For Immediate Release:  September 28, 2021

Contact: Sharon Simpson, (240) 620-4095 or [email protected]

DALLAS, TX (September 29, 2021) — The second day of ALM First’s Financial Forum featured two different tracks developed for financial executive and board member audiences.

The executive track kicked off with a discussion of loan pricing, transactions and profitability before diving into the subordinated debt market, strategies to keep up with rising employee benefits costs and the impact of credit modeling on capital management in a series of in-depth sessions led by ALM First’s team of expert speakers.

Board members learned more about managing margin compression, net worth and overall performance, then discussed ALM fundamentals and balance sheet strategies. The board track wrapped up with a session on how to determine the right level of capital for your institution, which was led by Emily Hollis, CFA and CEO of ALM First.

The Financial Forum, hosted by ALM First, is the premier event for financial executives to discover insights, formulate strategies, and gain new perspectives about the coming year. With two separate tracks and a variety of speakers including, industry experts and regulators, and numerous networking opportunities, the annual ALM First Financial Forum is the must-attend event for everyone involved in managing or monitoring the balance sheet including CEOs, CFOs, Senior Management, Controllers, Treasury Staff, ALCO and Board Members.

This year’s event is being held at the beautiful Silverado resort in Napa, California and includes multiple networking opportunities in addition to the in-depth educational sessions.

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 $65 billion of investments under management (as of June 30, 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.

 More information about ALM First’s Financial Forum and other educational events may be found at

To register or learn more, visit website link.


 “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.