by Madi Wright | Oct 3, 2019 | Press Release
For Immediate Release: October 3, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First is pleased to welcome David Ritter, CVA, MBA, to the firm as Managing Director, Strategic Solutions Group. Ritter, who was... by Madi Wright | Sep 25, 2019 | Press Release
For Immediate Release: September 25, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] San Antonio, Texas – The second day of ALM First’s Financial Forum featured two different tracks developed for financial executive and board member... by Madi Wright | Sep 24, 2019 | Press Release
For Immediate Release: September 24, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] San Antonio, Texas – The first day of ALM First’s Financial Forum kicked off with former banking executive and entrepreneur, Scarlett Sieber, sharing... by Madi Wright | Aug 7, 2019 | Press Release
For Immediate Release: August 7, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Clients and non-clients have less than two weeks left to take advantage of early-bird pricing when they register for ALM First’s 2019 Financial... by Madi Wright | Jul 12, 2019 | Press Release
For Immediate Release: July 11, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Several exciting new sessions and featured speakers have been added to the agenda for ALM First’s 2019 Financial Forum, which will be held... by Madi Wright | Jun 17, 2019 | Press Release
For Immediate Release: June 13, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Fintech expert and international speaker Scarlett Sieber will be the keynote speaker for ALM First’s 2019 Financial Forum, which will be... by Madi Wright | May 22, 2019 | Press Release
For Immediate Release: May 22, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Clients and non-clients may now register for ALM First’s 2019 Financial Forum, which will be held September 23 – 25 at La Cantera Resort &... by ALM First | Apr 30, 2019 | Press Release
Washington, D.C. – The Board of Trustees for Trust for Credit Unions (TCU), the largest mutual fund family created for and by credit unions, renewed the contract for investment advisory services during its recent quarterly meeting. As part of its ongoing governance... by ALM First | Feb 11, 2019 | Press Release
Early-Bird Registration Ends Feb. 15 for 2019 ALM First Financial Institute DALLAS, TX (February 11, 2019) — Early-Bird pricing is available through Friday, Feb. 15 for ALM First’s popular Financial Institute at the Four Seasons Resort and Club in Dallas, March 25-27,... by ALM First | Nov 28, 2018 | Press Release
Early-Bird Registration Now Open for 2019 ALM First Financial Institute DALLAS, TX (November 28, 2018) — Registration is now open for ALM First’s popular Financial Institute at the Four Seasons Resort and Club in Dallas, March 25-27, 2019. The industry-leading,... by ALM First | Nov 14, 2018 | Press Release
ALM First Launches Loan Transaction Network DALLAS, TX (November 14, 2018) — ALM First recently launched the Loan Transaction Network, a new service that allows financial institutions to efficiently change the composition of their balance sheets. The... by ALM First | Nov 2, 2018 | Press Release
ALM First to Discuss Profitable Pricing at REACH 2018 DALLAS, TX (November 2, 2018) — Travis Goodman, CFA, Principal, Advisory Services of ALM First Financial Advisors, will be giving a REACHtalk on Profitable Pricing: The Must-Knows for Institutional Success... by ALM First | Oct 18, 2018 | Press Release
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... by ALM First | Oct 15, 2018 | Press Release
Trust for Credit Unions and ALM First provide new resources for credit unions DALLAS, TX (October 15, 2018) — ALM First’s webinar series was created to keep financial depositories informed so they can make better balance sheet management decisions. The sessions... by ALM First | Oct 4, 2017 | Press Release
Trust for Credit Unions and ALM First provide new resources for credit unions WASHINGTON, DC (October 4, 2017) — Trust for Credit Unions (TCU), the oldest and largest mutual fund family created for and by credit unions, and its new investment advisor, ALM First... by ALM First | Aug 11, 2017 | Press Release
Asset Liability Management Training On September 28 Cullen Coxe and Stacey Wilkerson from ALM First Financial Advisors will be leading ‘Asset Liability Management: Managing, Not Avoiding, Risk’ at MD|DC CUA on September 28, 2017 9AM-3 PM. This ALM session... by ALM First | Jul 28, 2017 | Press Release
ALM First Financial Advisors Named Preferred Vendor by Achieva Merger Services DALLAS (June 28, 2017) – ALM First Financial Advisors, LLC has been selected as a Preferred Vendor by Achieva Merger Services (AMS), a mergers and acquisitions consulting practice group in... by ALM First | Jul 13, 2017 | Press Release
ALM First Financial Advisors Offers Popular Financial Forum to All Financial Institutions, Strategies for Best ALM Processes and Investment Performance Discounted early-bird registration ends August 18; attendees earn up to 12 CPE credits. DALLAS (July 13, 2017) – For... by ALM First | Apr 28, 2017 | Press Release
Powerful market insights, and tips to improve ALM processes and grow the bottom line draw professionals to ALM First’s Financial Institute Three-day institute offers skill-building and intense financial education for CFOs, CEOs, Bank Directors and other Professionals,... by ALM First | Apr 20, 2017 | Press Release
Emily Hollis to Speak Twice at CUNA CFO Council Conference Who: Emily Hollis, CFA, Chief Executive Officer of ALM First Financial Advisors, LLC, will be a speaker at the upcoming CUNA CFO Council Conference, as well as the Pre-Conference Meeting. A respected expert in...