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2024 ALM First Financial Institute wraps up with insightful key takeaways after 3-days of learning

The 2024 ALM First Financial Institute wrapped up yesterday after three days of educational sessions at The Ritz-Carlton Dallas, Las Colinas. ALM First’s executive team closed the industry-leading conference with a general session focused on addressing Challenges & Opportunities in 2024. Alongside sharing the firm’s latest initiatives, the team encouraged industry leaders to keep a strategic mindset on identifying and preparing for tomorrow’s challenges today.

Other general sessions on the final day of the conference included an Executive Perspectives panel moderated by Peter Myers, Senior Vice President of DDJ Myers, an ALM First Company and an informative presentation on how financial institutions can Operate with Improved Precision: Measuring Non-Financial Risk led by Ben Schexnayder, Director, Enterprise Risk Management, ALM First.
The conference also included many in-depth sessions categorized into three learning tracks, Board, Fundamental, and Funds Management, which were customized to meet the knowledge level of attendees and best serve their role within the institution.
This year, a record-setting 210 financial professionals attended the in-person event, which provided continuing education, financial analyst training, the latest market trends and industry updates to ensure everyone involved in managing or monitoring the balance sheet remains current with timely insights designed to have a direct impact on the success of their financial institution.
More information about ALM First’s upcoming 2024 Financial Forum in September, 2025 Financial Institute and other educational events may be found at www.almfirst.com.

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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