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:  Tom Hershberger, Cross Financial Group This 90-minute program will be presented live on: February 22, 2:00-3:30 p.m. Central Time Recording available through: May 22, 2018 Price: $275   You've been there before, the newspaper deadline is this afternoon and you need an ad...quick! What do you do? Participate in this session and learn how to develop effective advertising using a few basic principles that will improve your mass media and direct communications. Avoid the common mistakes of cute clipart and headlines. Utilize the correct strategies for developing highly effective headlines and supporting copy. Learn how to balance your communications and optimize your marketing investments with proper planning of your advertising, market segments and products. If your organization uses advertising and direct mail to support your marketing efforts, encourage your managers and marketing committee members to participate in this informative, how-to session. Together, they will all benefit from the information, drawn directly from successful bank promotions.   Target Audience: Senior management, branch managers, marketing officers, marketing committee members Read More

Presenter:  Jim Lethert, Attorney This 90-minute program will be presented live on: March 1, 10:00-11:30 a.m. Central Time Recording available through: June 1, 2018 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:  Patricia A. Wise, Spengler Nathanson P.L.L. This three-part program will be presented live on: May 1, 8 & 15, 9:00-10:30 a.m. Central Time Recording available through: August 15 Price: $555   This interactive session will include a review and update of the most important areas of employment law, current issues, and proposed employment laws that employers need to be aware of, with particular emphasis and application to banks and their employees.  Preventive measures to avoid litigation and practical advice for bank policies and procedures will be provided.  Recent developments in federal law and federal agency regulations will be addressed.  Participants are encouraged to ask questions in any area of employment law.   Target Audience: Human resource officers, supervisors, CEOs, and general counsel or in-house legal counsel Read More

Presented by: Ascensus This 90-minute program will be presented live on: February 28, 10:00-11:30 a.m. Central Time Recording available through: May 28, 2018 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: April 4, 10:00-11:30 a.m. Central Time Recording available through: July 4, 2018 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: May 2, 10:00-11:30 a.m. Central Time Recording available through: August 2, 2018 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

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