For Immediate Release:  September 12, 2022
Contact: Sharon Simpson, (240) 620-4095 or

Dallas, TX – ALM First has expanded its M&A Master Sessions this fall after hosting several successful sessions in California in the spring. Four facilitated open forum roundtables will be hosted in October to explore strategic growth opportunities in the merger and acquisition space with perspectives from three critical areas: strategy, public relations and legal.

Credit union leaders are encouraged to register before the end of September for the interactive, three-hour event located closest to them. All M&A Master Sessions will be held from 2pm – 5pm, local time.

For online registration and more event details, please visit the individual session websites shown below.

October 11 – Austin, TX:
October 12 – Dallas, TX:
October 17 – Atlanta, GA:
October 18 – Denver, CO:

“The positive feedback from credit union leaders who participated in our M&A sessions last April was overwhelming. Credit unions of all sizes want to proactively explore their strategic growth options,” says David Ritter, Managing Director, M&A Advisory for ALM First. “As a trusted partner to hundreds of financial institutions nationwide, our goal is to gather progressive CEOs with their peers and offer an open forum to discuss the current trends, rationale, and best practices for mergers.”

Learn more about the October M&A Master Sessions, along with additional educational opportunities, at

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 $67 billion of investments under management (as of December 31, 2021), 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.