Press Releases
ALM First Expands Merger Advisory Services, Offers Unique Five-Phase Process
For Immediate Release: November 7, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – As more credit unions consider potential mergers & acquisitions as part of their strategic growth strategies, ALM First is offering...
read moreALM First’s Kirksey, Perry Named to FMS Advisory Councils
For Immediate Release: October 30, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Kevin Kirksey and Robert Perry, both Principals at ALM First, have been named to two Financial Managers Society (FMS) Advisory Councils....
read moreDavid Ritter Joins ALM First to Assist More Credit Unions with Strategic Growth Strategies
For Immediate Release: October 3, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First is pleased to welcome David Ritter, CVA, MBA, to the firm as Managing Director, Strategic Solutions Group. Ritter, who was...
read moreDay 2 of ALM First Financial Forum Offers In-Depth Discussions of Timely Topics
For Immediate Release: September 25, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] San Antonio, Texas – The second day of ALM First’s Financial Forum featured two different tracks developed for financial executive and board member...
read moreDay 1 of ALM First Financial Forum Offers Insights on Disruption, the Economy & Deposit Strategies
For Immediate Release: September 24, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] San Antonio, Texas – The first day of ALM First’s Financial Forum kicked off with former banking executive and entrepreneur, Scarlett Sieber, sharing...
read moreEarly-Bird Registration for ALM First Financial Forum Ends August 16th
For Immediate Release: August 7, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Clients and non-clients have less than two weeks left to take advantage of early-bird pricing when they register for ALM First’s 2019 Financial...
read moreALM First Adds New Speakers to Financial Forum
For Immediate Release: July 11, 2019Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonco[email protected] Dallas, Texas – Several exciting new sessions and featured speakers have been added to the agenda for ALM First’s 2019 Financial Forum, which will be held...
read moreALM First Announces Keynote Speaker for Financial Forum
For Immediate Release: June 13, 2019Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Fintech expert and international speaker Scarlett Sieber will be the keynote speaker for ALM First’s 2019 Financial Forum, which will be...
read moreRegistration Now Open for ALM First Financial Forum
For Immediate Release: May 22, 2019Contact: 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 &...
read moreTrust for Credit Unions’ Board Renews Investment Advisory Contract with ALM First
Washington, D.C. – The Board of Trustees for Trust for Credit Unions (TCU), the largest mutual fund family created for and by credit unions, renewed the contract for investment advisory services during its recent quarterly meeting. As part of its ongoing governance...
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“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.
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