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Early-bird registration ending soon for 2026 ALM First Financial Institute

Dallas, TX (January 14, 2026) |

Early-bird registration ends January 30, 2026 for ALM First’s 2026 Financial Institute. This must-attend, three-day event was designed to equip financial professionals with the tools and strategies needed to confidently manage asset liability management (ALM) and balance sheet complexities in today’s fast-paced financial environment.

The industry-leading workshop will be held at The Ritz-Carlton Dallas, Las Colinas from March 22-25, 2026. Financial analysts, ALCO members, C-suite leaders, board directors, and everyone else involved in managing or monitoring their financial institution’s balance sheet are invited to attend.“This year’s conference will provide attendees with over 11 hours of networking opportunities to engage directly with their peers and ALM First’s experienced team,” said Emily Hollis, CFA, CEO of ALM First. “The Financial Institute was designed not only to expand each attendee’s expertise, but also to ensure they return with practical strategies that directly benefit their institution, enhancing its financial performance and positioning it for long-term success in a rapidly evolving landscape.”

Early-bird registration for the annual three-day educational conference will end in just over two weeks on Friday, January 30, 2026.

Designed for financial professionals across the organization, the event’s four specialized learning paths and 30+ tailored sessions will deliver over 13 hours of targeted education and actionable insights that align with institutional goals and drive results.

Customized sessions will fall within the following learning tracks: Board, Fundamental, and Funds Management, which includes two specialized paths concentrated on Portfolio Management and Balance Sheet Management. General sessions will offer an economic overview, a regulatory update, and discussions on industry hot topics. The conference will also include three evening events, as part of the registration fee.

Attendees may earn up to 16 CPE credits. Visit the 2026 Financial Institute event website for more information.

ALM First

ALM First was founded in 1995 as a strategic partner for depositories, offering an array of financial advisory services. The firm’s expertise in asset liability management, investment management, balance sheet strategy, secondary market solutions, and specialty financial services, has allowed it to deliver deeper insights into financial institutions’ balance sheets, strengthening their performance and building efficiencies. With approximately $77 billion of investments under management (as of September 30, 2025), 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. In recent years, ALM First Group has expanded to include several wholly-owned subsidiaries including DDJ Myers, an ALM First Company and ALM First Executive Benefits, LLC. Driven by client needs, the firm now offers various services to help financial institutions optimize their greatest assets – their people. "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"); ALM First Analytics, LLC ("ALM First Analytics"); and ALM First Executive Benefits, LLC ("ALM First Executive Benefits"). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Executive benefits consulting services are provided through ALM First Executive Benefits. 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.

Contact

Sharon Simpson,
(240) 620-4095
sgsimpsonconsulting@mac.com

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