The GSB Online Seminar Series

Get these programs together, at a discount: HSA Fundamentals HSA Advanced Concepts Top 10 HSA Issues Read More

Presenter: Marc Courey, Wipfli LLP This 60-minute program will be presented live on: April 30, 10:00-11:00 a.m. Central Time Recording available through: July 4, 2019 Price: $225   Although internal controls seem to be a simple concept, many organizations struggle to implement effective control environments.  Attendees will learn a range of internal controls to address various risks, including theft or misappropriation.  In particular, we will discuss ways organizations can implement effective controls in lean staffing environments.   Learning Objectives: Identify fraud schemes that could impact your organization. Internal control opportunities that can mitigate the risk your organization will be a victim of fraud. Additional ways your organization can manage potential fraud risks.   Target Audience: Risk officer, Internal Auditor, CIO, and Executives looking to understand the risk of occupational fraud Read More

Presenter: Patrice McGuire, McGuire Business Partners This 90-minute program will be presented live on: May 17, 9:30-11:00 a.m Central Time Recording available through: August 17, 2019 Price: $275   Making a bad or wrong hire can be a costly mistake.  The problem is we often make hiring decisions because we “liked” the candidate, not necessarily because they were the right candidate and the most qualified candidate.  In this program participants will learn the three elements of an effective interview.  The idea is that past performance of candidates will predict future performance, good or bad.  So, by applying these three elements during the interview process, interviewers will likely ask better questions, get better answers, evaluate how well the candidate will “fit” the job and organization and ultimately make solid hiring decisions.   Target Audience:  Anyone involved in the interview and hiring process of employees Read More

Presented by: Ascensus  This two-part program will be presented live on: April 3 & 10, 10:00-11:30 a.m. Central Time Recording available through: July 10, 2019 Price: $415   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

Presented by: Ascensus  This 90-minute program will be presented live on: March 13, 10:00-11:30 a.m. Central Time Recording available through: June 13, 2019 Price: $275   This webinar covers both Traditional and Roth IRA contribution issues, including deadlines, limits, possible tax credits, and Traditional IRA deductibility rules. It is geared to help prepare IRA professionals for the hectic IRA contribution season, that generally takes place between January 1 and April 15. Read More

Presented by: Ascensus  This 90-minute program will be presented live on: March 20, 10:00-11:30 a.m. Central Time Recording available through: June 20, 2019 Price: $275   After participating in this webinar, attendees will understand withholding and reporting requirements as they apply to Traditional and Roth IRA distributions, how the early distribution penalty tax applies to IRA owners, and how IRA distributions are paid out. Read More