For Immediate Release:  November 18, 2019
Contact: Sharon Simpson, (240) 620-4095 or [email protected]

Dallas, Texas – Registration is now open for ALM First’s 2020 Financial Institute, the must-attend conference for continuing education, financial analyst training, current market trends and industry updates to ensure everyone involved in managing or monitoring the balance sheet remains current with timely insights designed to have a direct impact on the success of your financial institution.

The industry-leading workshop will be held at the Four Seasons Resort and Club in Dallas, March 22-25, 2020. Board of directors, financial analysts, treasury staff, C-suite level executives, and others involved in their financial institution’s balance sheets, are invited to attend.

 “We’re excited about this opportunity for financial professionals of all levels to obtain pertinent information and enhance their understanding of finance and treasury functions that directly benefit current goals and enhance strategies for the future,” said Emily Hollis, CFA, CEO of ALM First. “This year’s agenda includes new sessions with an emphasis on mortgage assets as we know that’s a hot topic for many of our clients.”

Online registration is now open for the annual three-day educational conference, with early-bird pricing available through Friday, Feb. 14.

The 2020 Financial Institute’s three learning tracks, Board, Fundamental, and Funds Management, are specifically tailored to meet the knowledge level of attendees and best serve their role within the institution.

In addition to the breakout tracks, general sessions will offer an economic overview, panel discussions, and roundtable discussions on industry hot topics such as mergers and acquisitions and regulatory updates. The conference will also feature several networking opportunities, including three evening events, as part of the registration fee.

Attendees may earn up to 15 CPE credits. Visit the 2020 Financial Institute web page for more information.

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 $25 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 300 financial institutions across the country.

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