The GSB Online Seminar Series

Presenter: Patrice McGuire, McGuire Business Partners This 90-minute program will be presented live on: April 23, 9:30-11:00 a.m Central Time Recording available through: July 23, 2021 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: 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

Get these programs together at a discount: IRA Fundamentals - January 20 Opening and Maintaining IRAs - January 27 IRA Contributions - February 3 IRA Distributions - February 10 Top 10 IRA Issues - February 17 Required Minimum Distributions - February 24 IRA Transfers and Rollovers - March 3 Everything Roth - March 10 Rollovers Between Retirement Plans and IRAs - March 17 IRA Beneficiary Distributions - March 24 & 31 2021 Legislative Update - April 7   Read More

Get these programs together at a discount: IRA Fundamentals      Live on September 16, recording available through December 16, 2020 Opening and Maintaining IRAs      Live on September 23, recording available through December 23, 2020 IRA Contributions     Live on September 30, recording available through December 30, 2020 IRA Distributions     Live on October 7, recording available through January 7, 2021 Top 10 IRA Issues     Live on October 14, recording available through January 14, 2021 Required Minimum Distributions     Live on October 21, recording available through January 21, 2021 IRA Transfers and Rollovers     Live on October 28, recording available through January 28, 2021 Everything Roth     Live on November 4, recording available through February 4, 2021 Rollovers Between Retirement Plans and IRAs     Live on November 11, recording available through February 11, 2021 IRA Beneficiary Distributions     Live on November 18 & 25, recording available through February 25, 2021 Read More

Presented by: Ascensus  This 60-minute program will be presented live on: March 3, 10:00-11:00 a.m. Central Time Recording available through: June 3, 2021 Price: $225   Retirement plan portability can be confusing, not only for IRA owners and plan participants, but for financial organization personnel. The differences between a rollover and a transfer, and a direct and indirect rollover are just a few of the topics that will be discussed during this session. This webinar also touches on designated Roth account assets. Read More

Presenter: Richard Hamm, Advantage Consulting & Training This 90-minute program will be presented live on: March 16, 8:30-10:00 a.m. Central Time Recording available through: June 16, 2021 Price: $275   Which property types have unique analytical ratios? Hotels with RevPAR and ADR come to mind. What is a cotenancy clause in a retail lease, and how can it affect the property owner? This program covers important factors in evaluating commercial real estate (CRE), including the ways many property types are somewhat unique, having different metrics and terminology. How about tenant mix and gross space versus rentable space? In addition to cotenancy clauses, what are some typical covenants that a landlord must adhere to? What are typical covenants placed on the tenant? This program also covers key features and components of commercial lease agreements.   Specific subjects that will be covered during the seminar: Unique characteristics of the major types of real estate Differences in terminology, metrics and documentation with certain property types Key features and components of commercial leases Strategies for reviewing leases and as part of underwriting and loan monitoring How your loan documents may prohibit changes and/or renewal of leases without bank consent   Target Audience: Commercial lenders, credit analysts and small business lenders; consumer lenders, mortgage bankers and private bankers; loan review specialists, special assets officers, lending managers and credit officers Read More