Registration now open for 2023 ALM First Financial Forum in Santa Barbara

DALLAS, TX (May 5, 2023) — Financial institution executives and board members are encouraged to register now for ALM First’s 2023 Financial Forum, which will be held on September 24 – 27 at The Ritz-Carlton, Bacara in Santa Barbara, CA. 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.

With two separate education tracks led by a variety of industry experts and numerous networking events, the 2023 ALM First Financial Forum is a must-attend event for everyone involved in managing or monitoring the balance sheet including Executives, Senior Leadership, Treasury Staff, ALCO and Board Members.

“Now more than ever, it’s vital that depository leaders understand emerging trends, effective tools and best practices to navigate challenges successfully,” said Emily Hollis, CFA, CEO of ALM First. “We’re proud to provide timely opportunities for financial professionals to learn about innovative strategies, network with peers, and gain insights to inform 2024 strategic planning.”

Online registration is now open, with early-bird pricing available through August 18, 2023.

ALM First’s management team, well-known for their expertise in ALM, investment portfolio strategies, loan transactions, merger advisory, mortgage pipeline hedging, and balance sheet management, will lead educational presentations and discussions along with outside experts. The staff will also offer updates on the economy and insights into current trends affecting the industry and what a financial institution needs to be successful.

Attendees may earn up to 13.5 CPE credits. ALM First is committed to providing unbiased advice and education, and attendees can enjoy networking opportunities without pressure from external sponsors.

To register or learn more about the Financial Forum, visit

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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