For Immediate Release:  September 25, 2019
Contact: 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 audiences.

The executive track kicked off with a discussion of profitability in 2020 and beyond, then focused on leverage strategies, loan participations and capital planning in a series of in-depth sessions led by ALM First’s team of expert speakers.

Board members learned about the latest trends in financial services, then discussed ways to find and secure the future of their institutions in a world of change. The board track wrapped up with interactive discussions on funding strategies and enterprise risk management.

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 attended by over 100 financial executives, board of directors and guests at the beautiful La Cantera Resort & Spa in San Antonio, Texas.  

More information about ALM First’s Financial Forum and other educational events may be found 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 approximately $21 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.

For more information, call (800) 752-4628, or visit