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 Technology and Compliance Funnels & Executive ForumSeptember 21 - 22, 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.

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

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

This year's IT Funnel will include nationally-recognized PR specialists who have consulted on several highly-publicized security breaches in recent news, as they explain the steps taken to recover and identify the origin of the breach, an InTREX update provided by the FDIC and the ever popular (and sometimes correct) IT predictions for the coming year.   

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, compliance changes and legal issues. 

This session will feature a panel of experts to shed light on Florida's medical marijuana laws and their impact to bankers, a current hot topics session (covering HMDA, social media, BSA and other areas) and an interactive Compliance Officer panel to share best practices and practical lessons learned.  

"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 facing the industry, such as the economy, global economic trends and other strategic and regulatory concerns.

This year's Forum will feature a De Novo update with an emphasis on current M&A trends, a session on BOLI and executive compensation and a CEO-2-CEO panel to showcase various strategies for raising non-interest income. Panelists will shed light on the strategic considerations of each approach, along with other insights based on their experience.  

Please check back periodically or join our email list to receive additional event information as it is released.

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
  • Download: Event Postcard

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Pensacola Cybersecurity Panel SessionSeptember 26, 2017 - Jean & Paul Amos Performance Studio, Pensacola State College

Join Saltmarsh for an exclusive Cybersecurity Panel Discussion co-hosted by Summit Bank, Emmanuel Sheppard & Condon, Beck Partners Insurance, Pensacola State College, IMS ExpertServices and Saltmarsh.This informative panel discussion will provide insights on how to prepare for and prevent a cyber threat to your business.

Shareholder Stephen Reyes, CISA, CISSP, along with other industry experts, will help keep you ahead of hackers in every aspect of your small business. Learn from this panel of experienced professionals about the latest trends, tools and tips to protect yourself, your business, and your future.

Panel Discussion Topics
     - You've Been Hacked. Now What?
     - The Legal Implications of a Data Breach
     - Plan Ahead with Data Breach Insurance
     - Recovering After a Cyber Attack
     - How to Protect Against the Next Breach
     - Implementing a Cyber Attack Response

This panel will help keep you ahead of the hackers in every aspect of your business: insurance, banking, legal, operations, IT and more. They will show you how to protect your business and help you navigate a post-hack recovery and response.

Doors open - 7:30 AM
Panel begins, followed by Q&A - 8:00 AM
Seating is limited for this free event.

LEARN MORE AND RSVP

Quick Details

  • Keynote Speaker: Panel Discussion
  • Location: Jean & Paul Amos Performance Studio, Pensacola State College
  • Address: 1000 College Blvd, Pensacola, FL 32504
  • Cost: $0.00 N/A; Breakfast Provided
  • Date: September 26, 2017
  • Time: 07:30 AM - 09:00 AM

Construction Industry UpdateOctober 26, 2017 - Pensacola Yacht Club

The Construction Advisors at Saltmarsh invite you to join us for our 2nd Annual Construction Industry Update on Thursday, October 26th at the Pensacola Yacht Club. 

Pre-register to save your seat. Speakers and topics to be announced soon. Please check back periodically or join our email list to receive event information as it is released.

Quick Details

  • Location: Pensacola Yacht Club
  • Address: 1897 Cypress Street
  • Cost: N/A; Breakfast Provided
  • Date: October 26, 2017
  • Time: 08:00 AM - 12:00 PM

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Community Bank CFO Roundtable - Fort Walton Beach, FLNovember 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

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Community Bank CFO Roundtable - Tampa, FLNovember 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

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Community Bank CFO Roundtable - Orlando, FLNovember 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

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Community Bank CFO Roundtable - Dothan, ALNovember 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

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Community Bank CFO Roundtable - Jacksonville, FLNovember 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

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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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