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.

Compliance Roundtable - Dothan, ALOctober 25, 2018 - Hilton Garden Inn

Hosted by the Bank Advisors at Saltmarsh, Kristen Stogniew, Esq., CFE, will present a Compliance Year in Review with topics including HMDA 2018 and Reg Relief, TRID 2.0 and the Black Hole, Beneficial Owners and Customer Due Diligence, Reg CC Check Collection, and a Fair Lending update.

Refreshments will be provided.


Quick Details

  • Keynote Speaker: Kristen Stogniew, Esq., CFE
  • Location: Hilton Garden Inn
  • Address: 171 Hospitality Lane, Dothan, AL 36303
  • Cost: N/A
  • Date: October 25, 2018
  • Time: 09:30 AM - 11:00 AM

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

Lunch & Learn: Revenue Recognition for the Construction Industry - Tampa, FLNovember 6, 2018 - Crowne Plaza Tampa Westshore

Join us in Tampa on Tuesday, November 6th for a Revenue Recognition Lunch & Learn for contractors and construction businesses, where we'll discuss the most significant revision to revenue recognition standards in history.

In this presentation by Suzanne Cox, CPA, CIT and Carol Rosenblatt, CPA, CIT, you'll learn more about how new revenue recognition changes stand to impact contractors and the construction industry.

We will cover various aspects of the new standards, including how to prepare for upcoming changes and important points to consider along the way. Significant changes to your current accounting policies and financial reporting processes are just some of the potential ramifications of these new standards. 

Please RSVP to attend. Lunch will be provided by Saltmarsh, Cleaveland & Gund.

  -  Contractors
  -  CFOs
  -  Construction Financial Management Professionals
  -  Construction Business Owners
  -  Sureties
  -  Bankers

Please click here for directions to the Crowne Plaza Tampa Westshore. Additional parking is available in the rear of the building.

Quick Details

  • Keynote Speaker: Suzanne Cox, CPA, CIT & Carol Rosenblatt, CPA, CIT
  • Location: Crowne Plaza Tampa Westshore
  • Address: 5303 W. Kennedy Blvd., Tampa, FL 33609
  • Cost: N/A; Lunch will be provided.
  • Date: November 6, 2018
  • Time: 11:00 AM - 01:00 PM

RSVP to this event

Technology Roundtable, TampaNovember 9, 2018 - Rising Tide Innovation Center - Water Room

Join us for a Technology Roundtable meeting in the Tampa Bay area on Friday, November 9th.

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:

  • Attracting and Retaining Talent
  • Accounting Systems Setup Woes
  • Employment Issues

For detailed directions, click here. If you have questions, please contact Chandra Clines.

Quick Details

  • Location: Rising Tide Innovation Center - Water Room
  • Address: 433 Central Ave., Floor 4, St. Petersburg, FL 33701
  • Cost: $0.00 N/A; Lunch will be provided.
  • Date: November 9, 2018
  • Time: 11:30 AM - 01:00 PM

RSVP to this event

Saltmarsh CPA - Who We Are

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