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Featured News & Articles

Overtime and Productivity: Finding the Right Balance Posted -Thursday, July 2, 2015

Scheduling overtime has always been a questioned management practice. Although it may seem like an advantage to get more work done sooner, it may unknowingly incur long-term costs and obligations to employees.

» Read More

How to Grow Your Construction Firm in Today’s Expanding Economy Posted -Wednesday, June 3, 2015

When company growth happens, looking for strategies to sustain new opportunities is key. This article points out how you can keep the momentum going while limiting detrimental risks.

» Read More

Greener Pastures? Points to Consider When Working Across State Lines Posted -Monday, June 1, 2015

This article discusses the protocol that needs to be followed when conducing out-of-state business, in order to properly comply with taxes and licensing requirements.

» 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.


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

AML System User's Groups, Vendor Demo and AML After-Off July 30, 2015 • Hyatt Place Orlando Airport

Please join us for an AML System User's/Support Group, Vendor Demo and After-Off* at the Hyatt Place Orlando Airport on Thursday, July 30th. This event will be held the evening before our presentation on "Money Laundering Schemes: Identifying and Investigating" at the Hyatt Place Orlando Airport.

This is your chance to meet other users with whom you've been communicating with as a result of our previous user's group calls. In addition, we have arranged for vendors representing several of our AML systems to be present at these meetings -- available to answer your questions and provide demonstrations. Confirmed vendors are listed below.

User Groups will begin at 5:00pm. Vendor Presentations/Demos will begin at 6:00pm and will be followed by a networking reception, the AML After-Off* at the Hyatt Place's bar.


*After-Off -- The Saltmarsh way of celebrating After an event and kicking Off the next day’s event.

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Hotel 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.

Sessions Available:

  • Verafin User Group (vendor confirmed),
  • BAM/BAM+ User Group (vendor confirmed),
  • Prime User Group (vendor being finalized),
  • YellowHammer User Group (vendor being finalized),
  • AML Manager User Group (vendor not yet confirmed),
  • Manual/Other

Location/Price

  • July 30, 2015
  • 5:00 PM - 8:00 PM
  • Hyatt Place Orlando Airport - 5435 Forbes Place, Orlando, FL 32812
  • There is no cost for this event

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


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

Our big AML Event - We are excited to be partnering again with the Association of Certified Fraud Examiners (ACFE) and The Anti-Money Laundering Association (AMLA) to bring back Jonathan Turner, CFE, for his popular session on "Identifying and Investigating Money Laundering Schemes."

A frequent commentator on fraud topics and seen on ABC News and CNN, Jonathan will give you confidence you never had before in your ability to think like a launderer, investigate and identify true money laundering or frauds. He received a 9.9 of 10 rating in survey responses the last time we hosted him, you won't want to miss this!

The cost of this 8 hour CFE training event is only $175, it will be held at the Hyatt Place Orlando Airport.

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.

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Registrants are also welcome and encouraged to join us for our AML System User's/Support Group, Vendor Demo and After-Off* at the Hyatt Place Orlando Airport on the evening before this presentation, on Thursday, July 30th.

This is your chance to meet other AML professionals and learn more about the network of AML users that Saltmarsh has recently developed. In addition, we have arranged for vendors representing several of our AML systems to be present at these meetings -- available to answer your questions and provide demonstrations. Confirmed vendors and more information are listed on the registration page (http://www.saltmarshcpa.com/seminars/#68).

_____________________________________________________________
Hotel 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.

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Hotel Accommodations:
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. Click the link below to book your room today!

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


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

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