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Featured News & Articles

Saltmarsh Financial Advisors Hosts Series Of Educational Events Featuring Dr. Apollo Lupescu Posted -Friday, January 16, 2015

We were honored to sponsor Apollo D. Lupescu, PhD of Dimensional Fund Advisors (DFA) as a guest speaker for various Saltmarsh Financial Advisor events.

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Kristen Stogniew, Esq., AAP to Speak at Information Interchange Conference Posted -Tuesday, January 06, 2015

Kristen Stogniew, Esq., AAP, will be speaking at Information Interchange Conference. The event will be held in Orlando, Florida on February 24-26, 2015.

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Saltmarsh, Cleaveland & Gund Announces Internal Promotions Posted -Monday, January 05, 2015

Press release announcing the 2015 internal promotions.

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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.


Anti-Money Laundering & Fraud Discussion - Orlando, FL February 18, 2015 • Old Florida Bank Conference Room

Saltmarsh, Cleaveland & Gund will facilitate an Anti-Money Laundering & Fraud Discussion Group on February 18th.

The Group will meet in Orlando, however, we will have more of these events at other locations through the year.

To participate in this free event, 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 event, 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.

Location/Price

  • February 18, 2015
  • 10:00 AM - 11:30 AM
  • Old Florida Bank Conference Room - 315 E. Robinson Streetm Suite 100, Orlando, Florida 32801
  • There is no cost for this event

Dodd Frank Integrated Mortgage Disclosures - Tampa, FL February 23, 2015 • Greater Tampa Chamber (Tampa City Center)

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 is pleased to bring attorney Leonard Bernstein to Tampa, Florida. Len is the Managing Partner of the Philadelphia office of Reed Smith, LLP, and chairs the firm’s Financial Services Regulatory Group. Len is a regular speaker on complicated regulatory requirements for the financial services industry. His presentation will feature 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 cannot attend this event, don’t worry. Len’s presentation will kick off a series of Saltmarsh presentations on the Integrated Mortgage Disclosure rules over the coming months. At this time, Saltmarsh shareholder, Kristen J. Stogniew, plans to present in Orlando, Pensacola, Miami and South Georgia, with at least one of these sessions available as a recording. Additional details on these future sessions will be released at a later date.

If you have any questions, please contact Kristen.Stogniew@saltmarshcpa.com or Jayme.Gabes@saltmarshcpa.com.

Location/Price

  • February 23, 2015
  • 9:00 AM - 11:30 AM
  • Greater Tampa Chamber (Tampa City Center) - 201 N. Franklin Street, Suite 201 Tampa, FL 33602
  • There is no cost for this event

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 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

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

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

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 Community Bank Technology and Compliance Funnels and Executive Forum at the University Club in Tampa, Florida on September 24th and 25th, 2015.

Additional program details to be announced!

Sessions Available:

  • Technology Funnel - CPE: 4 TB
  • Compliance Funnel - CPE: 3.75 CRCM
  • The "After-Off"
  • Executive Forum - CPE: 4.5 TB/0.5 A&A

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

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