DALLAS–ALM First Financial Advisors, LLC said it is now also inviting non-client credit unions to learn from the best at its annual Financial Forum, a three-day event featuring industry experts and regulators.
According to Emily Hollis, CFA, CEO of ALM First Financial Advisors, the Forum offers a thought-provoking experience that promotes innovative strategies to improve performance. It’s geared to financial institution CEOs, CFOs, controllers, treasury staff, and ALCO and board members, as well as non-financial senior managers.
“In addition to learning directly from leading experts in finance, attendees can network with other industry professionals and share from their own successful strategies and lessons learned,” Hollis said. “We’ve intentionally created the Forum to provide an environment that lets attendees grow in their knowledge through formal education, along with the exchange of ideas and information. We look forward to talking to clients and non-clients at the Forum, along with participating in strategic discussions.”
Meeting Details
ALM First said its management team will lead the Forum’s discussions and educational opportunities. Recognized for thought leadership in ALM, investment portfolio and balance sheet management, staff professionals will offer insights into current economic and market trends, along with facilitating discussions of non-traditional investment strategies and other issues affecting depository institutions.
ALM First’s Financial Forum will feature two tracks, one for executives/financial professionals and one for board members. Board sessions will help directors increase their understanding about mergers and acquisitions, effective ALCO management and guidance on hedging strategies. The executive/professional track will include education and strategic discussions on investment portfolio management and hedging, as well as asset securitization.
The 2017 Financial Forum will be held at The Broadmoor in Colorado Springs Colo., on Wednesday-Friday, Sept.20-22. The deadline for early-bird registration discount is August 18. In keeping with ALM First’s commitment to unbiased advice and education, attendees can experience the Forum by fostering new and existing relationships without the pressure of external sponsors, using the firm’s new event app and enjoying numerous networking opportunities. Attendees will have the opportunity to earn 12 CPE credits.
To register or learn more about the Financial Forum, visit ALMFirst.com/FinancialForum.