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Early-bird registration ends soon for 2023 ALM First Financial Institute

Early-bird registration for ALM First’s 2023 Financial Institute will end on Friday, February 17, 2023. This must-attend event provides continuing education, financial analyst training, current market trends and industry updates to ensure everyone involved in managing or monitoring the balance sheet remains current with timely insights designed to have a direct impact on the success of your financial institution.

The industry-leading workshop will be held in-person at The Las Colinas Resort (formerly the Four Seasons Resort and Club) in Dallas, TX on March 26-29, 2023. Board of directors, financial analysts, treasury staff, C-suite level executives, and others involved in managing, monitoring, or steering their financial institution’s balance sheet, are invited to attend.
“The Institute is one of our most popular events, offering an opportunity for financial professionals of all levels to obtain pertinent information and enhance their understanding of finance and treasury functions that directly benefit current goals and enhance future strategies,” said Emily Hollis, CFA, CEO of ALM First. “The interactive format was designed to provide attendees with networking opportunities to engage directly with their peers and ALM First’s experienced team.”
Online registration is open for the annual three-day educational conference and those interested in attending are encouraged to register before early-bird pricing ends the night of February 17, 2023.
The 2023 Financial Institute’s three learning tracks, Board, Fundamental, and Funds Management, are specifically tailored to meet the knowledge level of attendees and best serve their role within the institution.
In addition to the breakout tracks, general sessions will offer an economic overview and discussions on the latest hot topics impacting depository institutions. The conference will also feature several networking opportunities, including a welcome reception and a hosted dinner, as part of the registration fee. With no external sponsors or vendors, Institute attendees can enjoy a relaxed atmosphere and maximize their learning experiences and peer networking opportunities.
Attendees may earn up to 16.2 CPE credits. Visit the 2023 Financial Institute web page for more information.

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 $70 billion of investments under management (as of September 30, 2024), 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. 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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