Webinar Archive
2021 Forum Presentations
Download Slides Requires password. If you don't know the password, click here to request it. Session Download Slides Economic & Market Update PDF File Navigating the Current Mortgage Market PDF File Understanding the Opportunity & Managing the Risks of...
LIVE Market Update Webinar
An informational webinar that offers valuable insights and helps interpret changing market conditions. These brief webinars will be scheduled at 10:30 a.m. CDT every 2nd and 4th Wednesday of the month, and will generally last for 15-20 minutes.
Monthly Market Update Series
An informational webinar that offers valuable insights and helps interpret changing market conditions. These brief webinars will be scheduled at 10:30 a.m. CDT every 2nd and 4th Wednesday of the month, and will generally last for 15-20 minutes.
Monthly Mortgage Pipeline Hedging Series
This monthly series offers market updates and impacts on mortgage pipeline hedging.
Quarterly ALM Strategy Update Series
An informational webinar that offers valuable education and actionable insight.
How to Harness Slack Availability in Your Balance Sheet
Webinar Date: November 16, 2021 Learning Objectives: Who is ALM First Comparative advantages of depositories Rent your balance sheet strategy Scalable originations Review liquidity options Login required Login required Subscribe to our email list and get the latest...
Get More From an Employee Benefits Pre-Funding Plan
Webinar Date: October 28, 2021 Employee benefits costs continue to rise and interest rates remain historically low. Fortunately, credit unions can access non-permissible investments through Employee Benefits Pre-Funding Plans (EBPFs), which provide an opportunity to...
Best Practices for a Better ALCO
Webinar Date: September 23, 2021A lender’s Asset Liability Committee (ALCO) is a critical component within the institution’s risk management structure. Successful leaders use their ALCO to drive strategy and manage risk. In this webinar, we take a deeper dive into...
Getting Your Board on Board with M&A Opportunities
Webinar Date: August 26, 2021 Merger and acquisition activity is poised to ramp up in the financial services industry as leaders seek ways to manage reduced earnings, offer more convenient service, diversify their geographic base, and improve technological...
Implementing a Hedging Strategy Designed for Your Financial Institution
Webinar Date: July 29, 2021Description: It’s a new world for banks and credit unions, who now can use hedging strategies to mitigate risk as well as take advantage of opportunities. What steps should you take to implement a derivatives strategy for your institution?...
Leveraging Technology for a Better Pricing Experience with Mortgage Pipeline Hedging
Webinar Date: July 27, 2021 Now more than ever it’s important to have clear, transparent pricing to implement and execute an effective mortgage hedging program. ALM First and Polly have teamed up to provide a simple, effective solution to pricing mortgages, providing...
Manage Risk and Scale Mortgage Banking with Mortgage Pipeline Hedging
Webinar Date: June 24, 2021Originating and selling mortgages opens your financial institution to certain risks – namely the price risk associated with market fluctuations. Hedging your mortgage pipeline can help reduce these risks and potentially earn income to help...
Survive and Thrive in a Seller’s Market for Loans
Webinar Date: May 27, 2021 It’s a classic dilemma – limited supply and growing demand create a seller’s market, driving prices higher. Depositories seeking to supplement organic growth with higher yields have turned to buying and selling loans, both whole loans and...
Maintaining Profitability in a Post-COVID World
Webinar Date: April 29, 2021 We’ve been dealt an extremely difficult hand over the past twelve months dealing with the impact of a global pandemic on markets and the economy. Now, community financial institutions have another challenge: more cash on their balance...
Why Now is the Time to Consider Adding Derivatives to Your Toolbox
Webinar Date: March 25, 2021 Banks and now federally chartered credit unions have an opportunity to gain greater flexibility in managing interest rate risk and offering innovative products to benefit their customers and members by using derivatives and hedging...
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All investing is subject to risk, including the possible loss of the money you invest.
“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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