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: Ann Knutson, First Bank Financial Centre This 90-minute program will be presented live on: January 9, 10:00-11:30 a.m. Central Time Recording available through: April 9, 2019 Price: $275   Research shows that employees who are motivated, appreciated and believe in what they do are individuals who produce better business results and are likely to stay with the company longer than disengaged employees.  But how does an organization offer engagement strategies that appeal to all employees? In this one and one-half hour webinar, you will walk away with several practical strategies on how to engage your employees and measure the impact of your efforts.    Specifically, you will learn: How to evaluate your current workforce environment How to identify factors that increase (and decrease) employee engagement How to create strategies that are important to employees including:  empowerment, development, accountability and rewards and recognition Best practices to engage and retain employees   Target Audience: Human resource officers, supervisors, CEOs Read More

Presenter: Marcia Malzahn, Malzahn Strategic This 90-minute program will be presented live on: March 7, 2:00-3:30 p.m. Central Time  Recording available through: June 7, 2019 Price: $275   Are you creating your first ERM Program for your bank? Do you want to ensure your current program is complete yet keep it simple? If yes to either question, this webinar is for you! Risk Management is at the heart of banking and every bank has to have processes, policies, and procedures in place in order to assess and manage the risks on their balance sheet. Marci shares the fundamental pieces of the ERM puzzle, how they relate to each other, and how to integrate your ERM program into the bank’s Strategic Plan. Having built an ERM program for a community bank from scratch, Marci describes the various components of a strong ERM program. In this educational session, you will learn how to put your program together using all the parts you already have in your bank. Marci shares how you can make the process fun and how your team will become closer as they work together with the common goal of protecting the bank’s assets while fulfilling your bank’s vision.   Topics to be covered: ERM general background and key definitions Identifying the specific building blocks/components of a simple yet complete ERM Program covering the three key areas of ERM: Identifying and Assessing Risk Mitigating and Eliminating Risk Monitoring and Reporting Risk Creating an ERM Committee Charter Choosing the right ERM Committee members Integrating the ERM Program into your Strategic Plan Creating the Risk Management Appetite and Tolerance Statement – Description of Process Implementing your ERM Program Keeping the process fun while complying with regulations and protecting your bank—consistently in every area!   Target Audience:  Chief Risk Officers, Risk Managers, Chief Credit Officers, Chief Financial Officers, Compliance Officers, Internal Auditors, Board Directors who want to learn more about ERM, Bank Presidents involved in the risk management process and their ERM program Read More

Presenter: Jim Lethert, Attorney This 90-minute program will be presented live on: March 6, 10:00-11:30 a.m. Central Time Recording available through: June 6, 2019 Price: $275   A power of attorney (POA) or letter of attorney is a written authorization to represent or act on another's behalf in private affairs, business, or some other legal matter, sometimes against the wishes of the other. The person authorizing the other to act is the principal, grantor, or donor (of the power).  Bankers are frequently challenged by non-customers claiming to have authority under a power of attorney created by a bank customer.  This webinar addresses the do's, don'ts and can nots of powers of attorney.   Key topics to be covered includes: Aspects of an agency relationship Where the bank stands in the three-part relationship between the Principal, the Agent and the Bank Types of POAs Formats of POAs Effects caused by death of the Principal Terminating a Power of Appointment Liability of the bank for not accepting a valid POA What the bank can rely on without further investigation The use of certifications   Target Audience: Trust department personnel, personal bankers Read More

Presenter:   David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: March 12, 2:00-3:30 p.m. Central Time Recording available through: June 12, 2019 Price: $275   This seminar will provide the banker with a thorough understanding of the discipline of Leadership versus Managership.   The seminar will highlight the importance of sound leadership within the banking organization. A strong emphasis will be placed on the difference between a leader and a manager. Various leadership techniques will be displayed including how to deal with diversity in the workforce created by gender, generations, and ethnicity.   Additionally, the Trait, Skills, and Style approach of leadership will be reviewed along with Psychodynamic Leadership theory, Strategic Leadership concepts, and Leadership in Ethics principles.   The Leadership principles in the seminar will be illustrated through case studies.   Topics to be addressed include: Leadership vs. Managership Leadership Techniques and the Diverse Workforce Traits, Skills, and Style Approach of Leadership Psychodynamic Leadership Theory and Strategic Leadership Concepts Principles of Leadership Ethics  Applying the Leadership Principles through Case Studies      Target Audience: Senior bank management, department managers, branch managers, assistant branch managers Read More

Presenter: Marcia Malzahn, Malzahn Strategic This 90-minute program will be presented live on: March 14, 2:00-3:30 p.m. Central Time Recording available through: June 14, 2019 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: February 19, 26, March 5 & 12,  1:00-2:30 p.m. Central Time Recording available through: June 12, 2019 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

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