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Workshop on Community Bank Investments

September 15-17, 2021 | Caesars Palace | Las Vegas, NV

Continuing Education

The Workshop on Community Bank Investments is traditionally offered in person in Las Vegas, NV. Should risks due to COVID-19 require it, we will reassess the format when the time comes. More information will be available Summer 2021. This three-day workshop is designed to advise senior managers of community banks on key strategies and opportunities for managing a profitable investment portfolio in an ever-changing interest rate and regulatory environment.

Overview

This workshop examines strategic opportunities in managing a community bank’s investment portfolio, balance sheet composition, and funding activities. It examines the specific risk and return features of agency securities, residential and commercial mortgage-backed securities and municipals in the current economic and political environment. It emphasizes how to respond to factors affecting interest rate, liquidity, and credit risks and common issues raised in regulatory exams.

Curriculum

2019 Sessions Addressed:

  • The current economic environment as it affects community banks
  • Specific risk factors and return opportunities with agency, residential mortgage-backed securities, commercial mortgage-backed securities and municipal securities
  • Strategies to identify securities that best meet overall balance sheet objectives
  • Importance of internal underwriting to navigate accounting rules
  • Strategies to identify, measure, and manage liquidity risk via true core (stable) funding, non-core funding and wholesale funding
  • How to establish local rate caps for deposits
  • How to partner with fintechs
  • How banks can effectively employ capital
  • How to prepare for exam issues commonly raised by regulators

Registration & Fees

This is an intermediate/advanced level workshop that is best suited for the following individuals: CEOs, presidents, CFOs, investment officers, controllers & cashiers, bank regulators and directors of community banks. This workshop uses current economic data to provide a follow-up to the security analysis and portfolio strategies taught in the Community Bank Investments School. A multiple-attendee discount applies for this program.

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Continuing Professional Education

Attendees can also count workshop hours toward Continuing Professional Education. 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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Facilities & Accommodations

The 2021 Workshop will be hosted at Caesars Palace Hotel & Casino. Accommodations for the Workshop on Community Bank Investments are not included in program fees, and participants must secure their own reservations by August 25, 2021. A link to make reservations directly will be provided in the future.

Speakers

Speakers of this program are investments experts, a combination of seasoned bankers, academics, consultants, brokers and regulatory professionals who bring real-life examples, case studies and unique models of technical instruction to the classroom. Learn about who spoke at the 2019 program:

Darnell Canada

Boston, MA

Dimitri Delis

Chicago, IL

Chasity Dschaak

Kansas City, MO
Timothy Koch

Timothy Koch

Westminster, CO

Ed Krei

Oklahoma City, OK

Walter Schmidt

Chicago, IL
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Aaron Silva

Dallas, TX

Aaron Stoffer

Leawood, KS
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What People Are Saying

I consider the GSBC workshop as one of the better educational events I've attended. It's focused on community banks, and the program offers a unique blend of insightful investment portfolio management topics combined with sessions on economic and industry-focused issues. Speakers are both informed and good at making presentations. Finally, the GSBC staff does a great job of incorporating time for participants to interact with one another. I highly recommend the workshop to community bank CEOs and CFOs.

Jim Rieniets
Jim Rieniets
Workshop of Community Bank Investments
2018 Attendee
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Are you interested in attending the Workshop on Community Bank Investments or sending one of your employees? Complete this form for more information about any of our community banking programs.

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Are you a financial manager looking for current information on how the interest rate and regulatory environment will affect your bank's investment portfolio? Join us in Las Vegas!

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