ALM First to Share Key Insights at AICPA Conference on Credit Unions


DALLAS, TX (October 18, 2018) — Robert Perry will lead two workshops for the AICPA Conference on Credit Unions in Las Vegas next week, sharing key insights to assist financial depositories in implementing successful hedging strategies and effectively managing interest-rate risk. Perry is Principal, ALM & Investment Strategy of ALM First Financial Advisors.

The first of two ALM First-led sessions, Hedging & Managing Interest-Rate Risk, will take place on October 22nd and focus on the tried-and-true strategies that bankers have used successfully for years to manage interest-rate risk. A checklist will be outlined for attendees, and keys to success will be discussed.

Learning objectives for this initial session include:

  • Defining, managing, and understanding complete and sufficient data
  • Discussing how cash flow models work and highlighting proven models
  • Identifying trading-level analytics and robust modeling for both simple and complex assets
  • Exploring new accounting guidelines and how to apply them


The second ALM First-led session, Hedging: Observations from Adoption, will provide “lessons learned from the trenches” by reviewing examples of interest-rate risk management strategy implementations and their results.

Learning objectives for the second session will include:

  • Highlighting successful hedging and interest-rate risk management programs
  • Reviewing unsuccessful hedging and interest-rate risk management programs
  • Combining this information


Interested financial institutions may learn more about all of ALM First’s upcoming speaking engagements, and other educational events, at or by contacting a team member at or 800.752.4628.

About ALM First
ALM First Financial Advisors is a strategic partner for depositories, offering an array of financial advisory services. Since 1995, its expertise in asset/liability management, fixed income portfolio management and hedging, has allowed it to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $20 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 250 financial institutions across the country.


Sharon Simpson
(240) 620-4095