Brad Olson
Marriottsville, MD
GSBC+Invest Community Bank Performance Institute
May 4-7, 2026 | University of Colorado Boulder | Audience: Intermediate
Build Independent Judgment and Integrated Balance Sheet Leadership
CBPI strengthens independent financial judgment and develops integrated balance sheet leadership for community banks.
In four immersive days, participants learn to evaluate portfolio strategy, liquidity and risk decisions as a connected system.
Overview
Community bank financial leaders are responsible for decisions that shape the strength and resiliency of their institutions.
Yet most career paths do not include structured development in balance sheet management.
CBPI develops independent financial judgment so leaders can evaluate these decisions with clarity and confidence.
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Curriculum
What Participants Develop
- Independent judgment in investment and balance sheet decisions
- Confidence in interpreting securities, structure and risk
- Integrated perspective across portfolio, liquidity and capital strategy
- Clarity in communicating strategy to ALCO and the board
- Practical working knowledge of Bloomberg-based analysis
Tuition, Registration & Program Value
CBPI is designed for financial managers, ALCO members and executive officers responsible for investment, liquidity and broader balance sheet strategy.
It is built for professionals who want to evaluate decisions independently and contribute more strategically to institutional performance.
Bond Basics is a preparatory course for the investment and bond portfolio curriculum taught at CBPI. Those who register for Bond Basics and CBPI simultaneously receive a $200 discount.
Facilities & Accommodations
Classroom Facilities
Classes are hosted at the University of Colorado Business School Leeds School of Business, where participants have access to live Bloomberg terminals and a focused environment for applied learning.
Accommodations
CBPI participants stay at the Embassy Suites by Hilton Boulder. A room block is available for program attendees to book their accommodations.
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.
Digital Credentialing
Upon completion of CBPI, participants receive a digital badge and certificate through Accredible that can be shared with employers and on professional platforms such as LinkedIn. GSBC is a verified issuer of digital credentials through Accredible.
Faculty
Faculty include seasoned bankers, consultants, academics and market professionals who bring real-world examples, case studies and practical instruction to the classroom.
Chasity Dschaak
Kansas City, MO
Christopher Nelson
Bangor, ME
Eric Corrigan
Denver, CO
Jason Mork
Milwaukee, WI
Jerry Beers
Brookings, SD
What People Are Saying
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.
Jonathon Beers
2024 ATTENDEEI 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.
Aneta Lombardi
2023 ATTENDEEBond 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.
Sara Grinsteinner
2025 ATTENDEENEXT STEPS
Request Information
Are you interested in attending the Community Bank Performance Institute or sending one of your employees? Complete this form for more information about any of our community banking programs.
About GSBC+Invest
GSBC+Invest is a tiered training platform that strengthens community bank portfolio leadership by developing the people responsible for investment and balance sheet decisions.