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Event Date | Mon Mar 25 EDT - Wed Mar 27 EDT (about 5 years ago) |
Location |
Four Seasons Resort and Club Dallas at Las Colinas
4150 N MacArthur Blvd, Irving, TX 75038, USA |
Region | Americas |
The financial world is constantly changing, and your ability to keep up with those changes - everything from asset liability management to the latest regulations - can have a direct impact on the success of your financial institution.
That's why ALM First hosts the Financial Institute. This industry-leading, three-day workshop provides key education and timely insights designed to benefit institutional goals and strategies. With three learning tracks, the ALM First Financial Institute is a must-attend event for everyone involved in managing or monitoring the balance sheet including CEOs, CFOs, Senior Management, Controllers, Treasury Staff, Financial Analysts, Accountants, ALCO and Board Members.
2019 Speakers
Nick Ambrosini
Executive Vice President and Chief Financial Officer at Kern Schools FCU
Rachel Acers
ALM First Financial Advisors
Roger Ballard
Chief Executive Officer of Nuvision Federal Credit Union
Ryan Balts
Royal Credit Union, Vice President of Finance
Gleb Barkovskiy
ALM First Financial Advisors in 2017. As a senior analyst for Advisory Services
Lewis Cohen
Vice President of Finance and Data Analytics for American Airlines Federal Credit Union
Cullen Coxe
ALM First Financial Advisors
Yash Dandiya
Senior analyst for the ALM Strategy Group
Marito Domingo
Executive Vice President, Chief Financial Officer and Treasurer of Irvine
Keith Edwards
Credit Union Examiner with the Alabama Credit Union Administration (ACUA) and the National Credit Union Administration (NCUA)
Mike Ensweiler
Principal at ALM First Financial Advisors
Travis Goodman, CFA
Principal at ALM First Financial Advisors
Thomas Griswold, CFA
Managing Director in Advisory Services
Jason Haley
Managing Director at ALM First Financial Advisors
Hafizan Hamzah
Director in the Investment Management Group at ALM First Financial Advisors
Austin Hipschen
Director for the firm, Austin
Alec Hollis, CFA
Director for the ALM Strategy Group
Emily Hollis, CFA
Contributor to bank and credit union publications such as CU Business, CU Times, CUNA Councils, Bank ALM, Western Banker Magazine
Jake King
Joined ALM First Financial Advisors
Kevin Kirksey
Principal at ALM First Financial Advisors
Thomas Kotecki
ALM First Financial Advisors, LLC
Brandon Michaels
President/CEO of the $2.2B JSC Federal Credit Union in Houston
Nathan Montgomery
Michael Oravetz
ALM First Financial Advisors
Brandon Pelletier
Director in the Strategic Solutions Group
Robert Perry
Leads ALM First’s ALM and Investment Strategy Groups
CJ Presto
Leads the Finance, Accounting, Treasury, and Risk Management functions at BCU
Shahid Sattar
ALM First Financial Advisors as Director
Kevin Shaner
Managing Director, Loan Transaction Network
Ryan Sherwin
Managing Director for Sales & Client Relations at ALM First
Chris Spillare
Senior Vice President and Treasurer with C&F Bank
Brittany Rollek
ALM First Financial Advisors as Director
David Ritter
Shareholder in the firm’s Financial Institutions Group
Jackson Tittle
ALM First Financial Advisors as Analyst for Strategic Solutions Group
Alain Tourikian
ALM First Financial Advisors as a Director
Benedict Voit
ALM First Financial Advisors as a Director
Jordan Wiggs