For Immediate Release:  March 16, 2020
Contact: Sharon Simpson, (240) 620-4095 or [email protected]

Dallas, Texas – Due to health and safety concerns for clients, staff, conference attendees, and the community at large, ALM First has made the decision to cancel its 2020 ALM First Financial Institute, scheduled to be held on March 22-25th in Dallas. The 2021 Financial Institute will be held on March 21 – 24th of next year.

Since the economic insights shared are so vital, particularly during this unprecedented time, ALM First encourages financial professionals to register for our regular Bi-Weekly Market Update Webinar Series. This series is open to all interested board of directors, financial analysts, treasury staff, C-suite level executives, and others involved in their financial institution’s balance sheets. This regular webinar series is offered free of charge and registrants may participate from their remote work environments.

“As the COVID-19 (novel coronavirus) Health Emergency continues to develop, the health and well-being of our clients and team is our top priority,” says Emily Hollis, CFA, CEO of ALM First. “We also recognize that providing timely information to enhance the knowledge of financial professionals at all levels and directly benefit their depositories is critical right now. Our team remains committed to serving our clients and providing regular market updates via webinar will allow us to do that safely and efficiently,” said Emily Hollis, CFA, CEO of ALM First.

Visit for more information and to register for upcoming market updates.

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 $28 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.

The content in this message is provided for informational purposes and should not be relied upon as recommendations or financial planning advice. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.