The GSB Online Seminar Series

Presenter: Marcia Malzahn, Malzahn Strategic This 90-minute program will be presented live on: March 7, 2:00-3:30 p.m. Central Time  Recording available through: June 7, 2019 Price: $275   Are you creating your first ERM Program for your bank? Do you want to ensure your current program is complete yet keep it simple? If yes to either question, this webinar is for you! Risk Management is at the heart of banking and every bank has to have processes, policies, and procedures in place in order to assess and manage the risks on their balance sheet. Marci shares the fundamental pieces of the ERM puzzle, how they relate to each other, and how to integrate your ERM program into the bank’s Strategic Plan. Having built an ERM program for a community bank from scratch, Marci describes the various components of a strong ERM program. In this educational session, you will learn how to put your program together using all the parts you already have in your bank. Marci shares how you can make the process fun and how your team will become closer as they work together with the common goal of protecting the bank’s assets while fulfilling your bank’s vision.   Topics to be covered: ERM general background and key definitions Identifying the specific building blocks/components of a simple yet complete ERM Program covering the three key areas of ERM: Identifying and Assessing Risk Mitigating and Eliminating Risk Monitoring and Reporting Risk Creating an ERM Committee Charter Choosing the right ERM Committee members Integrating the ERM Program into your Strategic Plan Creating the Risk Management Appetite and Tolerance Statement – Description of Process Implementing your ERM Program Keeping the process fun while complying with regulations and protecting your bank—consistently in every area!   Target Audience:  Chief Risk Officers, Risk Managers, Chief Credit Officers, Chief Financial Officers, Compliance Officers, Internal Auditors, Board Directors who want to learn more about ERM, Bank Presidents involved in the risk management process and their ERM program Read More

Presenter: Chad Knutson, SBS CyberSecurity, LLC This 90-minute program will be presented live on: February 15, 10:00-11:30 a.m. Central Time Recording available through: May 15, 2019 Price: $275   Boards have the ultimate responsibility for the security of customer information, as well as the responsibility to approve financial investments into cybersecurity, create accountability in the institution for security operations, and set clear expectations for management. A positive culture needs to be established for the organization to be successful in addressing cybersecurity needs. For an organization’s culture to be positive, it must start with the Board.   Important decisions are made at each board meeting that affect strategic objectives, products and service offerings, and ultimately information security. Poorly informed or misinformed decision makers could influence security negatively and cause unintended damage to an institution. Understanding the basics of an Information Security Program is critical for the board to make effective discussions. This session will discuss how to improve communication and reporting with the board, basic processes and components of the ISP relevant to the board create, and how to improve cybersecurity culture.     The following topics will be discussed:  ·         Information Security Program Basics  ·         Trends in cybersecurity  ·         Improving board information flow  ·         Cybersecurity culture  ·         Roles and responsivities     Target Audience:  Both board members and information security professional will benefit from this session. Board and Senior Executives will receive a basic review of Cybersecurity and a strong Information Security Program, plus questions to ask of management. Members of the management team will benefit from a better understanding of what the board needs to know, how to communicate it, and tips in creating a strong culture.     This program qualifies for the following CPE Credits through the SBS Institute: 1.5 CPEs*: CBSM, CBSE, CBCM  ISC2*: Estimated 1.5 hrs. CISSP.  ISACA*: Estimated 1.5 hrs. CISA/CISM/CRISC. *Self-Reporting Read More

Presenter:   David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: March 12, 2:00-3:30 p.m. Central Time Recording available through: June 12, 2019 Price: $275 This seminar will provide the banker with a thorough understanding of the discipline of Leadership versus Managership. The seminar will highlight the importance of sound leadership within the banking organization. A strong emphasis will be placed on the difference between a leader and a manager. Various leadership techniques will be displayed including how to deal with diversity in the workforce created by gender, generations, and ethnicity. Additionally, the Trait, Skills, and Style approach of leadership will be reviewed along with Psychodynamic Leadership theory, Strategic Leadership concepts, and Leadership in Ethics principles. The Leadership principles in the seminar will be illustrated through case studies. Topics to be addressed include: Leadership vs. Managership Leadership Techniques and the Diverse Workforce Traits, Skills, and Style Approach of Leadership Psychodynamic Leadership Theory and Strategic Leadership Concepts Principles of Leadership Ethics  Applying the Leadership Principles through Case Studies      Target Audience: Senior bank management, department managers, branch managers, assistant branch managers Read More

Presenter: Marcia Malzahn, Malzahn Strategic This 90-minute program will be presented live on: March 14, 2:00-3:30 p.m. Central Time Recording available through: June 14, 2019 Price: $275   Financial Institutions provide great value to the American economy. But that value comes with risks. Strategic-minded institutions do not strive to eliminate risk or even to minimize it – they strive to manage risk at the enterprise-wide level. These enterprises seek to manage risk exposure so that, at any given time, they incur just enough of the right kind of risk—no more, no less—to effectively pursue their strategic goals. This is referred to as “Optimal Risk-Taking.” This webinar will take you through a step-by-step process to develop Risk Assessments to address key areas of your institution. The presenter will share her experience in developing an enterprise-wide process to conduct Risk Assessments in a practical, sustainable, and easy way to understand. You will walk away with practical tools and examples you can implement in your organization immediately.   Topics to be covered: Overall view of Enterprise Risk Management and key components The three key areas of ERM and how Risk Assessments fit in The Risk Assessment Process Identifying and assessing risks – enterprise wide What is a Risk Assessment System (RAS) and its relationship to CAMELS rating The top eight risks and other important ones How to conduct an ERM Risk Assessment using a Matrix – The core of risk assessments The various types of risk assessments based on the area of risk and what they consist of   Target Audience:  This informative session is designed for risk managers, chief risk officers, compliance officers, chief operating officer, chief credit officer, and the entire risk management team. Read More

Presenter: Jill Slupe, Verder Martin, Inc. This 60-minute program will be presented live on: February 21, 2:00-3:00 p.m. Central Time Recording available through: May 21, 2019 Price: $225 Enhance the customer experience and increase deposits by understanding the needs of the customer.   The class will review how to map out the Steps of the Buy and the Steps of the Sell.  We will then identify efficiencies in your process and develop a strategy for service. Participants will accomplish the following: Learn how to outline the Steps of the Buy and the Sell Learn how to “touch” your customers with marketing tools and techniques Identify methods for improving customer retention Target Audience:  Senior management, branch managers, sales managers and business development officers Read More

Presented by: Ascensus  This 90-minute program will be presented live on: February 27, 10:00-11:30 a.m. Central Time Recording available through: May 27, 2019 Price: $275   To avoid IRS penalties, financial organizations must use the correct IRA opening documents and those documents must be current. They also must be aware of any changes to the rules and regulations contained in these documents. This webinar provides information on how to properly establish Traditional and Roth IRAs, as well as how to amend the IRAs to ensure that they are kept up to date. Read More