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Featured News & Articles

Saltmarsh, Cleaveland & Gund featured on INSIDE Public Accounting’s Top 200 Accounting Firms List Posted -Wednesday, August 27, 2014

Saltmarsh, Cleaveland & Gund, one of the largest locally-owned certified public accounting firms in the Southeast is earning recognition as one of the Nation’s Top 200 Accounting Firms.

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Succession Planning: Build Value into Your Company Posted -Thursday, August 21, 2014

A strong management team is key but the value of your company can be increased by following these specific succession planning principles.

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How The New Revenue Recognition Standard Will Affect Contractors And Construction Firms Posted -Friday, August 01, 2014

Contractors and construction firms have traditionally relied on industry-specific guidance when it comes to how they recognize revenue in their financial statements. But this will soon change...

» 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, Alabama September 23, 2014 • Fairfield Inn and Suites - Montgomery

The Saltmarsh Bank Advisors will be holding a Community Bank CFO Roundtable on Tuesday, September 23, 2014 in Montgomery, AL. We have received great feedback on this series 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 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • September 23, 2014
  • 11:30 AM - 1:30 PM
  • Fairfield Inn and Suites - Montgomery - 8970 EastChase Parkway, Montgomery, AL 36117
  • There is no cost for this event
  • Lunch provided

2014 Community Bank Events September 25 - 26, 2014 • 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 25th and 26th, 2014.

With several new events added to this year's agenda, a new location in the heart of downtown Tampa and a lineup of industry thought-leaders to drive the discussion of 2014's most pressing current issues and hot topics, we plan to bring you even more valuable and information-rich content than ever before.

Technology Funnel
September 25, 2014 ~ 8:30-1:00 pm
CPE: 4 TB
Saltmarsh has teamed with industry 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 25, 2014 ~ 1:30-5:00 pm
CPE: 3.75 CRCM
We will have an exciting lineup of legal experts and industry professionals to answer your toughest questions on hot topics facing the industry, such as force-placed insurance, UDAAP, spousal signatures, credit reporting, loan originator compensation, and the likely impact to community banks from upcoming consumer protection rules under the Dodd Frank Act.

The "After-Off"
September 25, 2014 ~ 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, sponsors and other guests. *Cocktails and heavy hors d'oeuvres will be served.

Executive Forum
September 26, 2014 ~ 9:00-3:00 pm
CPE: 4.5 TB/0.5 A&A
The Executive Forum provides a chance for Community Bank directors and other leading executives 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.

Sessions Available:

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

Topics of Discussion:

  • Technology Funnel --- Automated Vendor Management, Messaging During a Cyber Crisis, Cyber Security from an Intelligence Perspective - What Makes You a Target, Emerging Trends and Threats, Advanced Persistent Threat (APT), How Social Media's Become a Pathway to Your System and How to Improve Your Cyber Hygiene.
  • Compliance Funnel --- New Flood Insurance Rules, Insurance Force Placement Requirements and Other Alternatives, Current Issues in UDAAP, ECOA /Reg B & Spousal signatures; Fair Lending reviews, Furnisher of Information Requirements & Liabilities Under the FCRA/Reg V, Requirements Under the Fair Debt Collection Practices Act and Potential Requirements Under the CFPB’s Coming Proposed Rules, CFPB - Past, present and likely future actions, including the CFPB’s current topics and their impact on the community banking industry, all told from the perspective of an ex-CFPB attorney who "wrote the rules" and is now in private practice in Washington DC.
  • Executive Forum --- Update and Overview of the Banking Industry and Related Issues and Bank Director Liability, FDIC Hot Topics, Focusing on Strategic Items that Matter: Reviewing customer segments, risk, market opportunities, products, marketing trends, technology and process improvement moves that will place you in the best position to make next year a success, Mergers & Acquisitions, Accounting Update

Location/Price

  • September 25 - 26, 2014
  • 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
  • These events qualify for CPE (see event descriptions above for details)

Community Bank CFO Roundtable, Northwest FL September 30, 2014 • Holiday Inn Express & Suites - Crestview

The Saltmarsh Bank Advisors will be holding a Community Bank CFO Roundtable on Tuesday, September 30, 2014 in Crestview, FL. We have received great feedback on this series 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 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • September 30, 2014
  • 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 November 5, 2014 • Saltmarsh Offices - Tampa City Center

The Saltmarsh Bank Advisors will be holding a Community Bank CFO Roundtable on Wednesday, November 5, 2014 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 discussed at the AICPA National Conference on Banking, discussion of 2014 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • November 5, 2014
  • 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 6, 2014 • Courtyard Marriott Downtown Orlando

The Saltmarsh Bank Advisors will be holding a Community Bank CFO Roundtable on Thursday, November 6, 2014 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 discussed at the AICPA National Conference on Banking, discussion of 2014 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • November 6, 2014
  • 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 17, 2014 • Hotel Indigo Jacksonville - Deerwood Park

The Saltmarsh Bank Advisors will be holding a Community Bank CFO Roundtable on Monday, November 17, 2014 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 update on relevant Accounting and Reporting issues discussed at the AICPA National Conference on Banking, discussion of 2014 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • November 17, 2014
  • 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

Community Bank Executive Roundtable, Southeast FL November 19, 2014 • Miami, Florida

Stay tuned! Details coming soon.

Topics of Discussion:

  • This event is qualified for 4 hours of CPE credit

Location/Price

  • November 19, 2014
  • 10:00 AM - 1:00 PM
  • Miami, Florida - Location To Be Announced
  • 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) 2014 Saltmarsh, Cleaveland & Gund • Certified Public Accountants And Consultants • Serving Florida And The Southeast