Emily Hollis to Speak Twice at CUNA CFO Council Conference

Who: Emily Hollis, CFA, Chief Executive Officer of ALM First Financial Advisors, LLC, will be a speaker at the upcoming CUNA CFO Council Conference, as well as the Pre-Conference Meeting. A respected expert in asset/liability management and investment strategy, Hollis co-founded ALM First in 1995. Under her leadership, the Firm has steadily grown to a client base of 200+ financial institutions, representing more than $220 billion in assets.

Prior to ALM First, Hollis was a Vice President for Kidder Peabody Asset Management; Chief Investment Officer for a large financial cooperative; and an Investment Trader for a New York Stock Exchange Company. In addition to earning a master’s degree from Southern Methodist University in Dallas, she is a Chartered Financial Analyst (CFA) Charter holder.

Hollis is often requested to speak at financial industry events. Recent engagements include the American Institute of Certified Public Accountants, Financial Managers Society, National Credit Union Administration, CUNA & Affiliates, National Association of Federal Credit Unions, and National Center for Credit Unions, as well as a number of corporate credit unions.

What: May 21 Pre-Conference Meeting – Hollis will discuss “In the Weeds with Derivatives.” Derivatives can be complex but, properly understood and used, they can be an effective way to manage interest-rate risk.

May 22 CFO Council Conference – Hollis will discuss “Dollar Rolls.” Dollar rolls offer a way to add short-term liquidity to a credit union’s balance sheet without relying solely on federal funds lines or other open lines of credit, which may or may not be available.

Where: Rosen Centre Hotel, Orlando, Fla.

When: Sunday, May 21, 2017 Monday, May 22, 2017
9 a.m. to 12 p.m. 9:15 a.m. to 10:15 a.m.

Why: The 23rd Annual CUNA CFO Council Conference is a chance for financial professionals to share insights and learn about current financial industry best practices. Hollis often shares her expertise with others in the field at industry events. Prior speaking engagements have included sessions for the Financial Managers Society and American Institute of Certified Public Accountants, as well several bank and credit union trade associations.

About ALM First Financial Advisors, LLC
ALM First Financial Advisors, LLC is an SEC-registered investment advisor and trusted strategic partner for financial advisory services. For more than two decades, ALM First has been a leading advisory firm, providing its deep expertise to financial institutions by formulating strategies for managing risk and enhancing return to help them manage their balance sheets and investment portfolios. With approximately $20 billion of investments under management, ALM First offers commission-free, fee-based services to more than 200 financial institutions across the country. For more information, call (800) 752-4628, or visit www.almfirst.com.

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