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GSBC+Invest Community Bank Investments School

May 2023 | 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.

Curriculum

Key Takeaways

  • What Bloomberg screens should you 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
  • What is the ‘right’ duration for your bank’s portfolio?
  • How to handle excess liquidity post PPP

Registration & Fees

CBIS is for GSBC+Invest subscribers 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.

GSBC+Invest subscribers receive one registration to CBIS and may register additional attendees at a discounted rate. Registration is also open to non-subscribing institutions/individuals.

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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 by Marriott Denver Downtown, just a block away from the program’s classrooms. Room accommodations are not included in program fees. The room block cutoff date is April 22, 2022.

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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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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

Josh Kiefer

Eden Prairie, MN
Jason Mork

Jason Mork

Milwaukee, WI
John Nelson

John Nelson

Ames, IA

Christopher J. Nelson, CFA

Bangor, ME

Blake Scharlach

Dallas, TX
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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

The Community Bank Investments School was much more than just an introduction to portfolio and liquidity management. The instructors provided me with a great deal of in-depth knowledge on how to truly analyze bonds in a way that no broker or other school has shown me. After attending the program, I felt much more confident that the decisions I was making were the right ones for my institution. I would highly recommend the program to anyone that is managing a portfolio or that wishes to in the future.

The program at the Community Bank Investments 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.

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