Funds Transfer Pricing*
*As of January 19, 2021 - Subject to Change

Wednesday, July 14, 2021  |   2:00 PM - 4:00 PM ET

Now more than ever, your institution needs to accurately understand its top profit sources. During this session on funds transfer pricing (FTP) theory and best practices, a deep look will help you understand why all sizes of institutions benefit from using a transparent, matched-term transfer pricing approach. Review how it works and how to successfully apply FTP at your institution through a best practice approach.

This program is designed for Beginner/Experienced and ideal for finance and treasury teams as well as anyone who needs an overview on how FTP affects management of the institution.


INSTRUCTORS

Ken Levey
Managing Director, Empyrean Solutions

Ken Levey is Managing Director at Empyrean Solutions. He focuses on shaping and executing the Budgeting and planning products for banks, credit unions and other financial services.

Ken has over thirty-eight years of experience working in the financial services industry. Most recently, Ken was the Vice-President at Syntellis (formerly Kaufman Hall’s Axiom Software), where he was responsible for developing performance management products for the banking industry. Ken started his career in financial services at Bear Stearns in New York and then became the Vice President of Asset/Liability Management at Seamen’s Bank for Savings. For 17 years, Ken held a senior position at IPS-Sendero (Fiserv) where he led the development of their Asset/Liability Management system and managed their ALM and Funds Transfer Pricing implementation and consulting departments. Ken also worked at SAP where he was Senior Director of banking analytics.
Bryan Ridgway
Senior Sales Engineer, Empyrean Solutions

With more than twenty-five (25) years of experience in the financial risk and performance management areas within the banking industry, Bryan’s current responsibilities include assisting clients and prospects in understanding how Empyrean solutions can help analyze and improve their overall financial performance.

Prior to joining Empyrean, Bryan was the Senior Solution Engineers at Syntellis’ Axiom Software. Prior to that, he was Director of Product Management for the financial risk and performance management solutions at Fiserv, where he was responsible for leading overall business strategy in this area, including the development of funds transfer pricing, budgeting and planning, and asset liability management solutions.

He is a frequent speaker at national and regional professional meetings and webinars and has authored numerous articles for industry publications.

Bryan holds an M.B.A. in Global Management with emphases in Finance, European Studies, and German from the Thunderbird School of Global Management, and a B.S. in Business Administration from Pepperdine University.


CPE Credit Hours

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 The Financial Managers Society, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding registered sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site: www.nasba.org

  • Level: Basic - Expert
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Management Services - Technical
  • Up to 2 hours for concurrent sessions
  • Instructional Mode: Group Internet Based

For more information regarding administrative policies such as complaints or refunds, call 312-578-1300. FMS has also entered into individual sponsor agreements with a number of states. For additional information, please call 312-578-1300.


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