Press Releases
Early-Bird Registration Ends Soon for 2023 ALM First Financial Institute
For Immediate Release: February 1, 2023Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com Early-bird registration for ALM First’s 2023 Financial Institute will end on February 17, 2023. This must-attend event provides continuing education,...
Early-Bird Registration Now Open for 2023 ALM First Financial Institute
For Immediate Release: November 2, 2022Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com Dallas, TX - Registration is now open for ALM First’s 2023 Financial Institute. This must-attend event provides continuing education, financial analyst...
ALM First Assists OCCU with $275M Auto Securitization
For Immediate Release: November 2, 2022Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com Dallas, TX - ALM First, a strategic partner for depositories offering commission-free, fee-based advice, served as a consultant for Oregon Community Credit...
Early Bird Registration Extended for ALM First Hedging & Derivatives Symposium
For Immediate Release: October 24, 2022Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com Dallas, Texas – Early bird registration has been extended through October 31, 2022 for clients and non-clients who register for the ALM First Hedging &...
ALM First Financial Forum Offers Insights on Economy, Asset Pricing & Future Growth
For Immediate Release: September 28, 2022Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com ALM First’s Financial Forum kicked off with keynote speaker Antonia Hock, a recognized global expert on business innovation and leadership, sharing the...
ALM First Announces New Dates & Locations for Fall M&A Master Sessions
For Immediate Release: September 12, 2022Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com Dallas, TX – ALM First has expanded its M&A Master Sessions this fall after hosting several successful sessions in California in the spring....
ALM First Expands Strategic Solutions Group with Targeted Communication Services
For Immediate Release: September 6, 2022Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com Dallas, Texas – ALM First is adding targeted communication services to the firm’s expanding strategic solutions. With the addition of Jessica...
ALM First Announces Keynote Speaker for Financial Forum
For Immediate Release: August 29, 2022Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com Antonia Hock, a recognized global expert on business innovation and leadership excellence, will be the keynote speaker for ALM First’s 2022 Financial...
Registration Now Open for ALM First Hedging & Derivatives Symposium
For Immediate Release: August 23, 2022Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com Clients and non-clients are encouraged to register now for the ALM First Hedging & Derivatives Symposium, which will be held virtually November 8 - 9,...
Early-Bird Registration Ends Aug 19 for ALM First 2022 Financial Forum in Colorado
For Immediate Release: August 5, 2022Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com Dallas, Texas – Early-bird pricing will end in two weeks for ALM First’s 2022 Financial Forum, which will be held in person on September 25 – 28, at The Ritz...
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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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