January 30th, 2026015Dallas, Texas – ALM First, a strategic partner to more than 300 financial institutions nationwide, continues to expand its Sales & Client Relations team in response to growing demand for independent balance-sheet and investment advisory services – from a fiduciary. The firm recently welcomed Jennifer Walker as Director, Sales & Client Relations.
“We’re excited to have Jennifer join ALM First,” said Ryan Sherwin, Principal of ALM First. “Community banks are facing a uniquely challenging operating environment, and Jennifer’s consultative approach— grounded in understanding what matters most to each...
January 30th, 2026018Madison, WI – Filene Research Institute is thrilled to announce the newest cohort of emerging credit union leaders chosen for The Cooperative Trust’s Crash the GAC program at America’s Credit Unions 2026 Governmental Affairs Conference (GAC) in Washington, D.C., March 1-5, 2026.
Now in its 17th year, Crash the GAC continues to be one of the movement’s most visible pipelines for rising talent offering standout emerging professionals a front-row seat to the largest credit union advocacy event in the nation. Crashers gain access to key industry conversations, meetings with top credit union CEOs, and unique leadership development...
January 22nd, 2026111Dallas, TX – Registration is now open for ALM First’s 2026 Derivatives Symposium—a premier in-person mini-conference designed for treasury and risk professionals to deepen their understanding of derivatives programs and explore cutting-edge strategies for managing interest rate risk and enhancing financial performance.
The event will be held June 8 – 9, 2026 at the Hotel Vin in Grapevine, Texas, conveniently located just minutes from Dallas-Fort Worth (DFW) airport.
“The Derivatives Symposium was designed to deliver professional education in a timely and highly actionable manner,” says Alec Hollis, CFA, Principal, ALM First....
January 22nd, 2026017Transaction expands credit union access to capital, leveling the playing field for institutions of all sizes
COLUMBUS, Ohio — Corporate One Federal Credit Union today announced the successful closing of its inaugural multi-seller prime auto loan securitization. This $335 million transaction marks Corporate One’s entry into the auto asset-backed securities (ABS) market and a milestone in its strategy to expand credit union access to capital.
The securitization aggregated high-quality prime auto loan collateral from Wright-Patt Credit Union, Everwise Credit Union, and Day Air Credit Union, demonstrating Corporate One’s ability to pool...
January 22nd, 2026425Dallas, Texas – ALM First recently welcomed industry-veteran and supervision expert Dale Klein to its team as Senior Director, CPST Policy & Regulation. Prior to joining the firm, Klein served as Acting Director & Senior Capital Markets Specialist, Capital Markets Division for the National Credit Union Administration (NCUA).
“We’re delighted to welcome Dale to ALM First,” says Alec Hollis, CFA and Principal of ALM First. “As a former NCUA leader, he brings an extensive level of in-depth technical expertise and policy acumen to his new role and will enable the team to deliver even more value to our clients, guiding...
January 22nd, 2026016By: Origence
Credit unions have never had more tools at their fingertips, with unprecedented access to data, technology, and member insights. This creates a pivotal opportunity to transform strategies by harnessing the power of internal member data. Traditional credit scores and external sources have long been the foundation of lending decisions, but they no longer tell the full story. Member data that is rich, delivered in real-time, and deeply contextual, offers a new frontier for smarter, more resilient lending.
Why internal data is the game-changer
For years, credit unions relied on external credit bureaus to assess risk. While...
January 15th, 2026117Madison, Wis. – Filene Research Institute is excited to launch our newest Center of Excellence: All Things Payments. This is a dedicated payments research initiative built exclusively for credit unions to understand emerging trends in payments and money movement. The Center will deliver actionable payments research, competitive benchmarking tools, strategic guidance and implementation roadmaps tailored for credit unions.
The stakes for credit unions have never been higher. Emerging payments technologies create new opportunities while also putting pressure on credit union deposit strategies and interchange revenue. Amazon and Walmart...
January 15th, 2026011Dallas, Texas – Early-bird registration ends January 30, 2026 for ALM First’s 2026 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 22-25, 2026. 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...
January 14th, 2026125Nearly 150 total connections to the RTP network and/or FedNow Service
COLUMBUS, Ohio – Corporate One Federal Credit Union announced today that it successfully completed 71 new connections to the RTP® network or FedNow® Service through its Third-Party Service Provider (TPSP) solution in 2025. Of the 71 new connections, 49 credit unions launched on the RTP network and 22 were connected to the FedNow Service, reinforcing Corporate One’s role as a leading partner for faster payments access across the credit union industry. With nearly 150 total RTP and FedNow connections, representing 117 credit...
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