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.


Community Bank CFO Roundtable - Orlando, FLApril 26, 2018 - Saltmarsh Orlando 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 2017 year-end and recent exam experiences.

Lunch will be provided.

CPE: 2 hours Technical Business (TB)

Quick Details

  • Location: Saltmarsh Orlando Office
  • Address: 4798 New Broad Street, Suite 320, Orlando, FL 32814
  • Cost: N/A
  • Date: April 26, 2018
  • Time: 11:30 AM - 01:30 PM

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Community Bank CFO Roundtable - Dothan, ALApril 26, 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 2017 year-end and 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: April 26, 2018
  • Time: 11:30 AM - 01:30 PM

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Community Bank CFO Roundtable - Jacksonville, FLMay 2, 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 2017 year-end and 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: May 2, 2018
  • Time: 11:30 AM - 01:30 PM

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BSA & BeyondJune 3 - 6, 2018 - Dollywood's DreamMore Resort and Spa

Join us in beautiful Pigeon Forge, Tennessee for "BSA & Beyond", a Training & Networking Getaway.

Through our partnership with the Association of Certified Fraud Examiners (ACFE), we are excited to welcome back Jonathan Turner, CFE for a two-day series of the ACFE’s "Investigating & Detecting Money Laundering" course. A frequent commentator on fraud topics and seen on ABC News and CNN, Jonathan will give you confidence you never had before in your ability to think like a launderer, investigate and identify true money laundering or fraud. 

The course will include detecting, investigating and reporting, with special sessions on money laundering statutes, emerging payment methods, as well as practical problems and case studies.

So many BSA professionals return to Saltmarsh's BSA/AML training events time after time to strengthen their understanding of the BSA's technical requirements, gain insight about bad actors and activity, enjoy the support of other financial institution BSA professionals and be inspired.

“Excellent! This presentation was one of the best I’ve sat through. I will definitely recommend to others in BSA/AML.”

“Love how he makes you think outside the box. Second time with this speaker, and I found this presentation better than the first."

“EXCELLENT! Bring him back!!!!!”

“What a great event. Worth the money and time spent for exceeding my expectations!”

This event will provide ample opportunity for networking with your peers, including lunch breakouts with others who use the same AML Systems you do. 

In addition to Jonathan Turner's ever-popular fraud/money laundering sessions and the AML System User Groups, we've added "BSA Basics" a compliance bootcamp session (great for new BSA professionals, or veterans who want a refresher) by Saltmarsh Shareholder Kristen Stogniew, Esq., CFE, and, for more advanced strategic management, we will have workshops on better Board Reporting & Risk Assessments, to help you work smarter, not harder.

Earn up to 24 hours of CPE credits by the end of the event!

BSA & Beyond Agenda

Cost to Attend
The cost to attend is $695 per person. Please contact Kristen Stogniew to learn more about discounts availabe for group registrations of 5 or more.

Accommodations | Dollywood's DreamMore Resort & Spa
Enjoy the beautiful Smoky Mountains at the family-friendly and luxurious Dollywood's DreamMore Resort & Spa. Please call (800) 365-5996 by May 4th to make your reservation at the discounted Saltmarsh Group room rate of $160/night plus applicable taxes. 

You deserve a relevant BSA/AML training program in beautiful surroundings, while learning from experts and your peers. Register today, space is limited!

Quick Details

  • Keynote Speaker: Jonathan Turner, CFE / Kristen Stogniew, Esq., CFE
  • Location: Dollywood's DreamMore Resort and Spa
  • Address: 2525 DreamMore Way, Pigeon Forge, TN 37863
  • Cost: $695.00 (up to 24 hours of CPE credit available)
  • Date: June 3 - 6, 2018
  • Time: 08:00 AM - 05:00 PM
  • Download: Event Flyer

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Annual Accounting & Auditing UpdateJune 22, 2018 - New World Landing

Join us for 8 hours of quality CPE at Saltmarsh's Annual A&A Update in Pensacola, FL.  We are pleased to welcome back Scott Ehrlich, CPA, President of Mind the GAAP, as the guest facilitator for this year's program.

Scott is a technical expert on U.S. and international accounting principles, having advised major corporations on the accounting treatment for complex transactions. In addition to Scott’s strong technical acumen, he also is a leading instructional designer. 

See what past attendees have said about Scott Ehrlich:

"The interactive polling questions and step-by-step explanations really helped me stay focused throughout the entire day."

"Energetic and engaging speaker. He made all of the material very understandable."

PROGRAM OVERVIEW
- Getting Ready for the New Revenue Recognition Rules (ASC 606)
     - Lessons learned from public company adoption of standard
     - Case Study: applying the requirements to an actual contract
- New Lease Accounting Requirements (ASC 842) - focus on implication to lessees
- 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, Pensacola, FL
  • Cost: $275.00 Lunch Included
  • Date: June 22, 2018
  • Time: 08:00 AM - 05:00 PM
  • Download: Event Postcard

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

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

Technology Funnel
September 27 | 8:00-12:30 pm
CPE: 4 TB

The Technology Funnel focuses on a variety of topics related to cyber security vulnerabilities and controls, risk management, emerging trends and regulatory issues. Speakers and topics to be announced.  

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. Compelling speakers and compliance professionals shed light on what your peers are doing and answer your toughest questions. Speakers and topics to be announced. 

"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 TB / 0.5 A&A

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 pressing strategic and regulatory concerns. Speakers and topics to be announced.

HOTEL ACCOMMODATIONS:
Registrants may use Saltmarsh's corporate code for a reduced rate at the Hilton Tampa Downtown, which is in the building adjacent to the University Club. Click here to book your room.

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

Quick Details

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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

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Contact Us

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(850) 243-6713

ORLANDO
(407) 203-8990

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(850) 435-8300

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(800) 477-7458

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