A man standing in front of a projector screen.

FTP Workshop at RBC

July 10, 2018

I’d like to thank Remal Tailor and the folks at RBC for having me provide a 2-day on-site workshop on Funds Transfer Pricing. It was a pleasure speaking to over 50 representatives from across the bank. The feedback from the…

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A building with the federal reserve sign on it.

Rates Are Set to Rise at June FOMC Meeting

May 24, 2018

Fed Signals June Rate Rise The Fed continues to signal that they will increase the Fed Funds rate at their June meeting which will be held on June 12th-13th. While they continue to ponder how many more rates hikes will…

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It’s Time To Be Thinking About Interest Rate Risk

May 16, 2018

Fed Statement Comments and Interpretation The Fed didn’t raise rates on May the 2nd, but they did keep the markets prepared for a hike at the next meeting in June. In addition, they noted that inflation had ticked up, albeit…

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In the Battle for Deposits, Not Every Bank is a Winner

April 29, 2018

Bad News for All But the Biggest Banks (or Let Them Eat Cake) In just a few short years, the vast majority of banks have gone from being flush with low-/no-cost deposits to feeling the pain of an affordable deposit…

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FMS/AMIfs Annual Conference – Workshop and Presentation Summaries

April 24, 2018

I spent much of last week in Tempe, Arizona at the FMS/AMIfs Annual Conference. This is an event I have attended for the past several years to explore and present on topics in financial performance and risk management. This year,…

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Here We Go…

April 17, 2018

This website, my LinkedIn page and David Green Advisors (DGA), has been a long time in the making. I am so incredibly humbled to have the opportunity to talk to you and potentially work with you. Join me on this…

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Article on FTP in Forward Magazine

April 16, 2018

Honored to be featured in the March/April 2018 issue of Forward, a publication of the Financial Managers Society, Inc. To read the article and the full issue, click here. Subscribe

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Featured on fmsinc.org

March 30, 2018

So grateful for the shoutout from Featured on Financial Managers Society, Inc (FMS) in “Following up on forward” by Hilary Collins, Specialist, Publications and Research, Financial Managers Society. Subscribe

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FTP Webinar

March 21, 2018

Are you wondering How to Increase Profitability with Funds Transfer Pricing? Attend my webinar through Financial Managers Society, Inc. (FMS) on how a comprehensive and well-functioning FTP framework can help your institution increase loan and deposit profitability and more effectively…

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About David Green Advisors

March 3, 2018

David Green Advisors (DGA) is a boutique advisory firm specializing in risk and profitability management. DGA advises in all aspects of asset liability management (ALM) and funds transfer pricing (FTP) framework development, including policies, models, processes and governance structures. DGA…

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