October 6th, 2026218Dallas, Texas – ALM First Executive Benefits, LLC, a subsidiary of ALM First that offers custom plan design, consulting, implementation, and ongoing plan support for financial institutions, recently promoted both Shirley McMillan and Tom Sievewright to serve in the role of Senior Director, Executive Benefits.
“We’re excited...
April 16th, 2026082Dallas, Texas – ALM First, a strategic partner for more than 350 financial institutions nationwide, has successfully launched a first of its kind loan fund for credit unions. The ALM First Loan Fund Investment Pilot Program is a groundbreaking new model whereby ALM First can pool funds for credit unions for the specific purpose of...
March 27th, 2026031Dallas, TX – The 2026 ALM First Financial Institute wrapped up yesterday after three days of educational sessions at The Ritz-Carlton Dallas, Las Colinas. The industry-leading conference closed with a general session on Applying the Playbook: A Strategic Decision Capstone.
Other general sessions on the final day of the conference...
January 22nd, 2026235Dallas, 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...
October 30th, 20251122Dallas, TX – ALM First has announced its schedule of industry-leading, in-person events for 2026. Those interested in attending are encouraged to mark their calendars, follow ALM First on LinkedIn and visit www.almfirst.com/events for more details, including registration information as it becomes available.
ALM First’s 2026...
September 25th, 20251955BANFF – The 2025 ALM First Financial Forum kicked off yesterday at the Fairmont Banff Springs nestled in the breathtaking Canadian Rockies. Highlights from the first day of this industry-leading, three-day conference included an inspiring keynote session on Five Practices that Make Leadership Work presented by Dr. Jamie Leddin and the...
April 17th, 2025080Dallas, TX – ALM First, a strategic partner for more than 300 financial institutions nationwide offering commission-free, fee-based advice and celebrating its 30th anniversary this year, has launched an all-new Loan Transaction Marketplace to assist financial professionals as they explore buying and selling loans.
Through ALM...
April 9th, 2025070Dallas, TX – Registration is now open for ALM First’s 2025 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...
March 27th, 2025029Dallas, TX – The 2025 ALM First Financial Institute wrapped up yesterday after three days of educational sessions at The Ritz-Carlton Dallas, Las Colinas. ALM First’s experts closed the industry-leading conference with general sessions focused on Opportunities in the Secondary Loan Market, Mergers & Acquisitions, and Enterprise...
