Early-bird registration now open for in-person 2022 ALM First Financial Institute

DALLAS, TX (December 9, 2021) — Registration is now open for ALM First’s 2022 Financial Institute. This must-attend event provides continuing education, financial analyst training, current market trends and industry updates for everyone involved in managing, monitoring, or steering the balance sheet. The tailored agenda allows attendees to obtain timely insights designed to have a direct impact on the success of their financial institutions.

The industry-leading workshop will be held in-person at the Four Seasons Resort and Club in DallasMarch 20-23, 2022. Board of directors, financial analysts, treasury staff, C-suite level executives, and others involved in their financial institution’s balance sheet, are invited to attend.

“We’re excited about this 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 enhance future strategies,” said Emily Hollis, CFA, CEO of ALM First. “This year’s in-person format 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 Feb. 18.

The 2022 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 and discussions on hot topics such as secondary market loan strategies, income generation opportunities, mergers and acquisitions, and overcoming challenges in 2022. The conference will also feature several networking opportunities, including three evening events, as part of the registration fee.

Attendees may earn up to 16.8 CPE credits. Visit the 2022 Financial Institute web page for more information.

About ALM First

ALM First 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 $77 billion of investments under management (as of June 30, 2022), 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.

“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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