loan portfolios during the slow economic recovery.  C&I lending involves many types of loans and credit facilities.  Equally diverse are the various cash needs of businesses, such as operating funds, plant expansion or equipment purchases.  These needs can be met with single-payment loans, installment loans or lines of credit.  They can be secured by collateral, or unsecured.  Documentation can range from a simple note and security agreement to a more complex loan agreement with financial covenants.  In structuring a financing arrangement, the banker must have a thorough knowledge of the available credit facilities and how to match them to the customer’s needs.   This seminar provides bankers with a working knowledge of the basic principles of loan structuring and loan agreements, including: Understanding your bank’s goal(s) in structuring the loan Identifying the goals of your customer and the resulting credit needs Discussing and implementing the products you can utilize Identifying the loan structures that best match the source(s) of repayment Applying the concepts (using cases) in four key loan types: seasonal, bridge, term and lines of credit Reviewing common mistakes and lender errors in the four key loan types Understanding the typical structure, format and goals of loan agreements and covenants Developing, setting and monitoring financial covenants Overview of using a borrowing base and other asset-based lending concepts for underwriting and monitoring traditional operating lines of credit   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

Presenter: Cody Dezler, SBS CyberSecurity, LLC This 90-minute program will be presented live on: November 8, 10:00-11:30 a.m. Central Time Recording available through: February 8, 2020 Price: $275   The FFIEC Cybersecurity Assessment guidance has introduced a new term for our risk management practice: External Dependency Management. We will explore this new term in our guidance and better understand the requirements provided. This new term is a broader description of vendor management, service provider oversight, third party management and new requirements around customer risk management.   This session will discuss the following topics: Current regulatory Vendor Management landscape Integrating vendor management into the Information Security Program Risk assessing vendors New vendor or product Selection Ongoing vendor management Creating a DYNAMIC vendor management program Leveraging SOC reports for control understanding Integration of customer relationships into risk management process   Target Audience:  Information security officer, IT manager, risk officer, internal auditor, and executives looking to understand the risk vendor relationships   This program qualifies for the following CPE Credits through the SBS Institute: 1.5 CPEs*: CBSM, CBVM ISC2*: Estimated 1.5 hrs. CISSP.  ISACA*: Estimated 1.5 hrs. CISA/CISM/CRISC. *Self-Reporting Read More

Presenter: Marcia Malzahn, Malzahn Strategic This 90-minute program will be presented live on: September 12, 2:00-3:30 p.m. Central Time Recording available through: December 12, 2019 Price: $275   With financial institutions increasingly relying on third-party providers to offer their products and services comes increased risk. Starting with the core system, should you outsource it or keep it in-house? And following with the rest of all the banking products you offer to your business clients or members that depend on technology, how in depth should your due diligence be? In this educational session, the presenter provides best practices based on the FFIEC IT Examination Handbook to help you develop a simple yet comprehensive Vendor Management Program. In addition, along with Vendor Management, which includes all the third-party providers of systems and software, comes yet another risk—Model Risk. The presenter will explain step by step the OCC SR Letter 11-7 following their guidance on Model Risk Management. You will walk away with a clearer understanding of where Vendor Management and Model Risk Management fit it within your ERM program.   Topics to be covered: How Vendor Management Program fits in within Enterprise Risk Management Vendor Management Program Components Vendor Management Policy and Procedures Vendor Due Diligence Example of Vendor Risk Assessment Monitoring and Reporting Assessment Results Definition of Model Risk and how it applies to your Institution The OCC SR Letter 11-7 – A Step by step explanation Examples of Model Risk – How it affects your institution Example of Model Risk Assessment How to establish your own Model Risk Management Program   Target Audience:  Chief risk officers, risk managers/leaders, chief credit officers, chief financial officers, compliance officers, internal auditors, presidents involved in the risk management process and their ERM program. Read More

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