ALM First Financial Advisors offers popular Financial Forum to all credit unions, strategies for best ALM processes and investment performance

Discounted early-bird registration ends August 18; attendees earn up to 12 CPE credits.

DALLAS, TX (July 14, 2017) — For more than two decades, ALM First Financial Advisors, LLC has counseled, educated and assisted financial institution clients in developing new strategies to maximize returns. Now, the respected advisory firm is also inviting non-client banks and credit unions to learn from the best at its annual Financial Forum, a three-day event featuring industry experts and regulators.

According to Emily Hollis, CFA, CEO of ALM First Financial Advisors, the Forum offers a thought-provoking experience that promotes innovative strategies to improve performance. It’s geared to financial institution CEOs, CFOs, controllers, treasury staff, and ALCO and board members, as well as non-financial senior managers.

“In addition to learning directly from leading experts in finance, attendees can network with other industry professionals and share from their own successful strategies and lessons learned,” Hollis said. “We’ve intentionally created the Forum to provide an environment that lets attendees grow in their knowledge through formal education, along with the exchange of ideas and information. We look forward to talking to clients and non-clients at the Forum, along with participating in strategic discussions.”


ALM First’s management team will lead the Forum’s discussions and educational opportunities. Recognized for thought leadership in ALM, investment portfolio and balance sheet management, staff professionals will offer insights into current economic and market trends, along with facilitating discussions of non-traditional investment strategies and other issues affecting depository institutions.

ALM First’s Financial Forum will feature two tracks, one for executives/financial professionals and one for board members. Board sessions will help directors increase their understanding about mergers and acquisitions, effective ALCO management and guidance on hedging strategies. The executive/professional track will include education and strategic discussions on investment portfolio management and hedging, as well as asset securitization.

The 2017 Financial Forum will be held at The Broadmoor, a Forbes 5-Star and AAA 5-Diamond resort in Colorado Springs. Wednesday-Friday, Sept.20-22. The deadline for early-bird registration discount is August 18. In keeping with ALM First’s commitment to unbiased advice and education,attendees can experience the Forum by fostering new and existing relationshipswithout the pressure of external sponsors, using the firm’s new event app and enjoying numerous networking opportunities.Attendees will have the opportunity to earn 12 CPE credits.

E Hollis, CEO, ALM First Financial Advisors_


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.

About ALM First

ALM First Financial Advisors, LLC is a leading, trusted strategic partner for financial advisory services. With approximately $20 billion of investments under management, ALM First is an SEC-registered investment advisor. The firm provides commission-free, fee-based services to more than 250 financial institutions across the country. Since 1995, financial institutions have relied on our industry expertise in formulating strategies to manage risk and enhance return to help them manage their balance sheets and investment portfolios. For more information, call (800) 752-4628, or visit


Sharon Simpson,
(240) 620-4095 |

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