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October 2022

M&A Master Session: Austin

October 11 @ 2:00 pm - 5:00 pm CDT
The Capital Grille – Austin, 117 W. 4th Street
Austin,TX78701United States

This event will offer a facilitated roundtable session where we will explore strategic growth opportunities in the mergers and acquisitions space. Meet with credit union industry experts in an open and interactive forum setting alongside other progressive CEO and chairperson peers, where we will discuss the current trends, rationale, and best practices for mergers. This unique event will feature perspectives from three critical areas: strategy, public relations, and legal.

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Monthly Market Update Webinar Series

October 12 @ 11:00 am - 11:30 am CDT
|Recurring Event (See all)

An event every month that begins at 11:00 am on day Second of the month, repeating until December 1, 2022

One event on September 7, 2022 at 11:00 am

One event on December 7, 2022 at 11:00 am

A monthly webinar update providing insights on and interpretation of changing market conditions, tailored for financial institutions.

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M&A Master Session: Dallas

October 12 @ 2:00 pm - 5:00 pm CDT
The Capital Grille – Dallas, 500 Crescent Ct
Dallas,TX75201United States

This event will offer a facilitated roundtable session where we will explore strategic growth opportunities in the mergers and acquisitions space. Meet with credit union industry experts in an open and interactive forum setting alongside other progressive CEO and chairperson peers, where we will discuss the current trends, rationale, and best practices for mergers. This unique event will feature perspectives from three critical areas: strategy, public relations, and legal.

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M&A Master Session: Atlanta

October 17 @ 2:00 pm - 5:00 pm EDT
The Palm – Atlanta, 3391 Peachtree Rd NE
Atlanta,GA30326United States

This event will offer a facilitated roundtable session where we will explore strategic growth opportunities in the mergers and acquisitions space. Meet with credit union industry experts in an open and interactive forum setting alongside other progressive CEO and chairperson peers, where we will discuss the current trends, rationale, and best practices for mergers. This unique event will feature perspectives from three critical areas: strategy, public relations, and legal.

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EasCorp’s 2022 ALM Academy

October 18 - October 19
MHA Conference Center, 500 District Ave
Burlington,MA01803

Presented in Partnership with ALM First Financial Advisors Join us for EasCorp's ALM Academy, presented in partnership with ALM First Financial Advisors, to learn how to manage interest rate risk in a vastly changing economic climate, to identify sound strategies that capitalize on emerging economic trends, and to improve your credit union's overall performance. Two tracks—introductory and advanced- are offered. You will receive contemporary tools for financial analysis and learn new skills that will enable you to help your credit union…

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M&A Master Session: Denver

October 18 @ 2:00 pm - 5:00 pm MDT
The Capital Grille – Denver, 1450 Larimer St,
Denver,CO80202United States

This event will offer a facilitated roundtable session where we will explore strategic growth opportunities in the mergers and acquisitions space. Meet with credit union industry experts in an open and interactive forum setting alongside other progressive CEO and chairperson peers, where we will discuss the current trends, rationale, and best practices for mergers. This unique event will feature perspectives from three critical areas: strategy, public relations, and legal.

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Quarterly Loan Transaction Network Update Series

October 19 @ 11:00 am - 11:30 am CDT
|Recurring Event (See all)

One event on January 19, 2022 at 11:00 am

One event on April 20, 2022 at 11:00 am

One event on July 20, 2022 at 11:00 am

One event on October 19, 2022 at 11:00 am

A quarterly webinar featuring a recap of recent transactions, trends, and outlooks in the secondary loan market.

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2022 AICPA Conference on Credit Unions

October 25
MGM Grand Las Vegas,NV89109United States

Speakers: Robert Perry, Principal & Jason Haley, Chief Investment Officer Topic:  Managing a Balance Sheet to Withstand Interest Rate Volatility – Part I, Market Themes & BSM Tenets

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FMS Webinar

October 25 @ 1:00 pm - 2:00 pm CDT
Online United States
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Speaker:  TBD Topic:  TBD

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November 2022

Enhance Liquidity & Performance Through the Secondary Mortgage Market

November 2 @ 11:00 am - 12:00 pm CDT

With tighter liquidity on the minds of many financial institutions, selling loans has become even more critical for profitable risk management. ALM First experts will demonstrate how to sell loans into the secondary market and identify key aspects to managing an effective secondary mortgage market process. We'll start by reviewing the basics for lenders with limited experience and expand to best practices for hedging and committing to enhance the knowledge of more seasoned secondary market professionals. Whether you are looking…

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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.