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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Presented by: Ascensus  This 60-minute program will be presented live on: April 6, 10:00-11:00 a.m. Central Time Recording available through: July 6, 2022 Price: $275 Understanding the complex withholding and reporting requirements applicable to Traditional and Roth IRA distributions is critical to maintaining a compliant IRA program. From federal tax implications, including how the early distribution penalty tax applies to IRA owners to how IRA distributions are paid out, our expertise provides the know how to get you there. Read More

Presented by: Ascensus  This 60-minute program will be presented live on: May 4, 10:00-11:00 a.m. Central Time Recording available through: August 4, 2022 Price: $275 Our experts will outline the top 10 IRA topics we get questions about on Ascensus’ consulting lines. Join this webinar to see what makes this year’s Top 10 list! Read More

Presented by: Ascensus  This 60-minute program will be presented live on: April 13, 10:00-11:00 a.m. Central Time Recording available through: July 13, 2022 Price: $275 Are you confident that you’re adhering to all federal and state withholding rules? The SECURE Act significantly increased penalties for improper withholding notifications. This course covers the requirements for both federal and state withholding, how to properly notify IRA owners of their withholding rights, what to do with the withheld assets, the foreign withholding requirements, and the potential penalties for improperly following the withholding rules. Read More

Presented by: Ascensus  This 60-minute program will be presented live on: May 25, 10:00-11:00 a.m. Central Time Recording available through: August 25, 2022 Price: $275 Is your financial organization’s IRA program in compliance? Ascensus has conducted countless compliance reviews for financial organizations across the U.S., oftentimes finding compliance concerns that could result in substantial IRS penalties. Being in compliance means following all the IRS requirements for documents, federal and state withholding, and reporting. This course will guide you through these areas of compliancy and provide checklists to help manage the compliance process, helping to ensure IRS penalty-free IRA program. Read More

Presenter:  David Dalessandro, Young & Associates This 90-minute program will be presented live on: May 6, 10:00-11:30 a.m. Central Time Recording available through: August 6, 2022 Price: $330 Lending to churches and other nonprofit organizations can be a meaningful activity in promoting the bank within the communities it serves, provide for exposure to broader audiences influenced by the nonprofit organization, and support community activities and organizations that have meaningful societal impact. Lending to churches and nonprofit organizations, however, does not come without risk. This insightful presentation will provide lending personnel involved in church and other nonprofit lending activity with valuable information pertaining to the assessment of the church or nonprofit, including critical information to be collected. This session will cover: Benefits and risks associated with lending to churches and other nonprofit organizations Nonprofit accounting standard Tax Return Form 990 Underwriting and lending to churches and nonprofit organizations including critical information collection Target Audience:  This presentation is intended for lending department personnel with responsibility for originating, underwriting, and/or approving loans to churches and other nonprofit organizations. Read More

Presented by: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: April 25, 2:00-3:30 p.m. Central Time Recording available through: July 25, 2022 Price: $330 Attend this seminar to learn how to better manage problem loans and protect the rights of the bank in today’s market! The seminar will begin with a review of the basics of how a commercial loan request should be processed in today’s market i.e. avoiding problem loans. This will include a brief review of correct business structure, the six elements of proper loan structure, and the four aspects of adequate loan support. The seminar will then focus on what happens when a good loan turns into a bad loan i.e. the market has now turned down, tenants have left, and the payments are severely delinquent. What should the bank do and not do at this point in time? This question will be answered by addressing the legal rights of the bank and the practical steps that the bank should take in order to protect itself. This will include the collection process, restructuring the loan, and/or proceeding against the borrower through repossession, foreclosure, filing a law suit to obtain a judgment, forcing the borrower into bankruptcy or simply walking away. This section will also include the outside influence from the banking regulators.  The seminar concepts will be summarized through a series of mini-case studies. Program Topics: Review the management of problem loans Process a commercial loan in today’s market-correct business structure, loan structure, and loan support Face the reality that some loans go bad Determine the bank’s strategy in protecting itself-collections, restructuring the loan, repossession, foreclosure, filing a law suit to obtain a judgment, forcing the borrower into bankruptcy or walking away Assess outside influence by the banking regulators Apply the concepts through case studies Target Audience:  Commercial lenders, credit analysts, loan documentation specialists, branch managers, assistant branch managers, private bankers, and business development officers Read More

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