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Featured News & Articles

Claims Management: Quick Response is Critical When Disputes Arise Posted -Friday, May 01, 2015

Construction projects are highly intricate, especially with the amount of variables and people involved. Disputes are inevitable and this article highlights how to properly tend to disputed claims with minimal damage.

» Read More

Saltmarsh Hosts Trip to Cuba Posted -Thursday, April 30, 2015

Saltmarsh coordinated a trip to Cuba to navigate potential business development and commerce opportunities in Cuba.

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Avoiding Boom and Bust: Grow Your Company the Right Way Posted -Tuesday, March 31, 2015

Setting up your company to accommodate the boom and busts of the market may be difficult, but these tips can help your business achieve sustainable growth.

» 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.


Saltmarsh Annual A&A Update June 5, 2015 • Heritage Hall, Downtown Pensacola

Saltmarsh welcomes Craig Steinhoff as our guest facilitator for this year's Annual Accounting and Auditing Update.Craig is an instructor for the AuditSense team and specializes in providing GAAP and core-level staff training to CPA firms. For the past 14 years, Craig has been working for public accounting firms, specializing in accounting, audit and financial statement preparation for private companies and not-for-profit organizations.

Craig is a licensed CPA in the State of Ohio. He is a recurring speaker for the Ohio Society of CPAs (OSCPA) continuing education events, covering such topics as accounting and auditing updates and internal controls. Craig has served on numerous committees for the AICPA and OSCPA groups. In addition to his AICPA and OSCPA activities, Craig also holds the CITP (Certified Information Technology Professional) certification. He graduated from Capital University in Bexley, Ohio, with a B.S. in Accounting

Check back soon for updates on the Topics of Discussion.

Location/Price

  • June 5, 2015
  • 8:00 AM - 4:30 PM
  • Heritage Hall, Downtown Pensacola - 130 E. Government Street
  • Price: $225.00
  • Lunch is 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.

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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

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


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