The GSB Online Seminar Series

Presented by: Ascensus  This 90-minute program will be presented live on: October 23, 10:00-11:30 a.m. Central Time Recording available through: January 23, 2020 Price: $275   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: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: October 8, 2:00-3:30 p.m. Central Time Recording available through: January 8, 2020 Price: $275   Ratios, ratios, and more ratios! What do they really mean? Many financial professionals including bankers use financial ratios on a regular basis. But do they always use the same ratios and more importantly, do they always interpret the ratios in the same manner?   Attend this proactive  webinar and learn a five-step analysis plan including liquidity, activity, leverage, operating performance, and cash flow analysis which will clarify and unify this often confusing financial subject. Upon completion of this webinar, the bank employee will be able to better negotiate with their business clients as well as other financial professionals.   The session will also include a review of spreading a financial statement using the Moody’s Risk Analyst software in order to analyze key ratios.   A case study will be presented to illustrate the main concepts associated with key ratio analysis.   Topics to be covered include: Utilize a five-step key ratio analysis plan to correctly interpret the financial condition of the business client Discuss negotiations with business clients and other financial professionals using the key ratios Case analysis: Applying the concepts!   Target Audience:  Commercial lenders, credit analysts, loan documentation specialists, branch managers, assistant branch managers, private bankers, and business development officers Read More

Presenter: Jack Hubbard, St. Meyer & Hubbard This 90-minute program will be presented live on: October 1, 2:00- 3:30 p.m.Central Time Recording available through: January 1, 2020 Price: $275   Launched in 2003, LinkedIn is widely known as the world’s most powerful business to business connectivity tool. With more than 550 million worldwide users, it is THE place to connect, educate and prospect. This webinar walks participants through an easy to execute roadmap of how to use LinkedIn effectively and how to seamlessly interweave it into their daily sales DNA. You will experience: Five myths about LinkedIn and how to dispel them Profile optimization and generating visibility through creative structure and regular updating Connections – building a strong and viable network through targeting, utilizing customized requests and leveraging the second level Recommendations and endorsements – receiving and providing them within bank policies Groups to join, how to provide insight and how to leverage members as new connections Prospecting through introduction requests and the use of InMail Posting, sharing and creating content to facilitate thought leadership Preparing for calls using LinkedIn as part of the process Maintaining contact by recognizing key personal events The benefits of investing in Sales Navigator Using a 3X5X15 strategy to generate a Return on Time   Target Audience: If you are a community bank CEO that needs to lead this effort, key executives and producers that use LinkedIn, or part of the Marketing, HR or other support divisions, this practical program is for you. Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: November 5, 2:00-3:30 p.m. Central Time Recording available through: February 5, 2020 Price: $275   How do you make an effective presentation to loan committee? How does it really work? How do you overcome the fear and intimidation factor?   Attend this seminar and learn skill building techniques that include the do’s & don’ts of loan committee, reading the personalities of the committee members, understanding the difference between an outside versus inside committee member, exploring group dynamics, and tips on how to actually make a clear, concise, and motivating presentation.   The seminar will also cover the supporting disciplines of negotiation skill building, communications, and personal marketing.   Finally, concepts of the program will be reinforced through a series of mini case studies.   Program Objectives: Gain an understanding of effective presentation skills in loan committee Learn to conquer fear and intimidation in making your presentation Analyze the do’s and don’ts of loan committee, personality types, group dynamics, and motivating presentations Review the related topics of negotiation skill building, communications, and personal marketing Summarize the seminar concepts through case studies   Target Audience:  Commercial lenders, relationship managers, credit analysts, 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: October 1, 10:00-11:30 a.m. Central Time Recording available through: January 1, 2020 Price: $275 Attend this proactive seminar and receive a thorough overview of commercial lending requirements from a loan structure, documentation, and compliance perspective. Basic business structure will be presented along with loan structure and loan support. Additionally, commercial lending issues relative to loan documentation will be reviewed. Loan pricing and monitoring will also be covered along with a review of current compliance issues. The seminar will be summarized through a comprehensive case study. Objectives: Review basic business structure: C Corporations to LLC’s Explore the six elements of loan structure: loan purpose, sources of repayment, adequate amount, appropriate term, adequate support, framework for monitoring               Summarize the four elements of loan support: collateral, guaranties, loan agreements, subordination agreements Highlight commercial loan documentation issues including promissory notes, security agreements, and guaranties along with the use of the BSA loan rating, collateral rating, and C&I borrower rating matrixes Discuss loan pricing and monitoring issues Review current compliance issues: Equal Credit Opportunity Act (Reg B), Truth in Lending Act (Reg Z), Bank Secrecy Act (BSA), Fair Credit Reporting Act (FCRA), Fair Debt Collection Practices Act, and UCC Article 9           Analyze comprehensive loan structure/documentation/compliance case study   Target Audience: Commercial lenders, credit analysts, loan documentation specialists, branch managers, assistant branch managers, private bankers, and business development officers Read More

Presenter: Ann Knutson, First Bank Financial Centre This 90-minute program will be presented live on: November 26, 1:00-2:30 p.m. Central Time  Recording available through: February 26, 2020 Price: $275   What is the cost of a bad hire? Reduced productivity, decreased morale, management frustrations and a loss of customers are just a few of the negative outcomes to hiring the wrong candidate.  The interview is our most important selection tool, yet unstructured interviewing has only a 10% success rate of predicting on-the-job behavior – apparently we aren’t as good at judging behavior as we think. Fortunately, we can improve this predictability with behaviorally based interviewing.   Based on research conducted by the presenter for her thesis in her graduate studies, this webinar will discuss several different types of interviewing techniques and how effective they are (or are not!) in predicting future job performance.  You will also learn how to:   Understand the behavior-based interview process Identify who should be part of the process Prepare behavior-based questions Ask behavior-based questions Ask spin-off questions Take effective interview notes Avoid interview traps Wrapping up the interview   Target Audience: Human resource officers, supervisors, CEOs Read More