GSBC+Invest Community Bank Investments School

May 20-23, 2024 | University of Colorado Denver | Audience: Intermediate

Training Specific to Your Bank's Portfolio

The Community Bank Investments School (CBIS) is a three-and-a-half day training that delivers strategies on how to independently manage a community bank investment portfolio.

Overview

CBIS is designed for individuals who have completed GSBC+Invest’s Bond Basics or similar training and/or portfolio managers and executive officers who play a role in making investment decisions. Under the guidance of investments experts, participants view their banks’ individual bond portfolios on Bloomberg terminals to learn how to weigh the strengths and weaknesses of buying decisions, how to design and maintain a profitable investments strategy and how to create a pre-purchase plan.

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Curriculum

Key Takeaways

What Bloomberg screens you should be requesting from your broker
A comprehensive due diligence checklist for each type of security
How to decide if you are conducting effective due diligence or if you are being ‘sold’ to by your broker
The ‘right’ duration for your bank’s portfolio

Registration & Fees

CBIS is for those who have completed Bond Basics or similar training, and/or portfolio managers and executive officers who play a role in making investment decisions, such as CEOs, presidents, CFOs, investment officers, controllers & cashiers and bank regulators.

Because Bond Basics is a pre-requisite for the Community Bank Investments School (CBIS), those who have taken Bond Basics or intend to are eligible for a $200 discount on CBIS!

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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.

Accommodations

CBIS participants stay at the Springhill Suites Denver Downtown, just a few blocks away from the program’s classrooms. Accommodation details for 2024 are to be announced.

Continuing Professional Education

Registrants can also count hours their CBIS coursework toward Continuing Professional Education (CPE). 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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Digital Credentialing

GSBC is a verified issuer of digital credentials through Accredible! Upon completion of CBIS, users receive a digital badge and certificate that is shareable with their employer and on social media platforms, such as LinkedIn.

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.

Oscar Adams

Memphis, TN

Jerry Beers

Brookings, SD

Josh Kiefer

Eden Prairie, MN

Jason Mork

Milwaukee, WI

Christopher Nelson

Bangor, ME

Blake Scharlach

Dallas, TX

Todd Taylor

Louisville, KY

Randy Woodward

Nashville, TN

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What People Are Saying

I took Bond Basics and attended the Community Bank Investments School in 2023. Both programs were very helpful in gaining more knowledge about various aspects of investments. The faculty were well informed and shared many examples from their own professional experiences. The curriculum was tailored to the current economic environment and challenges that many community banks face today. I especially enjoyed the Bloomberg lab at CBIS where I was able to apply concepts we learned during classes and analyze many investment types. I would highly recommend these programs to banking professionals who are looking to strengthen their knowledge on how to manage an investment portfolio.

The Community Bank Investment School exceeded all of my expectations. The program has a very dynamic group of instructors who are very knowledgeable and engaging teachers. The school covered everything from analyzing individual bonds, understanding sectors and utilizing Bloomberg screens to ALCO & portfolio analysis. I would highly recommend CBIS to any banker involved in their bank’s investment portfolio!

The Community Bank Investments School was incredibly helpful in both outlining and explaining the various investment options that are available, and discussing investment strategies that can be utilized in varying economic conditions. The instructors were all incredibly knowledgeable and explained topics in a manner that made them easy to understand and digest. After attending, I feel much better equipped to intelligently discuss matters surrounding our investment portfolio and provide insight that can benefit our institution.

Aneta Lombardi

Bond Basics & Community Bank Investments School

2023 Attendee

Brent Miller

Community Bank Investments School

2022 Attendee

Zach Neuman