ALM First adds new speakers to financial forum

DALLAS, TX (July 11, 2019) — Several exciting new sessions and featured speakers have been added to the agenda for ALM First’s 2019 Financial Forum, which will be held September 23 – 25 at La Cantera Resort & Spa in San Antonio, Texas.

Guillermo Kopp drives digital transformation in Financial Services at Microsoft and will discuss breakthrough innovations such as artificial intelligence and open cloud computing. Kopp’s Disruptive Digital Technologies session will focus on strategic emerging technologies and services that credit unions may tap to improve the interaction agility, insights, speed, and value delivered to their members.

David Ritter’s session, Merger Considerations for Strategic Growth, will explore the similarities and differences between credit union mergers and credit unions buying banks. In his senior role as at Doeren Mayhew, Ritter works with credit unions, banks, mortgage companies and CUSOs to help build strategies and move quickly toward their financial goals.

With more than 30 years of financial services experience, Mark Sievewright will share insights gained from working directly with credit unions as well as holding key leadership positions with HSBC, MasterCard International, Payment Systems, Inc. and Fiserv. His session, Finding and Securing the Future for your Institution in a World of Changewill highlight how depositories should respond and include best practices around the Strategic Planning process itself.

Kerry Dannenberg, EVP Capital Markets and Loan Servicing, SWBC Mortgage Corporation, has 30 years of experience and will discuss the State of the Mortgage Industry. Prior to joining SWBC, Dannenberg worked for CTX Mortgage Company, the prime mortgage lending subsidiary of Centex Corporation. He is a former director of the Texas Mortgage Bankers Association, a member of the National Mortgage Bankers Association Secondary and Capital Markets Committee, and a former member of both the National Association of Home Builders Housing Finance Group and the Western Business Advisory Board for Fannie Mae.

The annual three-day conference is the premier event for financial professionals and board members to discover insights, formulate strategies, and gain new perspectives about the coming year.

With two separate tracks, a variety of industry expert speakers, and numerous networking events, the 2019 ALM First Financial Forum is a must-attend event for everyone involved in managing or monitoring the balance sheet including CEOs, CFOs, Senior Management, Controllers, Treasury Staff, ALCO and Board Members.

Online registration is now open, with early-bird pricing available through August 16, 2019.

To enable attendees to maximize their learning opportunities, ALM First’s Financial Forum features two learning tracks: an executive track for CEOs, CFOs, controllers, treasury staff, and non-financial senior managers, and a board track for ALCO or board members and other directors.

The executive track will feature presentations on profitability, leverage strategies, loan participations and capital planning. The board track will include sessions on financial services trends, securing the future of your institution, funding strategies and enterprise risk management. Participants from both tracks may also attend all general sessions including: Economic & Market Update, Regulatory Update, Deposit Strategies, and Merger Considerations for Strategic Growth.

ALM First’s management team, well-known for their expertise in ALM, hedging, investment portfolio strategies, and balance sheet management, will lead educational presentations and discussions along with outside experts. The staff will also offer updates on the economy and insights into current trends affecting the industry and what an institution needs to be successful.

Attendees may earn up to 13.5 CPE credits. ALM First is committed to providing unbiased advice and education, and attendees can enjoy networking opportunities without pressure from external sponsors.

To register or learn more about the Financial Forum, visit Financial Forum.

About ALM First Financial Advisors

ALM First Financial Advisors is a strategic partner for depositories, offering an array of financial advisory services. Since 1995, our expertise in asset/liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $50 billion of investments under management, ALM First 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.

“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”); and ALM First Analytics, LLC (“ALM First Analytics”). 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.


Sharon Simpson,
(240) 620-4095 |

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