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: 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

Presented by: Ascensus  This 90-minute program will be presented live on: September 18, 10:00-11:30 a.m. Central Time Recording available through: December 18, 2019 Price: $275   To avoid IRS penalties, financial organizations must use the correct IRA opening documents and those documents must be current. They also must be aware of any changes to the rules and regulations contained in these documents. This webinar provides information on how to properly establish Traditional and Roth IRAs, as well as how to amend the IRAs to ensure that they are kept up to date. 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

Presenter: Jeff Span, SBS CyberSecurity, LLC This 90-minute program will be presented live on: October 18, 10:00-11:30 a.m. Central Time Recording available through: January 18, 2020 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 22 & 24, 1:00-2:30 p.m. Central Time Recording available through: January 24, 2020 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: Ned Miller, MZ BIERLY CONSULTING, INC. This 60-minute program will be presented live on: October 8, 10:00-11:00 a.m. Central Time Recording available through: January 8, 2020 Price: $225   Are you looking for help getting in the door with prospects? In this webinar you’ll receive practical information on the referral strategies that high-performing bankers are using to schedule first (and second) meetings with targeted prospects and techniques that successful prospectors are using today when they don’t have a warm lead.   Why getting in the door is becoming more challenging Why cold calling is rarely your best option Referrals from satisfied clients, your business network and COIs…where to start Reasons why bankers avoid asking for referrals When to ask and how to ask your network for referrals Value statements, value propositions and value drivers What to do if you don’t have a warm lead LinkedIn as a door opener Evolving email strategies Warming up the cold email—sample scripts Being persistent without becoming a pest   Target Audience: Commercial and business bankers, branch managers, specialists in areas like Treasury management and wealth management who are calling on businesses and professionals and their sales managers Read More

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