Early-Bird registration now open for 2025 ALM First Financial Institute
DALLAS, TX (October 21, 2024) — Registration is now open for ALM First’s 2025 Financial Institute. This must-attend, three-day event was designed to equip financial professionals with the tools and strategies needed to confidently manage asset liability management (ALM) and balance sheet complexities in today’s fast-paced financial environment.
The industry-leading workshop will be held at The Ritz-Carlton Dallas, Las Colinas from March 23-26, 2025. Financial analysts, ALCO members, C-suite leaders, board directors, and everyone else involved in managing or monitoring their financial institution’s balance sheet are invited to attend.
“The Financial Institute was designed not only to expand each attendee’s expertise, but also to ensure they return with practical strategies that directly benefit their institution, enhancing its financial performance and positioning it for long-term success in a rapidly evolving landscape.,” said Emily Hollis, CFA, CEO of ALM First. “This year’s conference will provide attendees with over 11 hours of networking opportunities to engage directly with their peers and ALM First’s experienced team.”
Online registration is now open for the annual three-day educational conference, with early-bird pricing available through Friday, January 31, 2025.
Designed for financial professionals across the organization, the event’s four specialized learning paths and 30+ tailored sessions will deliver over 13 hours of targeted education and actionable insights that align with institutional goals and drive results.
In addition to the Board, Fundamental, and Funds Management learning tracks, general sessions will offer an economic overview, a regulatory update, and discussions on industry hot topics. The conference will also include three evening events, as part of the registration fee.
Attendees may earn up to 16.2 CPE credits. Visit the 2025 Financial Institute event website for more information.
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.
