Early Bird registration ends soon for 2024 ALM First Financial Institute

DALLAS, TX (January 23, 2024) — Early bird registration for ALM First’s 2024 Financial Institute, which will be held March 24 – 27, 2024 in Dallas, will end on Friday, February 16, 2024.

This industry-leading workshop provides foundational asset-liability management (ALM) education on topics including interest rate risk, liquidity, asset pricing, funding strategies, and hedging. Financial professionals and volunteers involved in managing or monitoring the balance sheet are encouraged to attend and gain timely insights to benefit their depository institutions.

The three-day conference will be held in person at the newly renovated resort, The Ritz-Carlton Dallas, Las Colinas (formerly known as The Las Colinas Resort and Four Seasons Resort & Club), and feature several networking opportunities, including three evening events, as part of the registration fee.

“The depository landscape is evolving rapidly, and a fundamental understanding of asset-liability management is more crucial now than ever before. The Institute is the perfect opportunity for immersive education on this critical topic,” said Emily Hollis, CFA, CEO of ALM First. “This event allows attendees to engage directly with their peers and ALM First’s experienced team to expand their network and strengthen their ALM foundation ahead of a potentially challenging year.”

The 2024 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.

In addition to the breakout tracks, general sessions will offer an economic overview, a regulatory update, and discussions on industry hot topics like mergers and acquisitions, enterprise risk management, and talent strategies.

Attendees may earn up to 16.2 CPE credits. Visit the 2024 Financial Institute event website for more information and to take advantage of early bird pricing available through Friday, February 16.

About 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, fixed income portfolio management and hedging, has allowed it to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With approximately $70 billion of investments under management (as of December 31, 2023), 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, we now offer executive recruitment, strategic organization, board development, tailored executive benefits solutions and more to help financial institutions optimize their greatest assets – their people.


Sharon Simpson
(240) 620-4095 |

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