Powerful market insights, and tips to improve ALM processes and grow the bottom line draw professionals to ALM First’s Financial Institute

Three-day institute offers skill-building and intense financial education for CFOs, CEOs, Bank Directors and other Professionals, Participants earn up to 16 CPE credits

DALLAS, TX (April 28, 2017) — Keeping up with changes in the financial industry is a daunting task, but one that can mean the difference between success and failure for a financial institution. To help banks and credit unions stay abreast of new rules and market trends, as well as to gain new strategy insights, ALM First Financial Advisors, LLC, held its 2017 Financial Institute in Dallas last month.

With four separate educational tracks, the Institute is designed to meet the individual needs of  financial professionals, board members and non-financial managers, according to their levels of knowledge and expertise.

“It’s always a pleasure to offer the Financial Institute,” said Emily Hollis, CFA, Chief Executive Officer, for ALM First. “Not only do attendees gain a wealth of knowledge and have the opportunity to exchange ideas, but those of us on staff also gain insights into their institutions’ concerns and challenges.”

Along with general sessions covering economic updates and topics like mortgage pipeline management, capital stress testing, and cash & liquidity strategies, the three-day program included a panel discussion on lending. Experts from across the nation discussed current concerns, today’s best practices and strategies that have been successful, as well as those that haven’t.

Learning tracks offered information ranging from financial basics like ALM 101 and Interpreting ALM Reports to more complex issues such as Liquidity Management and Understanding Convexity Risk in Mortgage Backed Securities. With distinct tracks – Directors, Fundamental, Balance Sheet Management and Investment – attendees could select the sessions most relevant to their roles. The courses were helpful to anyone engaged in managing or monitoring the balance sheet, including CEOs, CFOs, controllers, treasury staff, financial analysts, and accountants, as well as executive management teams, ALCOs and board members.

Along with sessions with ALM First’s staff experts, the Institute featured speakers such as Cory Schwab, Chief Risk Officer at Alaska USA FCU; Erick Kostucheck, EVP, Commercial Banking at TransPacific National Bank; and Scott Strand, Chief Lending Officer/SVP at BECU.

The annual Institute took place Monday, March 27, through Wednesday, March 29, at the Four Seasons Resort and Club, Dallas at Las Colinas.

For more information about ALM First and its role as a strategic partner to financial institutions, call 800.752.4628 or visit

E Hollis, CEO, ALM First Financial Advisors

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.


Sharon Simpson,
(240) 620-4095 |

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