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 two-part program will be presented live on: November 17 & December 1, 10:00-11:00 a.m. Central Time Recording available through: March 1, 2022 Price: $405 With more baby boomers entering retirement, is your financial organization ready to handle complex beneficiary issues? Many IRA administrators find it difficult to understand the options that are available to IRA beneficiaries. This is a two-part comprehensive course that covers in-depth aspects of Traditional and Roth IRA beneficiary options. This course also covers beneficiary election deadlines, distribution rules and restrictions, reporting requirements, and year-of-death required minimum distribution issues.  Advanced aspects of Traditional and Roth IRA beneficiary options—including beneficiary disclaimers, distributions to trust beneficiaries, reporting issues, and compliance concerns will be covered in part two. Read More

Presented by: Ascensus  This 60-minute program will be presented live on: October 27, 10:00-11:00 a.m. Central Time Recording available through: January 27, 2022 Price: $225 Retirement plan portability can be confusing, not only for IRA owners and plan participants, but for financial organization personnel. The differences between a rollover and a transfer, and a direct and indirect rollover are just a few of the topics that will be discussed during this session. This webinar also touches on designated Roth account assets. Read More

Presenter:  Aaron Lewis, Young & Associates This 90-minute program will be presented live on: October 28, 2:00-3:30 p.m. Central Time Recording available through: January 28, 2022 Price: $275 Effective loan portfolio management is critical to the safety, soundness and profitability of the community bank. Each institution is unique and through its board of directors and senior management will adopt a lending strategy in order to maximize shareholder value. This presentation will discuss institution credit culture and philosophy, including practical steps that can be taken to communicate management’s philosophy to front line staff. In support of effective portfolio management this presentation will touch on a broad range of topics including the importance of diversity and concentration management, watch list management, and stress testing. The presentation will conclude with red flag practices which may negatively impact the bank’s loan portfolio which could lead to income loss, directly impacting capital. Each topic identified below could be the subject of its own webinar, it is the intention of this presentation to provide a comprehensive overview of Effective Loan Portfolio Management. Items to be covered include: Identifying your bank’s lending philosophy and communicating this philosophy to front line staff The importance of a strong sales culture and its impact on portfolio diversity and strength Watch list management and impact on non-performing loans Understanding the need for consistent and meaningful top down and bottom up stress testing Defining and actively managing concentrations Practices to avoid in managing the community bank portfolio Target Audience:  This presentation is intended for midlevel management within the community bank lending discipline. Material presented will range from immediate to advanced, however will be presented in a way that is understandable for those with limited portfolio management experience. Read More

Presenter: Richard Hamm, Advantage Consulting & Training This 90-minute program will be presented live on: December 7 10:30 a.m.-12:00 p.m. Central Time Recording available through: March 7, 2022 Price: $275 Do you know the difference between an affirmative covenant and a negative covenant?  What is the concept of constructive forbearance?  Commercial lenders actively use loan agreements in almost all lending situations, ever since digital document systems eliminated the time-consuming effort to create loan document from scratch of from manual templates.  Unfortunately, this automation has led to less understanding of the content of loan agreements and the “art” of crafting financial covenants. This program covers the basics of loan agreements, starting with the typical structure of the document and the roles of financial and non-financial covenants (some covenants achieve more than one objective).  Together with carful loan structuring, a properly crafted loan agreement better matches the customer’s needs and contributes to the efficiency of the lender’s portfolio. This seminar provides bankers with a working knowledge of the basic principles of loan agreements, including: Understanding the primary sections and goals of a loan agreement Identifying the objectives of loan covenants and how some covenants achieve more than one objective Digging deeper into events of default and remedies and how they determine your possible courses of action when problems arise Reviewing practical tips for setting covenants, such as aligning them with key risks identified in the credit Identifying some commonly negotiated areas and related positions/options for the bank Target Audience:  Small business lenders, private bankers, commercial lenders, credit analysts, loan review specialists, lending managers and credit officers involved in C&I loans Read More

Presenter: Greyson Tuck, Gerrish Smith Tuck, Consultants and Attorneys This 60-minute program will be presented live on: November 10, 10:00-11:00 a.m. Central Time Recording available through: February 10, 2022 Price: $225 This webinar will explore the fundamental strategies for remaining an independent community bank in a consolidating environment. Learn about the necessity of being proactive, setting forth a strategy of independence, focusing on core profitability, ensuring your bank has the optimal organizational structure, appropriately dealing with management and board succession, and other issues. This fast-paced session will present the tools your bank needs to plan and prepare for independence in the future. Target Audience: Executive officers and their teams Read More

Presenter: Richard Hamm, Advantage Consulting & Training This 90-minute program will be presented live on: December 7, 8:30-10:00 a.m. Central Time Recording available through: March 7, 2022 Price: $275 This program unlocks the key issues in analyzing business tax returns by creating a business tax return from a conventional financial statement.  This shows the major formatting differences and ways balance sheet accounts and income statement items are labeled differently in a tax return.  It also reveals the functions of the various schedules.  By using a pass-through entity, we further see how the tax return carefully segregates items that move to an owner’s personal tax return via the Schedule K-1.  A final step is creating a chart that “maps” a financial statement to both pass-through entities and a regular corporation. After this seminar, attendees will be able to: For an example business (case), construct a tax return balance sheet (Schedule L), income statement, Schedule M-1 and Schedule M-2 on the cash basis Identify key formatting differences between a conventional financial statement and a tax return Describe how pass-through entity tax returns separate various income statement items for purposes of allocating them to the owner(s) personal tax returns On the Schedule K-1, identify the pass-through items that involve cash, compared to pass-through items that do not involve cash Describe the common relationship between pass-through income and distributions to the owner(s) Create a chart to compare and align financial statement components to the appropriate tax return schedules Target Audience:  Credit analysts, portfolio managers, assistant relationship managers, community bankers, small business lenders, commercial lenders, consumer lenders, branch managers that lend to business owners, private bankers, special assets officers, loan review specialists and others involved in business and commercial lending Read More

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