The GSB Online Seminar Series

Presenter:   David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: September 10, 2:00-3:30 p.m. Central Time Recording available through: December 10, 2019 Price: $275   This seminar will provide the banker with the basics/refresher of accounting. The seminar will demonstrate how the income statement, statement of owner’s equity, balance sheet, and statement of cash flows are developed and connect to each other.   The seminar will also cover the ten-step accounting cycle leading up to the creation of the financial statements including the rules of debits and credits, accrual versus cash basis accounting, adjusting entries, accounting for inventory and receivables, long-term liabilities and depreciation, proper analysis of the notes to the financial statements, types of financial statements, and the CPA opinion.   The seminar will include several hands-on examples to reinforce the accounting concepts.   Items covered include:   The four financial statements- income statement, statement of owner’s equity, balance sheet, and statement of cash flows The ten-step accounting cycle (business transactions to the post-closing trial balance) Rules of debits and credits Accrual versus cash basis accounting Adjusting entries Accounting for inventory and receivables Long-term liabilities and depreciation Analysis of the notes to the financial statements Types of financial statements and the CPA opinion Examples to reinforce accounting concepts   Target Audience:  Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, business development officers Read More

Presenter: Ann Knutson, First Bank Financial Centre This 90-minute program will be presented live on: October 8, 10:00-11:30 a.m. Central Time Recording available through: January 8, 2020 Price: $275   The phrase “Employer of Choice” has picked up a considerable amount of popularity lately, but most employers really don’t understand the importance of becoming an Employer of Choice. The phrase is more than just a buzzword; it is representative of a whole new design of corporate culture. It means that people will choose to work for you. It means that people will choose to really dedicate themselves to your success. It means that people will choose to stay with you.   In this one and one-half hour webinar, you will learn the strategies that have made a Wisconsin-based bank a Top Place to Work Employer for the past seven consecutive years.  Attendees will learn:   Benefits of achieving Employer of Choice status How to evaluate your current workplace environment Key components of an employee value proposition Links between employer brand and culture Best practices to become an Employer of Choice   Target Audience: Human resource officers, supervisors, CEOs Read More

Presenter: Tom Hershberger, Cross Financial Group This 90-minute program will be presented live on: September 26, 10:00-11:30 a.m. Central Time Recording available through: December 26, 2019 Price: $275   Building an effective and actionable marketing plan is an important first step for competing in the changing financial services industry. This informative session will provide how-to methods and ideas for creating a marketing plan that identifies opportunities and matches them with proper marketing strategies. In addition to evaluating the critical components of successful marketing plans, you will be presented with ideas for balancing your advertising dollars with other corporate communication opportunities.   During the presentation, you will be challenged to assess your current marketing efforts and the traditional approach to developing marketing plans. The session will provide you with proven tools for creating a successful plan that contributes directly to your organization’s goals and objectives.   Target Audience: Senior management, branch managers, marketing officers, marketing committee members Read More

Presenter: Marcia Malzahn, Malzahn Strategic This 90-minute program will be presented live on: September 18, 2:00-3:30 p.m. Central Time Recording available through: December 18, 2019 Price: $275   During this program, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services. You will learn about all the Cash Management products and services available in the marketplace, identify the products and services your community bank currently offers, what you’re missing, and come up with strategies to implement and offer the right products and services for your bank. You will also learn the “behind the scenes” on the most important products and how they interact with technology.   After completing this session, you will walk away with a deeper knowledge of Cash Management, gain ideas from the other participants on how to implement the products and services your clients expect you to offer, conduct a risk assessment on any new products, and bring back ideas to your bank on how to market Cash Management products and services to your business clients. In addition, your team will also work better together knowing how critical each area is to the success of the implementation and sale of these products and services.   Topics Covered: What is Treasury Management (aka Cash Management)? The evolution of cash management/history/background Review of the account analysis and what it’s used for Overview of all cash management products in the market How to determine which products you need to offer to your business customers Determine who your in-house experts should be and provide the appropriate training How cash management is integrated with the bank’s technology, operations and sales teams Identifying new bank fee opportunities Ideas on how to market and brand your cash management products Process to implement cash management products The future of cash management (including Blockchain and Bitcoin)   Target Audience:  Cash management operations and sales personnel, deposit sales team, business bankers/lenders, technology personnel (IT network support and core system support staff), presidents, COO Read More

Presenter: Greyson Tuck, Gerrish Smith Tuck, Consultants and Attorneys This 60-minute program will be presented live on: September 24, 10:00-11:00 a.m. Central Time Recording available through: December 24, 2019 Price: $225   Is your community bank in need or in want of additional capital?  If so, it is important that your board understands all of the available capital raising alternatives.  This presentation will cover from both a business and legal perspective each of the various capital raising alternatives that are available to community banks, including bank stock loans and subordinated debt, the sale of common stock, the sale of preferred stock and the sale of other “equity-like” instruments.  This presentation should not be missed by any community bank that is considering raising additional capital.   Target Audience: Executive officers and their teams Read More

Presenter: Ann Knutson, First Bank Financial Centre This 90-minute program will be presented live on: September 10, 10:00-11:30 a.m. Central Time Recording available through: December 10, 2019 Price: $275   Research shows that employees who are motivated, appreciated and believe in what they do are individuals who produce better business results and are likely to stay with the company longer than disengaged employees.  But how does an organization offer engagement strategies that appeal to all employees? In this one and one-half hour webinar, you will walk away with several practical strategies on how to engage your employees and measure the impact of your efforts.    Specifically, you will learn: How to evaluate your current workforce environment How to identify factors that increase (and decrease) employee engagement How to create strategies that are important to employees including:  empowerment, development, accountability and rewards and recognition Best practices to engage and retain employees   Target Audience: Human resource officers, supervisors, CEOs Read More