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2024 ALM First Financial Forum wraps-Up with insights on strategic planning priorities & aligning for success

Marana, AZ (September 27, 2024) |

The 2024 ALM First Financial Forum wrapped up on Wednesday at The Ritz-Carlton, Dove Mountain after three days of engaging sessions focused on driving organizational success.

During the final day of the conference, Nathan Stovall of S&P Global presented a State of the Industry, which included discussion on early indicators and trends for deposits, lending, credit risk, and capitalization.
A panel, moderated by Tony Ferris, explored 2025 Strategic Planning Priorities. This interactive session highlighted industry needs surrounding growing and maturing strategic programs to achieve an “always on” approach to planning, remaining agile and taking an adaptive approach to a changing landscape.
To close out this year’s Financial Forum, Deedee Myers, Ph.D. and CEO of DDJ Myers, an ALM First Company, led Aligning for Success: A Board Chair & CEO Panel Discussion. The session highlighted the importance of trust for a strong partnership and discussed specific ways the panelists work to build trust and create alignment.
This year, more than 200 financial professionals attended the three-day conference, which was designed for everyone involved in managing or monitoring the balance sheet to discover insights, formulate strategies and gain new perspectives as they prepare for the coming year.
In addition to the 2024 Financial Forum’s general sessions, two separate education tracks, led by a variety of industry experts, delivered custom-tailored sessions to Executives and Boards. These sessions covered a wide range of topics including asset liability management, interest rate risk, enterprise risk management, governance, and more.
Explore all of the educational resources ALM First offers by visiting almfirst.com and mark your calendars for the 2025 ALM First Financial Forum, which will be held next September in Banff, Alberta, Canada at the Fairmont Banff Springs. Financial professionals interested in attending the 2025 conference are encouraged to complete an Early Interest Form and plan ahead to join ALM First as the firm will celebrate a significant milestone, its 30th anniversary, next year.

ALM First

ALM First was founded in 1995 as a strategic partner for depositories, offering an array of financial advisory services. The firm’s expertise in asset liability management, investment management, balance sheet strategy, secondary market solutions, and specialty financial services, has allowed it to deliver deeper insights into financial institutions’ balance sheets, strengthening their performance and building efficiencies. With approximately $70 billion of investments under management (as of September 30, 2024), ALM First Financial Advisors is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions across the country. In recent years, ALM First Group has expanded to include several wholly-owned subsidiaries including DDJ Myers, an ALM First Company and ALM First Executive Benefits, LLC. Driven by client needs, the firm now offers various services to help financial institutions optimize their greatest assets – their people. “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”); ALM First Analytics, LLC (“ALM First Analytics”) and ALM First Executive Benefits, LLC (“ALM First Executive Benefits”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure.

Contact

Sharon Simpson,
(240) 620-4095
sgsimpsonconsulting@mac.com

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