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TSB Institute

Championing Free Enterprise through Continuing Education

The Texas Security Bank Business Institute is a monthly, continuing education forum. Each presentation is designed to enhance knowledge in critical business disciplines - especially for the independent business owner.

Each presentation will be held over lunch at our Farmers Branch location. Registration begins at 11:30 a.m. and includes a complimentary lunch, 30-40 minute presentation, moderated panel discussion and question and answer. Please register, space is limited. We hope you'll join us.

Upcoming TSB Business Institute Courses

Succession of Exit Strategies: The Do's and Don'ts

Speaker: Glenn P. Cato
Date: Wednesday, September 30, 2015
Time: 11:30 a.m. – 12:45 p.m.
Place: Texas Security Bank, 3212 Belt Line Road, Farmers Branch, Texas 75234
Attire: Business Casual
Includes complimentary lunch

As an entrepreneur, you develop the vision, you raise the capital, you ramp up and you are profitable. But, what about your exit strategy? Or your succession plan? In this seminar, Cato will help you plan for a critical chapter in your business — what to do and what not to do. You'll learn:

  • How to surround yourself with an experienced team;
  • What impacts your company's value; and
  • How to prepare your succession or exit strategy.
Learn More  |  Register

Past Courses and Presentation Notes

Health Care Reform: What You Don't Know Can Cost You Dearly

Thursday, July 16, 2015

In this seminar, Pool and Jackson will discuss how the price of health care reform is costing you more than you realize, and what you can do about it. You'll learn:

  • How health care reform has changed the landscape of employer-sponsored benefits & employer law compliance;
  • How business owners can become compliant to avoid penalties;
  • How changes to the enforcement of the federal DOL law, ERISA, affect business owners.
Presenter Bio


Finding Your Own Path to Success

Thursday, May 28, 2015

In this inspirational seminar, Keenan will share how he transformed his life from an anguished and angry youth to a wellrespected motivational speaker and entrepreneur. Keenan hopes his experience can help you:

  • Become mentally, physically and spiritually strong
  • Find your own path and purpose beyond your current existence
  • Create a future of courage, optimism and promise
Presenter Bio


How to Increase the ROI on Employee Costs

Wednesday, April 29, 2015

In this interactive seminar, Jason will help participants address specific challenges they are experiencing with their personnel, including:

  • Employee performance against job performance
  • Correct placement of the right people in the right jobs
  • Job fit analysis
Presenter Bio


Plan the Work. Work the Plan.

Tuesday, February 24, 2015
  • Learn the six core areas where your business must be strong
  • Three tools you can begin using immediately to improve execution
  • Four things you must be able to say to your team to build a culture of accountability
Presenter Bio


SBA Financing for Your Business

Tuesday, October 7, 2014
  • When you should consider SBA financing
  • Who is eligible for SBA loans
  • General parameters for SBA programs
  • Examples of SBA 7(a), SBA Express and SBA 504 loans
  • How to apply for SBA financing
Presenter Bio


Winning Sales Strategies

Wednesday, August 27, 2014
  • A defined process to land NEW appointments
  • Ways to sharpen your sales and communication skills
  • Impactful strategies to better manage client relationships
  • A proven time management system to maximize each day
  • Strategies to stay energized and remain POSITIVE during tough days
Presenter Bio


Championship Leadership

Wednesday, May 21, 2014
  • Building a strong foundation for success
  • Values for effective leadership
  • Courage under fire
Presenter Bio


You built it. They came. Now what? Succession Planning 101

Wednesday, April 23, 2014
  • Thinking of retiring? Selling your business? Transitioning your business to a new owner?
  • Join us for the next seminar and learn what your options are, how to legally structure and make a plan to successfully transition your business.
Presenter Bio


Strategy is Great, But Can You Execute?

Wednesday, March 26, 2014
  • Learn the six core areas where your business must be strong
  • Three tools you can begin using immediately to improve execution
  • Four things you must be able to say to your team to build a culture of accountability
Presenter Bio


What You Need to Know About the Affordable Care Act

November 7, 2013 - Farmers Branch
  • How does the ACA impact my business?
  • What do I need to know or do right now, prior to the end of this year?
  • Should I change the health benefits offered for employees?
  • What if I am a small employer - what parts impact me and what should I know?
  • What additional reporting is being required of employers under this new regulation?
Presenter Bio


Balancing High Touch and High Tech for Peak Sales Performance

July 10, 2013 - Dallas
August 28, 2013 - Garland
  • Five things your website should include
  • Use of SEO, Pay-Per-Click and Social Media
  • Setting your sales team up for success
  • Selling: What always worked still works
  • Tools, resources and training that supports sales success
Presenter Bios


Optimizing Funding for Your Business

May 6, 2013 - Dallas
June 26, 2013 - Garland
  • Understand the types of business funding available
  • Match the right funding to your situation
  • Understand the costs and tradeoffs of different funding types
  • Access sources you may not be aware of
Presenter Bio


Strategic Planning: It's All About the Bike

March 29, 2013 - Dallas
April 18, 2013 - Garland
  • The 12 major "Lessons from Lance"
  • How a bike is a lot like your business
  • How to identify where you need to place your efforts for strategic growth
Presenter Bio

Evaluating New Business Systems in the Cloud Economy

January 31, 2013 - Dallas
February 27, 2013 - Garland
  • Understanding the new business systems landscape: Financial Accounting, Customer Relationship Management & eCommerce
  • Learn how cloud-based solutions can increase productivity and your bottom line
  • Find out how to use the 3 TCO pillars to evaluate a solution for your business: Economic, Business & Technology
Presenter Bio  |  Course Presentation (PDF)  |  SMB TCO Whitepaper (PDF)


Accounting & Financial Management

September 17, 2012 - Dallas
October 31, 2012 - Garland
  • Challenges of small business accounting
  • Role of the accounting function in your organization
  • How good accounting impacts management decisions
  • Roles of the CFO
  • Trusting the numbers, providing insight
  • Getting your house in order
Presenter Bios


Facilities Management

July 17, 2012 - Dallas
August 29, 2012 - Garland
  • Understand the types of business funding available
  • Match the right funding to your situation
  • Understand the costs and tradeoffs of different funding types
  • Access sources you may not be aware of
Presenter Bios


Optimizing Funding for Your Business

May 24, 2012 - Dallas
June 27, 2012 - Garland
  • Understand the types of business funding available
  • Match the right funding to your situation
  • Understand the costs and tradeoffs of different funding types
  • Access sources you may not be aware of
Presenter Bios


Legal Issues with Small Businesses

March 22, 2012 - Dallas
April 25, 2012 - Garland
  • The Corporate Succession Problem
  • The Use of Corporate Entities to Reduce Liability
  • Litigation
Presenter Bio


Human Resource Management

January 26, 2012 - Dallas
February 29, 2012 - Garland
  • Employment reference checking - why it's so important
  • Who should check references
  • Which references should be checked
  • What to ask and what to do with the results
Presenter Bios


Risk Management

October 24, 2011
  • Identifying risks
  • Choosing an agent and carrier
  • Common Mistakes
Presenter Bios


Sales and Marketing Management

September 27, 2011
  • Use of social media in business marketing
  • How to leverage internet searches using Google Places, Pay Per Click and SEO
  • How to ensure you have the right person in the sales role
  • What works and does not work for training and motivating
  • How to drive the results of your sales force
Presenter Bios  |  Course Presentation (PDF)


Accounting and Cash Flow Management

August 30, 2011
  • Why small to medium sized businesses struggle with their accounting
  • How bad accounting information leads to bad decisions
  • What you should be expecting from your accounting department
  • How your accounting department can become a strategic advantage to your organization
  • Managing by the Numbers: A Practical Approach
Presenter Bios  |  Course Presentation (PDF)


Facilities Management

July 19, 2011
  • Optimizing the value of your facilities
  • Cost management
  • Safety
Presenter Bios  |  Course Presentation (PDF)


Strategic Planning

June 30, 2011
  • Successful businesses are guided by a clear Mission and Vision
  • Most effective business leaders recognize that Values drive Culture
  • Culture and People are the source of power for your Value Proposition
Presenter Bios  |  Course Presentation (PDF)


Asset Protection

May 17, 2011
  • Protection with investment tools
  • Protection with legal instruments
  • The limitations of protection
  • What methods don't work
Presenter Bio  |  Course Presentation (PDF)


Capital Management

April 19, 2011
  • Properly structuring your balance sheet
  • Types of funding available for businesses
  • Suitability for purpose
  • Matching the most appropriate funding source to your business
  • Costs and other considerations
  • How to acquire the right funding
Presenter Bios  |  Course Presentation (PDF)

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Effective July 21, 2010, the basic limit on federal deposit insurance coverage was permanently increased from $100,000 to $250,000 per depositor.
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