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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Presenter: Tom Hershberger, Cross Financial Group This 90-minute program will be presented live on: September 27, 2:00-3:30 p.m. Central Time Recording available through: December 27, 2018 Price: $275   Building an effective and actionable marketing plan is an important first step for competing in the changing financial services industry. This informative session will provide how-to methods and ideas for creating a marketing plan that identifies opportunities and matches them with proper marketing strategies. In addition to evaluating the critical components of successful marketing plans, you will be presented with ideas for balancing your advertising dollars with other corporate communication opportunities.   During the presentation, you will be challenged to assess your current marketing efforts and the traditional approach to developing marketing plans. The session will provide you with proven tools for creating a successful plan that contributes directly to your organization’s goals and objectives.   Target Audience: Senior management, branch managers, marketing officers, marketing committee members Read More

Presenter: Tom Hershberger, Cross Financial Group This 90-minute program will be presented live on: September 27, 10:00-11:30 a.m. Central Time  Recording available through: December 27, 2018 Price: $275   How would you rate your brand? Would your customers and communities give you the same rating? Building and managing a definitive brand has never been more important. The expanding competitive landscape and clutter in daily communications have made it difficult to stand out in the marketplace.   Creating an active plan to define and reinforce your brand allows your organization to invest time and effort in resources that produce results and eliminate distractions. Consistent delivery of a desired customer experience can produce exceptional results. A well-defined and delivered brand is the identity that anchors your customer satisfaction, loyalty and relationship longevity. This workshop is designed to help you identify the cost effective ways to leverage your brand to a higher level of awareness.   Target Audience: Senior management, branch managers, marketing officers, marketing committee members Read More

Presenter: Richard Hamm, Advantage Consulting & Training This three-part program will be presented live on: September 11, 18 & 25, 10:30 a.m.-12:00 p.m. Central Time Recording available through: December 25, 2018 Price: $555   The Uniform Credit Analysis (UCA) cash flow model is an important analytical tool provided as output from business financial statement “spreading” software used for commercial and industrial (C&I) loans.  This seminar demonstrates how the UCA model is derived and compares it to the Statement of Cash Flows (SCF) prepared by accountants.  From “hands on” case studies, the participants will learn how to calculate both the UCA and SCF formats, plus how to use them to evaluate business cash flow in conjunction with traditional ratio analysis.  They will also learn how to utilize portions of the UCA and SCF output within the framework of a global cash flow analysis.   Specific topics to be covered include; Introduction to the UCA model and how it is derived from basic financial statements or tax returns The evolution of SFAS 95 and how the SCF is compiled by accountants The evolution of global cash flow models and two primary applications used by bankers today Compare and contrast the “direct” format (used in UCA) from the “indirect” format (used in SCF) How to calculate and how to use both cash flow models to evaluate business cash flow, with particular focus on assessing operating cash flow consistency and reliability, plus how short-term and long-term financing affect cash flow How cash flow analysis can be integrated into and validate traditional ratio analysis and other underwriting techniques How to utilize portions of the UCA and SCF output within the framework of a global cash flow analysis and avoid potential double-counting of inflows or outflow   Target Audience:  Commercial lenders, credit analysts, small business lenders, private bankers, loan review specialists, lending managers and credit officers Read More

Presenter: David Osburn, Osburn & Associates, LLC This 90-minute program will be presented live on: September 25, 2:00-3:30 p.m. Central Time Recording available through: December 25, 2018 Price: $275   This seminar will provide the banker with a basic framework of business law including the judicial process. Emphasis will be placed on how the legal system can help/harm the banker including how to avoid a lawsuit due to lender liability through maintaining both ethical behavior and effective negotiations.    A review of the stages of litigation, alternatives to litigation including arbitration and mediation, and the borrower’s business structure (from a legal perspective), will be displayed. The seminar will also cover the nature and characteristics of contracts (the promissory note), problem loan situations, and collection efforts. Additionally, banking regulations and tort reform will be discussed.   This seminar will also cover the concept of lender liability including recent industry trends. This portion of the seminar will address some of the technical aspects of this often overlooked subject.   This seminar is a must for all bankers who want to better understand business law basics and avoid expensive, unwanted litigation!   TOPICS: The difference between law and ethics and why it matters from a lender liability standpoint Negotiations and the law The judicial process including the stages of litigation Alternatives to litigation including arbitration and mediation The borrower’s business structure and the law The nature and characteristics of contracts Problem loan litigations Collections Overview of banking Regulations Other business law issues including tort reform and its impact on the borrower Lender liability and recent industry trends Technical aspects of lender liability Target Audience: Commercial lenders, relationship managers, business development officers, private bankers, branch managers, assistant branch managers, and credit analysts Read More

Presenter: Marcia Malzahn, Malzahn Companies LLC This 90-minute program will be presented live on: September 20, 2:00-3:30 p.m. Central Time Recording available through: December 20, 2018 Price: $275   During this program, you will gain a more in-depth knowledge of Cash Management (aka Treasury Management) products and services. You will learn about all the Cash Management products and services available in the marketplace, identify the products and services your community bank currently offers, what you’re missing, and come up with strategies to implement and offer the right products and services for your bank. You will also learn the “behind the scenes” on the most important products and how they interact with technology.   After completing this session, you will walk away with a deeper knowledge of Cash Management, gain ideas from the other participants on how to implement the products and services your clients expect you to offer, conduct a risk assessment on any new products, and bring back ideas to your bank on how to market Cash Management products and services to your business clients. In addition, your team will also work better together knowing how critical each area is to the success of the implementation and sale of these products and services.   Topics Covered: What is Treasury Management (aka Cash Management)? The evolution of cash management/history/background Review of the account analysis and what it’s used for Overview of all cash management products in the market How to determine which products you need to offer to your business customers Determine who your in-house experts should be and provide the appropriate training How cash management is integrated with the bank’s technology, operations and sales teams Identifying new bank fee opportunities Ideas on how to market and brand your cash management products Process to implement cash management products The future of cash management (including Blockchain and Bitcoin)   Target Audience:  Cash management operations and sales personnel, deposit sales team, business bankers/lenders, technology personnel (IT network support and core system support staff), presidents, COO Read More

Presenter: Richard Hamm, Advantage Consulting & Training This three-part program will be presented live on: September 11, 18 & 25, 8:30-10:00 a.m. Central Time Recording available through: December 25, 2018 Price: $555   The 2008-2009 downturn in commercial real estate (CRE) has exposed many weaknesses in bank construction lending practices. This was due, in part, to community banks attempting to utilize versions of their residential forms and policies to administer commercial construction loans. Such an approach generally does not adequately control the situation due to the key differences between residential and commercial. This program covers the important steps involved in effectively administering commercial construction loans, including typical forms and common errors to avoid.   Specific topics to be covered during this seminar include:  Differences between residential and commercial construction loans  Various types of commercial construction situations Issues with construction contracts, budgets and the interest reserve Four items that determine how you handle a specific loan                -The loan approval and related conditions or contingencies                -The commitment letter written to the customer                -Your bank’s policies and procedures                -The construction loan agreement Other documentation: Surveys, title insurance and bonding Funding controls: Inspections, lien waivers and disbursement methods Completion of the project and stabilization (if applicable) Special issues with owner-occupied loans Four ways to tailor your construction (and other) policies to your actual or planned portfolio   Target Audience:  Commercial lenders, credit analysts, and support staff that deal directly with commercial construction loans; mortgage bankers, private bankers, small business lenders, loan review specialists, special assets officers, lending managers and credit officers indirectly involved in the construction lending process. Read More

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