Venue
Four Seasons Resort and Club Dallas at Las Colinas
Four Seasons Resort and Club Dallas at Las Colinas, 4150 N MacArthur Blvd, Irving, TX 75038, USA

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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
Details

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.

Speakers

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