In Your Best Interest: An ALM First Podcast
Our goal is to give you an insider's view of the latest market trends, explore common depository challenges and share success stories and insights from industry leaders. Join us to gain new perspectives as our experts dive into effective balance sheet management techniques and break down best practices. Visit our website at https://www.almfirst.com/.
Episodes
25 episodes
Driving Results: Aligning Purpose, Strategy, and Culture for Organizational Success
How can aligning purpose, strategy, and culture propel your organization to new heights? Join us as we chat with Jessica Kriegel, Chief Strategy Officer at Culture Partners, who shares her transformative journey from humble beginnings to the he...
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32:06
Empowering Change: The AACUC Future Fund and the Future of CDA's
Ready to unlock the secret to impactful charitable giving within the credit union community? Join us for an enlightening conversation with Renée Sattiewhite from the African American Credit Union Coalition (AACUC) and Jason Haley from ALM First...
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27:35
Enterprise Risk Management: Staying Ahead of Uncertainty
Welcome to this episode of, In Your Best Interest, an ALM First podcast. Have you ever wondered how financial institutions can stay ahead of uncertainties and manage competitive pressures? Join us as Jessica Coulis and Ben Schexnayder reveal th...
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32:52
Navigating Securitizations in the Credit Union Industry
Discover the transformative world of credit union securitizations with insights from Travis Goodman, a principal at ALM First. Have you ever wondered how the credit union industry navigates the complexities of securitizations? Today, we're divi...
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Episode 22
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27:13
Embracing a Fee-Free Future With Amplify Credit Union
Get ready to witness banking revolutionized as Jackie and Sonia from Amplify Credit Union unveil their bold stride toward a fee-free future. Discover the power of a financial institution that tosses out the fee playbook, carving a path for othe...
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24:25
Leading with Transparency and Transformation in Finance
Discover the strategies financial titans are employing to steer through the stormy seas of today's economy with our guest, Mark Meyer, the insightful leader at the helm of Filene Research Institute. As we tackle topics like the effects of high ...
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29:49
Crafting Success in the Volatile Landscape of Mortgage Lending
Join us for a look at the mortgage market's current state as we team up with Jake Silvey, Director of Mortgage Pipeline Hedging at ALM First. From the seismic shifts of post-recession interest rates to the dizzying heights of 2023's market valu...
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29:14
Exploring Executive Benefits with Deedee Myers and Tom Sievewright
Unlock insights to successful executive search and talent retention with industry insiders Deedee Meyers and Tom Sievewright in the latest episode of "In Your Best Interest." Discover how the high-stakes game of recruiting top players in financ...
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Episode 18
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24:35
Leadership Insights from Two Successful CEOs
Organizational priorities, new challenges and rising expectations continue to evolve for CEOs and other leadership team members. As a leader, it’s more important than ever to stay optimistic as you help ensure your team is ready to tackle whate...
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Episode 17
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28:07
Lending Trends & Loan Transaction Opportunities
Higher rates are generally good for depository balance sheets, income statements and franchise values. But what is the path forward for loan originators in the current environment? In this month’s podcast, Kevin Shaner, Managing Director of ALM...
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Episode 16
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32:54
M&A Strategies for Banks & Credit Unions
Financial institutions should consider M&A as a strategic growth option. The key to an effective transaction is ensuring ensure board members and the C-Suite are on the same page. In this month’s podcast, David Ritter, Managing Director at ...
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Season 1
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Episode 15
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28:08
Best Practices in Balance Sheet Hedging
It's a classic banker's dilemma: borrowers want long loans, with today's low interest rates, and banks want to be as short as they can. In a volatile rate environment, we tackle the challenge of risk management and managing your balance sheet, ...
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Season 1
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Episode 14
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32:30
Maximizing Mortgage Profitability for Originators in this Current Environment with Alec Hollis
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Season 1
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Episode 8
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34:16
Trends in Fixed Income Investing in the Current Environment with Jason Haley
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Season 1
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Episode 5
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37:47
Trends in Depository Lending with Travis Goodman and Kevin Shaner
Travis Goodman is a Principal at ALM First Financial Advisors, joining the firm in 2003. Travis oversees the Advisory Services department, which is responsible for implementing actionable and effective ALM and investment strategies for client f...
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Season 1
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Episode 4
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37:30
Mergers & Acquisitions with David Ritter
David Ritter is a Managing Director at ALM First, who works with clients by focusing on both their quantitative and qualitative strategic growth initiatives; whether via facilitating an entire merger and acquisition process, conducting strategi...
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Season 1
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Episode 3
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38:43
Balance Sheet Management Strategies with Robert Perry
Robert Perry is a Principal at ALM First, joining the firm in 2010. Mr. Perry leads ALM First’s ALM and Investment Strategy Groups and is responsible for the development of asset liability and investment portfolio themes for the firm. Mr. Perry...
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Season 1
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Episode 2
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32:16
Introducing In Your Best Interest with Emily Hollis
In the premiere episode of In Your Best Interest, we sit down with ALM First CEO, Emily Hollis. Emily joins us to discuss the history and leadership of ALM First. The company celebrates its 25th year in business and we dive into how ALM First g...
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Season 1
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Episode 1
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22:20
