Registration now open for ALM First Financial Advisors’ Financial Institute; agenda includes five hedging sessions

DALLAS, TX (February 11, 2014)The new year looks to be a dynamic time for financial professionals responsible for ALM strategy and balance sheet management. To help financial institution professionals and volunteers better understand changing regulations and the shifting economic landscape, ALM First Financial Advisors is hosting its 2014 Financial Institute March 26-28.

Online registration is now open for the annual three-day workshop, to be held at the Four Seasons Resort and Club in Dallas, with early-bird pricing available through Feb. 28.

This year’s event will feature five different sessions on hedging, a topic creating industry buzz following NCUA’s announced final derivatives investment rule. Two experts from DerivActiv, a company providing financial instrument market valuations and accounting services to clients worldwide, will speak on the topic of hedge accounting. Additional sessions will examine fundamentals of hedging, hedging rationale and strategies, and mortgage pipeline hedging, offering several options for attendees interested in this topic.

“The Financial Institute provides four separate tracks, giving attendees the pertinent information and tools that best align with their responsibilities and interests,” said Angela Calvert, ALM First Partner. “From fundamentals of ALM to bond math, and from loan profitability analysis to hedging strategies, this workshop offers valuable knowledge for anyone involved with the balance sheet.”

The Institute’s speaker lineup also includes ALM First’s most-seasoned advisors and strategists, who will lead courses aligned with three tracks addressing fundamental, intermediate and advanced education. For the second year, ALM First has also included a fourth track for board members and other officials.

The Institute’s educational sessions are geared to both financial and non-financial executives and staff members, as well as ALCO and Board members. Other members of management may find the Institute valuable to increase their financial knowledge and understanding. Attendees may earn up to 16 CPE credits.

“Today’s marketplace is changing, and financial professionals need to stay on top of their game,” said Calvert. “The Financial Institute provides the critical information and advanced tools needed to meet your current goals and strategies for the future.”

For registration information, visit

About ALM First
ALM First Financial Advisors, LLC is a leading, trusted strategic partner for financial advisory services. With more than $18 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 175 financial institutions across the country.  Since 1995, financial institutions have relied on our industry expertise in formulating strategies to manage risk and enhance return to help them manage their balance sheets and investment portfolios. For more information, call (800) 752-4628, or visit

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