ALM First announces keynote speaker for Financial Forum

DALLAS, TX (June 13, 2019) — Fintech expert and international speaker Scarlett Sieber will be the keynote speaker for ALM First’s 2019 Financial Forum, which will be held September 23 – 25 at La Cantera Resort & Spa in San Antonio, Texas.

Sieber is a respected leader, writer and Senior Advisor at NASA for the Cross Industry Innovation Summit. She formerly served as Vice President for USAA, Chief Innovation Officer for start-up Opus Bank and Senior Vice President of Global Business Development for BBVA.

Sieber’s session, The Future of Financial Services: How Banking is Being Disrupted, will provide a macroeconomic overview of the industry at large and the shifts caused by consumer expectations and behavior while addressing the impact and the rise of fintech. Attendees will benefit from first-hand examples of organizations who are excelling in this challenge as Sieber dives into the biggest tech trends for 2019 and beyond. As a former banking executive and entrepreneur, with experience from both sides of the table, she will equip credit union and bank leaders with the foundation for success moving forward in financial services.

“As a trusted partner for financial depositories, we’re always searching for ways to assist our clients with the latest challenges their institutions are facing,” said Emily Hollis, CFA and CEO of ALM First Financial Advisors, LLC. “We’re excited to announce Scarlett Sieber’s keynote session, which will help attendees ensure that their organizations are prepared to thrive as the industry continues to evolve.”

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 and regulatory 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.

Scarlett Sieber

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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