Community Bank Investments School

May 19-23, 2019 | University of Colorado Denver | Denver, CO

Financial Management Training

This four-and-a-half day school equips financial managers of community banks with strategies to effectively and independently manage an investment portfolio. It is a re-designed extension of the Graduate School of Bank Investments & Financial Management, formerly held at the University of South Carolina.


Overview

The Graduate School of Banking at Colorado’s Community Bank Investments School is designed to provide financial managers with an independent critique of opportunities and risks in better managing a community bank investment portfolio. Participants attend sessions at the University of Colorado Denver Business School, and apply classroom concepts to their own institution’s investment portfolio. This program is not affiliated with any single brokerage firm or bank investment/trading strategy.


Curriculum

Hands-On Training

Faculty members use live information from Bloomberg to explain key concepts and examine specific investment instruments. Students receive hands-on Bloomberg training and are encouraged to bring information regarding their own institution’s investment portfolio. As part of a group, instructors will assist in analyzing different securities’ risk and return characteristics and the potential impact on a portfolio’s overall risk/return profile.

Learning Objectives

  • Provide an introduction to basic bond math (different measures of yield, total return, duration, convexity, option-adjusted spread, etc.)
  • Demonstrate the implications of yield curves and forward rates for making portfolio decisions
  • Describe the basic risk and return features of different securities (Treasuries, Agencies, Mortgage-backed pass-throughs, CMOs, Municipals, SBA instruments, Corporates and Asset-backed securities)
  • Demonstrate how each of these securities might fit into a bank’s investment portfolio given management’s risk tolerance and income expectations
  • Describe different basic portfolio strategies that most community banks follow


Registration & Fees

This is an intermediate to advanced level school that is best suited for the following individuals: CEOs, presidents, CFOs, investment officers, controllers & cashiers and bank regulators. A multiple-attendee discount applies for this program.

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Facilities & Accommodations

Classroom Facilities

Classes are hosted by the University of Colorado Denver Business School. CU Denver’s downtown location is easily accessible by train from Denver International Airport and offers vibrant restaurants and shopping, as well as easy access to Colorado’s Rocky Mountains and foothills for weekend recreation and exploring.

Hotel Accommodations

Hotel accommodations for the Community Bank Investments school are not included in program fees, and students must secure their own reservations.

For 2019, GSBC has secured a group rate of $209/night May 18-23 at the SpringHill Suites Denver Downtown, which is within convenient walking distance to the CU Denver Business School. To reserve a room at the group rate, call 877.249.9279 and reference ‘Graduate School of Banking at Colorado’ by April 18, 2019.


Continuing Professional Education

Participants can also count their Community Bank Investments School coursework toward Continuing Professional Education. GSBC is registered with the NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards have final authority on the acceptance of individual courses.

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Faculty

Faculty members of this program are investments experts, a combination of seasoned bankers, academics, consultants and brokers who bring real-life examples, case studies and unique models of technical instruction to the classroom.

Chasity Dschaak

Kansas City, MO
Timothy Koch

Timothy Koch

Boulder, CO
Ed Krei

Ed Krei

Edmond, OK
Jason Mork

Jason Mork

Milwaukee, WI
Chris Nelson

Chris Nelson

Bangor, ME
John Nelson

John Nelson

Ames, IA
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Todd Taylor

Todd Taylor

Louisville, KY

Todd Wentz

Dallas, TX
Randy Woodward

Randy Woodward

Nashville, TN
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What People Are Saying

I would recommend the GSBC Community Bank Investments School to anyone involved in their bank’s investment portfolio or funding/liquidity function. The expert teachers were full of knowledge and provided great materials to reference in the future. The regulator input was very valuable and I feel extremely fortunate to have attended this school.

Erin Guthman
Erin Guthman
Community Bank Investments School
2018 Attendee
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