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Global Financial Markets Intelligence

Global Financial Markets Intelligence

Live Online Workshop: Integrating FTP with ALM

A structured online course delivered live over 4 half-day weekly modules

2-23 Feb 2022
Online, United States of America


Why You Should Attend

Live Online Workshop: Integrating FTP with ALM

To ensure we meet your expectations and maximise your return on training investment, we favour a classroom/workshop style set

As the travel and in-person meeting constraints associated with the coronavirus continue, our live online workshops provide an essential forum for banking executives to stay abreast of industry best practices and key regulatory developments. The convenient half-day sessions enable attendees to easily fit the course into their daily work schedule, and without the time and expense of also having to travel to an off-site location for the event.

In this latest online program. Dr Green provides a comprehensive take on the exciting challenges and possibilities of ALM, and the critical rŰle played by Funds Transfer Pricing in risk and profitability management. And unlike most online courses the sessions are delivered weekly, thus enabling attendees to have the time to fully absorb the material covered during each module.

This workshop is unique in both its exploration of the intrinsic relationship between risk and profitability management, and its comprehensive overview of the theory and practice of ALM. Attendees are provided a comprehensive explanation of the theory of FTP, an explanation which is rigorously grounded in Dr. Green's deep knowledge of asset/liability management (ALM), profitability management and strategic balance sheet management.

Anecdotes from Dr. Greenís work with financial institutions around the globe over the last 25 years infuse the discussion to produce a compelling explanation ofhow FTP must be practiced in order to bring clarity to the analysis of risk and profitability through the entirety of the business cycle. A central premise of the workshop is that risk and profitability management cannot be treated as separate and distinct exercises; rather, they must be acknowledged to be one in the same, and FTP is the key to managing them consistently.

About your expert trainer:

This course is intended to benefit all members of a depository institutionís ALCO committee, ALM managers and their analysts, FTP managers and their analysts, liquidity managers and their analysts, budgeting/forecasting managers, auditors, product managers, product profitability managers, performance management personnel, as well marketing directors. Regulators, central bankers and academics will also benefit from the extensive discussions and applications of theoretical and conceptual modeling frameworks to real-world problems.

It will also benefit the relevant members of a bankís Audit department, and delegates from Regulators, Central Banks, Federal Reserve Banks and Federal Home Loan Banks all attend Dr Greenís courses regularly so will find this program beneficial

Pre-course questionnaire:

A detailed questionnaire will be sent to all course participants to establish exactly where the group training needs lie. The completed forms will be analysed by the course leader/trainer and followed by telephone if further clarification is required. As a result we can guarantee that the course is pitched at exactly the right level and that the issues that you regard as relevant are addressed. The course material will reflect these issues and will enable you to digest the subject matter after the event in your own time.

Who should attend?

This course is intended to benefit all members of a depository institutionís ALCO committee, ALM managers and their analysts, FTP managers and their analysts, liquidity managers and their analysts, budgeting/forecasting managers, auditors, product managers, product profitability managers, performance management personnel, as well marketing directors. Regulators, central bankers and academics will also benefit from the extensive discussions and applications of theoretical and conceptual modeling frameworks to real-world problems.

It will also benefit the relevant members of a bankís Audit department,

Delegates from Regulators, Central Banks, Federal Reserve Banks and Federal Home Loan Banks all attend Dr Greenís courses regularly so will find this program beneficial.


Key Topics

  • Appreciate why effective management of IRR and LR is not possible without FTP
  • Recognize that IRR and LR are ever-present, and are likely generating a greater share of revenue than in the past
  • See how the point of effective Asset and Liability Management is to prepare management for changes in interest rates
  • Discuss the use of ALM models in other aspects of risk and balance sheet management
  • Understand the fundamental purpose of FTP and how this should guide all decisions related to methodology and process design

  • Why Choose GFMI marcus evans?

    marcus evans specialises in the research and development of strategic events for senior business executives. From our international network of 63 offices, marcus evans produces over 1000 event days a year on strategic issues in corporate finance, telecommunications, technology, health, transportation, capital markets, human resources and business improvement.

    Above all, marcus evans provides clients with business information and knowledge which enables them to sustain a valuable competitive advantage and makes a positive contribution to their success.







    Voice of Our Customers
    • “Very insightful and thought provoking from a speaker who is clearly a technical SME and enjoys the topic, it was very useful to get David’s market insights and experiences, as well as the demo of the model” BNY Mellon
    • “David Green is incredibly smart, and I’m sure I absorbed way more information than I realize from his experiences. It was a great history of market risk, and why the ALM model and FTP should be coupled” Fulton Bank
    • “The course provides a detailed analysis of the importance of an effective FTP framework and outlines the key areas of focus that must be addressed in order to implement FTP in your organization” Bank OZK
    • “I really enjoyed the course and found it very useful in enhancing my knowledge of FTP” Home Trust
    Join the Discussion





    Event Contact

    For all enquiries regarding speaking, sponsoring and attending this conference contact:

    Kamelia Simeonova


    101 Finsbury Pavement, London, EC2A 1RS



    Telephone:
    0044 203 002 3172
    Fax:
    Email: kamelias@marcusevansuk.com