November 12th, 2025132Dallas, Texas – Registration is now open 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...
November 12th, 2025021Dallas, Texas – ALM First is proud to announce that it is a 2025 Top Workplaces Culture Excellence winner, as the firm closes out its year-long 30th anniversary celebration. The Top Workplaces program has a 17-year history of surveying and celebrating people-first organizations nationally and across 60 regional markets. Specifically,...
October 30th, 20251104Dallas, 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, 20251939BANFF – 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...
July 31st, 2025029Dallas, Texas – ALM First Executive Benefits, a wholly-owned subsidiary of ALM First, is continuing to grow its team and recently welcomed Bernie Winne and Bryan Hanks as Directors, Executive Benefits.
Industry-veteran Winne previously served as CEO of Boston Firefighters Credit Union, where he partnered with ALM First for many years....
July 10th, 2025032Dallas, Texas – ALM First recently promoted Alec Hollis to Principal. Hollis joined the firm in 2012 and has gained more than a dozen years of direct experience in balance sheet strategy and risk management. Throughout his tenure, he has embodied ALM First’s core value of “innovation” by seeking out new ways to put clients’...
April 4th, 2025036Dallas, Texas – ALM First, a strategic partner for more than 300 financial institutions nationwide, is continuing to expand its hedging team to meet growing industry needs. Rebecca Judge, a hedge accounting professional with more than 20 years of experience, recently joined the firm as Senior Manager, Hedging Operations.
“We’re...
February 6th, 2025044Dallas, Texas – ALM First, a strategic partner for more than 300 financial institutions nationwide offering commission-free, fee-based advice, is celebrating its 30th anniversary. The firm began its operations on February 2, 1995, and ALM First founder, Emily Hollis, continues to serve as its CEO.
“A lot has changed over the...
