GSBC+Invest Community Bank Investments School

May 15-18, 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?
  • …and more!


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.

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 in downtown Denver, just a few blocks away from the program’s classrooms. Room accommodations are not included in program fees. Specific hotel details for the 2023 program will be released in the spring.


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

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 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.

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 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.

Brent Miller
Brent Miller
Community Bank Investments School
2022 Attendee
Zach Neuman
Zach Neuman
Community Bank Investments School
2022 Attendee
Renate Deininger
Renate Deininger
Community Bank Investments School
2019 Attendee
Brodie Wash
Brodie Wash
Community Bank Investments School
2019 Attendee
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