GSBC+Invest Community Bank Performance Institute

May 4-7, 2026 | University of Colorado Boulder | Audience: Intermediate

Build Independent Judgment, Integrated Balance Sheet Insight & Institutional Impact

CBPI strengthens independent financial judgment and integrated balance sheet leadership for community banks. In four immersive days, participants refine portfolio strategy, liquidity oversight and risk evaluation to drive stronger institutional performance.

Overview

CBPI equips community bank financial leaders with disciplined frameworks to evaluate portfolio choices, balance sheet risks and liquidity decisions with clarity and independent judgment.

Request More Info

Curriculum

Key Takeaways

Participants leave CBPI with:

A disciplined framework for integrated asset-liability decision-making
Stronger ability to evaluate securities structure, pricing and embedded risk
Clearer understanding of liquidity positioning and funding sequencing under stress
Greater confidence interpreting Bloomberg analytics to support internal judgment
Practical tools to connect portfolio strategy to overall balance sheet performance

Tuition, Registration & Program Value

CBPI is for financial managers, ALCO members and executive officers who have responsibility for investment, liquidity or balance sheet decisions and want the skills to evaluate choices independently and with strategic impact.

Bond Basics is a preparatory course for the investment and bond portfolio curriculum taught at CBPI.

Learn More

Facilities & Accommodations

Classroom Facilities

Classes are hosted at the University of Colorado Business School Leeds School of Business. The state-of-the-art building provides CBPI attendees access to live Bloomberg terminals.

Accommodations

CBPI participants stay at the Embassy Suites by Hilton Boulder. A room block is available for program attendees to book their accommodations.

Book Accommodations Now

Continuing Professional Education

Registrants can also count hours their CBPI 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.

Learn More

Digital Credentialing

GSBC is a verified issuer of digital credentials through Accredible! Upon completion of CBPI, 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

Eric Corrigan

Denver, CO

Chasity Dschaak

Kansas City, MO

Michelle Hodge

Industry, TX

Josh Kiefer

Eden Prairie, MN

Jason Mork

Milwaukee, WI

Christopher Nelson

Bangor, ME

Brad Olson

Marriottsville, MD

Michael Stevens

Westminster, CO

Steven Townsend

Lawrence, KS

Show less

What People Are Saying

Bond Basics gave me a great head-start and a boost of confidence. The course was well laid out with clear information and guidance, and it prepared me to get much more out of CBPI. I highly recommend it to anyone new to ALM and investments.

This program 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 this program 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 this program 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.

Sara Grinsteinner

Bond Basics & Community Bank Performance Institute

2025 Attendee

Jonathon Beers

Community Bank Performance Institute

2024 Attendee

Aneta Lombardi