Registration Now Open for In-Person 2021 ALM First Financial Forum in Napa


Dallas, Texas – Financial institution executives and board members are encouraged to register now for ALM First’s 2021 Financial Forum, which will be held in person on September 27 – 29, at The Silverado Resort & Spa in Napa, California. This annual three-day conference is the premier event for financial professionals and board members to discover insights, formulate strategies, and gain new perspectives as they prepare for the coming year.

With two separate education tracks, a variety of industry experts and regulatory speakers, and numerous networking events, the 2021 ALM First Financial Forum is a must-attend event for everyone involved in managing or monitoring the balance sheet including CEOs, CFOs, Senior Management, Controllers, Treasury Staff, ALCO and Board Members.

“We’re thrilled to welcome financial professionals back to this valuable in-person conference, which will provide opportunities to learn about innovative strategies, network with peers, and gain insights to inform 2022 strategic planning,” said Emily Hollis, CFA, CEO of ALM First. “The economic environment is changing, and our team of experts is here to help clients better understand emerging trends and navigate them successfully.”

Online registration is now open, with early-bird pricing available through August 20, 2021.

ALM First’s management team, well-known for their expertise in ALM, mortgage pipeline hedging, investment portfolio strategies, loan transactions, merger advisory, and balance sheet management, will lead educational presentations and discussions along with outside experts. The staff will also offer updates on the economy and insights into current trends affecting the industry and what an institution needs to be successful.

Attendees may earn up to 13.5 CPE credits. ALM First is committed to providing unbiased advice and education, and attendees can enjoy networking opportunities without pressure from external sponsors.

To register or learn more about the Financial Forum, visit

About ALM First

ALM First is a strategic partner for depositories, offering an array of financial advisory services. Since 1995, our expertise in asset/liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $55 billion of investments under management (as of March 31, 2021), 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.

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