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: December 10, 2:00-3:30 p.m. Central Time Recording available through: March 10, 2020 Price: $275   Attend this webinar to review the basics of commercial real estate including types of properties and demand/supply in the current market.   The session will then cover the entire loan process by which a commercial real estate loan is marketed, underwritten, approved, documented, closed, and monitored. The process will include examples of commercial real estate underwriting techniques and loan documentation issues.  Additionally, strategies to handle a problem commercial real estate loan will be addressed.    Objectives Review the basics of commercial real estate including types of properties and demand/supply in the current market Gain an understanding of how banks process commercial real estate loans Learn the steps of marketing, approving, documenting, closing, and monitoring a commercial real estate loan Cover examples of commercial real estate loan underwriting and loan documentation Address problem loan issues   Target Audience: Commercial lenders, credit analysts, loan documentation specialists, relationship managers, 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 12, 10:00-11:00 a.m. Central Time Recording available through: February 12, 2020 Price: $225   The current environment will present many community banks the opportunity to evaluate some type of merger or acquisition transaction. Some community banks have seasoned veterans that have been through this process a number of times. However, most community bank officers and directors have never been through an actual acquisition transaction. This presentation will prepare community bank officers and directors for a potential merger or acquisition by presenting a step-by-step overview of the merger and acquisition process from beginning to end. The presentation will cover the 10 steps of a community bank acquisition transaction, including the initial “dance” between the buyer and seller, valuation techniques, structure and documentation issues, regulatory applications and the completion of the transaction, including the exchange of consideration. This presentation will be full of practical advice on each step of the process and will provide your officers and directors with the information needed to fully understand the community bank mergers and acquisitions process.   Target Audience: Executive officers and their teams Read More

Presenter: Marcia Malzahn, Malzahn Companies LLC This 90-minute program will be presented live on: November 5, 2:00-3:30 p.m. Central Time Recording available through: February 5, 2020 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 a step-by-step process to develop Risk Assessments to 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.   Topics to be covered: Overall view of Enterprise Risk Management and key components The three key areas of ERM and how Risk Assessments fit in The Risk Assessment Process Identifying and assessing risks – enterprise wide 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   Target Audience:  This informative session is designed for risk managers, chief risk officers, compliance officers, chief operating officer, chief credit officer, and the entire risk management team. Read More

Presenter: Richard Hamm, Advantage Consulting & Training This four-part program will be presented live on: October 15, 22, 29 & November 5,  1:00-2:30 p.m. Central Time Recording available through: February 5, 2020 Price: $715   Bankers underwrite loans primarily from tax returns, particularly at the community bank level. What reported income is actually cash flow? How can we properly assess a large capital gain (or loss)? What items on a Schedule K-1 involve cash inflows and outflows to our customer? How can we combine personal and business cash flow into a global cash flow?  How will 2017 tax law changes affect tax returns starting in 2019?  Using case examples and worksheets, this seminar covers how to analyze personal tax returns to develop cash flow within a simple, logical and consistent framework. It provides the tools needed to reduce voluminous amounts of forms and schedules into a concise, relevant picture of cash flow, both for personal situations and where global cash flow is appropriate.   Participants will learn: The limitations of personal financial statements and why more information is needed Why personal tax returns can be difficult to analyze and how to target relevant information consistently Using tax return data to validate assets and liabilities, plus uncover unreported liabilities Understanding the spectrum of situations, how some income (or loss) does not involve cash, plus and linking types of income/cash flow to the primary tax return schedules Cash flow approaches for self-employed and small business owners using sample worksheets and cases How pass-through entities impact cash flow Examples of capital gains (and losses) and how to extract the cash flow involved The concept of global cash flow and its pros and cons plus analytical issues Recent tax law changes and likely effect on customers’ tax returns   Target Audience: Branch managers, consumer lenders, mortgage bankers, private bankers, small business lenders, commercial lenders, credit analysts, loan review specialists, special assets officers, lending managers and credit officers Read More

Get these programs at a discount: Three Key Risk Assessments in Your ERM Program - ERM, IT, and Internal Controls Developing an Enterprise-Wide Risk Assessment Creating the Right Enterprise Risk Management (ERM) Program for YOUR Community Bank Read More

Presented by: Ascensus  This 90-minute program will be presented live on: October 30, 10:00-11:30 a.m. Central Time Recording available through: January 30, 2020 Price: $275 Roth IRAs aren’t new anymore and have really picked up traction in recent years.  Attend this webinar to see why Roth IRAs have become so popular and why they are such an important tool of the retirement planning portfolio.  Learn about the popular “Roth IRA Loop Hole”, Roth IRA tax benefits, conversion issues, estate planning for beneficiaries and what sets a Roth IRA retirement vehicle apart from Traditional IRAs and other qualified retirement plans. Read More

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