Powerful market insights, and tips to improve ALM processes and grow the bottom line draw professionals to ALM First’s Financial Institute
Three-day institute offers skill-building and intense financial education for CFOs, CEOs, Bank Directors and other Professionals, Participants earn up to 16 CPE credits
DALLAS, TX (April 28, 2017) — Keeping up with changes in the financial industry is a daunting task, but one that can mean the difference between success and failure for a financial institution. To help banks and credit unions stay abreast of new rules and market trends, as well as to gain new strategy insights, ALM First Financial Advisors, LLC, held its 2017 Financial Institute in Dallas last month.
With four separate educational tracks, the Institute is designed to meet the individual needs of financial professionals, board members and non-financial managers, according to their levels of knowledge and expertise.
“It’s always a pleasure to offer the Financial Institute,” said Emily Hollis, CFA, Chief Executive Officer, for ALM First. “Not only do attendees gain a wealth of knowledge and have the opportunity to exchange ideas, but those of us on staff also gain insights into their institutions’ concerns and challenges.”
Along with general sessions covering economic updates and topics like mortgage pipeline management, capital stress testing, and cash & liquidity strategies, the three-day program included a panel discussion on lending. Experts from across the nation discussed current concerns, today’s best practices and strategies that have been successful, as well as those that haven’t.
Learning tracks offered information ranging from financial basics like ALM 101 and Interpreting ALM Reports to more complex issues such as Liquidity Management and Understanding Convexity Risk in Mortgage Backed Securities. With distinct tracks – Directors, Fundamental, Balance Sheet Management and Investment – attendees could select the sessions most relevant to their roles. The courses were helpful to anyone engaged in managing or monitoring the balance sheet, including CEOs, CFOs, controllers, treasury staff, financial analysts, and accountants, as well as executive management teams, ALCOs and board members.
Along with sessions with ALM First’s staff experts, the Institute featured speakers such as Cory Schwab, Chief Risk Officer at Alaska USA FCU; Erick Kostucheck, EVP, Commercial Banking at TransPacific National Bank; and Scott Strand, Chief Lending Officer/SVP at BECU.
The annual Institute took place Monday, March 27, through Wednesday, March 29, at the Four Seasons Resort and Club, Dallas at Las Colinas.
For more information about ALM First and its role as a strategic partner to financial institutions, call 800.752.4628 or visit www.ALMFirst.com.
About ALM First Financial Advisors
ALM First Financial Advisors, LLC is a leading, trusted strategic partner for financial advisory services. With approximately $20 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to more than 250 financial institutions across the country. Since 1995, financial institutions have relied on our industry expertise in formulating strategies to manage risk and enhance return to help them manage their balance sheets and investment portfolios. For more information, call (800) 752-4628, or visit www.almfirst.com.
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