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: Neil Stanley, The CorePoint This 60-minute program will be presented live on: February 28, 2:00-3:00 p.m. Central Time Recording available through: May 28, 2019 Price: $225   As “surge deposits” become a thing of the past bankers across the country are observing that more effective management of liquidity and funding are becoming an increasingly important part of success in banking.  As interest rates and loan-to-deposit ratios increase community bankers need a robust understanding of the processes, products, and analytic tools needed to attract and retain properly-priced, long-term funding.  These sessions present the art and science of retail deposit pricing and sales today.                                                 Session 2 – Exploration of advanced approaches to equipping the front line to win and retain properly-priced, long-term savings deposits.   How high-performing banks equip and train their front line to optimize employee engagement Key elements of de-commoditizing CDs and negotiating each stage of the time deposit sales process including the “dollarizing” process and showing how offers compare to competition Specific talking points used by bankers to win and retain deposits without resorting to rate matching Optimal approaches to using a “back-pocket” savings account to keep deposits from leaving   Reference Materials at: http://independentbanker.org/2016/01/spotlight-on-specials/ https://www.linkedin.com/pulse/10-ways-make-cds-cool-again-neil-stanley/     Target Audience: Bank executives, finance officers and staff, retail officers and staff, client experience/marketing officers and staff, and chief innovation officers Read More

Presenter: Neil Stanley, The CorePoint This 60-minute program will be presented live on: April 4, 2:00-3:00 p.m. Central Time Recording available through: July 4, 2019 Price: $225   As “surge deposits” become a thing of the past bankers across the country are observing that more effective management of liquidity and funding are becoming an increasingly important part of success in banking.  As interest rates and loan-to-deposit ratios increase community bankers need a robust understanding of the processes, products, and analytic tools needed to attract and retain properly-priced, long-term funding.  These sessions present the art and science of retail deposit pricing and sales today.   Session 4 - Specific ways banking is changing the way depositors transport their savings into the future.  Putting enhanced processes, products, and technology in the hands of the front line to transform them from order takers to financial professionals.  Bankers are leaving behind the approaches that make them look like the old-fashioned metro bus route and instead offer deposit products and services that look more like Uber and Lyft.   Positioning our people, products, and processes to meet depositors where they are by understanding the long-term savers “journey” Redesigning our methods of engaging depositors that puts the depositor’s needs and wants clearly at the heart of the approach to help them see that we will take them where they want to go Preparing everyone involved to display respect for the best interest of the depositor and bank in the most positive way Pricing to facilitate optimal impact on attrition, cannibalization, and growth Promotion strategies to get the attention of the right people at the right time with the right message   Reference Materials at: https://www.linkedin.com/pulse/10-ways-make-cds-cool-again-neil-stanley/ https://www.bai.org/banking-strategies/article-detail/from-commoditized-to-customized-deposits     Target Audience: Bank executives, finance officers and staff, retail officers and staff, client experience/marketing officers and staff, and chief innovation officers Read More

Presenter: Neil Stanley, The CorePoint This 60-minute program will be presented live on: April 18, 2:00-3:00 p.m. Central Time Recording available through: July 18, 2019  Price: $225   As “surge deposits” become a thing of the past bankers across the country are observing that more effective management of liquidity and funding are becoming an increasingly important part of success in banking.  As interest rates and loan-to-deposit ratios increase community bankers need a robust understanding of the processes, products, and analytic tools needed to attract and retain properly-priced, long-term funding.  These sessions present the art and science of retail deposit pricing and sales today.   Session 5 - Utilizing a new category of withdrawal-only deposit accounts to reduce attrition, minimize cannibalization, and grow properly-priced, long-term retail deposits.  Learn how bankers have discovered they can give depositors the high yields and short commitments they are looking for as long as we do it via withdrawal-only accounts.   Deep dive on these hybrid offerings that blend features of time deposits and savings deposits to create better outcomes that possible with only the classic formulations of accounts Explore what innovators have done and discovered as they have used these products for many years Consider what the future evolution of these products might be as they minimize cannibalization and yet contribute energy to retain and attract profitable long-term retail deposits   Reference Materials at: http://zafin.com/our-articles/savings-account-saves-accounts/ https://thefinancialbrand.com/73678/banking-rates-deposits-accounts-cd-savings/     Target Audience: Bank executives, finance officers and staff, retail officers and staff, client experience/marketing officers and staff, and chief innovation officers Read More

Get these programs at a discount: Growing Long-Term Retail Deposits – Misunderstood Opportunities in Early Withdrawal Penalties Growing Long-Term Retail Deposits – Uber-izing Design of Bank Deposit Vehicles  Growing Long-Term Retail Deposits – Withdrawal-Only Deposit Accounts Growing Long-Term Retail Deposits – General Overview Growing Long-Term Retail Deposits – Overview for Front-Line Bankers Growing Long-Term Retail Deposits – Overview of Advanced Managerial Approaches Read More

Presenter: Neil Stanley, The CorePoint This 60-minute program will be presented live on: March 7, 2:00-3:00 p.m. Central Time Recording available through: June 7, 2019 Price: $225   As “surge deposits” become a thing of the past bankers across the country are observing that more effective management of liquidity and funding are becoming an increasingly important part of success in banking.  As interest rates and loan-to-deposit ratios increase community bankers need a robust understanding of the processes, products, and analytic tools needed to attract and retain properly-priced, long-term funding.  These sessions present the art and science of retail deposit pricing and sales today.                                                 Session 3 – Exploration of advanced approaches to create alignment within the bank enabling the bank to harness the opportunities to attract and retain properly-priced long-term retail deposits in any rate environment.   Rising interest rates create opportunities for depositor windfalls Keeping CD Specials special and profitable How to offer windfalls to depositors while limiting the risk to your financial institution Changing interest rates create opportunities for your bank and depositors simultaneously Old-fashioned CDs have outlived their usefulness in some cases.  Discover what some banks are now offering as the next generation of contractual long-term savings Detailed approach to measuring and monitoring value creating in long-term retail deposits   Reference Materials at: http://www.fmsinc.org/Documents/MemberCenter/WhitePapers/PricingLeversForTimeDeposits_Pt1.pdf http://www.bankingexchange.com/news-feed/item/7264-11-steps-toward-better-cd-promotion http://www.fmsinc.org/Documents/MemberCenter/WhitePapers/MaximizingPerformanceOfTimeDepositPromotions.pdf     Target Audience: Bank executives, finance officers and staff, retail officers and staff, client experience/marketing officers and staff, and chief innovation officers Read More

Presenter: Marc Courey, Wipfli LLP This 60-minute program will be presented live on: March 7, 10:00-11:00 a.m. Central Time Recording available through: June 7, 2019 Price: $225   Occupational fraud is estimated to cost U.S. organizations a whopping 5 percent of gross revenue.  Moreover, the down economy increased your organization’s risk of occupational fraud by fueling all three components of the fraud triangle:  need, opportunity and rationalization.  This session will address the origins of occupational fraud risk, why that risk has increased in the challenging economy and what the organization can do to address the increased risk.   Learning Objectives: The extent of the fraud risk facing organizations in today’s environment. What are the factors which lead team members to perpetrate fraud on their organization? How has the down economy increased the risk of occupational fraud? What can the organization do to mitigate its fraud risk?   Target Audience: Risk officer, Internal Auditor, CIO, and Executives looking to understand the risk of occupational fraud Read More

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