2020 Financial Forum rescheduled for 2021

DALLAS, TX (July 1, 2020) — Based on client feedback and ongoing public health concerns, ALM First has made the decision to reschedule its 2020 ALM First Financial Forum, which was planned for September 22-25, 2020 in Napa, California. The 2021 Financial Forum will be held September 27-29 of next year at the Silverado Resort & Spa in Napa, CA.

The Financial Forum, hosted by ALM First, is the premier event for financial executives to discover insights, formulate strategies, and gain new perspectives about the coming year.

We encourage interested financial professionals to register for ALM First’s webinar series to remain current on changing market conditions. Our Bi-Weekly Market Update and Monthly ALM Strategy Update series provide the latest market insights and management strategies needed for a successful balance sheet in an easily accessible, virtual format.

“As a firm, we always put our clients’ best interests first. We understand that ongoing COVID-19 concerns prevent many financial professionals and their board members from traveling,” says Emily Hollis, CFA, CEO of ALM First. “We look forward to sharing our insights and the latest market updates through our ongoing bi-weekly and monthly webinar series to assist clients as they prepare for the year ahead,” said Emily Hollis, CFA, CEO of ALM First.

Visit to register for upcoming webinars and access additional educational resources.

About 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, fixed income portfolio management and hedging, has allowed it to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With approximately $70 billion of investments under management (as of December 31, 2023), 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, we now offer executive recruitment, strategic organization, board development, tailored executive benefits solutions and more to help financial institutions optimize their greatest assets – their people.


Sharon Simpson
(240) 620-4095 |

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