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.


13th Annual Community Bank Events - Tampa, FLSeptember 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. 

TECHNOLOGY FUNNEL
September 27 | 8:00-12:30 pm

CPE: 4 Technical Business

The Technology Funnel focuses on the latest related to  cyber security and risk mitigation including vulnerabilities and controls, vendor management and other emerging trends and issues. Continental breakfast and lunch will be provided.

This year's IT Funnel will include:

  • A presentation on current threat vectors, presented by the FBI
  • An InTREX update provided by an FDIC specialist
  • A session on rethinking your security priorities, along with the ever popular (and sometimes correct) IT predictions for the coming year presented by Saltmarsh IT shareholder, Stephen Reyes

COMPLIANCE FUNNEL
September 27 | 1:00-5:00 pm

CPE: 4.25 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 session with the facts on Marijuana and Cannabis Laws and Ordinances affecting the industry, presented by Tara Tedrow, Esq., of Lowndes, P.A.
  • An interactive Compliance Officer panel to share best practices and practical lessons learned
  • A current hot topics session with Saltmarsh shareholder, Kristen Stogniew

"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.

2018 After Off Sponsors

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 first-hand experience throughout the De Novo process, including structure selection (Sub S vs. C-Corp), findings during the first exam, steps taken when choosing a regulator and other strategic considerations. The Forum will also feature sessions on BOLI, SERP and Executive Compensation from Glenn Blackwood, as well as overviews of recent M&A activity, director liability and legal matters provided by Jack Greeley. Finally, we'll conclude with an executive update on accounting, IT and compliance.

Join our "Bank Advisors" email list to receive event updates and information as it is released.


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


Construction Industry Update - Pensacola, FLOctober 17, 2018 - Pensacola Yacht Club

The Construction Advisors at Saltmarsh invite you to join us for our Annual Construction Industry Update, where we'll discuss key issues expected to impact our local construction business landscape in the coming year and beyond. A hot breakfast will be provided by Saltmarsh.

Please RSVP to attend this event. Join our email list to receive event information as it is released.

WHO SHOULD ATTEND?
 - Contractors
 - Construction Business Owners/CFOs
 - Developers
 - Members of the Local Construction Community

"I thought the topics were perfect. The overall layout of the speakers and the program as a whole were excellent."

"They put on an event that provided me with extensive information for the local industry and gave insight on upcoming state projects.

 SUMMARY AGENDA

  • 8:00 - 8:30 - Guest Check-in & Networking Breakfast

  • 8:30 - 12:00 - Construction Industry Update
    • Healthy Benchmarks & Red Flags on Financial Statements
      • Presented by Andy Copeland, Diversified Construction Services
    • Local Economic & Construction Update
      • Presented by Rick Harper, University of West Florida
    • Preparing for Revenue Recognition Changes
      • Presented by Carol Kahn Rosenblatt, CPA, CIT, Saltmarsh, Cleaveland & Gund

Quick Details

  • Location: Pensacola Yacht Club
  • Address: 1897 Cypress St., Pensacola, FL 32502
  • Cost: $0.00 N/A; Breakfast will be provided
  • Date: October 17, 2018
  • Time: 08:30 AM - 12:00 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


Saltmarsh CPA - Who We Are

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Saltmarsh CPA - What We Do

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