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Global Financial Markets Intelligence

Global Financial Markets Intelligence

Live Online Course: Using FTP to Navigate Market Volatility

A structured online course delivered over 4 half day modules

13 Apr-4 May 2020
Online, United States of America

Why You Should Attend

Live Online Course: Using FTP to Navigate Market Volatility

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

The benefits of attending our training courses are well known. Apart from the practical knowledge gained from the trainer there is also the opportunity to benchmark your business processes against industry best practices, along with gaining valuable insights from the other participants. Sometimes however there areexceptional circumstances that make it impossible- or at the very least extremely difficult- to travel tocourses and be there in person. This live online training course has been created in order to enable executives from financial institutions toexperience the benefits of a live course from their office or home.

David Green has delivered over 100 lectures and workshops to audiences worldwide on a variety of risk and balance sheet management topics. In this newest course he returns his focus to the fundamentals of ALM, and will demonstrate the role FTP plays in the measurement and management of Interest Rate Risk (IRR), Liquidity Risk (LR) and profitability management at depository institutions. In addition to describing quantitative methods for risk pricing, the workshop also addresses frequently overlooked governance considerations relating to ALCO’s responsibility for the mismatch center. FTP will not function properly without explicit ownership or risk-related earnings.

Banks have struggled to manage through the low-/zero-/negative-rate environment that has characterized much of the last decade, and recent rate cuts have only exacerbated these problems. Consequently the need to understand IRR and LR is greater than ever. Central bank policies in many countries have lulled banks and their regulators into a sense of complacency. It is important to recognize that IRR and LR are ever present, likely generating a greater share of earnings than they have in the past. Numerous and timely real-life examples of best-/worst-practices are provided.

About your expert trainer:

David Green, PhD, CFA is the founder of david green advisors, a boutique consultancy specializing in risk and profitability management for depository and other financial institutions around the globe. Dr. Green draws on lessons learned in a 25+ year career spanning banking, bank regulation, consulting and software development to bear on a broad range of risk and profitability management challenges.  Prior to consulting, he served as the Treasurer at BankUnited, the largest bank headquartered in Florida, where he was responsible for the investment portfolio, funding and derivatives, secondary marketing and FTP and ALM. Prior to BankUnited, he was the A/L Manager at SunTrust Bank where he built and managed all of the static and stochastic interest rate risk models for the bank and worked to align a number of business functions including budgeting/forecasting, funds transfer pricing and strategic balance sheet management, all while market interest rates were increasingly significantly from 2004-6..

Dr. Green is a former Chairman of the Georgia Bankers Association's A/L Management Committee. He also served as a Bank Examiner at the Federal Reserve Bank of Atlanta, where he also spent two years in research while completing his Ph.D. He was Chairman of SunGard/Bancware's US Client Advisory Council for many years.  Dr. Green holds a Ph.D. in Economics from Georgia State University, a BS in Applied Mathematics from Georgia Tech and is a CFA charter holder. He is a frequent speaker at banking and risk management conferences.

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 institution’s executive management team, including:

The CFO, Head of Finance, as well as business unit heads, many of whom are ALM committee members, ALM managers/analysts, FTP managers/analysts, Liquidity managers, Budgeting/Forecasting managers, Marketing directors and Product Management/Pricing/Profitability managers.

It will also benefit the relevant members of a bank’s Audit department, Delegates from Regulators, Central Banks and Federal Home Loan Banks all attend this trainer’s courses regularly so will also find this course useful.

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

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    Voice of Our Customers
    • “This is a great course! I truly enjoyed it and it helped me to increase my understanding” National Bank of Canada
    • “Very good, lots of content and applicable and interesting real-life stories/examples” Morgan Stanley
    • “Useful, provoking thoughts on the linkage between FTP, P&L, Budgeting and IRR & Liquidity Risk” Discover Financial
    • “This course is amazing, it is interactive, it is educational, I enjoyed it so much!” TD Bank
    • “Very informative and educational, caters for all levels” Wells Fargo
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    Event Contact

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

    Kamelia Simeonova

    101 Finsbury Pavement, London, EC2A 1RS

    0044 203 002 3172
    Email: kamelias@marcusevansuk.com