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.


Community Bank CFO Roundtable - Jacksonville, FL5/3/2017 - Hotel Indigo, Deerwood Park

The Bank Advisors at Saltmarsh will be holding a Community Bank CFO Roundtable on Wednesday, May 3rd 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, discussion of 2016 year end and 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: May 3, 2017
  • Time: 11:30 AM - 01:30 PM (ETZ)

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Pensacola Business Leaders Funnel5/10/2017 - Skopelos at New World, Banquet Hall

Saltmarsh is proud to host the Pensacola Business Leaders Funnel, featuring a broad-range of influential leaders and subject matter experts addressing key factors that are expected to impact the area's business operations in the coming year and beyond. Space is limited, RSVP today to reserve your seat.

PROGRAM AGENDA & FEATURED SPEAKERS:

"Making Your Culture Count" | Panel Discussion
Why does investment in your company’s culture matter? What’s the return? This panel, featuring leadership from Innisfree Hotels, Baptist Health Care and Navy Federal Credit Union, will spotlight how culture-based strategies that foster a unique and engaging work environment can have a lasting impact on your bottom line.

John L. Hutchinson | Hutch-Touch Consulting Services
John is President of Hutch-Touch Consulting, specializing in economic development, public relations and community growth strategies. He has extensive experience in local, regional and state economic development and helps build strong community relationships. John will lead a discussion around the outlook for economic development in the coming year and the challenges and opportunities facing our area.

Sean M. Snaith, Ph.D. | Institute for Economic Competitiveness, University of Central Florida
Dr. Snaith is director of the University of Central Florida’s Institute for Economic Competitiveness and a nationally recognized economist in the field of business and economic forecasting, having received multiple awards for his accuracy and research. Dr. Snaith’s presentation will provide an economic forecast in today’s changing political climate.

Business Leaders Networking Lunch | 11:45 - 1:00 pm
The Funnel continues following our main event with a reception-style networking lunch at the same venue. We hope you'll opt to stick around to connect with other business and community leaders, featured speakers and Saltmarsh.

See highlights from last year's Funnel
Questions? Contact Jayme Gabes by email or phone at (850) 435-8300, ext. 1064.

Quick Details

  • Location: Skopelos at New World, Banquet Hall
  • Address: 600 S. Palafox Street, Pensacola, FL 32502
  • Cost: N/A
  • Date: May 10, 2017
  • Time: 08:30 AM - 11:30 AM (CTZ)
  • Download: Event Postcard

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Community Bank CFO Roundtable - Fort Walton Beach, FL5/24/2017 - Saltmarsh Fort Walton Beach Office

The Bank Advisors at Saltmarsh will be holding a Community Bank CFO Roundtable on Wednesday, May 24th 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, discussion of 2016 year end and 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: May 24, 2017
  • Time: 11:30 AM - 01:30 PM (CTZ)

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Community Bank CFO Roundtable - Dothan, AL5/25/2017 - Hilton Garden Inn

The Bank Advisors at Saltmarsh will be holding a Community Bank CFO Roundtable on Thursday, May 25th 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, discussion of 2016 year end and 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: May 25, 2017
  • Time: 11:30 AM - 01:30 PM (CTZ)

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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. 

Scott Ehrlich started Mind the GAAP in 2002 to develop the highest quality, best-in-class U.S. GAAP and IFRS training. Training and personal development has always been one of Scott’s passions. He is an expert at taking complex concepts and making them understandable to all.  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 with leading organizations to maximize the outcomes from this form of training.
 
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)
  • US GAAP Updates

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

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

Below is a tentative schedule for these events. Please check back periodically for updates or join our email list to receive event information as it is released.

Compliance Funnel
September 21, 2017 ~ 8:00 am -12:30 pm
CPE: TBA

This session will feature compelling speakers and compliance professionals to keep you up-to-date on current regulatory issues and trends, shed light on what your peers are doing and answer your toughest questions. Speakers and topics to be announced.

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Technology Funnel
September 21, 2017 ~ 1:00-5:00 pm
CPE: 4 TB

Saltmarsh teams up with industry thought-leaders to share the latest developments in information technology related to cyber security and controls, risk management, emerging trends and regulatory issues. Speakers and topics to be announced.

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The "After-Off"
September 21, 2017 ~ 5:00 pm - til

Be our guest for an after-office gathering of casual cocktails and conversation with speakers from events on Thursday and Friday along with the Saltmarsh banking shareholders, After-Off reception sponsors and other guests. *Cocktails and heavy hors d’oeuvres will be served.

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Executive Forum
September 22, 2017 ~ 9:00 am -3:00 pm
CPE: 4.5 TB/0.5 A&A

The Executive Forum provides a chance for Community Bank executives and directors to meet in a relaxed setting and hear industry experts weigh in on current issues, global economic trends and other pressing strategic and regulatory concerns. Speakers and topics to be announced.

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Hotel Accommodations:

For those who will need to make travel arrangements, below are 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

  • Keynote Speaker: To Be Announced
  • 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)

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Saltmarsh CPA - Who We Are

Who We Are

Our professionals have the depth of experience, industry knowledge and worldwide resources to help you reach your goals. We put your success above all else as your trusted advisor.

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.

Saltmarsh CPA - Who We Serve

Who We Serve

Saltmarsh serves individuals and businesses. Personal attention, access to the right professionals and rapid response is how we serve.

Contact Us

FORT WALTON BEACH
(850) 243-6713

ORLANDO
(407) 203-8990

ST. PETERSBURG
(727) 821-9200

NASHVILLE
(615) 661-0885

PENSACOLA
(850) 435-8300

TAMPA
(813) 287-1111

info@saltmarshcpa.com
(800) 477-7458

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