In Your Best Interest: An ALM First Podcast
Episodes
How Workers Credit Union Rebuilt Profitability With Culture And Governance
27 Apr 2026
Contributed by Lukas
We share how Workers Credit Union rebuilds trust and profitability by running like a startup while tightening governance and bringing employees into t...
Navigating 2026: Advocacy, Partnership, and the Future of Credit Unions
26 Jan 2026
Contributed by Lukas
We map a fast-moving year for credit unions with Defense Council Credit Union's President and CEO, Anthony Hernandez. From defending the tax exem...
The Five Practices of Impactful Financial Leaders
25 Aug 2025
Contributed by Lukas
Financial leadership requires more than vision—it demands discipline, process, and clarity amid complexity, as Dr. Jamie Ledin explains through her ...
Beyond The Deal: Real Stories from Merger Integration
04 Jun 2025
Contributed by Lukas
Merger integration represents the most challenging phase for credit unions pursuing strategic partnerships, requiring careful attention to people, pro...
Core Competencies Hindering CEO Succession
16 May 2025
Contributed by Lukas
Credit unions face a massive leadership transition as 40% of CEOs retire by 2030, yet only 54% of boards have succession plans in place, creating both...
The African-American Credit Union Coalition (AACUC) Future Fund Builds Pathways to Financial Inclusion
18 Feb 2025
Contributed by Lukas
In celebration of Black History Month, we explore the AACUC Future Fund, a groundbreaking initiative transforming financial inclusion in the credit un...
Building Stronger Credit Unions Through Strategic Mergers
30 Jan 2025
Contributed by Lukas
This episode delves into the current trends and strategic considerations in the credit union merger landscape, highlighting the importance of preparat...
Driving Results: Aligning Purpose, Strategy, and Culture for Organizational Success
02 Oct 2024
Contributed by Lukas
How can aligning purpose, strategy, and culture propel your organization to new heights? Join us as we chat with Jessica Kriegel, Chief Strategy Offic...
Empowering Change: The AACUC Future Fund and the Future of CDA's
20 Aug 2024
Contributed by Lukas
Ready to unlock the secret to impactful charitable giving within the credit union community? Join us for an enlightening conversation with Renée Satt...
Enterprise Risk Management: Staying Ahead of Uncertainty
25 Jul 2024
Contributed by Lukas
Welcome to this episode of, In Your Best Interest, an ALM First podcast. Have you ever wondered how financial institutions can stay ahead of uncertain...
Navigating Securitizations in the Credit Union Industry
28 Jun 2024
Contributed by Lukas
Discover the transformative world of credit union securitizations with insights from Travis Goodman, a principal at ALM First. Have you ever wondered ...
Embracing a Fee-Free Future With Amplify Credit Union
23 May 2024
Contributed by Lukas
Get ready to witness banking revolutionized as Jackie and Sonia from Amplify Credit Union unveil their bold stride toward a fee-free future. Discover ...
Leading with Transparency and Transformation in Finance
15 Apr 2024
Contributed by Lukas
Discover the strategies financial titans are employing to steer through the stormy seas of today's economy with our guest, Mark Meyer, the insigh...
Crafting Success in the Volatile Landscape of Mortgage Lending
07 Feb 2024
Contributed by Lukas
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. Fro...
Exploring Executive Benefits with Deedee Myers and Tom Sievewright
10 Jan 2024
Contributed by Lukas
Unlock insights to successful executive search and talent retention with industry insiders Deedee Meyers and Tom Sievewright in the latest episode of ...
Leadership Insights from Two Successful CEOs
02 Sep 2022
Contributed by Lukas
Organizational priorities, new challenges and rising expectations continue to evolve for CEOs and other leadership team members. As a leader, it’s m...
Lending Trends & Loan Transaction Opportunities
02 May 2022
Contributed by Lukas
Higher rates are generally good for depository balance sheets, income statements and franchise values. But what is the path forward for loan originato...
M&A Strategies for Banks & Credit Unions
15 Sep 2021
Contributed by Lukas
Financial institutions should consider M&A as a strategic growth option. The key to an effective transaction is ensuring ensure board members and ...
Best Practices in Balance Sheet Hedging
16 Aug 2021
Contributed by Lukas
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....
State of the Mortgage Market with Anthony Olson and Alec Hollis
12 Jul 2021
Contributed by Lukas
Moving into 2021 with Brittany Rollek
19 May 2021
Contributed by Lukas
Status of Community Banks with Nathan Stovall
12 Nov 2020
Contributed by Lukas
Collaboration and Opportunities through 2021 with Jay Johnson
04 Nov 2020
Contributed by Lukas
Profitability Trends with Brittany Rollek
21 Oct 2020
Contributed by Lukas
Maximizing Mortgage Profitability for Originators in this Current Environment with Alec Hollis
25 Sep 2020
Contributed by Lukas
The New Norm for Credit Unions with Nick Ambrosini
17 Sep 2020
Contributed by Lukas
Capital Planning with Kevin Kirksey & Macie Fults
08 Sep 2020
Contributed by Lukas
Trends in Fixed Income Investing in the Current Environment with Jason Haley
03 Sep 2020
Contributed by Lukas
Trends in Depository Lending with Travis Goodman and Kevin Shaner
25 Aug 2020
Contributed by Lukas
Travis Goodman is a Principal at ALM First Financial Advisors, joining the firm in 2003. Travis oversees the Advisory Services department, which is re...
Mergers & Acquisitions with David Ritter
17 Aug 2020
Contributed by Lukas
David Ritter is a Managing Director at ALM First, who works with clients by focusing on both their quantitative and qualitative strategic growth initi...
Balance Sheet Management Strategies with Robert Perry
10 Aug 2020
Contributed by Lukas
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 responsibl...
Introducing In Your Best Interest with Emily Hollis
10 Aug 2020
Contributed by Lukas
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 o...