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Featured News & Articles

Avoiding Boom and Bust: Grow Your Company the Right Way Posted -Tuesday, March 31, 2015

Setting up your company to accommodate the boom and busts of the market may be difficult, but these tips can help your business achieve sustainable growth.

» Read More

How to Choose the Right Auditor Posted -Friday, March 13, 2015

The audit procurement process may be intimidating, but this article features the 4 steps to facilitate a successful audit with the best candidate.

» Read More

Forecasting for Success: A Process, Not an Event Posted -Wednesday, March 04, 2015

Forecasting is the active approach to managing the growth and success of your company. This article highlights the extensive benefits that forecasting can bring to your business.

» Read More

At Saltmarsh, Cleaveland & Gund Your Success Matters

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.


Dodd Frank Act Integrated Mortgage Disclosures - Dothan, AL April 22, 2015 • Dothan Country Club

What started 20 years ago is finally here. The final Integrated Mortgage Disclosures Rule under the Dodd Frank Act is effective August 1, 2015. The Rule completely replaces existing disclosure forms and procedures with a whole new approach for residential mortgage lending. It’s time to get ready.

To help you prepare for this challenge, Saltmarsh shareholder, Kristen Stogniew will be visiting Dothan, Alabama on April 22nd to provide a close look at the Loan Estimate and Closing Disclosure forms, and provide a detailed review of the procedural and logistical challenges in implementing the Rule.

We hope you will take advantage of our free training, and other assistance we can provide in implementing the change. If you have any questions, please contact Kristen.Stogniew@saltmarshcpa.com or Jayme.Gabes@saltmarshcpa.com.

Location/Price

  • April 22, 2015
  • 9:00 AM - 12:00 PM
  • Dothan Country Club - 200 S. Cherokee Ave, Dothan, AL 36301
  • There is no cost for this event

Anti-Money Laundering & Fraud Workshop - Dothan, AL April 22, 2015 • Dothan Country Club

Saltmarsh, Cleaveland & Gund will be hosting an Anti-Money Laundering & Fraud Workshop on April 22nd in Dothan, AL.

To participate, you must come prepared to discuss a fraud or money-laundering investigation that you have conducted. We'd like to know:

-What triggered your review?
-What documents did you review?
-How far back did you go in the investigation?
-Who did you interview?
-What did you determine the fraud to be?
-Any action or comments from law enforcement?

This is an in-person workshop, however, active members of Saltmarsh's AML Systems Support Groups* may call in to participate. We will provide a call-in number to our members 2 business days prior to the event.

*We have Support Groups formed for YellowHammer, BAM, BAM+, Verafin, Prime and AML Manager systems. We are also now forming an ECS support group, and a "Manual" group for those who do not use a designated system.

You can join any time by completing the survey below. Contact Kristen Stogniew, Kristen.stogniew@saltmarshcpa.com for additional information.

Location/Price

  • April 22, 2015
  • 1:00 PM - 2:30 PM
  • Dothan Country Club - 200 S. Cherokee Ave, Dothan, AL 36301
  • There is no cost for this event

Interested in joining an AML Support Group? Take this survey!


Community Bank CFO Roundtable, Northwest Florida April 28, 2015 • Holiday Inn Express & Suites - Crestview

The Saltmarsh Bank Advisors will be holding a Community Bank CFO Roundtable on Tuesday, April 28, 2015 in Crestview, FL. We have received great feedback on this series throughout Florida and are hopeful you can attend.

This informal gathering is intended for Community Bank CFOs and Saltmarsh banking shareholders. We commit to keeping the discussion fresh, covering relevant topics for the community banking industry to include an an update on relevant Accounting and Reporting issues, discussion of 2014 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • April 28, 2015
  • 11:30 AM - 1:30 PM
  • Holiday Inn Express & Suites - Crestview - 125 Cracker Barrel Road, Crestview, FL 32536
  • There is no cost for this event
  • Lunch provided

Community Bank CFO Roundtable, Tampa April 29, 2015 • Saltmarsh Offices - Tampa City Center

The Saltmarsh Bank Advisors will be holding a Community Bank CFO Roundtable on Wednesday, April 29, 2015 in Tampa, FL. We have received great feedback on this series throughout Florida and are hopeful you can attend.

This informal gathering is intended for Community Bank CFOs and Saltmarsh banking shareholders. We commit to keeping the discussion fresh, covering relevant topics for the community banking industry to include an update on relevant Accounting and Reporting issues, discussion of 2014 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • April 29, 2015
  • 11:30 AM - 1:30 PM
  • Saltmarsh Offices - Tampa City Center - 201 N. Franklin Street, Suite 2870 Tampa, FL 33602
  • There is no cost for this event
  • Lunch provided

Community Bank CFO Roundtable, Alabama April 30, 2015 • Holiday Inn & Suites - Montgomery

The Saltmarsh Bank Advisors will be holding a Community Bank CFO Roundtable on Thursday, April 30, 2015 in Montgomery, AL. We have received great feedback on this series in the past and are hopeful you can attend.

This informal gathering is intended for Community Bank CFOs and Saltmarsh banking shareholders. We commit to keeping the discussion fresh, covering relevant topics for the community banking industry to include an update on relevant Accounting and Reporting issues, discussion of 2014 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • April 30, 2015
  • 11:30 AM - 1:30 PM
  • Holiday Inn & Suites - Montgomery - 9250 Boyd-Cooper Parkway, Montgomery, AL 36116
  • There is no cost for this event
  • Lunch provided

Community Bank CFO Roundtable, Orlando April 30, 2015 • Courtyard Marriott Downtown Orlando

The Saltmarsh Bank Advisors will be holding a Community Bank CFO Roundtable on Thursday, April 30, 2015 in Orlando, FL. We have received great feedback on this series throughout Florida and are hopeful you can attend.

This informal gathering is intended for Community Bank CFOs and Saltmarsh banking shareholders. We commit to keeping the discussion fresh, covering relevant topics for the community banking industry to include an update on relevant Accounting and Reporting issues, discussion of 2014 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • April 30, 2015
  • 11:30 AM - 1:30 PM
  • Courtyard Marriott Downtown Orlando - 730 N. Magnolia Avenue, Orlando, FL 32803
  • There is no cost for this event
  • Lunch provided

Community Bank CFO Roundtable, Jacksonville May 5, 2015 • Hotel Indigo Jacksonville - Deerwood Park

The Saltmarsh Bank Advisors will be holding a Community Bank CFO Roundtable on Tuesday, May 5, 2015 in Jacksonville, FL. We have received great feedback on this series throughout Florida and are hopeful you can attend.

This informal gathering is intended for Community Bank CFOs and Saltmarsh banking shareholders. We commit to keeping the discussion fresh, covering relevant topics for the community banking industry to include an an update on relevant Accounting and Reporting issues, discussion of 2014 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • May 5, 2015
  • 11:30 AM - 1:30 PM
  • Hotel Indigo Jacksonville - Deerwood Park - 9840 Tapestry Park Circle, Jacksonville, FL 32246
  • There is no cost for this event
  • Lunch provided

Anti-Money Laundering & Fraud Workshop - Pensacola, FL May 5, 2015 • Saltmarsh Pensacola Office

Saltmarsh, Cleaveland & Gund will be hosting an Anti-Money Laundering & Fraud Workshop on May 5th in Pensacola, FL.

To participate, you must come prepared to discuss a fraud or money-laundering investigation that you have conducted. We'd like to know:

-What triggered your review?
-What documents did you review?
-How far back did you go in the investigation?
-Who did you interview?
-What did you determine the fraud to be?
-Any action or comments from law enforcement?

This is an in-person workshop, however, active members of Saltmarsh's AML Systems Support Groups* may call in to participate. We will provide a call-in number to our members 2 business days prior to the event.

*We have Support Groups formed for YellowHammer, BAM, BAM+, Verafin, Prime and AML Manager systems. We are also now forming an ECS support group, and a "Manual" group for those who do not use a designated system.

You can join any time by completing the survey below. Contact Kristen Stogniew, Kristen.stogniew@saltmarshcpa.com for additional information.

Location/Price

  • May 5, 2015
  • 3:00 PM - 4:30 PM
  • Saltmarsh Pensacola Office - 900 N. 12th Avenue, Pensacola, FL 32501
  • There is no cost for this event

Interested in joining an AML Support Group? Take this survey!


Dodd Frank Act Integrated Mortgage Disclosures - Pensacola, FL May 6, 2015 • Saltmarsh Offices

What started 20 years ago is finally here. The final Integrated Mortgage Disclosures Rule under the Dodd Frank Act is effective August 1, 2015. The Rule completely replaces existing disclosure forms and procedures with a whole new approach for residential mortgage lending. It’s time to get ready.

To help you prepare for this challenge, Saltmarsh shareholder, Kristen Stogniew will be visiting Pensacola, Florida on May 6th to provide a close look at the Loan Estimate and Closing Disclosure forms, and provide a detailed review of the procedural and logistical challenges in implementing the Rule.

We hope you will take advantage of our free training, and other assistance we can provide in implementing the change. If you have any questions, please contact Kristen.Stogniew@saltmarshcpa.com or Jayme.Gabes@saltmarshcpa.com.

Location/Price

  • May 6, 2015
  • 9:00 AM - 12:00 PM
  • Saltmarsh Offices - 900 N. 12th Avenue, Pensacola, FL 32501
  • There is no cost for this event

Community Bank CFO Roundtable, Ft. Lauderdale May 19, 2015 • Hyatt Place Fort Lauderdale

The Saltmarsh Bank Advisors will be holding a Community Bank CFO Roundtable on Tuesday, May 19, 2015 in Fort Lauderdale, FL. We have received great feedback on this series throughout Florida and are hopeful you can attend.

This informal gathering is intended for Community Bank CFOs and Saltmarsh banking shareholders. We commit to keeping the discussion fresh, covering relevant topics for the community banking industry to include an update on relevant Accounting and Reporting issues, discussion of Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • May 19, 2015
  • 11:30 AM - 1:30 PM
  • Hyatt Place Fort Lauderdale - 1851 SE 10th Avenue, Fort Lauderdale, FL 33316
  • There is no cost for this event
  • Lunch provided

Saltmarsh Annual A&A Update June 5, 2015 • Heritage Hall, Downtown Pensacola

Saltmarsh welcomes Craig Steinhoff as our guest facilitator for this year's Annual Accounting and Auditing Update.Craig is an instructor for the AuditSense team and specializes in providing GAAP and core-level staff training to CPA firms. For the past 14 years, Craig has been working for public accounting firms, specializing in accounting, audit and financial statement preparation for private companies and not-for-profit organizations.

Craig is a licensed CPA in the State of Ohio. He is a recurring speaker for the Ohio Society of CPAs (OSCPA) continuing education events, covering such topics as accounting and auditing updates and internal controls. Craig has served on numerous committees for the AICPA and OSCPA groups. In addition to his AICPA and OSCPA activities, Craig also holds the CITP (Certified Information Technology Professional) certification. He graduated from Capital University in Bexley, Ohio, with a B.S. in Accounting

Check back soon for updates on the Topics of Discussion.

Location/Price

  • June 5, 2015
  • 8:00 AM - 4:30 PM
  • Heritage Hall, Downtown Pensacola - 130 E. Government Street
  • Price: $225.00
  • Lunch is provided

Community Bank CFO Roundtable, Fort Myers July 16, 2015 • Hyatt Place Fort Myers/at The Forum

The Saltmarsh Bank Advisors will be holding a Community Bank CFO Roundtable on Thursday, July 16, 2015 in Fort Myers, FL. We have received great feedback on this series throughout Florida and are hopeful you can attend.

This informal gathering is intended for Community Bank CFOs and Saltmarsh banking shareholders. We commit to keeping the discussion fresh, covering relevant topics for the community banking industry to include an update on relevant Accounting and Reporting issues, discussion of Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • July 16, 2015
  • 11:30 AM - 1:30 PM
  • Hyatt Place Fort Myers/at The Forum - 2600 Champion Ring Rd., Fort Myers, FL 33905
  • There is no cost for this event
  • Lunch provided

Money Laundering Schemes: Identifying and Investigating July 31, 2015 • Hyatt Place Orlando Airport

We are excited to welcome back Jonathan Turner, CFE, for a day-long seminar of Money Laundering Schemes: Identifying and Investigating. Jonathan received a 9.9 out of 10 in survey responses the last time we brought him in. During his presentation, Jonathan will discuss:

The Basics of Money Laundering
Discuss money laundering and when it is used, different types of money laundering and other methods of concealing assets, and the money laundering process: payment, layering and integration.

Traditional Money Laundering Methods
Money laundering is a common way to conceal assets. Learn how traditional schemes like cash vs. non-cash transactions, deposits to financial institutions, wire transfers and front business work and what to do to seek them out.

Emerging Payment Methods and Schemes
New payment technologies to launder frauds are surfacing. Learn more about online payments/e-cash, mobile payments, prepaid items, digital and virtual currencies, and other ways to launder money that are not yet most common.

Detection
Arm yourself for the detection of money laundering by discussing data mining and analysis, transaction monitoring and red flags for individuals and businesses.

Don’t miss this opportunity to take your Money Laundering detection skills to a world-class level.

_____________________________________________________________
Travel Accommodations
We have reserved a block of rooms at the Hyatt Place Orlando Airport (meeting location) for our attendees for the evening of July 30th at a discounted rate of $109/night. The deadline to receive the discounted rate is Thursday, July 9.

For reservations, click the link below or call (407) 816-7800 and mention the group name, Saltmarsh, to receive the special rate.

Location/Price

  • July 31, 2015
  • 8:00 AM - 4:30 PM
  • Hyatt Place Orlando Airport - 5435 Forbes Place, Orlando, FL 32812
  • Price: $175.00
  • This event qualifies for 8 hours of CFE/CPE credit

Click here to book your room at the Hyatt Place Orlando Airport


2015 Financial Institution IT and Compliance Funnels & Executive Forum September 24 - 25, 2015 • University Club of Tampa

The Bank Advisors at Saltmarsh, Cleaveland & Gund invite you to join us for our Annual Community Bank Technology and Compliance Funnels and Executive Forum at the University Club of Tampa on September 24th and 25th.

Technology Funnel
September 24, 2015 ~ 8:30-1:00 pm
CPE: 4 TB
Saltmarsh has teamed with industry thought-leaders to share the latest developments in information technology related to cyber security and controls, risk management, social media, emerging trends and regulatory issues.

Compliance Funnel
September 24, 2015 ~ 1:30-5:00 pm
CPE: 3.75 CRCM
This session will feature a knowledgeable panel of Community Bank Compliance Officers, a BSA and Anti-Money Laundering expert and other compelling speakers 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.

The "After-Off"
September 24, 2015 ~ 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.

Executive Forum
September 25, 2015 ~ 9:00-3:00 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.

________________________________________________
Hotel Accomodations:
Registrants may use booking code 2849706 to receive Saltmarsh's corporate rate at the Hilton Tampa Downtown, which is located in the building adjacent to the University Club. Please contact Jayme Gabes at jayme.gabes@saltmarshcpa.com or (800) 477-7458 for booking assistance.

Sessions Available:

  • Information Technology Funnel,
  • Compliance Funnel,
  • The "After-Off" Reception,
  • Executive Forum

Location/Price

  • September 24 - 25, 2015
  • 8:30 AM - 5:00 PM
  • University Club of Tampa - 201 N. Franklin Street, 38th Floor, Tampa, FL 33602
  • There is no cost for this event

Click here to book a room at the Hilton Downtown Tampa


Locations

Pensacola
CPA and Bank Consultants - Pensacola, FL 900 N. 12th Avenue, Pensacola, FL 32501
Local Phone: 850.435.8300 • Fax: 850.435.8352
Fort Walton Beach
CPA and Bank Consultants - Fort Walton Beach, FL 34 Walter Martin Rd, Ft Walton Bch, FL 32549
Local Phone: 850.243.6713 • Fax: 850.243.4137
Tampa
CPA and Bank Consultants - Tampa, FL 201 N. Franklin St., Ste 2720, Tampa, FL 33602
Local Phone: 813.287.1111 • Fax: 813.207.0201
Orlando
4798 New Broad Street, Ste 320, Orlando, Florida 32814
Local Phone: 407.203.8990 • Fax: 407.203.8987

Toll Free: (800) 477-7458 • Email: info@saltmarshcpa.com

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(c) 2015 Saltmarsh, Cleaveland & Gund • Certified Public Accountants And Consultants • Serving Florida And The Southeast