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 This 90-minute program will be presented live on: April 1, 10:00-11:30 a.m. Central Time Recording available through: July 1, 2021 Price: $275   The resources used to support sales and marketing efforts is expanding and changing daily. Traditional promotion solutions, focused on mass media and direct selling, are giving way to target marketing, digital communications and social media. So where is the proper balance to develop effective activities. The secret lies in strategic marketing, a condition that demands effective planning and execution. This session will help clarify the critical decisions that must be made to ensure that every sales and marketing investment is producing an acceptable return on investment (ROI). Attend and learn how to adopt a strategic approach to promotion planning. Learn how to use an easy-to-follow process to prioritize and implement your marketing efforts.   Target Audience: Senior management, branch managers, marketing officers, marketing committee members Read More

Presented by: Ascensus  This 60-minute program will be presented live on: April 21, 10:00-11:00 a.m. Central Time Recording available through: July 21, 2021 Price: $225   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

Presenter: Richard Hamm, Advantage Consulting & Training This 90-minute program will be presented on: Recorded Session Recording available through: July 27, 2021 Price: $275   With intense competition to capture loans, now more than ever it is important to have a strategic approach to loan pricing.  This includes adequately covering your bank's costs and meeting profit objectives.  It also includes differentiating loan interest rates to reflect relative risk, plus knowing that you CAN win the borrower's business on a basis other than the lowest price.  So, improving your banks loan pricing and profitability has three key steps: Understanding how your bank’s financial structure and performance creates advantages and disadvantages.  It all starts with the loan-to-deposit ratio, then extends to the various metrics that drive calculating the profitability of loans, in terms of return on equity (ROE). Knowing these key variables, the next element is scouting the competition. Uncertain times bring confusion to a competitive market.  We’ll cover several ways to do this.  No more complaining that the competition did something foolish, because usually they did not. Sharpening your bidding skills comes next.  Most pricing situations effectively are bid situations, whether you know it or not.  We’ll cover several strategies to use.    Topics to be covered include:   The key variables that determine loan profitability, plus a simple calculation example Using each variable to uncover possible advantages and disadvantages your bank may encounter with your competitors Understanding that it is not a “level playing field” when you compare to non-bank competitors Obtaining premiums (yes, you can) Options, options, options are your friend Being proactive Keeping the economic cycle in mind   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

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: September 22, 10:00-11:30 a.m.Central Time Recording available through: December 22, 2020 Price: $275   The seminar will cover the basics of consumer lending including the consumer loan function, marketing consumer loans, and making consumer lending decisions based on the five (5) C’s of credit- capacity, capital, collateral, conditions, and character. The attendee will also be exposed to loan structure, loan support, and documentation issues and how they are an intricate part of the consumer lending process. An auto loan, RV loan, and home equity line of credit (HELOC) will be utilized as examples throughout the session. Additionally, the basics of consumer loan compliance will be provided including Reg B, Reg Z, TRID, BSA, and Fair Credit Reporting. The bank’s consumer lending function will be illustrated through case studies. Objectives Learn about the basics of consumer lending Explore marketing consumer loans Gain an understanding of how banks make consumer lending decisions based on the five (5) C’s of credit. Review the basics of consumer loan structure, support, documentation, and compliance with an auto loan, RV loan, and HELOC as examples Apply consumer lending through case studies Target Audience:  Consumer lenders, loan documentation specialists, private bankers, business development officers, branch managers, financial service representatives Read More

Presented by: Ascensus  This two-part program will be presented live on: March 24 & 31, 10:00-11:00 a.m. Central Time Recording available through: June 30, 2021 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

Presenter: Shawn Belling, Madison College This two-part program will be presented live on: April 6 & 8, 2:00-3:30 p.m. Central Time Recording available through: July 8, 2021 Price: $545   Formal project management techniques improve an organization’s chances of completing projects successfully. We’ll review research-based techniques that you can use when managing and when sponsoring projects that will lead to successful outcomes.  This course is designed to provide tools and techniques for successfully managing a medium to large scale project and how to monitor the “health” of your project throughout the process. In session 1, we’ll review the elements of a project that will expose you to many of the common problems that can occur in medium to large scale projects. We’ll then use this experience to highlight current research on how to avoid common project pitfalls. Topics explored include: Managing the classic constraints of project management: schedule constraints, budget constraints, and scope of deliverables and the quality of the deliverables. Managing and scheduling staffing resources throughout the lifecycle of the project. Techniques that can help teams identify the most important business requirements of any future system. Managing projects that include new technologies. In session 2 we’ll explore common causes and symptoms of project failure and introduce a framework that can be used to measure the “health” of your projects. The framework can be used as a tool to help with project selection or as an instrument to detect that  the project is in trouble. Topics covered include: Signs of trouble for large, intermediate, and small projects. Risks associated with projects that can lead to troubled projects. Steps you can take to start to get your troubled projects back on track. After completing this course, attendees will be able to: Identify the best, research-based, techniques for managing a project Understand and manage constraints throughout the project process Assess the “health” of a project throughout the project lifecycle Target Audience: Any employee involved in project management in the bank Read More

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