Seminars by Saltmarsh Our Commitment to Excellence

As a part of our commitment to help our clients and professionals achieve excellence, Saltmarsh provides specialized training which they can use to sharpen their skills, better understand their industries, and advance their careers.

Check the listing of upcoming seminars below to see what's coming up near you.


Technology Roundtable, TampaJuly 30, 2018 - Greater Tampa Chamber of Commerce, Community Room

Join us for a Technology Roundtable meeting in Tampa Bay on Monday, July 30th.

This roundtable discussion will provide a forum for Founders, CFOs, and controllers from technology companies in the Tampa Bay area to discuss current events, initiatives, challenges and practices that have an impact on their business and operations.

This meeting is intended for technology-specific companies and organizations. 

Topics covered will include:

  • Alternative Sources of Capital
  • Getting Advice: Who Can You Trust?
  • Outgrowing Your Space

Parking & Directions: Park in the Fort Brooke Parking Garage, 107 N. Franklin St., Tampa, FL 33602. Take the elevator to the 3rd floor and cross the pedestrian walkway to One City Center. The Chamber of Commerce is immediately on the right once inside the building.

Questions? If you have questions, please contact Chandra Clines or Rachel Fisch.

Quick Details

  • Location: Greater Tampa Chamber of Commerce, Community Room
  • Address: 201 N. Franklin Street, Suite 201, Tampa, FL 33602
  • Cost: $0.00 N/A; Lunch provided
  • Date: July 30, 2018
  • Time: 11:00 AM - 01:00 PM

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13th Annual Community Bank EventsSeptember 27 - 28, 2018 - University Club of Tampa

The Bank Advisors at Saltmarsh invite you to join us for our 13th Annual Community Bank Technology and Compliance Funnels and Executive Forum in Tampa, Florida. This event is the only one of its kind, designed to cover the essential areas of compliance, IT/cyber security and strategic management to provide a comprehensive view of what’s impacting community banks across the region. 

Additional details will be announced. Join our email list for event updates and other information as it is released!

Technology Funnel
September 27 | 8:00-12:30 pm

CPE: 4 Technical Business

The Technology Funnel focuses on the latest related to security and risk mitigation including vulnerabilities and controls, vendor management and other emerging trends and issues. This year's IT Funnel will include a presentation by the FBI on current threat vectors, an InTREX update provided by an FDIC specialist and the ever popular (and sometimes correct) IT predictions for the coming year. Continental breakfast and lunch will be provided.

Compliance Funnel
September 27 | 1:00-5:00 pm

CPE: 3.75 CRCM

The Compliance Funnel focuses on keeping you up-to-date with the latest in regulatory and reporting requirements, compliance changes and legal issues. Compliance professionals and other compelling experts shed light on what your peers are doing and answer your toughest questions. This year's Compliance Funnel will feature a current hot topics session and an interactive Compliance Officer panel to share best practices and practical lessons learned. 

"After-Off" Reception
September 27 | 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 28 | 9:00-3:00 pm

CPE: 4.5 Technical Business / 0.5 Accounting & Auditing

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 facing the industry. Continental breakfast and lunch will be provided.

With De Novo activity on the rise, our CEO-2-CEO panel will feature several newly-formed organizations as they share their experience throughout the De Novo process, including structure selection (Sub S vs. C-Corp), findings during the first exam, choosing a regulator and other strategic considerations. The Forum will also feature sessions on payment systems and FinTech as well as BOLI, SERP and Executive Compensation. Jack Greeley will provide an overview of recent M&A activity, director liability and legal matters. Finally, we'll conclude with an executive update on accounting, IT and compliance. 


HOTEL ACCOMMODATIONS
Use Saltmarsh's corporate code for a 20% discount on current rates at the Hilton Tampa Downtown, located in the building adjacent to the University Club. Click here to book.

Below are other suggested hotels less than ½ mile from our venue:
- 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 27 - 28, 2018
  • Time: 08:00 AM - 05:00 PM

RSVP to this event


Community Bank CFO Roundtable - Tampa, FLOctober 24, 2018 - Saltmarsh Tampa Office

Hosted by the Bank Advisors at Saltmarsh, 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.

Lunch will be provided.

CPE: 2 hours Technical Business (TB)

Quick Details

  • Location: Saltmarsh Tampa Office
  • Address: Tampa City Center - 201 N. Franklin Street, Suite 2870, Tampa, FL 33602
  • Cost: N/A
  • Date: October 24, 2018
  • Time: 11:30 AM - 01:30 PM

RSVP to this event


Community Bank CFO Roundtable - Ft. Walton Beach, FLOctober 24, 2018 - Saltmarsh FWB Office

Hosted by the Bank Advisors at Saltmarsh, 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.

Lunch will be provided.

CPE: 2 hours Technical Business (TB)

Quick Details

  • Location: Saltmarsh FWB Office
  • Address: 34 Walter Martin Road, Fort Walton Beach, FL 32549
  • Cost: N/A
  • Date: October 24, 2018
  • Time: 11:30 AM - 01:30 PM

RSVP to this event


Community Bank CFO Roundtable - Dothan, ALOctober 25, 2018 - Hilton Garden Inn

Hosted by the Bank Advisors at Saltmarsh, 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.

Lunch will be provided.

CPE: 2 hours Technical Business (TB)

Quick Details

  • Location: Hilton Garden Inn
  • Address: 171 Hospitality Lane, Dothan, AL 36303
  • Cost: N/A
  • Date: October 25, 2018
  • Time: 11:30 AM - 01:30 PM

RSVP to this event


Community Bank CFO Roundtable - Orlando, FLOctober 25, 2018 - Courtyard Marriott Downtown Orlando

Hosted by the Bank Advisors at Saltmarsh, 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.

Lunch will be provided.

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: October 25, 2018
  • Time: 11:30 AM - 01:30 PM

RSVP to this event


Community Bank CFO Roundtable - Jacksonville, FLNovember 7, 2018 - Hotel Indigo, Deerwood Park

Hosted by the Bank Advisors at Saltmarsh, 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.

Lunch will be provided.

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 7, 2018
  • Time: 11:30 AM - 01:30 PM

RSVP to this event


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