2024 ALM First Financial Forum kicks-off with keynote on driving results through culture
MARANA, AZ (September 24, 2024) — The 2024 ALM First Financial Forum kicked off yesterday at The Ritz-Carlton, Dove Mountain with keynote speaker, Dr. Jessica Kriegel, Chief Scientist of Workplace Culture for Culture Partners. Kriegel, a data scientist on a mission to “quantify culture,” shared actionable insights and best practices from her groundbreaking research on driving results through culture with Financial Forum attendees. Highlights from her session included challenging perspectives on culture by redefining it from making people happy to activating aligned beliefs to drive results and addressing the real-world financial benefits of going deep to create a positive workplace culture.
Jason Haley, ALM First’s Chief Investment Officer, shared his latest Economic & Market Update tailored specifically to financial institutions. By interpreting economic indicators and market conditions, Jason shed light on factors likely to influence depository performance in the year ahead. A few of the key takeaways included that rate volatility is likely to remain elevated for some time—depositories should prepare by pricing correctly and hedging excess risk—and financial professionals should beware of noise in economic indicators.
Yesterday also included a general session on CU Merger Trends & Post Merger Performance Review along with What’s Next: Open Forum with ALM First’s Executive Team, which gave attendees an opportunity to engage with the firm’s principals through interactive Q&A on the top financial and non-financial concerns impacting depositories.
This year, more than 200 financial professionals are attending the three-day conference, which is 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.
Today, two separate education tracks, led by a variety of industry experts, will deliver custom-tailored sessions to Executives and Board Members. These sessions will cover a wide range of topics including asset liability management, interest rate risk, enterprise risk management, governance, and more.
Learn more about the educational resources ALM First offers by visiting www.almfirst.com.
About 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.
