October 29th, 2026012Dallas, Texas – ALM First today announced the addition of Shanley Search Partners to its growing suite of executive advisory solutions, further enhancing the firm's ability to help financial institutions attract, retain, and develop exceptional leadership teams. Shanley Search Partners is an executive search and leadership firm...
October 16th, 2026014Dallas, Texas – ALM First, a strategic partner for more than 450 financial institutions nationwide, has closed the first loan fund ever approved under the NCUA’s Investment Pilot Program; a milestone for the credit union industry. The ALM First Loan Fund I pooled $210 million from five credit unions to invest in consumer auto...
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...
September 29th, 2026023ALM First Acquires Financial Management Services, Inc. (FMSI), Expanding Its Community Bank Presence
For Immediate Release: September 29, 2026
Contact: Sharon Simpson, (240) 620-4095 or sgsimpsonconsulting@mac.com
Dallas, TX – ALM First, a strategic partner to hundreds of depositories nationwide, today announced it has acquired...
September 27th, 2026016Austin, TX – The 2026 ALM First Financial Forum wrapped up on Wednesday after three days of engaging sessions focused on driving organizational success as attendees took advantage of networking opportunities set against the backdrop of idyllic Lady Bird Lake.
During the final day of the conference, panel discussions featuring industry...
September 27th, 2026011Austin, TX – The 2026 ALM First Financial Forum kicked off yesterday at the Four Seasons Austin overlooking idyllic Lady Bird Lake. Highlights from the first day of this industry-leading, three-day conference included an insightful keynote session on The Great Wealth Transfer presented by Elliot Eisenberg, Ph.D. and the latest Economic...
July 13th, 2026147Dallas, 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, 2026044Dallas, 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, 2026157Dallas, 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, 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...
