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Registration now open for new Governance & Leadership Symposium

Dallas, TX (June 10, 2026) |

ALM First has opened registration for its newest addition to the Master Session event series, the Governance & Leadership Symposium, to be held November 8 – 10, 2026, at the Omni PGA Frisco in Frisco, TX.

This inaugural symposium is designed for executives and directors navigating increasing complexity at the intersection of governance, strategy, and performance. The program focuses on the critical leadership decisions, and points of breakdown, that determine whether strategy translates into sustained results.

Through facilitated roundtable discussions, expert-led general sessions, and candid peer dialogue, participants will examine how governance structures, leadership dynamics, and strategic priorities influence organizational results.

Featured speakers and moderators include Deedee Myers, Ph.D., CEO of DDJ Myers, an ALM First Company; Peter Myers, Senior Vice President; Tim Tolliver, Vice President of Executive Performance; and Tom Sievewright, Director, ALM First Executive Benefits.

“In today’s environment, strong strategy alone is not enough, execution at the leadership and governance level is where performance is forged,” said Emily Hollis, CFA, CEO of ALM First. “We’re thrilled to launch this new event, designed to help boards and executives strengthen organizational alignment and ensure strategy translates into measurable results.”

The Governance & Leadership Symposium is intentionally designed as a small, senior-level experience to encourage meaningful dialogue and peer exchange among decision-makers facing similar challenges.  Space is limited, and early registration is recommended. Registration closes on October 7. Learn more at www.almfirst.com/leadership.

ALM First

ALM First was founded in 1995 as a strategic partner for depositories, offering an array of financial advisory services. The firm’s expertise in asset liability management, investment management, balance sheet strategy, secondary market solutions, and specialty financial services, has allowed it to deliver deeper insights into financial institutions’ balance sheets, strengthening their performance and building efficiencies. With approximately $77 billion of investments under management (as of September 30, 2025), ALM First Financial Advisors is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions across the country. In recent years, ALM First Group has expanded to include several wholly-owned subsidiaries including DDJ Myers, an ALM First Company and ALM First Executive Benefits, LLC. Driven by client needs, the firm now offers various services to help financial institutions optimize their greatest assets – their people. "ALM First" is a brand name for a financial services business conducted by ALM First Group, LLC ("ALM First") through its wholly owned subsidiaries: ALM First Financial Advisors, LLC ("ALM First Financial Advisors"); ALM First Advisors, LLC ("ALM First Advisors"); ALM First Analytics, LLC ("ALM First Analytics"); and ALM First Executive Benefits, LLC ("ALM First Executive Benefits"). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Executive benefits consulting services are provided through ALM First Executive Benefits. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors' Brochure.

Contact

Sharon Simpson,
(240) 620-4095
sgsimpsonconsulting@mac.com

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