Webinars
Conferences
Speaking Engagements
Events Search and Views Navigation
July 2022
Monthly Market Update Webinar Series
A monthly webinar update providing insights on and interpretation of changing market conditions, tailored for financial institutions.
Find out more »Bank Profitability Workshop – Denver
Join us for an exclusive, educational forum where banking industry experts unlock strategies to protect and grow your institution’s profitability. ALM First and Moody’s Analytics partner to bring you critical insights on managing risk and return in a volatile rate environment and maximizing the value of your customer relationships.
Find out more »45th CU Leadership Convention
Speaker: Emily Hollis, CEO Topic: Top 4 financial strategies every CU must consider in a post-COVID economy
Find out more »Quarterly Loan Transaction Network Update Series
A quarterly webinar featuring a recap of recent transactions, trends, and outlooks in the secondary loan market.
Find out more »Protecting Your Bottom Line with Hedging
Market volatility and rising rates shouldn’t throw your institution’s financial performance into question. Learn how hedging with derivatives can help offset rates-related earnings pressure and protect your bottom line as part of a disciplined ALM process. ALM First’s balance sheet strategy and hedging experts will describe how to build a well-designed hedging program from risk assessment to ongoing program management. Explore the various derivative instruments commonly used by depositories to manage interest rate risk and their application in profitable hedging…
Find out more »August 2022
Monthly Market Update Webinar Series
A monthly webinar update providing insights on and interpretation of changing market conditions, tailored for financial institutions.
Find out more »Heartland Credit Union Association: CULead
Speaker: Austin Hipschen, Director, M&A Advisory Topic: Mortgage Pipeline Hedging
Find out more »September 2022
Monthly Market Update Webinar Series
A monthly webinar update providing insights on and interpretation of changing market conditions, tailored for financial institutions.
Find out more »Trust for Credit Unions / Callahan Quarterly Investment Webinar
Speaker: Jason Haley, Chief Investment Officer Topic: Economic Update
Find out more »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.