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November 2019

Monthly ALM Strategy Update Series

November 20 @ 10:30 am - 11:00 am CST
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Third of the month, repeating until December 18, 2019

This monthly series will offer market updates and management strategies needed for a successful balance sheet. Learning Objectives: Review current market trends Recognize key metrics Understand how the topic at hand can be important for balance sheet management Please note: this series’ webinar typically occurs the 3rd Wednesday of each month. If you have any questions, please contact Madi Wright at 214.451-2399 or [email protected] Related Articles Related Events

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Bi-Weekly Market Update Series

November 27 @ 10:30 am - 11:00 am CST
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Second of the month, repeating until December 23, 2019

An event every month that begins at 10:30 am on day Fourth of the month, repeating until December 23, 2019

One event on May 29, 2019 at 10:30 am

An informational webinar that offers valuable insights and helps interpret changing market conditions. Updates cover topics such as: Economic and market conditions Sector performance and recommendations Macro factor risk analysis Other special topics These brief webinars will be scheduled at 10:30 a.m. CDT every 2nd and 4th Wednesday of the month, and will generally last for 15-20 minutes. If you have any questions, please contact Madi Wright at 214.451-2399 or [email protected] Related Articles Related Events

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December 2019

Monthly Mortgage Pipeline Hedging Series

December 3 @ 10:30 am - 11:00 am CST
|Recurring Event (See all)

An event every month that begins at 10:30 am on day First of the month, repeating until December 3, 2019

This monthly series will offer market updates and impacts on mortgage pipeline hedging. Learning Objectives: Review current market trends Recognize the movements in MPH portfolios Understand the balance sheet impacts *Note: this series’ webinar typically occurs on the last Tuesday of each month If you have any questions, please contact Madi Wright at 214.451-2399 or [email protected] Related Articles Related Events

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Merger Considerations for Strategic Growth

December 5 @ 10:30 am - 11:30 am CST

Mergers continue to be a viable opportunity to retain relevance and sustainability for credit unions.  Bank acquisitions have become another avenue for growth.  As the industry continues to consolidate producing an ever more competitive landscape, this trend is expected to continue. In this session we will discuss similarities and differences between credit union mergers and credit unions buying a bank. We will also review credit union merger trends and rationale, the differences and similarities in the process for credit union mergers…

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Bi-Weekly Market Update Series

December 11 @ 10:30 am - 11:00 am CST
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Second of the month, repeating until December 23, 2019

An event every month that begins at 10:30 am on day Fourth of the month, repeating until December 23, 2019

One event on May 29, 2019 at 10:30 am

An informational webinar that offers valuable insights and helps interpret changing market conditions. Updates cover topics such as: Economic and market conditions Sector performance and recommendations Macro factor risk analysis Other special topics These brief webinars will be scheduled at 10:30 a.m. CDT every 2nd and 4th Wednesday of the month, and will generally last for 15-20 minutes. If you have any questions, please contact Madi Wright at 214.451-2399 or [email protected] Related Articles Related Events

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2019 Hedging Case Studies

December 12 @ 10:30 am - 11:30 am CST

Hedging for many institutions is either an unfamiliar or four-letter word. Here, we will review the applications of multiple hedging strategies and their results – gains and losses – over the year. Learning Objectives: Review different hedging strategies Discuss the application processes Highlight the results of these strategies *CPE Credit is available If you have any questions, please contact Madi Wright at 214.451-2399 or [email protected] *Note: this month’s webinar is on the second Thursday

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Monthly ALM Strategy Update Series

December 18 @ 10:30 am - 11:00 am CST
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Third of the month, repeating until December 18, 2019

This monthly series will offer market updates and management strategies needed for a successful balance sheet. Learning Objectives: Review current market trends Recognize key metrics Understand how the topic at hand can be important for balance sheet management Please note: this series’ webinar typically occurs the 3rd Wednesday of each month. If you have any questions, please contact Madi Wright at 214.451-2399 or [email protected] Related Articles Related Events

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March 2020

2020 ALM First Financial Institute

March 23, 2020 - March 25, 2020
Four Season Resort and Club Dallas at Las Colinas, 4150 N MacArthur Blvd.
Irving,TXUnited States
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REGISTRATION IS NOW OPEN! The financial world is constantly changing, and your ability to keep up with those changes - everything from asset liability management to the latest regulations - can have a direct impact on the success of your financial institution. That's why ALM First hosts the Financial Institute. This industry-leading, three-day workshop provides key education and timely insights designed to benefit institutional goals and strategies. This is the must-attend conference for everyone involved in managing or monitoring the…

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September 2020

2020 ALM First Financial Forum

September 23, 2020 - September 25, 2020
Silverado Resort & Spa, 1600 Atlas Peak Rd
Napa,CA94558United States

Save the date! 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 2020 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.…

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All investing is subject to risk, including the possible loss of the money you invest.

“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.  Balance sheet advisory services are offered through ALM First Advisors.  Financial reporting services, loan introduction services, and other special project services are offered through ALM First Analytics.  Neither ALM First nor any of its subsidiaries provide legal, tax, or accounting advice.

INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, ALM FIRST OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.