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Featured News & Articles

New Revenue Recognition Standard: Manageable Changes for Long-Term Contracts Posted -Monday, February 02, 2015

Within the next couple years, construction companies will be required to follow a new revenue reporting standard. This article discusses the challenges and ways to adapt to the new requirements.

» Read More

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.

» Read More

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.

» 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 - Tallahassee, FL March 9, 2015 • Courtyard Tallahassee North/I-10 Capital Circle

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 Tallahassee, Florida on March 9th 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

  • March 9, 2015
  • 2:00 PM - 5:00 PM
  • Courtyard Tallahassee North/I-10 Capital Circle - 1972 Raymond Diehl Road, Tallahassee, FL 32308
  • There is no cost for this event

Anti-Money Laundering & Fraud Workshop - Tallahassee, FL March 12, 2015 • Old Town Café

Saltmarsh, Cleaveland & Gund will be hosting an Anti-Money Laundering & Fraud Workshop on March 12th in Tallahassee, 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

  • March 12, 2015
  • 11:30 AM - 1:00 PM
  • Old Town Café - Timberlane Shops on the Square - 1415 Timberlane Road, Tallahassee, FL 32312
  • There is no cost for this event

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


Dodd Frank Act Integrated Mortgage Disclosures - Orlando, FL March 18, 2015 • Courtyard Marriott Downtown Orlando

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 Orlando, Florida on March 18th 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

  • March 18, 2015
  • 8:30 AM - 11:30 AM
  • Courtyard Marriott Downtown Orlando - 730 N. Magnolia Avenue, Orlando, FL 32803
  • There is no cost for this event

Anti-Money Laundering & Fraud Workshop - Tampa, FL March 24, 2015 • Saltmarsh Offices - Tampa City Center

Saltmarsh, Cleaveland & Gund will be hosting an Anti-Money Laundering & Fraud Workshop on March 24th in Tampa, Florida.

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

  • March 24, 2015
  • 11:30 AM - 1:00 PM
  • Saltmarsh Offices - Tampa City Center - 201 N. Franklin Street, Suite 2870 Tampa, FL 33602
  • There is no cost for this event

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


Dodd Frank Act Integrated Mortgage Disclosures - Jacksonville, FL March 25, 2015 • Hotel Indigo Jacksonville

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 Jacksonville, Florida on March 25th 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

  • March 25, 2015
  • 9:00 AM - 12:00 PM
  • Hotel Indigo Jacksonville - 9840 Tapestry Park Circle, Jacksonville, FL 32246
  • There is no cost for this event

Anti-Money Laundering & Fraud Workshop - Jacksonville, FL March 25, 2015 • Hotel Indigo Jacksonville

Saltmarsh, Cleaveland & Gund will be hosting an Anti-Money Laundering & Fraud Workshop on March 25th in Jacksonville, Florida.

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

  • March 25, 2015
  • 2:00 PM - 3:30 PM
  • Hotel Indigo Jacksonville - 9840 Tapestry Park Circle, Jacksonville, FL 32246
  • There is no cost for this event

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


Dodd Frank Act Integrated Mortgage Disclosures - Birmingham, AL April 8, 2015 • Courtyard Birmingham Homewood

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 Birmingham, Alabama on April 8th 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 8, 2015
  • 9:00 AM - 12:00 PM
  • Courtyard Birmingham Homewood - 500 Shades Creek Parkway, Homewood, AL 35209
  • There is no cost for this event

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

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

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!


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

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

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

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