Early-bird registration for ALM First Financial Forum ends August 16th

DALLAS, TX (August 7, 2019) — Clients and non-clients have less than two weeks left to take advantage of early-bird pricing when they register for ALM First’s 2019 Financial Forum, which will be held September 23 – 25 at La Cantera Resort & Spa in San Antonio, Texas. This annual three-day conference is the premier event for financial professionals and board members to discover insights, formulate strategies, and gain new perspectives about the coming year.

With two separate tracks, a variety of industry expert and regulatory speakers, and numerous networking events, the 2019 ALM First Financial Forum is a 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 conference will be kicked off by keynote speaker Scarlett Sieber, an international speaker, respected leader, writer and Senior Advisor at NASA for the Cross Industry Innovation Summit. Sieber, who formerly served as Vice President for USAA, Chief Innovation Officer for start-up Opus Bank and Senior Vice President of Global Business Development for BBVA, will discuss The Future of Financial Services: How Banking is Being Disrupted.

Other featured speakers include:

  • Guillermo Kopp, who drives digital transformation in Financial Services at Microsoft, will discuss breakthrough innovations such as artificial intelligence and open cloud computing.
  • David Ritter of Doeren Mayhew will explore the similarities and differences between credit union mergers and credit unions buying banks.
  • Mark Sievewright will share strategic planning insights gained from working directly with credit unions as well as holding key leadership positions with HSBC, MasterCard International, Payment Systems, Inc. and Fiserv.
  • Kerry Dannenberg, EVP Capital Markets and Loan Servicing, SWBC Mortgage Corporation, will discuss the State of the Mortgage Industry.

“This year’s expanded conference agenda will provide attendees with even more opportunities to learn about innovative strategies that can help them improve their institution’s performance and prepare for the future,” said Emily Hollis, CFA, CEO of ALM First.

Online registration is now open, with early-bird pricing available through August 16, 2019.

ALM First’s management team, well-known for their expertise in ALM, hedging, investment portfolio strategies, and balance sheet management, will lead educational presentations and discussions along with outside experts. The staff will also offer updates on the economy and insights into current trends affecting the industry and what an institution needs to be successful.

Attendees may earn up to 13.5 CPE credits. ALM First is committed to providing unbiased advice and education, and attendees can enjoy networking opportunities without pressure from external sponsors.

To register or learn more about the Financial Forum, visit Financial Forum.

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, 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 $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, the firm now offers various services to help financial institutions optimize their greatest assets – their people.


Sharon Simpson
(240) 620-4095 |

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