Axiom EPM’s Ken Levey Selected to Present on Funds Transfer Pricing at 2014 AMIfs Institute

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Axiom EPM banking expert to present for second consecutive year

Ken Levey, Axiom EPM

Ken has spoken at several AMIfs events and our attendees always provide positive feedback on his sessions, so we are honored to have him participate in our Institute for the second consecutive year.

Axiom EPM, a leading provider of financial planning and performance management software for financial institutions, today announced that Ken Levey, Industry Vice President, Financial Institutions, will present once again at the Association for Management Information in Financial Services (AMIfs) Institute. Levey’s session will focus on funds transfer pricing (FTP) and will be held on Sunday, July 13 from 1:00 p.m. to 6:00 p.m. CST.

AMIfs is dedicated to developing and advancing the profession of management information in the financial services industry. The Institute is a comprehensive, week-long program that covers all major topics related to performance management, risk management and profitability analysis. The Institute will take place July 13 – 18 in St. Louis, Mo.

During the session, Levey will provide an in-depth look at FTP – the most essential piece in understanding the profitability of customers, products and channels within a financial institution. In addition to detailing FTP objectives, Levey will discuss the benefits of leveraging a cash flow matched maturity approach, which calculates an overall time and balance-weighted transfer rate funding for each cash flow strip. This process is completely transparent, allowing business users to alter pricing assumptions at will.

“Ken has spoken at several AMIfs events and our attendees always provide positive feedback on his sessions, so we are honored to have him participate in our Institute for the second consecutive year,” said Krissa Hatfield, assistant executive director of AMIfs. “I know our attendees will benefit from Ken’s expertise and insight on how to conduct a deeper analysis of their FTP results to make better pricing decisions and a garner a stronger understanding of their financial institution’s performance.”

“Many financial institutions have implemented FTP, but they place so much emphasis on accuracy that they omit analytical richness,” said Levey. “My goal of this session is to not only review FTP theory but to also illustrate the importance of delivering analytically rich reports that empower financial institutions to drive better decision making and help shape their profitability.”

As Industry Vice President of Financial Institutions, Levey focuses on shaping and executing Axiom EPM’s product and business development strategies for banks, credit unions and other financial services. Levey has more than 30 years of experience working in the financial services industry, previously serving as Senior Director of Banking Analytics for SAP Business Objects and Vice President of IPS-Sendero (Fiserv).

About Axiom EPM
Axiom EPM provides sophisticated, flexible performance management solutions for banks and credit unions that empower finance professionals to analyze results, model the future and optimize organizational decision making. Solutions for budgeting & forecasting, strategy management, incentive compensation management, profitability management & FTP, reporting & analytics, and loan credit quality analysis are delivered on a single unified platform. Axiom EPM embraces and extends Microsoft Excel® functionality, allowing finance professionals to manage data in a familiar environment – while providing unmatched modeling flexibility and enterprise performance. Axiom EPM is a wholly-owned subsidiary of Kaufman Hall and Associates.

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Lauren Schuster
William Mills Agency for Axiom EPM
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