GSBC+Invest Community Bank Performance Institute

May 19-22, 2025 | University of Colorado Boulder | Audience: Intermediate

Strategies to Enhance Financial Performance

The Community Bank Performance Institute is a four-day school designed to inform and enhance community banks’ financial performance through the examination of ALM strategies, investments, liquidity management and scenario planning and analysis.

Overview

The Community Bank Performance Institute (CBPI) is designed to empower leaders in community banking with advanced financial knowledge, particularly in the areas of asset liability management (ALM), investments and regulatory preparedness through practical, hands-on learning.

Participants of this program will engage in a dynamic curriculum where classroom fundamentals set the stage for experiential learning via a Bloomberg lab and case study work.

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Curriculum

Key Takeaways

CBPI participants will walk away with increased understanding and confidence on how to make decisions affecting their own banks’ financial performance, including:

Required elements to develop a holistic ALM strategy
How to assess and prepare for an evolving regulatory environment
Characteristics and risks of securities purchased by community banks
Know what Bloomberg screens to ask for and how to validate the information
Hands-on Bloomberg experience

Registration & Fees

CBPI is for financial managers, members of ALCO and executive officers who play a role in making investment decisions and/or are responsible for the financial performance of the bank. Program participants must have completed the GSBC+Invest Bond Basics online course or similar training.

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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. GSBC has secured a rate of $209 per night. The deadline to secure the group rate is April 18, 2025.

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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.

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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

Josh Kiefer

Eden Prairie, MN

Jason Mork

Milwaukee, WI

Christopher Nelson

Bangor, ME

Blake Scharlach

Dallas, TX

Todd Taylor

Louisville, KY

Randy Woodward

Nashville, TN

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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.

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.

This program 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 this program to any banker involved in their bank’s investment portfolio!

Jonathon Beers

Community Bank Performance Institute

2024 Attendee

Aneta Lombardi

Bond Basics & Community Bank Performance Institute

2023 Attendee

Brent Miller

Community Bank Performance Institute

2022 Attendee

Next Steps

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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.

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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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