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September 2021

2021 ALM First Financial Forum

September 27 - September 29
Silverado Resort & Spa, 1600 Atlas Peak Rd
Napa,CA94558United States

Registration is NOW OPEN! 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 2021 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…

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FFIEC Capital Markets Conference

September 28 - September 30
Online United States

Speaker: Sean Ridenour, Managing Director Topic: Balance Sheet Strategies and Challenges that COVID-19 Environment presents to financial institutions

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October 2021

Monthly Mortgage Pipeline Hedging Update Webinar Series

October 12 @ 10:30 am - 11:00 am CDT
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Second of the month, repeating until December 14, 2021

One event on November 16, 2021 at 10:30 am

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Monthly Market Update Webinar Series

October 13 @ 10:30 am - 11:00 am CDT
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Second of the month, repeating until December 22, 2021

One event on July 15, 2021 at 10:30 am

One event on August 17, 2021 at 10:30 am

One event on November 8, 2021 at 10:30 am

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EasCorp’s 2021 ALM Academy

October 14 - October 15
Online United States

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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Heartland CU Association’s CUlead Program

October 14 - October 15
Online United States

Speaker: David Ritter Topic: Growth Strategies: Merger & Acquisition Considerations for Credit Unions

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Get More from An Employee Benefits Pre-Funding Plan

October 28 @ 1:30 pm - 2:30 pm CDT

Employee benefits costs continue to rise and interest rates remain historically low. Fortunately, credit unions can access non-permissible investments through Employee Benefits Pre-Funding Plans (EBPFs), which provide an opportunity to potentially earn greater investment returns. There are several ways credit unions can access these opportunities. Join our panel to learn more about how to build an EBPF Plan, what investments are permissible, and how an EBPF Plan can help you attract, retain and reward your employees. Learning Objectives: Learn how…

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November 2021

Monthly Market Update Webinar Series

November 8 @ 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 22, 2021

One event on July 15, 2021 at 10:30 am

One event on August 17, 2021 at 10:30 am

One event on November 8, 2021 at 10:30 am

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Hedging & Derivatives Symposium

November 9 - November 10
Online United States

Registration is NOW OPEN! Join ALM First experts for a deep dive into hedging strategies with derivatives. We’ll introduce the fundamentals of hedging, show how to develop hedging strategies using derivatives suitable for your institution, and share best practices for implementing strategies by leading real-time activities that showcase the potential impact of hedging for attendees. CFOs, investment managers, and ALCO members, as well as Finance, Lending and Accounting executives and staff interested in hedging, are invited to expand their knowledge…

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Callahan & Associates TrendWatch Webinar

November 10 @ 1:00 pm - 2:00 pm CST

Speaker: Jason Haley, Chief Investment Officer Topic: Economic Update

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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.