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Community Bank Investments School

May 17-21, 2020 | University of Colorado | 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

Enjoy the suite life at the SpringHill Suites by Marriott Denver Downtown Hotel. Located in Denver’s LoDo neighborhood, steps from the Pepsi Center & Union Station and just a block away from the CU Denver Business School.

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

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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.

Jerry Beers

Brookings, SD

Chasity Dschaak

Kansas City, MO

Josh Kiefer

Eden Prairie, MN
Timothy Koch

Timothy Koch

Westminster, CO
Jason Mork

Jason Mork

Milwaukee, WI
Chris Nelson

Chris Nelson

Bangor, ME
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John Nelson

John Nelson

Ames, IA

Blake Scharlach

Dallas, TX
Todd Taylor

Todd Taylor

Louisville, KY

Todd Wentz

Dallas, TX
Randy Woodward

Randy Woodward

Nashville, TN
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What People Are Saying

The program at the Community Bank Investment School deepened my knowledge of the benefits and risks of various investment strategies. Learning how to utilize information from Bloomberg screens has provided me with the skills to conduct more in-depth performance analysis on investment securities. Given the current economic environment we are experiencing, I found the impact of the program extremely beneficial.

The Community Bank Investments School provided me not only with a broader high-level perspective on my investment portfolio, but also education specific to analyzing and understanding each investment in my portfolio. I immediately put to work with our Investment Committee new procedures for pre-purchase analysis, and for ongoing monitoring of our portfolio. CBIS was an excellent experience!

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.

Renate Deininger
Renate Deininger
Community Bank Investments School
2019 Attendee
Christie Obenauer
Christie Obenauer
Community Bank Investments School
2019 Attendee
Erin Guthman
Erin Guthman
Community Bank Investments School
2018 Attendee
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