ALM First Financial Institute closes with real-world examples & insights for a successful future

DALLAS, TX (March 30, 2023) — ALM First’s 2023 Financial Institute closed Wednesday, March 29, wrapping up with several insightful general sessions after attendees chose from three customized learning tracks throughout the conference – Board, Fundamentals, and Funds Management.

Deedee Myers, Ph.D. and CEO of DDJ Myers, an ALM First Company, shared real-life strategies to tackle talent management challenges and align organizations for long-term success in her session on Aligning Your Institution for the Future. She encouraged attendees to start with purpose at the personal, team and organizational levels and create narratives based on people, vision and purpose rather than org charts.

Travis Goodman, Principal of ALM First, moderated a panel on Strengthening Liquidity Through Funding Diversity. This timely discussion allowed several financial leaders to share their own recent experiences with liquidity management and funding strategies, including the issuance of brokered CDs, sub-debt, loan participations and securitizations, amongst others.

The entire ALM First executive management team took the stage to close the three-day conference with a session on Overcoming Challenges in 2023. Key takeaways included why starting with ALM and understanding duration mismatches on the balance sheet are foundational components of prudent management, how hedging can benefit institutions regardless of how rates evolve, the essential role of your bond portfolio in risk management, and why diligence in asset pricing is a key factor in liquidity management.

This year, more than 200 financial professionals attended the in-person event, which provides continuing education, financial analyst training, current market trends and industry updates to ensure everyone involved in managing or monitoring the balance sheet remains current with timely insights designed to have a direct impact on the success of their financial institution.

More information about ALM First’s upcoming 2023 Financial Forum, to be held at The Ritz-Carlton Bacara in Santa Barbara, CA, and other educational events may be found at

About ALM First

ALM First 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 $77 billion of investments under management (as of June 30, 2022), 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.

“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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