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 60-minute program will be presented live on: December 29, 10:00-11:00 a.m. Central Time Recording available through: March 29, 2022 Price: $225 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

Presented by: Ascensus This 90-minute program will be presented live on: September 13, 10:00-11:30 a.m. Central Time Recording available through: December 13, 2018 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

Get these programs together at a discount: Prospecting Today: What's New, What's Different - September 27 Engaging Prospects: How to Leverage Your Resources - October 4 Preparing for First Meetings: How to Stand Out  - October 18 Coaching Prospecting: Practical Strategies for Sales Leaders  - October 25 Read More

Presented by: Ascensus  This 60-minute program will be presented live on: February 23, 10:00-11:00 a.m. Central Time Recording available through: May 23, 2022 Price: $275 Learn all aspects of the Roth IRA, including features and benefits and how the Roth IRA stands out from other retirement savings accounts. Leave this course with a more thorough understanding of the tax advantages, contribution eligibility rules, reporting requirements, portability options, and advanced distribution issues, including the often asked about Roth IRA loophole. Read More

Presenter: Terri Luttrell, Abrigo This 90-minute program will be presented live on: March 10, 10:00-11:30 a.m. Central Time     Recording available through: June 10, 2022 Price: $330 Suspicious activity monitoring and reporting is the cornerstone of your BSA/AML program.  Once you identify the suspicious activity, filling out the Suspicious Activity Report  (SAR), and more specifically, the narrative, can be overwhelming. Regulator scrutiny increases anxiety around “getting it right.” SAR writing is easier said than done. BSA Officers often ask, “What happens to our SARs once submitted? Is anyone even reading this information? How do I alert law enforcement to COVID-19 related fraud?” In a never-ending sea of SARs filed with FinCEN each year, it is important that your SARs are noticed and read by law enforcement. Easy-to-read and impactful SARS help law enforcement and other agencies determine how to act. Conversely, poor SARS have resulted in enforcement actions. In this one day SAR writing workshop, using hands on experience, learn how to craft a SAR narrative that tells your story and captures the attention of law enforcement while maintaining regulatory requirements. Take aways include: •   Discover the minimum requirements of information that must be in your SARs •   Gain confidence in writing effective and captivating narratives for law enforcement •   Learn FinCEN SAR narrative requirements for COVID-19 related fraud and other critical keyword components •   Obtain a SAR Writing Checklist to use at your financial institution Target Audience:  Anyone responsible for the BSA/AML program in your institution Read More

Presented by: Marcia Malzahn, Malzahn Strategic This 90-minute program will be presented live on: May 9, 2:00-3:30 p.m. Central Time Recording available through: August 9, 2022 Price: $330 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, use strategies that no longer work, or just brainstorm based on emotion or intuition. The environment for community financial institutions, however, has become a much faster-paced industry than it was 5 or 10 years ago (or even 1 year ago before the Pandemic). In addition, the industry is impacted by many more forces, challenges, new competitors, and also opportunities than ever before. These drivers highlight the need for every financial institution to design a living, breathing strategic plan to thrive and grow. After this webinar you’ll be able to: Clarify your vision, mission, and core values Learn the importance of a clearly defined strategic plan structure Identify key components common to successful strategies Understand the role of enterprise risk mitigation and management in an institution’s strategic plan Identify and implement four key growth strategies Establish “best practices” with board governance Develop and manage the strategic planning and implementation process in your institution Conduct a 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. Identify and implement four key growth strategies. Target Audience: This informative session is designed for the board of directors, leadership team, supervisors with planning responsibilities, chief risk officers, and everyone involved in strategic planning process. Read More

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