– Knowledgeable, Driven, Committed, Innovative –
Clearing Management and Exchange Experts to support you …
Training
Build Expertise. Reduce Risk. Make Better Decisions.
In today’s increasingly complex commodity markets, topics such as clearing, margining, and exchange access are no longer purely operational—they are strategic drivers of cost, liquidity, and risk.
CMeXs offers:
- inhouse training
- workshops,
- masterclasses,
- lectures
- individual training sessions
- coaching
designed to equip your teams and audience with the knowledge and practical insights required to navigate these challenges with confidence.
Our Approach
All sessions are:
• Tailored to your organisation and level of expertise
• Based on real market experience across exchanges, CCPs, and trading firms
• Focused on practical application, not just theory
• Designed to deliver immediate impact on decision-making and operations
We bridge the gap between complex market infrastructure and practical business outcomes.
Who It Is For
• Energy trading companies
• Utilities
• Commodity traders and hedge funds
• Risk, treasury, and operations teams
• Senior management involved in trading infrastructure decisions
• Policy makers and regulators
Let’s Talk
Whether you are looking to build internal expertise, prepare for strategic decisions, or better understand your clearing and exchange setup, we would be pleased to support you.
Contact us to discuss how we can tailor a session to your needs.
Clearing Management
* Understand how clearing impacts liquidity/risk profile/costs
Topics include:
- Margin methodologies and drivers (IM, VM, default funds)
- Collateral optimisation strategies
- Liquidity and funding implications
- Impact of CCP rule changes
- Risk management and stress scenarios
- Clearing Broker Selection & RFP Processes
* Make informed, strategic decisions when selecting clearing partners.
Topics include:
- Clearing broker landscape and business models
- Key selection criteria and hidden risks
- Structuring and managing RFP processes
- Commercial terms and negotiation strategies
- Dependency and fallback considerations
- Exchange Access & Membership Applications
* Principles of Clearing
Topics include:
- basics of clearing
- requirements
- margin types
- risk mitigation and account related specifics
- Common pitfalls and how to avoid delays
* Margin validation, reconcilation
Topics include:
- margin replication models
- reconciliation methods
- expiry processes
- margin simulations and margin predictions
Market Access / Exchange membership application
*Exchange Membership application procedures
Topics include:
- Exchange and clearing access models
- Membership requirements and documentation
- Application processes and timelines
- Regulatory and operational considerations
- Common pitfalls and how to avoid delays
* Exchange Pricing mechanisms
Topics include:
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* OTC vs Exchange
Topics include:
- basics principles of OTC and Exchange
- risk mitigation
- CSA and OTC margin mechanism
- guarantees
- transaction confirmations and reconciliations
* Exchange rules and market obligations
Topics include:
Formats
Workshops: Interactive sessions focused on your specific challenges and use cases
Ideal for: teams looking to solve concrete issues or align internally
Masterclasses: Structured, in-depth sessions providing a comprehensive understanding of key topics
Ideal for: management, senior traders, risk and treasury professionals
Individual Training: Highly customised sessions tailored to specific roles or individuals
Ideal for: onboarding, upskilling, or targeted knowledge transfer
Lecturing Sessions: Expert knowledge combined with strategic business insights
Ideal for: business events, colleges
Pricing
For more information simpy send us your ideas / requirements and we will get back to you with a customized offer.
Our trainings are compiled from prepared elements that allows us to fully cover every single training with the required content and align in an optimal way with the customers needs.
The CMeXs Core Values
CMeXs is a management consultancy known for a non-conventional approach. Nothing is what it seems to be and different ways to look at things are the guarantee for astonishing and profitable results.
At the same time CMeXs is known for factual analyses and inventories that are used for deliberative recommendations and solutions. A practical and efficient approach combined with well prepared implementations is the guarantee for a cost effective spend of investments
