DALLAS—ALM First’s has wrapped up its 2023 Financial Institute here, which offered three tracks: Board, Fundamentals, and Funds Management.
According to ALM First, Deedee Myers, CEO of DDJ Myers, an ALM First Company, shared with attendees real-life strategies for tackling talent management challenges and aligning organizations for long-term success. She encouraged attendees to start with purpose at the personal, team and organizational levels and create narratives based on people, vision and purpose rather than org charts.
Travis Goodman, Principal of ALM First, moderated a panel on Strengthening Liquidity Through Funding Diversity.
“This timely discussion allowed several financial leaders to share their own recent experiences with liquidity management and funding strategies, including the issuance of brokered CDs, sub-debt, loan participations and securitizations, amongst others,” ALM First said.
The Key Takeaways
ALM First’s executive management team took the stage to close the three-day conference with a session on Overcoming Challenges in 2023. Key takeaways included:
- Why starting with ALM and understanding duration mismatches on the balance sheet are foundational components of prudent management.
- How hedging can benefit institutions regardless of how rates evolve, the essential role of your bond portfolio in risk management, and why diligence in asset pricing is a key factor in liquidity management.
The company said more than 200 people attended the event, which also focused on continuing education, financial analyst training, current market trends and industry updates.
ALM First will host another Financial Forum later this year The Ritz-Carlton Bacara in Santa Barbara, Calif. For info: www.almfirst.com.
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