Skip to main content

The place for all things credit union™
Log in

ALM First announces new dates & locations for Fall M&A Master Sessions

ALM First has expanded its M&A Master Sessions this fall after hosting several successful sessions in California in the spring. Four facilitated open forum roundtables will be hosted in October to explore strategic growth opportunities in the merger and acquisition space with perspectives from three critical areas: strategy, public relations and legal.
Credit union leaders are encouraged to register before the end of September for the interactive, three-hour event located closest to them. All M&A Master Sessions will be held from 2pm – 5pm, local time.

For online registration and more event details, please visit the individual session websites shown below.

October 11 - Austin, TX: www.almfirst.com/ma/austin
October 12 - Dallas, TX: www.almfirst.com/ma/dallas
October 17 - Atlanta, GA: www.almfirst.com/ma/atlanta
October 18 - Denver, CO: www.almfirst.com/ma/denver

“The positive feedback from credit union leaders who participated in our M&A sessions last April was overwhelming. Credit unions of all sizes want to proactively explore their strategic growth options,” says David Ritter, Managing Director, M&A Advisory for ALM First. “As a trusted partner to hundreds of financial institutions nationwide, our goal is to gather progressive CEOs with their peers and offer an open forum to discuss the current trends, rationale, and best practices for mergers.”

Learn more about the October M&A Master Sessions, along with additional educational opportunities, at www.almfirst.com.

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

Daily Credit Union News – Straight to Your Inbox

Join thousands of credit union industry professionals who start their day with the latest news, events and technology supporting the credit union industry.

Recommended for you