The GSB Online Seminar Series

Presenter: Tom Hershberger & Kyle Hershberger, Cross Financial Group This 90-minute program will be presented live on: November 14, 2:00-3:30 p.m. Central Time Recording available through: February 14, 2019 Price: $275   Leadership development and succession planning place a high priority on any company’s ability to develop talent within their organization. We continue to hear stories from managers about the gap between Baby Boomers and Millennials. The Baby Boomers are managing based on performance practices that helped them achieve results. They then apply those practices to the next generation of employees. After all, the Boomers produced success with those activities. The challenge is, Millennials may not see the benefits of adopting practices the Boomers found helpful. So, how do we build a work environment that is attractive to younger employees and productive for seasoned managers? This presentation focuses attention on three important ingredients to bridging the Boomer-Millennial gap…communication, engagement and rewards. And the best solutions for your organization might be the ones you haven’t tried yet.    Target Audience: Senior management, branch managers, department heads Read More

Presenter: Ned Miller, MZ BIERLY CONSULTING, INC. This 60-minute program will be presented live on: November 13, 10:00-11:00 a.m. Central Time Recording available through: February 13, 2019 Price: $225   What is the best way to prepare for the initial call on a business prospect?  In this webinar you’ll receive practical information on how to plan for an effective first meeting, one that’s going to help you build momentum and secure a second meeting.   Topics covered include: The 5 mistakes that bankers can’t afford to make in preparing for a prospect call Establishing objectives for the first call Thinking through your value proposition Tools you can use to learn more about the prospect’s industry Why you need to leverage LinkedIn in researching your prospect How to develop questions to uncover your prospect's needs The benefits of joint calling Positioning your capabilities Typical objections in the initial meeting Strategizing about where you want to end the first call   Target Audience: Commercial and Business Bankers, Branch Managers, specialists in areas like Treasury Management and Wealth Management who are calling on businesses and professionals and their Sales Managers Read More

Presenter:   David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: December 11, 10:00-11:30 a.m. Central Time Recording available through: March 11, 2019 Price: $275   What should the bank do and not do when a good loan turns into a bad loan and the payments are severely delinquent? Attend this seminar to learn how to better manage problem loans and protect the rights of the bank in today’s market!   The 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 program 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 concepts will be summarized through 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

Presenter:   David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: September 18, 10:00-11:30 a.m. Central Time Recording available through: December 18, 2018 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: Jim Lethert, Attorney This 90-minute program will be presented live on: September 19, 10:00-11:30 a.m. Central Time Recording available through: December 19, 2018 Price: $275   Basic estate planning is something that most people don’t like to think about.  However, a well-informed banker should be aware of the basic essentials to be able to assist customers going through an estate settlement.   In addition, it’s something everyone should know and attend to personally.   Topics to be covered include: The KEY component which controls all other aspects of estate planning Beneficiary designations examples  Probate When is a will effective Who has access to DDA funds Existing durable powers of attorney Estate taxes Good record keeping Variations on distributing tangible property, heirloom and sentimental assets   Target Audience: Trust department personnel, personal bankers with front-line customer contact, and anyone interested in learning more about estate planning Read More

Presenter: Ann Knutson, First Bank Financial Centre This 90-minute program will be presented live on: October 10, 10:00-11:30 a.m. Central Time Recording available through: January 10, 2019 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