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.
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.
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.
- 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.Learn More
Facilities & Accommodations
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.
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.Learn More
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.
What People Are Saying
I had the opportunity to attend the Graduate School of Bank Investments and Financial Management when it was hosted at the University of South Carolina. The program was instrumental in the transition from our then bond portfolio manager to myself....I was able to come back to my bank and implement the strategies taught at the school, resulting in improved overall profitability of our bond portfolio....I am now looking forward to sending one or more of my employees to the Community Bank Investments School to receive the same quality education I received in years past.
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