For Immediate Release:  May 22, 2019
Contact: Sharon Simpson, (240) 620-4095 or [email protected]

Dallas, Texas – Clients and non-clients may now register for ALM First’s 2019 Financial Forum, which will be held September 23 – 25 at La Cantera Resort & Spa in San Antonio, Texas. This annual three-day conference is the premier event for financial professionals and board members to discover insights, formulate strategies, and gain new perspectives about the coming year.

With two separate tracks, a variety of industry expert and regulatory speakers, and numerous networking events, the 2019 ALM First Financial Forum is a must-attend event for everyone involved in managing or monitoring the balance sheet including CEOs, CFOs, Senior Management, Controllers, Treasury Staff, ALCO and Board Members.

This year’s conference will be kicked off by keynote speaker Scarlett Sieber, an international speaker, respected leader, writer and Senior Advisor at NASA for the Cross Industry Innovation Summit. Sieber, who formerly served as Vice President for USAA, Chief Innovation Officer for start-up Opus Bank and Senior Vice President of Global Business Development for BBVA, will discuss The Future of Financial Services: How Banking is Being Disrupted

“This year’s expanded conference agenda will provide attendees with even more opportunities to learn about innovative strategies that can help them improve their institution’s performance and prepare for the future,” said Emily Hollis, CFA, CEO of ALM First. “The conference is unique as it is designed to fit educational needs at all levels, whether attendees are executives, professional staff, board or ALCO members, or other officials.”

Online registration is now open, with early-bird pricing available through August 16, 2019.

To enable attendees to maximize their learning opportunities, ALM First’s Financial Forum features two learning tracks: an executive track for CEOs, CFOs, controllers, treasury staff, and non-financial senior managers, and a board track for ALCO or board members and other directors.

The executive track will feature presentations on profitability, leverage strategies, loan participations and capital planning. The board track will include sessions on financial services trends, securing the future of your institution, funding strategies and enterprise risk management. Participants from both tracks may also attend all general sessions including: Economic & Market Update, Regulatory Update, Deposit Strategies, and Merger Considerations for Strategic Growth.

ALM First’s management team, well-known for their expertise in ALM, hedging, investment portfolio strategies, and balance sheet management, will lead educational presentations and discussions along with outside experts. The staff will also offer updates on the economy and insights into current trends affecting the industry and what an institution needs to be successful.

Attendees may earn up to 13.5 CPE credits. ALM First is committed to providing unbiased advice and education, and attendees can enjoy networking opportunities without pressure from external sponsors.

To register or learn more about the Financial Forum, visit Financial Forum.

About ALM First

ALM First Financial Advisors is a strategic partner for depositories, offering an array of financial advisory services. Since 1995, our expertise in asset/liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With approximately $21 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 over 250 financial institutions across the country.

For more information, call (800) 752-4628, or visit