Early-bird registration now open for 2024 ALM First Financial Institute
DALLAS, TX (November 14, 2023) — Registration is now open for ALM First’s 2024 Financial Institute. This must-attend event provides continuing education, financial analyst training, current market trends and industry updates to ensure everyone involved in managing or monitoring the balance sheet remains current with timely insights designed to have a direct impact on the success of your financial institution.
The industry-leading workshop will be held in-person at The Las Colinas Resort, Dallas from March 24-27, 2024. Board directors, financial analysts, treasury staff, C-suite level executives, and others involved in their financial institution’s balance sheet are invited to attend.
“This is an exciting opportunity for financial professionals of all levels to obtain pertinent information and enhance their understanding of finance and treasury functions that directly benefit current goals and inform future strategies,” said Emily Hollis, CFA, CEO of ALM First. “This year’s event will provide our clients with networking opportunities to engage directly with their peers and ALM First’s experienced team.”
Online registration is now open for the annual three-day educational conference, with early-bird pricing available through Friday, Feb. 16.
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. The conference will also feature several networking opportunities, including three evening events, as part of the registration fee.
Attendees may earn up to 16.2 CPE credits. Visit the 2024 Financial Institute event website at www.almfirst.com/financialinstitute for more information.
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.
