For Immediate Release:  September 26, 2023
Contact: Sharon Simpson, (240) 620-4095 or

Santa Barbara, CA – The 2023 ALM First Financial Forum kicked off yesterday at The Ritz-Carlton Bacara, Santa Barbara with keynote speaker, Harry Kraemer, Clinical Professor of Leadership at Northwestern University’s Kellogg School of Management. Kraemer explored how to successfully navigate change and build a world-class organization. Drawing upon research and real-life examples, he shared principles and strategies that leaders can employ to drive success.

Jason Haley, ALM First’s Chief Investment Officer, shared his latest Economic & Market Update tailored specifically to financial institutions. Touching upon the latest FOMC meeting, economic data trends, and market expectations, Jason helped attendees understand how current conditions and the economic outlook are impacting financial performance at depositories.

Yesterday also included general sessions on the State of the Industry and a panel discussion on 2024 Strategic Planning Priorities, which explored critical themes, such as M&A strategy, talent recruitment & retention, ERM, technology and more.

This year, more than 200 financial professionals are attending the three-day conference, which is designed for everyone involved in managing or monitoring the balance sheet to discover insights, formulate strategies and gain new perspectives as they prepare for the coming year.

Today, two separate education tracks, led by a variety of industry experts, will deliver custom-tailored sessions to Executives and Board Members. These sessions will cover a wide range of topics including asset liability management, interest rate risk, enterprise risk management, governance, and more. 

Learn more about the educational resources ALM First offers by visiting

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 $72 billion of investments under management (as of June 30, 2023), 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.

“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.