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 24, 10:00-11:30 a.m. Central Time Recording available through: January 24, 2019 Price: $275   Roth IRAs have been around since 1998, but for various reasons the “general public” is just starting to catch on. Attend this webinar to see why Roth IRAs are becoming so popular and to learn more about this great retirement savings vehicle. Read More

Presented by: Ascensus  This 90-minute program will be presented live on: November 28, 10:00-11:30 a.m. Central Time Recording available through: February 28, 2019 Price: $275   Some financial organizations may be reluctant to implement or develop an HSA program given the uncertainties that still surround these accounts and their place in the tax-qualified savings landscape. This course offers insight into the HSA market—including its growth, the prospects for future growth, and the reasons behind it all. This is the perfect opportunity to tap into the HSA market’s potential for your organization. Read More

Presenter: Jeff Span, SBS CyberSecurity, LLC This 90-minute program will be presented live on: October 26, 10:00-11:30 a.m. Central Time Recording available through: January 26, 2019 Price: $275   FFIEC guidance has provided additional risk management expectations for financial institutions to implement. An essential component to building a successful risk management program is a solid risk assessment process. Our challenge has been to interpret the guidance into a functional assessment that the institution can effectively implement. The risk assessment must assist in making risk-based decisions and improve the strength of the Information Security Program. Guidance is clear that the risk assessment process must identify and measure inherent risks in various areas of the institution. Then account for the current controls used to appropriately manage risk. Current levels of risk must be compared against established risk appetite goals, to determine if additional controls are necessary. This risk assessment process is useful not only for conducting an organization-wide assessment for cybersecurity, but for many other aspects of information security risks.   This session will explore these regulatory resources and identify specific areas of the institution that must be assessed. Example processes will be used during the discussion to illustrate the fundamental process needed for each risk assessment type. To effectively address the growing threat concerns to our institution, we will review these 5 critical risk assessment areas: Cybersecurity Risk Assessment IT Risk Assessment  Vendor Risk Assessment Commercial Account Risk Assessment BIA (BCP) Risk Assessment   Target Audience:  Information security officer, IT manager, risk officer, internal auditor, and executives looking to improve processes for risk assessment.   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: Dan Dwyer, First Integrity Capital Partners Corp. This two-part program will be presented live on: October 23 & 25, 1:00-2:30 p.m. Central Time Recording available through: January 25, 2019 Price: $415   Do you look at the interest rate swap curve before (or at least during) your first cup of coffee each day?  If not you should.   Whether you know it or not, the interest rate swaps market plays an integral role in the everyday workings of balance sheet management and profitability.  Becoming familiar with its nuances can mean the difference between consistent, healthy margins, and daily heartburn.   The class will explore the interest rate swaps and options market from a very basic and applied management perspective.  A broader look at the relationship between Libor and swaps will quickly translate into a discussion on the “tools of the trade”.  We will then look at how these tools can and should be utilized to properly price various assets and liabilities to meet management’s objectives and expectations.   From locking in a maximum rate paid on capital and funding structures, to effective pricing of fixed rate loans, the proper application of these interest rate management tools will allow you to tailor interest rate characteristics throughout the balance sheet that will minimize your interest rate risk and maximize interest margins.   Target Audience:  Senior level managers with A/L management background, ALCO committee members, senior level lenders Read More

Presenter: Richard Hamm, Advantage Consulting & Training This three-part program will be presented live on: November 27, December 4 & 11, 10:30 a.m. – 12:00 p.m. Central Time Recording available through: March 11, 2019 Price: $555   This seminar covers common versions of global cash flow (GCF) analysis being used by bankers, with a focus on GCF as part of the underwriting process in most medium-to smaller-sized businesses and self-employed lending situations. We will explore the information and resources needed, plus key issues for extracting data from tax returns. One area of concern is the income listed on page two of Schedule E compared to withdrawals or contributions shown on the related K-1s. Another issue is how to adjust or reduce the personal cash flow for income taxes and living expenses. This leads to a discussion of the advantages and disadvantages of adjusting for income taxes and living expenses, versus adjusting the required coverage factor. We complete the GCF analysis discussion by reviewing an optional and simplified approach for integrating the cash flow effects of business balance sheet changes.   Topics to be covered in this course include: Versions of GCF being used by bankers Regulatory concept of global analysis GCF as an underwriting tool Analytical and conceptual issues Mixing two approaches to debt coverage Giving credit for business earnings or amount distributed Using averages for debt coverage ratios Incorporating balance sheet changes Recurring vs. non-recurring items Effect of loss carryforwards in a business tax return Where is the cash flow (if any) when a capital gain is listed? GCF and the larger, global analysis of CRE owners/guarantors and related contingent liabilities Some tax return basics/issues along the way When to recognize that the business itself or a real estate project should stand on their own, and a global cash flow “can’t make a bad loan good.”   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

Presenter: Tom Hershberger, Cross Financial Group This 90-minute program will be presented live on: November 13, 10:00-11:30 a.m. Central Time Recording available through: February 13, 2019 Price: $275   Simply introducing a referral program doesn’t guarantee success. In order to be successful, referral programs must be easy-to-manage, credible, visible and focused. Does your referral program meet these standards? You can create employee and manager accountability with a properly structured referral program. You will also benefit from the relationship potential of reaching your best source of future business…your customers. This online session will give you the program structure and guidelines you need to develop and introduce an effective referral program in 60 days. It’s easy, fast and effective. Join us for a workshop that produces results and learn more about: Creating rules and guidelines Developing forms and procedures Introducing referrals to employees Enhancing staff engagement Communicating results Rewarding desired behaviors   Target Audience: Senior management, branch managers, department heads, sales and marketing managers Read More

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