Seminars Saltmarsh's Commitment to Professional Development

As a part of our commitment to help our clients and our staff to achieve excellence, Saltmarsh offers seminars, training and continuing professional education programs throughout the year.


Saltmarsh Annual A&A Update6/28/2017 - New World Landing

Join us for the Saltmarsh Annual A&A Update.  This year we are hosting Mr. Scott Ehrlich of Mind the GAAP.

 
Topics of Discussion:
  • Getting Ready for the New Revenue Rules (ASC 606)
  • An Introduction to the New Financial Instruments Rules
  • The New Lease Accounting Requirements (ASC 842)
  • U.S. GAAP Updates

PROGRAM FACILITATOR | Scott Ehrlich
Scott Ehrlich started Mind the GAAP in 2002 to develop the highest quality, best-in-class U.S. GAAP and IFRS training. Having facilitated courses for over 20 years, Scott is very comfortable instructing in large or small group settings. He also understands the benefits and constraints of e-Learning, and has worked to maximize the outcomes from this form of training.

Quick Details

  • Keynote Speaker: Mr. Scott Ehrlich
  • Location: New World Landing
  • Address: 600 S. Palafox Street
  • Cost: $225.00 Lunch Included
  • Date: June 28, 2017
  • Time: 08:00 AM - 05:00 PM (CTZ)

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Sub S Bank Southeast Seminar8/15/2017 - Orlando Marriott Lake Mary

Join us for the Sub S Bank 2017 Southeast Seminar, co-hosted by Saltmarsh and CenterState Bank.  This event is intended to provide an opportunity for Sub S community bank executives to network and discuss current banking trends impacting Sub S banks.  The seminar is also open to community bankers who are considering the Sub S Bank structure.

General Discussion Topics will include:

  • Current Legislative Issues for Sub S Banks, including Impact of Tax Reform (Pat Kennedy)
  • Legal and Corporate Governance Issues for Sub S Bank Management Teams (Jack Greeley)
  • Using BOLI as an Executive Compensation Tool within Sub S Bank structures (Glenn Blackwood)
  • Sub S Bank CEO Panel (Guy Colado, Bruce May, Bruce Page)
  • Investment Securities Strategies for Sub S Banks (Greg Rains)
  • CEO Summary of Sub S Bank Tax Issues (Bill Massey)
  • Accounting Update (Paul Allen)

Hotel Accommodations | Orlando Marriott Lake Mary:
Our guests may reserve a room at the Orlando Marriott Lake Mary for the evening before at a discounted rate of $125/night. To make your reservation click here or call 1-407-995-1100.

Quick Details

  • Location: Orlando Marriott Lake Mary
  • Address: 1501 International Parkway, Lake Mary, FL 32746
  • Cost: N/A; Lunch Provided
  • Date: August 15, 2017
  • Time: 08:30 AM - 04:00 PM (ETZ)

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Financial Institution Technology and Compliance Funnels & Executive Forum9/21/2017 - University Club of Tampa

The Bank Advisors at Saltmarsh invite you to join us for our 12th Annual Community Bank Technology and Compliance Funnels and Executive Forum on September 21 & 22 in Tampa, Florida.

Speakers and topics to be announced. Please check back periodically or join our email list to receive event information as it is released.

Technology Funnel
September 21 | 8:00-12:30 pm

The Technology Funnel features industry thought-leaders and specialists, sharing the latest developments in information technology and cyber security. This session focuses on a variety of hot topics related to IT controls, risk management, social media, emerging trends and regulatory issues. CPE: 4 hours TB

Compliance Funnel
September 21 | 1:00-5:00 pm

The Compliance Funnel focuses on keeping you up-to-date with the latest in regulatory and reporting requirements, relevant compliance changes and legal issues to shed light on what your peers are doing and answer your toughest questions. CPE: To be determined

"After-Off" Reception
September 21 | 5:00 pm

AFTER our Funnels, and to kick OFF the Forum, just steps away from our meeting location, join our speakers, sponsors and the Saltmarsh Bank Advisors for casual cocktails, hors d'oeurves and lively conversation.

Executive Forum
September 22 | 9:00-3:00 pm

The Executive Forum offers a unique opportunity for community bank executives and directors to meet in a relaxed setting as experts weigh in on current issues, global economic trends and other strategic and regulatory concerns. CPE: 4.5 hours TB/0.5 hours A&A

This year's Forum will feature an interactive CEO-2-CEO panel to showcase various strategies for raising non-interest income. Our featured panelists will shed light on the strategic considerations of each approach, along with other insights based on their experience.

HOTEL ACCOMMODATIONS:
Below are several suggested hotels that are all less than ½ mile of the University Club:
- Hilton Tampa Downtown (0.2 miles)
- Courtyard Tampa Downtown (0.3 miles)
- Residence Inn Tampa Downtown (0.5 miles)

Quick Details

  • Location: University Club of Tampa
  • Address: 201 N. Franklin Street, 38th Floor, Tampa, FL 33602
  • Cost: $0
  • Date: September 21 - 22, 2017
  • Time: 08:00 AM - 05:00 PM (ETZ)
  • Download: Event Postcard

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Community Bank CFO Roundtable - Fort Walton Beach, FL11/1/2017 - Saltmarsh Fort Walton Beach Office

The Bank Advisors at Saltmarsh will be holding a Community Bank CFO Roundtable on Wednesday, November 1st in Fort Walton Beach, FL. Lunch will be provided.

This open-forum roundtable discussion is intended for Community Bank CFOs. The meeting format will be similar to those we have regularly hosted for CFOs in this area, covering relevant topics for the community banking industry to include an update on relevant accounting and reporting issues, IRR and liquidity trends, cyber security, and discussion of recent exam experiences.

CPE: 2 hours Technical Business (TB)

Quick Details

  • Location: Saltmarsh Fort Walton Beach Office
  • Address: 34 Walter Martin Road, Fort Walton Beach, FL 32549
  • Cost: N/A
  • Date: November 1, 2017
  • Time: 11:30 AM - 01:30 PM (CTZ)

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Community Bank CFO Roundtable - Tampa, FL11/1/2017 - Saltmarsh Offices, Tampa City Center (Suite 2870)

The Bank Advisors at Saltmarsh will be holding a Community Bank CFO Roundtable on Wednesday, November 1st in Tampa, FL. Lunch will be provided.

This open-forum roundtable discussion is intended for Community Bank CFOs. The meeting format will be similar to those we have regularly hosted for CFOs in this area, covering relevant topics for the community banking industry to include an update on relevant accounting and reporting issues, IRR and liquidity trends, cyber security, and discussion of recent exam experiences.

CPE: 2 hours Technical Business (TB)

Quick Details

  • Location: Saltmarsh Offices, Tampa City Center (Suite 2870)
  • Address: 201 N. Franklin Street, Suite 2870, Tampa, FL 33602
  • Cost: N/A
  • Date: November 1, 2017
  • Time: 11:30 AM - 01:30 PM (ETZ)

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Community Bank CFO Roundtable - Orlando, FL11/2/2017 - Courtyard Marriott Downtown Orlando

The Bank Advisors at Saltmarsh will be holding a Community Bank CFO Roundtable on Thursday, November 2nd in Orlando, FL. Lunch will be provided.

This open-forum roundtable discussion is intended for Community Bank CFOs. The meeting format will be similar to those we have regularly hosted for CFOs in this area, covering relevant topics for the community banking industry to include an update on relevant accounting and reporting issues, IRR and liquidity trends, cyber security, and discussion of recent exam experiences.

CPE: 2 hours Technical Business (TB)

Quick Details

  • Location: Courtyard Marriott Downtown Orlando
  • Address: 730 N. Magnolia Avenue, Orlando, FL 32803
  • Cost: N/A
  • Date: November 2, 2017
  • Time: 11:30 AM - 01:30 PM (ETZ)

Community Bank CFO Roundtable - Dothan, AL11/2/2017 - Hilton Garden Inn

The Bank Advisors at Saltmarsh will be holding a Community Bank CFO Roundtable on Thursday, November 2nd in Dothan, AL. Lunch will be provided.

This open-forum roundtable discussion is intended for Community Bank CFOs. The meeting format will be similar to those we have regularly hosted for CFOs in this area, covering relevant topics for the community banking industry to include an update on relevant accounting and reporting issues, IRR and liquidity trends, cyber security, and discussion of recent exam experiences.

CPE: 2 hours Technical Business (TB)

Quick Details

  • Location: Hilton Garden Inn
  • Address: 171 Hospitality Lane, Dothan, AL 36303
  • Cost: N/A
  • Date: November 2, 2017
  • Time: 11:30 AM - 01:30 PM (CTZ)

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Community Bank CFO Roundtable - Jacksonville, FL11/8/2017 - Hotel Indigo, Deerwood Park

The Bank Advisors at Saltmarsh will be holding a Community Bank CFO Roundtable on Wednesday, November 8th in Jacksonville, FL. Lunch will be provided.

This open-forum roundtable discussion is intended for Community Bank CFOs. The meeting format will be similar to those we have regularly hosted for CFOs in this area, covering relevant topics for the community banking industry to include an update on relevant accounting and reporting issues, IRR and liquidity trends, cyber security, and discussion of recent exam experiences.

CPE: 2 hours Technical Business (TB)

Quick Details

  • Location: Hotel Indigo, Deerwood Park
  • Address: 9840 Tapestry Park Circle, Jacksonville, FL 32246
  • Cost: N/A
  • Date: November 8, 2017
  • Time: 11:30 AM - 01:30 PM (ETZ)

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Saltmarsh CPA - Who We Are

Who We Are

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Saltmarsh CPA - What We Do

What We Do

Saltmarsh offers a full range of professional services to accommodate your needs – from tax planning and accounting services to information technology and employee benefits consulting.

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Who We Serve

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Contact Us

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(850) 243-6713

ORLANDO
(407) 203-8990

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(727) 821-9200

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(615) 661-0885

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(850) 435-8300

TAMPA
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(800) 477-7458

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