July 13th, 2026133Dallas, Texas – As the pace of credit union and bank M&A activity continues to increase, ALM First and M&A Leadership Council (MALC) have joined forces to deliver a new solution designed to help credit unions navigate M&A transactions with greater clarity and confidence at a fraction of the cost of a fully bespoke...
June 18th, 2026032Dallas, Texas – ALM First has opened registration for its newest addition to the Master Session event series, the Governance & Leadership Symposium, to be held November 8 – 10, 2026, at the Omni PGA Frisco in Frisco, TX.
This inaugural symposium is designed for executives and directors navigating increasing complexity at the...
April 9th, 2026133Dallas, Texas – Financial institution executives and board members are encouraged to register now for ALM First’s 2026 Financial Forum, the firm’s flagship conference which regularly sells out each year. This year’s Financial Forum will be held on September 20 – 23 at The Four Seasons Austin in Austin, TX. The annual three-day...
March 27th, 2026022Dallas, 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...
February 12th, 2026034
Dallas, TX – ALM First, a strategic partner to over 450 depositories nationwide, closed out its year-long 30th anniversary celebration with the release of its Impact Report this week. A culmination of the past year’s celebration, the report highlights the firm’s measurable impact on the industry in 2025 along with the core...
January 30th, 2026020Dallas, 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...
January 22nd, 2026446Dallas, 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...
January 15th, 2026021Dallas, 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...
January 9th, 2026126Dallas, Texas – ALM First Executive Benefits, LLC, a subsidiary of ALM First that offers unbiased plan design, expert consulting, plan audits, and seamless administration and plan servicing, recently welcomed two new team members. Cameron Kasteler will serve as Director, Executive Benefits and Rebecca Myers-Haeussler will serve as...
December 20th, 2025029Dallas, Texas – ALM First recently promoted Ryan Sherwin to Principal and named current Chief Investment Officer, Jason Haley, President of ALM First Financial Advisors, LLC, the firm’s SEC-registered investment adviser (RIA) subsidiary.
Sherwin joined the firm in 2014 and has over fifteen years of industry experience. He is well...
