Early-Bird registration open for ALM First’s Popular Financial Institute; annual event offers critical education and timely insights

DALLAS, TX (January 11, 2018) — 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

About ALM First Financial Advisors

ALM First Financial Advisors 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 $50 billion of investments under management, ALM First 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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