The GSB Online Seminar Series

The GSB Online Seminars Series offers a convenient, cost-effective way to access quality educational opportunities. Please note ALL times below in CENTRAL TIMEZONE.

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Upcoming Sessions

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Get these programs together at a discount: Creating the Right Enterprise Risk Management (ERM) Program for YOUR Community Bank      Live on October 15, recording available through January 15, 2021 Characteristics of Strong Risk Assessments and Tools to Monitor and Report Results       Live on November 3, recording available through February 3, 2021 Three Key Risk Assessments in Your ERM Program - ERM, IT, and Internal Controls      Live on November 10, recording available through February 10, 2021 Read More

Presented by: Ascensus  This 90-minute program will be presented live on: November 4, 10:00-11:30 a.m. Central Time Recording available through: February 4, 2021 Price: $275   Roth IRAs aren’t new anymore and have really picked up traction in recent years.  Attend this webinar to see why Roth IRAs have become so popular and why they are such an important tool of the retirement planning portfolio.  Learn about the popular Roth IRA Loop Hole, Roth IRA tax benefits, conversion issues, estate planning for beneficiaries and what sets a Roth IRA retirement vehicle apart from Traditional IRAs and other qualified retirement plans. Read More

Presenter: Jeff Span, SBS CyberSecurity, LLC This 90-minute program will be presented live on: October 16, 10:00-11:30 a.m. Central Time Recording available through: January 16, 2021 Price: $275   FFIEC guidance has provided additional risk management expectations for financial institutions to implement. An essential component to building a successful risk management program is a solid risk assessment process. Our challenge has been to interpret the guidance into a functional assessment that the institution can effectively implement. The risk assessment must assist in making risk-based decisions and improve the strength of the Information Security Program. Guidance is clear that the risk assessment process must identify and measure inherent risks in various areas of the institution. Then account for the current controls used to appropriately manage risk. Current levels of risk must be compared against established risk appetite goals, to determine if additional controls are necessary. This risk assessment process is useful not only for conducting an organization-wide assessment for cybersecurity, but for many other aspects of information security risks. This session will explore these regulatory resources and identify specific areas of the institution that must be assessed. Example processes will be used during the discussion to illustrate the fundamental process needed for each risk assessment type. To effectively address the growing threat concerns to our institution, we will review these 5 critical risk assessment areas: Cybersecurity Risk Assessment IT Risk Assessment  Vendor Risk Assessment Commercial Account Risk Assessment BIA (BCP) Risk Assessment Target Audience:  Information security officer, IT manager, risk officer, internal auditor, and executives looking to improve processes for risk assessment. This program qualifies for the following CPE Credits through the SBS Institute: 1.5 CPEs*: CBSM, CBVM ISC2*: Estimated 1.5 hrs. CISSP.  ISACA*: Estimated 1.5 hrs. CISA/CISM/CRISC. *Self-Reporting Read More

Presenter: Dan Dwyer, Dwyer Capital Strategies, LLC This two-part program will be presented live on: October 13 & 15, 1:00-2:30 p.m. Central Time Recording available through: January 15, 2021 Price: $545   Recent events have certainly put a new focus on interest rates.  This unpresented volatility reminds us that interest rate risk management in not just a trivial exercise, but a critical endeavor to the ongoing safety and security of an organization’s capital Interest rate derivative solutions (Swaps/Caps/Floors) have become a valuable tool for many financial institutions when managing interest rate risk.  These tools allow for customized solutions that can minimize interest rate risk, and in many instances provide additive margin.  The class will explore the interest rate swaps and options market from a very basic and applied management perspective.  We will look at how these tools can and should be utilized to properly price various assets and liabilities to meet management’s objectives and expectations in this new rate environment.  Additionally, with the imminent dissolution of Libor (scheduled for 2021) we will discuss potential replacement indices and provide an update as to the progress of the initiative. From locking in a maximum rate paid on capital and funding structures, to effective pricing of fixed rate loans, the proper application of these interest rate management tools will allow you to tailor interest rate characteristics throughout the balance sheet that will minimize your interest rate risk and maximize interest margins. Target Audience:  Senior level managers with A/L management background, ALCO committee members, senior level lenders Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: October 27, 2:00-3:30 p.m. Central Time Recording available through: January 27, 2021 Price: $275   This program will cover the basics of how to craft an effective commercial loan write-up.  The session will begin with a brief overview of loan write-ups or credit memorandums including types, styles, and necessary component parts (relationship information, financial analysis, management review, and risk assessment/mitigation). The financial analysis section will highlight liquidity, activity, leverage, operating performance, and cash flow analysis. The session will also cover additional important loan write-up items including assessing the company’s strategic plan- marketing, financing, and management.  Two standard commercial loan write-ups will be presented in order to illustrate the concepts. Program Objectives: Review effective commercial loan write-ups Discuss types, styles, and components parts Cover the financial analysis section Assess the company’s strategic plan Summarize the concepts by reviewing two loan write-ups Target Audience: Commercial lenders, credit analysts, loan documentation specialists, branch managers, private bankers, and business development officers Read More

Presented by: Ascensus  This 90-minute program will be presented live on: December 9, 10:00-11:30 a.m. Central Time Recording available through: March 9, 2021 Price: $275   This course is perfect for individuals who are comfortable with HSAs and are looking to further enhance their understanding of these accounts. This course will take your knowledge to the next level with a review of difficult HSA issues regarding eligibility requirements, employer contributions, excess contribution issues, prohibited transactions, mistaken distributions and reporting. Read More

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