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: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: October 20, 10:00-11:30 a.m. Central Time Recording available through: January 20, 2021 Price: $275 This seminar will provide the banker with a basic framework of business law including the judicial process. Emphasis will be placed on how the legal system can help/harm the banker including how to avoid a lawsuit due to lender liability through maintaining both ethical behavior and effective negotiations.  A review of the stages of litigation, alternatives to litigation including arbitration and mediation, and the borrower’s business structure (from a legal perspective), will be displayed. The seminar will also cover the nature and characteristics of contracts (the promissory note), problem loan situations, and collection efforts. Additionally, banking regulations and tort reform will be discussed. This seminar will also cover the concept of lender liability including recent industry trends. This portion of the seminar will address some of the technical aspects of this often-overlooked subject. This seminar is a must for all bankers who want to better understand business law basics and avoid expensive, unwanted litigation! Topics to be covered include: The difference between law and ethics and why it matters from a lender liability standpoint Negotiations and the law The judicial process including the stages of litigation Alternatives to litigation including arbitration and mediation The borrower’s business structure and the law The nature and characteristics of contracts Problem loan litigations Collections Overview of banking Regulations Other business law issues including tort reform and its impact on the borrower Lender liability and recent industry trends Technical aspects of lender liability Target Audience: Commercial lenders, relationship managers, business development officers, private bankers, branch managers, assistant branch managers, and credit analysts Read More

Presenter: Marcia Malzahn, Malzahn Strategic This 90-minute program will be presented live on: November 3, 2:00-3:30 p.m. Central Time Recording available through: February 3, 2021 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 enterprises 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 take you through the characteristics of strong Risk Assessments to ensure you address key areas of your institution. The presenter will share her experience in developing an enterprise-wide process to conduct Risk Assessments in a practical, sustainable, and easy way to understand. You will walk away with practical tools and examples you can implement in your organization immediately. This webinar will help you strengthen your existing Risk Assessments and create new ones for other areas as needed. Topics Covered: Overall view of Enterprise Risk Management and key components The three key phases of ERM and how Risk Assessments fit in The Risk Assessment Process to enhance existing Risk Assessments Risk Assessment Characteristics of strong Risk Assessments and goals What is a Risk Assessment System (RAS) and its relationship to CAMELS rating The top eight risks and other important ones How to conduct an ERM Risk Assessment using a Matrix – The core of risk assessments The various types of risk assessments based on the area of risk and what they consist of Special COVID-19 Risk Assessment Examples of ongoing Monitoring and Reporting tools Target Audience:  This informative session is designed for Risk Managers/Leaders, Chief Risk Officers, Compliance Officers, Internal Auditors, Chief Operating Officer, Chief Credit Officer, and the entire risk management team Read More

Presenters: Ned Miller, Third Act Consulting and Joe Micallef, Grow Up Sales Consulting This 60-minute program will be presented live on: November 9, 1:30-2:30 p.m.a.m.Central Time Recording available through: February 9, 2021 Price: $225 In this webinar bank sales leaders will gain insights into how to lift their team members’ prospecting efforts to the next level.  We’ll examine specific tactics you can employ to improve your bankers’ chances of success in proactive prospecting in today’s environment Topics Covered: The mistakes bank sales leaders make in driving prospecting Assessing your team’s skills Defining expectations regarding prospecting Anticipating typical challenges Coaching the top of the funnel (Re) Building prospect lists Helping your bankers get in the door Building business acumen Pre-call, post-call coaching Why making joint calls is key to prospecting success Outside resources  for sales leaders Target Audience: Sales Leaders working with commercial, small business and private banking teams Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: December 1, 10:00-11:30 a.m.Central Time Recording available through: March 1, 2021 Price: $275 This seminar will begin with a brief overview of Commercial and Industrial (C&I) loan products including working capital lines of credit, ABL facilities, and equipment financing (loans/leases) and their typical structure. The training session will also cover underwriting C&I loans including accounts receivable assessment and the use of a Borrowing Base Certificate (basic and advanced models), the valuation and quality of inventory, and the analysis of various equipment-related issues in lending. This portion of the seminar will also cover the proper evaluation of the borrower’s financial statements.      Additionally, the seminar will cover documentation of C&I loans, collateral concerns, challenges with pricing, and managing the C&I loan portfolio. The seminar will conclude with a review of how to identify and market to new C&I loan prospects in today’s competitive market. Objectives: Review C&I lending Discuss C&I loan products and their typical structure Explore underwriting C&I loans including accounts receivable, inventory, and equipment financing Analyze the Borrowing Base Certificate (BBC) Evaluate the borrower’s financial statements Review the documentation, collateral, pricing, and managing of C&I loans Develop the marketing of C&I loans in today’s economy Target Audience: Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers Read More

Get these programs together at a discount: Commercial Lending: Loan Structuring Basics, Including Terminology and Four Key Factors      Live on November 24 recording available through February 24, 2021 Commercial Lending: Best Practices for Structuring and Underwriting Lines of Credit, Bridge Loans, Term Loans and Seasonal Credits      Live on December 1 recording available through March 2, 2021 Commercial Lending: Loan Agreements and Covenants      Live on December 8, recording available through March 8, 2021 Read More

Presenter:  Richard Hamm, Advantage Consulting and Training This 90-minute program will be presented live on: December 1, 10:30 a.m. - 12:00 p.m. Central Time Recording available through: March 1, 2021 Price: $275 Commercial and industrial (C&I) lending has been an area of emphasis as banks seek to grow their loan portfolios during this economic recovery.  Both C&I lending and agricultural lending involve many types of loans and credit facilities.  Equally diverse are the various cash needs of these businesses, such as operating funds, plant expansion or equipment purchases.  Commercial real estate (CRE) lending involves both term loans and construction (a type of bridge loan). In general, all of these borrowing needs can be grouped into four categories with distinct characteristics.  Can you identify the analytical focus of a seasonal loan or a bridge loan?  Hint:  It is not your traditional financial statement analysis and industry research. This seminar provides bankers with examples of the basic principles of loan structuring for four basic loan types (seasonal, bridge, term, and line of credit), including: Identifying the loan structures that best match the source(s) of repayment, both primary and secondary Determining the typical cause of borrowing, use of proceeds and analytical focus for each loan type Identifying how strategically setting the loan maturity and other elements helps to make the loan self-policing, increasing lender efficiency and customer service Comparing appropriate reporting and monitoring after the loan is made Reviewing common mistakes and lender errors in the four basic loan types Target Audience:  Small business lenders, private bankers, commercial lenders, credit analysts, loan review specialists, lending managers and credit officers involved in C&I loans Related GSB Online programs/topics: Commercial Lending: Loan Structuring Basics, Including Terminology and Four Key Factors Commercial Lending: Loan Agreements and Covenants   Read More

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