Banking Excellence Through
Professional Training
Master the complexities of ALM and FTP through our tailored workshops and seminars
Workshops and Executive Training
Dr. Green leads multi-day workshops throughout the year across the US, Canada, Central and South America, and Europe. These public workshops offer delegates the opportunity to learn about the practice of risk and profitability management from a seasoned expert with over 20 years of experience working with depository institutions around the globe. In addition, delegates have an opportunity to meet their peers who are dealing with similar challenges. See Events or the individual workshop pages for upcoming courses.
Live Public Workshops
Moving Beyond the Model
The Key to Effective Risk and Profitability Management
Balance Sheet Management Considerations
I, along with my staff, have had the fortune of attending three of David's public workshops. Our company has evolved into an active and successful user of FTP, and David’s teachings and wisdom have been key to what we have achieved.
—Elliot Reis, CFA ALM/FTP Manager, Alliant Credit Union
While each of these courses emphasizes different aspects of risk and profitability management, they are all comprehensive in nature. There is something for everyone, from the new analyst to the experienced modeler looking for fresh insights.
In addition to banking practitioners, audiences often include representatives from the regulatory communities, audit firms, and software companies. Guest speakers and DGA clients make frequent appearances, offering an opportunity for delegates to better understand how ideas discussed in the workshops are put into practice.
For more information about upcoming courses, including registration details, click the links above or select from the drop-down menu under Workshops above.
DGA also offers in-house workshops and executive training sessions. Each can be customized and tailored to address the unique characteristics and challenges of a particular institution.
Live In-House Workshops
With the increasing pace of change in the banking industry, new regulatory requirements, and rising rates in North America, David’s lectures and advisory services are more valuable than ever, so in June 2018, when my bank held its first ever FTP Conference, we asked David to chair the event. We brought together stakeholders from across the enterprise, including the lending and deposit gathering business units, finance, accounting, performance management and corporate treasury, for a highly-interactive, two-day event.
—Remal Tailor, Senior Director, FTP, Royal Bank of Canada
In-house workshops often include 50 or more people, providing a unique opportunity to bring together people from across the organization. The goal of these sessions is to create awareness that effective risk and profitability management is a shared responsibility - more than one delegate has acknowledged that he or she had no idea how decisions they make around product management, for instance, impact the measurement and management of interest rate and liquidity risk. Similarly, many risk managers have been surprised to learn about behaviors and product management practices of which they were previously unaware.
Executive Training
David recently delivered two in-house workshops, one for our business line managers and one for executive management. His understanding of ALM and FTP is exceptional, which is clearly evident in the way he explained the seemingly complex and difficult topics in an easily understandable way.
—Head of ALM, European Public Sector Funding Agency
These sessions provide an opportunity for executive management teams to discuss balance sheet management strategies and governance challenges with a seasoned practitioner. In these sessions, David also shares his insights about regulatory hot buttons and forthcoming guidance.
For more information on our live workshops and executive training sessions, contact us. References are available upon request.
