Given the dynamic nature of the financial industry, an institution’s success often depends on its management team’s experience and capabilities, as well as that of its board and ALCO members. Financial institutions must be up-to-date with changes in the regulatory arena, knowledgeable of new technology tools, and understanding of economic indicators. To help, ALM First Financial Advisors is offering its industry-leading Financial Institute at the Four Seasons Resort and Club in Dallas, March 26-28.
Online registration is now open for the annual three-day educational conference, with early-bird pricing available through Feb. 16.
The Financial Institute offers four learning tracks – Board, Fundamental, Investment, and Balance Sheet Management – to meet the knowledge level of attendees and their roles within the institution. ALM First’s advisors and visiting industry experts will lead panel discussions and cover topics of interest to financial executives and staff professionals, as well as ALCO and board members.
“We have designed the Financial Institute to provide financial professionals, non-financial managers, and board members ways to increase their knowledge on ALM Strategies, analytical techniques, and new regulations,” said Emily Hollis, CEO of ALM First. “It’s an excellent way to stay current with changes in the industry, and we recommend it to CEOs, CFOs, controllers, treasury staff, financial analysts, and accountants, as well as non-financial managers and elected officials.”
In addition to the breakout tracks, the 2018 Financial Institute includes general sessions, which offer an economic overview, panel discussions, and roundtable discussions on industry issues. The conference will also feature several networking opportunities, including two newly added evening events as part of the registration fee.
Attendees may earn up to 15 CPE credits. Visit 2018 Financial Institute for more information.
Emily Hollis, CEO, ALM First Financial Advisors Headshot