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Featured News & Articles

Kristen Stogniew to Speak at 29th Annual Consumer Compliance Seminar Posted -Monday, April 14, 2014

The theme for this year is "What's New - What's Not - What's Next: Critical Thinking about Critical Issues for Critical Times".

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Sales and Use Tax Exemption for Purchases of Industrial Machinery and Equipment Posted -Thursday, April 10, 2014

Effective April 30, 2014, an exemption from sales and use tax is available for purchases of industrial machinery and equipment used at a fixed location in Florida by an eligible manufacturing business that...

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Taxation: Deductions, Credits, and Strategies You May Be Missing Posted -Thursday, February 06, 2014

Many manufacturers continue to miss the boat on taking advantage of all aspects of the tax code. A lot of times manufacturers are already participating in the efforts...

» 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, Northwest Florida April 29, 2014 • Holiday Inn Express & Suites - Crestview

The Saltmarsh Bank Advisors will be holding a Community Bank CFO Roundtable on Tuesday, April 29, 2014 in Northwest Florida. 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 2013 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • April 29, 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 April 30, 2014 • Saltmarsh Offices - Tampa City Center

The Saltmarsh Bank Advisors will be holding a Community Bank CFO Roundtable on Wednesday, April 30, 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, discussion of 2013 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • April 30, 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, Alabama May 1, 2014 • Fairfield Inn and Suites - Montgomery

The Saltmarsh Bank Advisors will be holding our first Alabama Community Bank CFO Roundtable on Thursday, May 1, 2014. We are hopeful that you'll be able to join us for what we believe will be the first of many roundtable discussions in Alabama.

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 2013 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • May 1, 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

Community Bank CFO Roundtable, Orlando May 1, 2014 • Embassy Suites Orlando - Downtown

The Saltmarsh Bank Advisors will be holding a Community Bank CFO Roundtable on Thursday, May 1, 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, discussion of 2013 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • May 1, 2014
  • 11:30 AM - 1:30 PM
  • Embassy Suites Orlando - Downtown - 191 E. Pine Street, Orlando, FL 32801
  • There is no cost for this event
  • Lunch provided

Community Bank CFO Roundtable, Jacksonville May 6, 2014 • Hotel Indigo Jacksonville - Deerwood Park

The Saltmarsh Bank Advisors will be holding a Community Bank CFO Roundtable on Tuesday, May 6, 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, discussion of 2013 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • May 6, 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

Dodd Frank Act "Post-Implementation" Discussion - Southeast Florida May 13, 2014 • Hyatt Place Fort Lauderdale

The hard work is done, or is it? The Saltmarsh Bank Advisors invite you to attend our post-implementation discussion on the new mortgage regulations under the Dodd Frank Act.

We want to hear from you! This informal meeting is an interactive forum for you to discuss your implementation of the regulatory changes to-date -- your challenges and successes, and questions and concerns that have arisen during the implementation phase. Also, what vendors, methods and tools have you found to helpful in the process...?

If you have a specific question or concern that you would like addressed, please submit in advance to Kristen Stogniew at kristen.stogniew@saltmarshcpa.com so we may appropriately respond. We look forward to seeing you there!

Location/Price

  • May 13, 2014
  • 2:00 PM - 4:00 PM
  • Hyatt Place Fort Lauderdale - 1851 SE 10th Avenue, Fort Lauderdale, FL 33316
  • There is no cost for this event
  • Space is limited, sign up today!

Community Bank CFO Roundtable, Southeast Florida May 13, 2014 • Hyatt Place Fort Lauderdale

The Saltmarsh Bank Advisors will be holding a Community Bank CFO Roundtable on Tuesday, May 13, 2014 in Fort Lauderdale, 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 2013 Year End and recent exam experiences.

Topics of Discussion:

  • This event is qualified for 2 hours of CPE credit

Location/Price

  • May 13, 2014
  • 11:30 AM - 1:30 PM
  • Hyatt Place Fort Lauderdale - 1851 SE 10th Avenue, Fort Lauderdale, FL 33316
  • There is no cost for this event
  • Lunch provided

Florida Bankers Association 2014 Annual Meeting June 8 - 11, 2014 • The Waldorf Astoria

The Florida Bankers Association's 2014 Annual Meeting is coming up June 8-11, 2014 in Naples, Florida. Don't forget to register!

Saltmarsh will be sponsoring the general sessions on both Tuesday and Wednesday at this year's meeting and we can't wait to see you there! Pay us a visit at booth 510 or keep an eye out for our banking shareholders who will be present.

SCHEDULE OVERVIEW:
Sunday, June 8: Board Meetings, Joint Board Dinner

Monday, June 9: FBA Warrior Classic Golf Tournament
Tradeshow Set-up
Rap With The Regulators
Welcome Reception
Past President’s/Chairman’s dinner (invitation only)

Tuesday, June 10: General Session
Workshops
Tradeshow Tear-down
Silent Auction

Wed., June 11: FBEF Fun Run
General Session
Workshops
Reception & Closing Dinner

See the event brochure for full event details or visit www.floridabankers.com.

ABOUT THE FBA
One of Florida's oldest trade associations, the Florida Bankers Association (FBA) was established in 1888 to advocate on behalf of Florida banks and promote the banking industry in the state.

Composed of more than 230 institutions, the FBA proudly represents banks of all sizes and focuses. From the smallest community bank in the state to the largest national bank in the country, the FBA strives to provide each and every member the opportunity to thrive in today's economic environment.

Location/Price

  • June 8 - 11, 2014
  • 11:30 AM - 6:30 PM
  • The Waldorf Astoria - 475 Seagate Dr., Naples, FL
  • Price: $695.00
  • Member pricing shown above, see Brochure for detailed prices

Click Here to Register!


Annual A&A Update June 20, 2014 • Heritage Hall, Downtown Pensacola

Saltmarsh welcomes Craig Steinhoff as our new speaker for our 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 13 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.

Topics of Discussion:

  • Professional Issues Update - includes ethics, fraud, peer review findings
  • Newly Effective and Proposed GAAP
  • Review and Compilation Update
  • Private Company Financial Reporting - New Standards and Proposals
  • Audit Standards Update - clarity project and group audits
  • SSAE 16 - using the work of a service auditor

Location/Price

  • June 20, 2014
  • 8:00 AM - 4:30 PM
  • Heritage Hall, Downtown Pensacola - 130 E. Government Street, Pensacola, FL 32502
  • Price: $225.00

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
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
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
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:

  • Details regarding topics and speakers for all events to be released soon.

Location/Price

  • September 25 - 26, 2014
  • 8:30 AM - 3:00 PM
  • University Club of Tampa - 201 N. Franklin Street, 38th Floor, Tampa, FL 33602
  • There is no cost for this event

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

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