2020 Financial Institute canceled, 2021 Financial Institute planned for March 21-24, 2021

DALLAS, TX (March 17, 2020) — Due to health and safety concerns for clients, staff, conference attendees, and the community at large, ALM First has made the decision to cancel its 2020 ALM First Financial Institute, scheduled to be held on March 22-25th in Dallas. The 2021 Financial Institute will be held on March 21 – 24th of next year.

Since the economic insights shared are so vital, particularly during this unprecedented time, ALM First encourages financial professionals to register for our regular Bi-Weekly Market Update Webinar Series. This series is open to all interested board of directors, financial analysts, treasury staff, C-suite level executives, and others involved in their financial institution’s balance sheets. This regular webinar series is offered free of charge and registrants may participate from their remote work environments.

“As the COVID-19 (novel coronavirus) Health Emergency continues to develop, the health and well-being of our clients and team is our top priority,” says Emily Hollis, CFA, CEO of ALM First. “We also recognize that providing timely information to enhance the knowledge of financial professionals at all levels and directly benefit their depositories is critical right now. Our team remains committed to serving our clients and providing regular market updates via webinar will allow us to do that safely and efficiently,” said Emily Hollis, CFA, CEO of ALM First.

Visit for more information and to register for upcoming market updates.

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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