Andrew Wilkens
Denver, CO
GSBC+Invest Community Bank Performance Institute
May 4-7, 2026 | 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. Bond Basics is a preparatory course for the investment and bond portfolio curriculum taught at CBPI.
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
Chris Nelson is president of Nelson Capital Advisors, an investment advisory firm serving community-based financial institutions. He has been involved in banking and investments for almost 30 years, formerly serving as the chief investment officer and director of finance & treasury for a New England-based community bank.
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
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.
Andy Churgin
Lafayette, CO
Anita Drentlaw
Lakeview, MN
Blake Crow
Des Moines, IA
Brad Olson
Marriottsville, MD
Brent Klanderud
Bennington, NE
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
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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.
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.