A slide that reads " asset / liability management : moving beyond the model."

ALM Workshops Q1 & Q2 2019: Santo Domingo, New York & Miami

February 13, 2019

Announcing ALM Workshops For Q1 & Q2 2019 Santo Domingo, Dominican Republic, February 21st-22nd, 2019 New York, New York, February 27th-28th, 2019 Miami, Florida, June 18th-19th, 2019 As interest rates moved higher last year, many depository institutions found that they…

Read More
A group of people standing in front of a screen.

FTP Workshop – Santiago – Nov 2018

November 25, 2018

Thanks to the large group of delegates from Colombia and Chile who attended my FTP workshop in Santiago. Once more, I observed that bankers in Central and South America are much more aware of the necessity for FTP for effective…

Read More
A group of people standing in front of a projector screen.

NMD Workshop – Bogota – Nov 2018

November 25, 2018

Thanks to everyone from Colombia and Dominican Republic who attended my deposit modeling workshop in Bogota. In addition to experiencing higher and more volatile interest rates relative to banks in the US and Europe, the introduction of non-bank financial intermediaries…

Read More

NMD Workshops, Q4, 2018: Bogota & New York – Update

October 29, 2018

Learn why rising interest rates are disrupting earnings expectations for so many depositories! Are your deposits misbehaving? Not as sticky and rate-insensitive as you thought they would be? This is not unusual as banks, credit unions and their regulators are…

Read More
A man standing in front of a projector screen.

FTP Workshop – Miami – October 2018

October 23, 2018

Are you confused about why your bank’s or credit union’s earnings are not materializing as expected? You don’t have to be! Perhaps the story of how your depository institution makes money is not robust to rising interest rates. For most…

Read More

FTP Workshops, Q4 2018: Miami & Santiago

August 23, 2018

Announcing the following FTP Workshops for Q4 2018: Miami, October 18-19 Santiago, November 12-13 Now that interest are finally moving up, many banks are finding that their processes for computing and forecasting product- and business segment-level profitability are producing more…

Read More

ALM Workshops, Q4 2018: San Francisco & London

August 22, 2018

Announcing the following ALM Workshops for Q4 2018: San Francisco, September 6-7 London, October 3-4 With interest rates moving higher in many countries for the first time in a decade, its been quite some time since banks have given much…

Read More

NMD Workshops, Q4, 2018: Bogota & New York

August 22, 2018

Announcing the following NMD Workshops for Q4 2018: Bogota, November 8-9 New York, November 28-29 As we move from a period of excess liquidity to an environment where depository institutions are competing aggressively for funds, many firms are finding that…

Read More
A man standing in front of a projector screen.

NMD Workshop – Atlanta – July 2018

August 14, 2018

I want to thank everyone who attended my NMD workshop in Atlanta which was organized by Marcus Evans – I think it was the best session yet on the subject!  (See the testimonial from Elliot Reis , ALM Manager at…

Read More
A man pointing to a slide show with equations on it.

FTP Workshop – New York – July 2018

July 20, 2018

I want to thank Marcus Evans and the delegates who came together for another exciting FTP workshop in New York. FTP managers, model validators and auditors representing banks from 3 different countries participated in the 2-day event. Everyone was thoroughly…

Read More