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Featured News & Articles

Word to the Wise: Don’t Ignore State and Local Tax Liabilities Posted -Tuesday, August 16, 2016

With all the responsibilities you have as a business owner, it’s easy to overlook your company’s state and local tax (or SALT) liabilities. These taxes vary widely from one locality to another, and business owners are often unaware that they have SALT liabilities outside their home state. Figuring out what’s owed where can be complicated.

» Read More

Do's and Don'ts for Family Business Owners Posted -Tuesday, August 16, 2016

Running a family business has its pros and cons. For many owners, the biggest upside is the opportunity to work with loved ones and build a meaningful enterprise that will last for generations. An oft-cited downside is the difficulty of balancing family and work priorities, and having to be both boss and parent.

» Read More

Plan Participation: Is It Time for Automatic Enrollment? Posted -Tuesday, August 16, 2016

There’s no question that participation levels for automatically enrolled 401(k) plans far outpace those for non-automatically enrolled plans. Yet traditionally, plan sponsors have been leery about adding this feature due to substantial penalties for elective deferral failures...

» 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.


Financial Institution Compliance and IT Funnels & Executive Forum September 22 - 23, 2016 • University Club of Tampa

The Bank Advisors at Saltmarsh, Cleaveland & Gund invite you to join us for our 11th Annual Community Bank Events on September 22nd and 23rd in Tampa, Florida.

This year's two-day lineup is jam-packed with industry thought-leaders to drive the discussion and answer questions around your most pressing issues and topics of interest!


Compliance Funnel
September 22, 2016 ~ 8:00-12:30 pm
CPE: 4.5 CRCM
This year's Compliance Funnel elevates your strategic management of compliance with experts in Community Reinvestment Act (CRA), social media and vendor management.

Featured guest speakers include:

Brian Waters - President & Co-Founder of findCRA.com
- Best Practices for Building Relationships & CRA Q&A: In this session, we'll discuss the insights we've learned in working with CRA-qualified nonprofits including their thoughts of the bank support process. Drawing on our experience, we'll provide guidance you can use to navigate the hundreds of nonprofits in your community to find the ones that best meet your CRA goals. We'll also review the recent updates to the CRA Q&As and provide our insight into their potential impact on your CRA program.

Ethan Wall, Esq. - President of The Social Media Law Firm, Miami
- Be Careful What You Post! Making Sense of Social Media Compliance: Considerations for social media strategy while keeping in mind legal constraints, and Frequently Asked Questions

Patricia M. Hernandez, Esq. - Founding Partner of Avila Rodriguez Hernandez Mena & Ferri LLP, Miami
- Vendor Management: Best practices in reviewing legal agreements and other vendor characteristics to protect your bank's compliance, operations and reputation risk

_______________________________________________________________________

Technology Funnel
September 22, 2016 ~ 1:00-5:00 pm
CPE: 4 TB
The Technology Funnel is known for highlighting emerging issues and regulatory expectations for our bank-tech folks, and this year is no exception. This year's topics include proper use of big data and other technology for increased efficiency, regulatory expectations for the FDIC's Cyber Security Assessment Tool, cyber risk insurance and lessons learned from recent claims, and...the ever popular (and sometimes correct) "IT predictions" for the coming year.

Featured guest speakers include:

Kevin Tweddle - Past President of the Association for Financial Technology
Steven D. Simpson, Senior Vice President of Financial Institution Solutions for Saggezza
- Keys to a Successful Data Analytics Strategy: A discussion of best practices and perspectives focused on how to incorporate the possible advantages of big data, social media, tech outsourcing and cloud computing, within the resource limitations and regulatory guidelines of a community bank

Pete Martino - Risk Management Field Supervisor for FDIC Tampa/Gainesville Territory
- Cyber Security Assessment Tool Overview

Nolan K. Wilson - Southeast Leader for AON Risk Services, Inc. of Florida, Financial Services Group, Professional Risk Solutions
- Cyber, The Fast-Moving Target: An in-depth analysis of emerging trends in cyber and privacy liability, to include recent claim trends, how coverage is responding, how banks are responding and a presentation of proprietary benchmarking analytics in this area.

Stephen Reyes, CISA - Information Technology Shareholder at Saltmarsh, Cleaveland & Gund
- Managing Data Risk & Technology Predictions for the Coming Year

_______________________________________________________________________

"After-Off" Reception
September 22, 2016 ~ 5:00 pm-til
AFTER the Funnel, and to kick OFF the Forum, just steps away from our meeting location join our speakers, sponsors and the Saltmarsh Bank Advisors for casual cocktails, hors d'oeurves and lively conversation.

THANK YOU to our After-Off Sponsors!
- CenterState Bank
- Equias Alliance
- Banker Advice
- Consolidated Banking Services
- Avila Rodriguez Hernandez Mena & Ferri LLP

_______________________________________________________________________

Executive Forum
September 23, 2016 ~ 9:00-3:00 pm
CPE: 4.5 TB/0.5 A&A
The Executive Forum gives community bank executives and directors the chance to meet in a relaxed setting as industry experts weigh-in on current issues facing the industry, such as the economy, the upcoming election and important accounting changes. This year features an exciting CEO Panel, where some of the strategic management approaches currently being employed throughout the region will be discussed from the inside point of view.

Featured guest speakers include:

Scott Hughes - Director of Risk Analysis for Federal Reserve Bank of Atlanta
- Economic Update

CEO-2-CEO Panel: Straight Talk on Strategy
- This panel of bank CEOs will uncover the "What's Next" in an open dialogue presenting insights, perspectives and pros and cons related to four common strategic management approaches:
* Growth Through Acquisition
* Earnings and Dividends: A Long-Term Sub S Strategy
* Growth Serving an International Market
* Realigning and Refreshing: Shifting an Existing Bank's Focus

Marian Johnson - Executive Director of the Florida Chamber Political Institute
- Political Update and Overview of Florida's Election Landscape: An in-depth analysis of the Florida's ever-changing demographics, voter registration and an overview of the latest polling conducted by the Florida Chamber of Commerce Political Institute prior to the November General Election

Paul Allen - Shareholder at Saltmarsh, Cleaveland & Gund
- Accounting Update

Sessions Available:

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

Location/Price

  • September 22 - 23, 2016
  • 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

Construction Industry Update October 27, 2016 • Pensacola Yacht Club

The Construction Advisors at Saltmarsh invite you to join us for a Construction Industry Update on Thursday, October 27th.

Breakfast & Networking from 7:30 - 8:00 a.m.
Seminar 8:00 - 12:00 p.m.

Topics covered will include:

BP Funds from the RESTORE Act:
Presented by Grover C. Robinson, County Commissioner, District 4

Economic Analysis & Industry Forecast, Local & Regional:
Presented by the Haas Center, University of West Florida

Surety Bonding 101 & Market Overview:
Presented by Brian Nichols, Florida Surety Association

Legal Update, Florida's Lien Law and Contract Changes:
Presented by Robert A. Emmanuel, Emmanuel, Sheppard & Condon

Location/Price

  • October 27, 2016
  • 7:30 AM - 12:00 PM
  • Pensacola Yacht Club - 1897 Cypress St., Pensacola FL 32573
  • There is no cost for this event

Community Bank CFO Roundtable, Northwest Florida November 2, 2016 • Saltmarsh Offices - Fort Walton Beach

The Saltmarsh Bank Advisors will be holding their second Northwest Florida Community Bank CFO Roundtable of 2016 on Wednesday, November 2nd in Crestview, FL.

This informal roundtable discussion meeting 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 2016 Year End and recent exam experiences.

CPE: 2 hours TB

Location/Price

  • November 2, 2016
  • 11:30 AM - 1:30 PM
  • Saltmarsh Offices - Fort Walton Beach - 34 Walter Martin Road, Ft. Walton Beach, FL 32549
  • There is no cost for this event
  • Lunch provided

Community Bank CFO Roundtable, Tampa November 2, 2016 • Saltmarsh Offices - Tampa City Center

The Saltmarsh Bank Advisors will be holding their second Tampa Community Bank CFO Roundtable of 2016 on Wednesday, November 2nd.

This informal roundtable discussion meeting 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 2016 Year End and recent exam experiences.

CPE: 2 hours TB

Location/Price

  • November 2, 2016
  • 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 November 3, 2016 • Holiday Inn & Suites - Montgomery

The Saltmarsh Bank Advisors will be holding their second Alabama Community Bank CFO Roundtable of 2016 on Thursday, November 3rd in Montgomery, AL.

This informal roundtable discussion meeting 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 2016 Year End and recent exam experiences.

CPE: 2 hours TB

Location/Price

  • November 3, 2016
  • 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 November 3, 2016 • Courtyard Marriott Downtown Orlando

The Saltmarsh Bank Advisors will be holding their second Orlando Community Bank CFO Roundtable of 2016 on Thursday, November 3rd.

This informal roundtable discussion meeting 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 2016 Year End and recent exam experiences.

CPE: 2 hours TB

Location/Price

  • November 3, 2016
  • 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 9, 2016 • Hotel Indigo Jacksonville - Deerwood Park

The Saltmarsh Bank Advisors will be holding their second Jacksonville Community Bank CFO Roundtable of 2016 on Wednesday, November 9th.

This informal roundtable discussion meeting 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 2016 Year End and recent exam experiences.

CPE: 2 hours TB

Location/Price

  • November 9, 2016
  • 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) 2016 Saltmarsh, Cleaveland & Gund • Certified Public Accountants And Consultants • Serving Florida And The Southeast