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2023 ALM First Financial Forum wraps-up with insights on charting financial success, navigating change

Santa Barbara, CA (September 29, 2023) |

The 2023 ALM First Financial Forum wrapped up yesterday at The Ritz-Carlton Bacara, Santa Barbara after three days of engaging sessions focused on charting financial success and navigating change.

During the final day of the conference, Deedee Myers, Ph.D. and CEO of DDJ Myers, an ALM First Company, presented The Power of Purpose: Cultivating Alignment and Building a Future-Ready Organization, emphasizing the importance of developing mid-level talent and preparing the next generation of depository leaders.

A panel, led by ALM First’s Jessica Richardson-Isenegger, on Adapting to Change: Strategic Communication in the Evolving Landscape discussed how best to prepare for conversions, mergers, and potential crisis response. The entire ALM First executive team closed out this year’s Financial Forum, sharing their insights and perspectives on the topics discussed throughout the event and answering questions in an open forum.

This year, more than 200 financial professionals attended the three-day conference, which was designed for everyone involved in managing or monitoring the balance sheet to discover insights, formulate strategies and gain new perspectives as they prepare for the coming year.

In addition to the 2023 Financial Forum’s general sessions, two separate education tracks, led by a variety of industry experts, delivered custom-tailored sessions to Executives and Boards. These sessions covered a wide range of topics including asset liability management, interest rate risk, enterprise risk management, governance, and more.

Explore all of the educational resources ALM First offers by visiting www.almfirst.com/learn
and mark your calendars for the 2024 ALM First Financial Forum, which will be held September 22-25 at The Ritz-Carlton, Dove Mountain in Marana, AZ.

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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