Community Bank Investments School

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

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.

Classes are hosted at 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 are not included in program fees; GSBC arranges for a group rate at a nearby hotel, and students are required to make their own reservations.

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.