Financial institution executives and board members are encouraged to register now for ALM First’s 2022 Financial Forum,which will be held in person on September 25 – 28, at The Ritz Carlton, Bachelor Gulch in Avon, CO. This annual three-day conference is the premier event for financial professionals and board members to discover insights, formulate strategies, and gain new perspectives as they prepare for the coming year.
Registration now open for 2022 ALM First Financial Forum in Colorado
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 $77 billion of investments under management (as of September 30, 2025), 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. "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"); ALM First Analytics, LLC ("ALM First Analytics"); and ALM First Executive Benefits, LLC ("ALM First Executive Benefits"). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Executive benefits consulting services are provided through ALM First Executive Benefits. 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.
Contact
Sharon Simpson,
(240) 620-4095
sgsimpsonconsulting@mac.com
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