For Immediate Release:  July 1, 2020
Contact: Sharon Simpson, (240) 620-4095 or

Dallas, Texas – Based on client feedback and ongoing public health concerns, ALM First has made the decision to reschedule its 2020 ALM First Financial Forum, which was planned for September 22-25, 2020 in Napa, California. The 2021 Financial Forum will be held September 27-29 of next year at the Silverado Resort & Spa in Napa, CA.

The Financial Forum, hosted by ALM First, is the premier event for financial executives to discover insights, formulate strategies, and gain new perspectives about the coming year.

We encourage interested financial professionals to register for ALM First’s webinar series to remain current on changing market conditions. Our Bi-Weekly Market Update and Monthly ALM Strategy Update series provide the latest market insights and management strategies needed for a successful balance sheet in an easily accessible, virtual format.

“As a firm, we always put our clients’ best interests first. We understand that ongoing COVID-19 concerns prevent many financial professionals and their board members from traveling,” says Emily Hollis, CFA, CEO of ALM First. “We look forward to sharing our insights and the latest market updates through our ongoing bi-weekly and monthly webinar series to assist clients as they prepare for the year ahead,” said Emily Hollis, CFA, CEO of ALM First.

Visit to register for upcoming webinars and access additional educational resources.

About ALM First

ALM First is a strategic partner for depositories, offering an array of financial advisory services. Since 1995, our expertise in asset/liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $35 billion of investments under management, 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.

For more information, call (800) 752-4628, or visit


“ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”).  Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure.