Silverado Resort and Spa
Silverado Resort and Spa, 1600 Atlas Peak Rd, Napa, CA 94558, USA

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Event Date Mon Sep 27 PDT - Wed Sep 29 PDT (about 1 year ago)
In your timezone (EST): Mon Sep 27 9:00am - Wed Sep 29 3:00pm
Location Silverado Resort and Spa
1600 Atlas Peak Rd, Napa, CA 94558, USA
Region Americas

The Financial Forum, hosted by ALM First, is the premier event for financial executives to discover insights, formulate strategies, and gain new perspectives about the coming year. With two separate tracks and a variety of speakers including, industry experts and regulators, and numerous networking opportunities, the 2021 ALM First Financial Forum is the must-attend event for everyone involved in managing or monitoring the balance sheet including CEOs, CFOs, Senior Management, Controllers, Treasury Staff, ALCO and Board Members.


2021 Speakers

Nick Ambrosini
President/ CEO, Valley Strong Credit Union

Teveia Barnes
Former Commissioner of CA Department of Financial Institutions (DFI), StandardC, Inc.

Robert Baron
Chief Experience Officer, StandardC, Inc.

Cullen Coxe
Senior Director, Advisory Services, ALM First

Mike Ensweiler
Principal, ALM First

Travis Goodman, CFA
Principal, ALM First

Thomas Griswold, CFA
Managing Director, Advisory Services, ALM First

Jason Haley
Chief Investment Officer, ALM First

Alec Hollis, CFA
Managing Director, ALM Strategy Group, ALM First

Emily Hollis, CFA
Chief Executive Officer, ALM First

Rodney Hood
Vice Chairman, National Credit Union Administration

Dave Joves
President, TASI Bank

Kevin Kirksey
Principal, ALM First

Nathan Montgomery
CFO, UNIFY Financial Federal Credit Union

Anthony Olson
Director, Mortgage Pipeline Hedging, ALM First

Robert Perry
Principal, ALM First

Jay Redlingshafer
Vice President, Bancorp Services, LLC

Jessica Richardson-Isenegger
Founder/ Partner, Infusion Group

David Ritter
Managing Director, M&A Advisory Services, ALM First

Brittany Rollek
Director, Advisory Services, ALM First

Kevin Shaner
Managing Director, Loan Transaction Network, ALM First

Ryan Sherwin
Managing Director, Sales & Client Relations, ALM First

Dale Turner
CEO, TrueStone Financial Federal Credit Union