Day 1 of ALM First Financial Forum focuses on strategic opportunities & challenges

SAN DIEGO, CA (September 19, 2018) — The first day of ALM First’s Financial Forum kicked off with an Economic & Market Update tailored specifically to financial institutions. While deposit repricing, liquidity and the potential for a future economic recession are all concerns, Jason Haley, Managing Director of ALM First’s Investment Management Group, shared some of the firm’s research on similar economic environments in the past to help attendees make better decisions for the future. In addition, Haley discussed several trends financial institutions should keep an eye on looking ahead.

Two lively panel discussions on regulatory updates and current trends affecting depository institutions, along with an interactive presentation on the need for credit unions and community banks to remain adaptive and competitive to become successful institutions of the future, rounded out the content-rich first day of the Financial Forum. The regulatory panel focused on the importance of liquidity management, looking at assumptions and contingency funding plans for financial institutions. The challenges of net interest margin (NIM) compression, CECL, and attracting deposits were also discussed.

The Financial Forum, hosted by ALM First, is the premier event for financial executives to discover insights, formulate strategies, and gain new perspectives about the coming year. With two separate tracks and a variety of speakers including, industry experts and regulators, and numerous networking opportunities, the annual ALM First Financial Forum is the 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.

This year’s event is being attended by over 200 financial executives, board of directors and guests at the beautiful Hotel del Coronado in sunny San Diego, California.

More information about ALM First’s Financial Forum and other educational events may be found at

About ALM First Financial Forum

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 $65 billion of investments under management (as of June 30, 2021), 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 Financial Forum
2911 Turtle Creek Blvd., Ste. 500
Dallas, TX 75219

Phone: 800.752.4628
Fax: 214.987.1052

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