With Saltmarsh S.A.F.E. you can easily and securely transfer data directly to your Saltmarsh accountant.

Saltmarsh BRIDGE is a service that allows you to have instant access to your own QuickBooks virtual desktop already installed and ready to use.

Saltmarsh R & D tax credit software login

Featured News & Articles

Practice Management: Attorneys and the IRS: Are You in the Audit Cross Hairs? Posted -Tuesday, July 7, 2015

The legal profession is one of several industries the IRS has singled out for special scrutiny as part of its Examination Specialization Program, especially those practicing law in areas that may have noncompliance issues.

» Read More

Valuation Corner: Best Practices for Buy-Sell Agreements Posted -Tuesday, July 7, 2015

What’s the best valuation method for a buy-sell agreement? This question is the subject of much debate among business owners, valuation analysts and financial advisors.

» Read More

Investment Insights: The Art of Letting Go Posted -Tuesday, July 7, 2015

In many areas of life, intense activity and constant monitoring of results represent the path to success. In investment, that approach gets turned on its head.

» 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.


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. Featured guest speakers include:

James Risler, CISCO Systems - Information Technology Security

Dave Fiedorek & Kishan Patel, Federal Deposit Insurance Corporation (FDIC) - Emerging Cyber Security Risks

Stephen Reyes, CISA, Saltmarsh, Cleaveland & Gund - The Cyber Security Assessment Tool and Technology Predictions for 2016

Tim Leonard, Commercial Bank of Texas - "Rise of the Underdark: An Introduction into the Deep Web and Stealing for a Living"

__________________________________________________________________________
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. Featured guest speakers include:

Anita Cream, US Department of Justice; Kim Lappin, IRS Criminal Investigations Division; Richard Dunn, Department of Homeland Security Tampa - Anti-Money Laundering, Fraud and BSA from the Perspective of Law Enforcement Professionals Working with Financial Institutions

ShaDonte Butler, Federal Home Loan Bank (FHLB) of Atlanta - Community Reinvestment Act: Enhancing Your Bank's Performance

Compliance Officer Panel - Representatives from community banks of various agencies and regions will share their best practices on managing compliance at their institutions.

Kristen J. Stogniew, Esq., CFE, Saltmarsh, Cleaveland & Gund - Regulatory Update, to include: Fair Lending, TRID, ACH and BSA Focus

__________________________________________________________________________
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. Featured guest speakers include:

Bill Isaac, FTI Consulting - Keynote Presentation: The Former FDIC Chairman will discuss economic, financial and political topics of current interest and engage in lively Q&A session with the audience.

Joe Keating, CenterState Bank - Economic and Financial Market Outlook with an Emphasis on "What Will the Federal Reserve Do Next?"

Paula Johannsen, Monroe Financial; Michael Timothy, Hovde Group; Chris Choate, Raymond James - Investment Banker Panel

Alfred Saikali, Shook Hardy & Bacon LLP - Data Breach Notification Requirements

Paul Allen, CPA, Saltmarsh, Cleaveland & Gund - Accounting Update


_______________________________________
Hotel Accommodations:
For those who will need to make travel arrangements, below are 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)

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

Community Bank CFO Roundtable, Northwest Florida September 29, 2015 • Holiday Inn Express & Suites - Crestview

The Saltmarsh Bank Advisors will be holding their second Northwest Florida Community Bank CFO Roundtable of 2015 on Tuesday, September 29th 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 update on relevant Accounting and Reporting issues discussed at the AICPA National Conference on Banking, discussion of 2015 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • September 29, 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, Alabama September 30, 2015 • Holiday Inn & Suites - Montgomery

The Saltmarsh Bank Advisors will be holding their second Alabama Community Bank CFO Roundtable of 2015 on Wednesday, September 30th 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 discussed at the AICPA National Conference on Banking, discussion of 2015 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • September 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, Tampa November 4, 2015 • Saltmarsh Offices - Tampa City Center

The Saltmarsh Bank Advisors will be holding their second Tampa Community Bank CFO Roundtable of 2015 on Wednesday, November 4th. 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 discussed at the AICPA National Conference on Banking, discussion of 2015 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • November 4, 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, Orlando November 5, 2015 • Courtyard Marriott Downtown Orlando

The Saltmarsh Bank Advisors will be holding their second Orlando Community Bank CFO Roundtable of 2015 on Thursday, November 5th. 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 discussed at the AICPA National Conference on Banking, discussion of 2015 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • November 5, 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 November 18, 2015 • Hotel Indigo Jacksonville - Deerwood Park

The Saltmarsh Bank Advisors will be holding their second Jacksonville Community Bank CFO Roundtable of 2015 on Wednesday, November 18th. 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 discussed at the AICPA National Conference on Banking, discussion of 2015 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • November 18, 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

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

Website by Grendelfly Studio - A Division of SC&G

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