This three-day workshop is hosted annually in Las Vegas. It 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.
This workshop examines strategic opportunities in managing a community bank’s investment portfolio, asset mix, and funding activities. It examines the specific risk and return features of agency securities, residential and commercial mortgage-backed securities, CMOs, municipals and select asset-backed securities in the current economic and political environment. It offers specific strategies to improve your institution’s interest rate risk analytics. Sessions also address corporate governance issues and how to best anticipate common issues raised in regulatory exams.
2018 Sessions Address
- The current economic environment as it affects community banks
- The importance of corporate culture in improving operating performance
- Specific risk factors and return opportunities with agency, residential mortgage-backed securities, CMOs, commercial mortgage-backed securities, municipals and select asset-backed securities
- Strategies to identify securities that best meet overall balance sheet objectives
- Importance of internal underwriting to navigate accounting and tax rules
- Strategies to identify true core funding, non-core funding and wholesale funding and attributes that validate which parts of each are truly stable
- How banks can effectively employ capital
- The current merger and acquisition environment for community banks
- 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.Learn More
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.Learn More
GSBC has secured accommodations at a group discount at Caesars Palace for September 12-13 for $103/night, and September 14 for $183/night. A daily $15 resort fee applies. There are a limited number of rooms available; please reserve early to secure the group rate. After August 13, the group rate will be offered based on hotel availability only.
For guests that prefer to phone in their reservations, you may call the Reservation Center at 702-731-7110 or 800-634-6001 and reference group code SCGSB8 or Graduate School of Banking 2018 to secure a reservation in the group block. An additional processing fee per reservation will be incurred for reservations made by phone.Make Your Reservation
Faculty members 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.
What People Are Saying
GSBC’s Annual Workshop on Community Bank Investments is an excellent opportunity to learn from thought leaders in the industry. Through this seminar you will be exposed to strategies to increase your bank’s ROA and ROE as well as possibilities for increasing the yield on your investment portfolio. The presenters will help you understand more fully the complex requirements for interest rate risk management and other pressing regulatory issues that may arise in dealing with your investment portfolio. The venue is always top notch, and Las Vegas is a great destination for a conference. As a long-time attendee, I have always left with invaluable information and new friends in the industry that I can lean on for advice.
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.Request
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!Register