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: May 9, 10:00-11:30 a.m. Central Time Recording available through: August 9, 2019 Price: $275   Simply introducing a referral program doesn’t guarantee success. In order to be successful, referral programs must be easy-to-manage, credible, visible and focused. Does your referral program meet these standards? You can create employee and manager accountability with a properly structured referral program. You will also benefit from the relationship potential of reaching your best source of future business…your customers. This online session will give you the program structure and guidelines you need to develop and introduce an effective referral program in 60 days. It’s easy, fast and effective. Join us for a workshop that produces results and learn more about: Creating rules and guidelines Developing forms and procedures Introducing referrals to employees Enhancing staff engagement Communicating results Rewarding desired behaviors   Target Audience: Senior management, branch managers, department heads, sales and marketing managers Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: March 12, 10:00-11:30 a.m. Central Time Recording available through: June 12, 2019 Price: $275   This program will cover the basics of how to craft an effective commercial loan write-up.  The session will begin with a brief overview of loan write-ups or credit memorandums including types, styles, and necessary component parts (relationship information, financial analysis, management review, and risk assessment/mitigation). The financial analysis section will highlight liquidity, activity, leverage, operating performance, and cash flow analysis. The session will also cover additional important loan write-up items including assessing the company’s strategic plan- marketing, financing, and management.  Two standard commercial loan write-ups will be presented in order to illustrate the concepts.   Program Objectives: Review effective commercial loan write-ups Discuss types, styles, and components parts Cover the financial analysis section Assess the company’s strategic plan Summarize the concepts by reviewing two loan write-ups   Target Audience: Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers Read More

Presenter: Jill Slupe, Verder Martin, Inc. This 60-minute program will be presented live on: March 13, 2:00-3:00 p.m. Central Time Recording available through: June 13, 2019 Price: $225 How’s your pitch?  We experience sales situations every day, whether we’re at work with our peers, customers, or at home with our children and families.  This workshop will look at the science of sales and how people buy.  You will leave with three new pitches, each with a clear and persuasive message. Participants will accomplish the following: Understand why people buy Craft three pitches Learn how to ethically influence others Target Audience:  Senior management, branch managers, sales managers and business development officers Read More

Presented by: Ascensus  This 90-minute program will be presented live on: April 24, 10:00-11:30 a.m. Central Time Recording available through: July 24, 2019 Price: $275   This course is perfect for individuals who are comfortable with HSAs and are looking to further enhance their understanding of these accounts. This course will take your knowledge to the next level with a review of difficult HSA issues regarding eligibility requirements, employer contributions, excess contribution issues, prohibited transactions, mistaken distributions and reporting. Read More

Presented by: Ascensus  This 90-minute program will be presented live on: April 17, 10:00-11:30 a.m. Central Time Recording available through: July 17, 2019 Price: $275   This course is designed to help you manage an HSA program more effectively. After attending this course, you will understand the fundamentals of HSAs and basic HSA compliance rules. This course also reviews HSA benefits, documentation and reporting requirements, contribution rules and limits, eligibility requirements, portability rules, and the difference between qualified and nonqualified distributions. Read More

Get these programs together, at a discount: Advanced HSAs  Expanding World of HSAs Introduction to HSAs Top 10 HSA Issues Read More

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