Early-Bird registration ends Feb. 15 for 2019 ALM First Financial Institute

DALLAS, TX (February 11, 2019) — Early-Bird pricing is available through Friday, Feb. 15 for ALM First’s popular Financial Institute at the Four Seasons Resort and Club in Dallas, March 25-27, 2019. The industry-leading, three-day workshop provides key education and timely insights designed to have a direct impact on the success of your financial institution.

With three focused learning tracks, the ALM First Financial Institute is a must-attend conference for everyone involved in managing or monitoring the balance sheet including CEOs, CFOs, Senior Management, Controllers, Treasury Staff, Financial Analysts, Accountants, ALCO and Board Members.

Online registration is open for the annual three-day educational conference. Those interested in attending can still take advantage of the special early-bird pricing through Feb. 15.

The 2019 Financial Institute’s three learning tracks, Board, Fundamental, and Funds Management, are specifically tailored to meet the knowledge level of attendees and best serve their role within the institution.

“The financial world is constantly changing. That’s why we designed the Financial Institute to provide financial professionals, non-financial managers, and board members with the ongoing education and critical information they need to stay current with the latest changes and regulations,” said Emily Hollis, CEO of ALM First. “I’m pleased to be welcoming industry professionals from across the country to the 2019 Institute on Monday, March 25th and can’t wait to share ALM First’s expertise with our attendees.”

In addition to the breakout tracks, the 2019 Financial Institute includes general sessions, which offer an economic overview, panel discussions, and roundtable discussions on hot topics such as liquidity, mergers and acquisitions, and mortgage origination. The conference will also feature several networking opportunities, including three evening events, as part of the registration fee.

Attendees may earn up to 15 CPE credits. Visit the 2019 Financial Institute web page for more information.

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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