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 two-part program will be presented live on: November 18 & December 3, 10:00-11:30 a.m. Central Time Recording available through: March 3, 2021 Price: $545   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 90-minute program will be presented live on: October 28, 10:00-11:30 a.m. Central Time Recording available through: January 28, 2021 Price: $275   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: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: October 27, 10:00-11:30 a.m. Central Time Recording available through: January 27, 2021 Price: $275   Ratios, ratios, and more ratios! What do they really mean? Many financial professionals including bankers use financial ratios on a regular basis. But do they always use the same ratios and more importantly, do they always interpret the ratios in the same manner? Attend this proactive seminar and learn a “five-step” analysis plan to calculate the key ratios covering liquidity, activity, leverage, operating performance, and cash flow analysis and correctly interpret the financial condition of the business client. Upon completion of this seminar, the bank employee will also be able to better negotiate with their business clients as well as other financial professionals. The session will also include a review of “spreading” a financial statement using Moody’s Lending Cloud software in order to better analyze the key ratios. This section will also include the bankruptcy (Z-score) predictor and sustainable growth models. Two case analyses will be presented to illustrate the main concepts associated with key ratio analysis. Topics to be covered include: Utilize a five-step key ratio analysis plan to calculate/interpret the key ratios Discuss negotiating with other financial professionals using the ratios Review the Z-score and sustainable growth models Case analyses: Applying the concepts! Target Audience:  Commercial lenders, credit analysts, loan documentation specialists, branch managers, assistant branch managers, private bankers, and business development officers Read More

Presenter: Greyson Tuck, 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, 2021 Price: $225   Many community bank common stocks do not have true market liquidity, which is the ability of the shareholder to convert their shares to cash at a fair price in a timely manner. This webinar will present several different specific liquidity strategies for illiquid stocks. The webinar will present practical, informative and in-depth discussion on use of the bank holding company, ESOPs and KSOPs and other liquidity strategies that community banks can employ to ensure their shareholders enjoy true liquidity in the investment, in the event it is needed.   Target Audience: Executive officers and their teams Read More

Presenter: Tom Hershberger, Cross Financial Group This 60-minute program will be presented live on: October 29, 10:00-11:00 a.m. Central Time Recording available through: January 29, 2021 Price: $225   This webinar series examines three essential assets possessed by every bank in the country. Like any asset within the organization, proactive management of each asset will generate superior results. Among these essential assets we find a mix of employees, relationships, and the bank’s trade area reputation. All of the ingredients necessary to attract and retain customers. Banks have learned from recent circumstances that everything that impacts life at work and home will eventually carry over to the financial services industry. How banks leverage their essential assets will influence their navigation of emerging environments impacting their customers. Register for this webinar series and plan to learn what management teams and leaders should know to introduce change and integrate new policies and procedures, while preserving culture and community image. Plan to learn about unifying teams and leveraging internal support and customer-facing service. What will it take to succeed in a changing banking industry? Some of the answers are already part of your established culture. Others will need to be examined and introduced. Focus on your essential assets if you want to outperform your competitors.   Session #3 – Manage Your Brand This session will focus on: Consistent messaging - vision, mission, values Telling stories to show purpose in action Keep your eyes forward Keep planning Use available time to plan for the future Remain strategic with horizon objectives Reinforce cultural development Use near-term projects as a path for long-term transformations Challenge managers to champion employee engagement Support of corporate objectives and goals Strategic planning and tactical planning Develop metrics to monitor success Develop a stop doing list Encourage process improvement Create pictures of short-term and mid-term success – the brand in action   Target Audience:  Anyone in the bank responsible for supporting the bank’s brand Read More

Presenter: Tom Hershberger, Cross Financial Group This 60-minute program will be presented live on: October 20, 2:00-3:00 p.m. Central Time Recording available through: January 20, 2021 Price: $225   This webinar series examines three essential assets possessed by every bank in the country. Like any asset within the organization, proactive management of each asset will generate superior results. Among these essential assets we find a mix of employees, relationships, and the bank’s trade area reputation. All of the ingredients necessary to attract and retain customers. Banks have learned from recent circumstances that everything that impacts life at work and home will eventually carry over to the financial services industry. How banks leverage their essential assets will influence their navigation of emerging environments impacting their customers. Register for this webinar series and plan to learn what management teams and leaders should know to introduce change and integrate new policies and procedures, while preserving culture and community image. Plan to learn about unifying teams and leveraging internal support and customer-facing service. What will it take to succeed in a changing banking industry? Some of the answers are already part of your established culture. Others will need to be examined and introduced. Focus on your essential assets if you want to outperform your competitors.   Session #2 – Manage Your Relationships The second session in this series will focus on: Customer retention Relationship growth and expansion Community involvement and support Prospect identification Clarifying opportunities Engaging staff to offer solutions to customers Team approach to relationship development New delivery channels New customer behaviors and expectations Embrace empathy in all situations Leverage virtual and social connections Adjusting hours of operation and/or touchpoints so customers can reach you anytime Help customers plan ahead, past all the bad news   Target Audience:  Anyone in the bank responsible for relationship development Read More

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