ALM First Closes with Real-World Examples & Insights for a Successful Future


Dallas, TX – March 30, 2023 – ALM First’s 2023 Financial Institute closed Wednesday, March 29, wrapping up with several insightful general sessions after attendees chose from three customized learning tracks throughout the conference – Board, Fundamentals, and Funds Management.

Deedee Myers, Ph.D. and CEO of DDJ Myers, an ALM First Company, shared real-life strategies to tackle talent management challenges and align organizations for long-term success in her session on Aligning Your Institution for the Future. She encouraged attendees to start with purpose at the personal, team and organizational levels and create narratives based on people, vision and purpose rather than org charts.

Travis Goodman, Principal of ALM First, moderated a panel on Strengthening Liquidity Through Funding Diversity. This timely discussion allowed several financial leaders to share their own recent experiences with liquidity management and funding strategies, including the issuance of brokered CDs, sub-debt, loan participations and securitizations, amongst others.

The entire ALM First executive management team took the stage to close the three-day conference with a session on Overcoming Challenges in 2023. Key takeaways included why starting with ALM and understanding duration mismatches on the balance sheet are foundational components of prudent management, how hedging can benefit institutions regardless of how rates evolve, the essential role of your bond portfolio in risk management, and why diligence in asset pricing is a key factor in liquidity management.

This year, more than 200 financial professionals attended the in-person event, which provides continuing education, financial analyst training, current market trends and industry updates to ensure everyone involved in managing or monitoring the balance sheet remains current with timely insights designed to have a direct impact on the success of their financial institution.

About ALM First
ALM First is a strategic partner for depositories, offering an array of financial advisory services. Since 1995, our expertise in asset/liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $74 billion of investments under management (as of December 31, 2022), ALM First Financial Advisors is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions across the country. Please visit us at www.almfirst.com to learn more.

About Platform Partners LLC
Founded in 2006, Platform Partners LLC is a private investment company based in Houston that makes investments in lower middle-market companies with the intent of growing these businesses into industry leaders through a combination of organic and acquisition growth. Platform invests through a perpetual holding company structure allowing for a long-term, patient approach to partnering with entrepreneurs to build companies. The company manages total assets of approximately $950 million. For more information, please visit platformllc.com.