DALLAS –ALM First Financial Advisors said it will host its 2017 Financial Institute on March 27-29, 2017. 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. 17.
Featuring four separate tracks led by ALM First’s advisors and strategy experts, ALM First CEO Emily Hollis, CFA, says the event is structured to meet the needs of all attendees, from financial executives and staff professionals to ALCO and board members.
“We’ve designed the Financial Institute to provide information pertinent to the different roles within the industry,” said Hollis. “Whether attendees need information on investment strategies, ALM fundamentals, balance-sheet management or director-level reporting, our educational tracks provide the resources to help them in their position.”
In addition to four separate tracks, the 2017 Financial Institute offers an economic overview and general sessions on hot topics such as capital planning and stress testing, mortgage pipeline management, cash and liquidity strategies, and strategic planning for M&A activity
“The ALM First Financial Institute is an excellent way for financial professionals, non-financial managers and board members to stay current on ALM Strategies, analytical techniques and new regulations,” said Hollis. “We recommend participation by CEOs, CFOs, Senior Management, controllers, treasury staff, financial analysts, accountants, ALCO and Board members.”
Attendees may earn up to 16 CPE credits. Visit 2017 Financial Institute for more information.