Contact: Sharon Simpson, (240) 620-4095, ssimpson@callahan.com
DALLAS, TX (November 2, 2018) — Travis Goodman, CFA, Principal, Advisory Services of ALM First Financial Advisors, will be giving a REACHtalk on Profitable Pricing: The Must-Knows for Institutional Success during REACH 2018, the California and Nevada Credit Union Leagues’ Annual Meeting and Convention, next week in Hollywood, California.
The session will help financial institutions:
- Understand the correct approach in pricing the components of their balance sheet
- Identify the issues commonly overlooked by lending staff
- Recognize the potential pitfalls of poor pricing
ALM First will also be exhibiting during the 2018 REACH annual meeting and convention. Attending credit unions are encouraged to stop by Booth Number 417 to learn more about the full-range of asset liability management and other services the firm offers to assist financial institutions.
Interested financial institutions may learn more about all of ALM First’s upcoming speaking engagements, and other educational events, at www.almfirst.com/events or by contacting a team member at info@almfirst.com or 800.752.4628.
About ALM First
ALM First Financial Advisors is a strategic partner for depositories, offering an array of financial advisory services. Since 1995, its expertise in asset/liability management, fixed income portfolio management and hedging, has allowed it to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $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 over 250 financial institutions across the country.
