SANTA BARBARA, Calif. – ALM First hosted its Financial Forum at the Ritz-Carlton Bacara hotel here.
Harry Kraemer, clinical professor of leadership at Northwestern University's Kellogg School of Management, offered the opening keynote, during which he explored how to successfully navigate change and build a world-class organization.
His remarks included drawing upon research and real-life examples to share principles and strategies that leaders can employ to drive success, the company reported.
In addition, Jason Haley, ALM First’s chief investment officer, shared his latest Economic & Market Update tailored specifically to financial institutions.
“Touching upon the latest FOMC meeting, economic data trends, and market expectations, Haley helped attendees understand how current conditions and the economic outlook are impacting financial performance at depositories,” ALM First said.
The meeting also included general sessions on the state of the industry and a panel discussion on 2024 Strategic Planning Priorities, which explored critical themes, such as M&A strategy, talent recruitment & retention, ERM, technology and more.
More Than 200 in Attendance
More than 200 people are in attendance at the three-day meeting, which ALM First said is designed for everyone involved in managing or monitoring the balance sheet to discover insights, formulate strategies and gain new perspectives as they prepare for the coming year.
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