ALM First Financial Institute 2023 | ALM First Group, LLC. | 26 March 2023 | Four Seasons Resort and Club Dallas at Las Colinas, 4150 N MacArthur Blvd, Irving, TX 75038, USA

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 your institution’s performance by giving you tools and resources to develop clear goals and strategies. This is the must-attend conference 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.

The Financial Institute is designed to give financial professionals an opportunity to obtain pertinent information and actionable take-aways that increase understanding of finance and treasury functions in order to directly benefit current goals and enhance strategies for the future.

2023 Speakers

Rachel Acers
Director, Investment Management Group, ALM First

Gleb Barkovskiy
Director, Investment Management Group, ALM First

Cullen Coxe
Senior Director, Advisory Services, ALM First

Mike Ensweiler
Principal, ALM First

Darren Fago, CFA
Director, Advisory Services, ALM First

Travis Goodman, CFA
Principal, ALM First

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

Jason Haley
Chief Investment Officer, ALM First

Savanah Hall
Associate, Strategic Solutions Modeling Group, ALM First

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

Emily Hollis, CFA
Chief Executive Officer, ALM First

Gabby Kisber
Director, Advisory Services, ALM First

Kevin Kirksey
Principal, ALM First

Conrad Lofton
Associate, Investment Management Group, ALM First

Brent Lytle
Director, Advisory Services, ALM First

Gavin Montgomery
Director, Advisory Services, ALM First

Michael Oravetz
Senior Director, Investment Management Group, ALM First

Robert Perry
Principal, ALM First

Sean Ridenour
Managing Director, Strategic Solutions Group, ALM First

Brittany Rollek
Managing Director, Client Experience, ALM First

John Smith
Director, Advisory Services, ALM First

Alain Tourikian
Director, Advisory Services, ALM First

Nick Trentmann
Director, Advisory Services, ALM First

Deedee Myers, Ph.D., MSC, PCC
CEO, DDJ Myers

Logan Ball
Associate, SSMG, ALM First

Philip Stiehl
Director, Investment Management Group, ALM First

Jackie York
CFO, Amplify CU

Mark Lau, CFA
CFO & SVP of Finance, Alliant CU

Ben Swinney
Treasurer & SVP - Planning & Analysis, Texas Security Bank

Kevin Cap
Vice President - Treasury, Ent Credit Union

Pam Nicholson
Vice Chairman, Ent Credit Union

Jonathan Oliver
President & CEO, San Francisco Federal Credit Union

Randy Carswell
CFO, Alaska USA Federal Credit Union