GSBC+Invest Community Bank Investments School

May 2025 | University of Colorado | 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.

Registration for the program will open in early 2025.


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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 with access to live Bloomberg terminals.

 

Accommodations

CBIS participants stay in close proximity to campus; a room block will be made available to confirmed registrants of the program.


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.

Jerry Beers

Brookings, SD

Josh Kiefer

Eden Prairie, MN
Jason Mork

Jason Mork

Milwaukee, WI

Blake Scharlach

Dallas, TX

Todd Taylor

Louisville, KY
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Randy Woodward

Randy Woodward

Nashville, TN
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What People Are Saying

[CBIS] was exactly what I was looking for. We got hands on access to a Bloomberg terminal, with live instruction from top notch people who know what questions to ask and how to answer them yourself by getting the right Bloomberg screens, plus loads of classroom lecture to boost general product knowledge. I would love to go back again next year.

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!

Jonathon Beers
Jonathon Beers
Community Bank Investments School
2024 Attendee
Aneta Lombardi
Aneta Lombardi
Bond Basics & Community Bank Investments School
2023 Attendee
Brent Miller
Brent Miller
Community Bank Investments School
2022 Attendee
Next Steps
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Are you interested in attending the Community Bank Investments School or sending one of your employees? Complete this form for more information about any of our community banking programs.

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Why GSBC

About GSBC+Invest

GSBC+Invest is a tiered training platform that powers the community bank investment portfolio by growing the skills of the team members who affect it.

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