The GSB Online Seminar Series

Presented by: Ascensus  This 90-minute program will be presented live on: December 4, 10:00-11:30 a.m. Central Time Recording available through: March 4, 2020 Price: $275   This course is designed to help you manage an HSA program more effectively. After attending this course, you will understand the fundamentals of HSAs and basic HSA compliance rules. This course also reviews HSA benefits, documentation and reporting requirements, contribution rules and limits, eligibility requirements, portability rules, and the difference between qualified and nonqualified distributions. Read More

Get these programs together, at a discount: Advanced HSAs  Expanding World of HSAs Introduction to HSAs Top 10 HSA Issues Read More

Get these programs together, at a discount: Top 10 HSA Issues HSA Advanced Concepts HSA Fundamentals Read More

Presenter: Patrice McGuire, McGuire Business Partners This 90-minute program will be presented live on: November 15, 9:30-11:00 a.m Central Time Recording available through: February 15, 2020 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

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: September 9, 2:00-3:30 p.m. Central Time Recording available through: December 9, 2019 Price: $275   This webinar covers the basics of commercial lending and is a must for all new commercial lenders and/or those individuals who want to explore this vital discipline!   The session will begin with a brief overview of conventional commercial lending versus SBA lending. Additionally, the concept of credit scoring will be explored. Next, the program will cover underwriting a commercial loan including a brief review of financial statement analysis (with emphasis on various cash flow analyses). Additionally, a standard loan write-up or written presentation format will be displayed.  Finally, the session will conclude by reviewing various related concepts including negotiating a commercial loan, sources of commercial financing, and legal aspects of commercial lending.   Program objectives: Define commercial lending Discuss conventional commercial lending versus SBA lending Explore credit scoring Review underwriting a commercial loan including financial statement analysis (with emphasis on cash flow analyses) Display a standard loan write up Discuss negotiating commercial loans, sources of commercial financing, and legal aspects of commercial lending   Target Audience: Credit analysts, 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 5, 10:00-11:30 a.m. Central Time Recording available through: December 5, 2019 Price: $275 The seminar will cover the basics of consumer lending including the consumer loan function, marketing consumer loans, and making consumer lending decisions based on the five (5) C’s of credit- capacity, capital, collateral, conditions, and character. The attendee will also be exposed to loan structure, loan support, and documentation issues and how they are an intricate part of the consumer lending process. An auto loan, RV loan, and home equity line of credit (HELOC) will be utilized as examples throughout the session. Additionally, the basics of consumer loan compliance will be provided including Reg B, Reg Z, TRID, BSA, and Fair Credit Reporting. The bank’s consumer lending function will be illustrated through case studies. Objectives Learn about the basics of consumer lending Explore marketing consumer loans Gain an understanding of how banks make consumer lending decisions based on the five (5) C’s of credit. Review the basics of consumer loan structure, support, documentation, and compliance with an auto loan, RV loan, and HELOC as examples Apply consumer lending through case studies   Target Audience:  Consumer lenders, loan documentation specialists, private bankers, business development officers, branch managers, financial service representatives Read More