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 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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