Seminars by Saltmarsh Our Commitment to Excellence

As a part of our commitment to help our clients and professionals achieve excellence, Saltmarsh provides specialized training which they can use to sharpen their skills, better understand their industries, and advance their careers.

Check the listing of upcoming seminars below to see what's coming up near you.

Avoiding Cybersecurity Knockout - Tampa, FLMarch 11, 2020 - Four Points by Sheraton

How can you be sure that your current provider is doing everything necessary to protect your systems?

Did you know that data breaches affected 43% of small businesses in 2019 and that 94% of malware is delivered by email? No matter how many defenses you have in place, everyone is susceptible to a potential cyber-attack.

We are proud to partner with Datto to bring you the latest developments in cybersecurity and data protection. We’ll focus on best practices to prevent hacking, identity theft, data loss and ransomware, and how to keep your business up and running when systems fail. You'll leave with a better understanding of how to proactively manage cybersecurity risks, keeping your business and information safe. We'll also do a live disaster demo where we will destroy a system and instantly recover it. Breakfast and refreshments will be provided.


  • Why traditional backups are no longer enough to protect you
  • How intelligent business continuity is disrupting hackers and traditional backup methods
  • Which security measures work best to combat ransomware and malware attacks
  • Best practices for educating your employees on the latest exploits and potential risks
  • How to use 4G technologies to keep your company online when your internet provider is down
  • Using the “Dark Web” to your advantage
  • Preparing for the new Data Security Orders issued by the FTC

Quick Details

  • Location: Four Points by Sheraton
  • Address: Four Points by Sheraton Airport/Westshore (4400 W. Cypress Street, Tampa, FL 33607)
  • Cost: N/A; breakfast & refreshments provided
  • Date: March 11, 2020
  • Time: 08:00 AM - 11:30 AM

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Alabama Community Bank CFO Roundtable - Dothan, ALMay 20, 2020 - Hilton Garden Inn

Join us for a Bank CFO Roundtable discussion in Dothan, Alabama. Hosted by the Bank Advisors at Saltmarsh, this open discussion held over lunch is intended for Community Bank CFOs in Dothan and nearby areas.

Our meeting, led by shareholder Bill Massey, will cover timely topics for community banks, including 2019 year-end and 1st quarter 2020 earning trends, M&A trends (including Credit Union acquisitions), and recent exam experience.

- What past participants are saying - 

"Always covering current topics. Appreciate the insight an discussion."

"Great info on hearing how other banks are addressing CECL and other banking issues."

CPE: 2 hours Technical Business (TB)
Lunch and facilitation will be provided by Saltmarsh, Cleaveland & Gund.

Quick Details

  • Location: Hilton Garden Inn
  • Address: 171 Hospitality Lane, Dothan, AL 36303
  • Cost: N/A
  • Date: May 20, 2020
  • Time: 11:30 AM - 01:30 PM

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15th Annual Community Bank Events - Tampa, FLSeptember 23 - 24, 2020 - University Club of Tampa

New schedule, same great event! 

The Bank Advisors at Saltmarsh invite you to join us for our 15th Annual Community Bank Events in Tampa, Florida! We're switching it up by hosting our Executive Forum on Wednesday, September 23, followed by the Technology and Compliance Funnels on Thursday, September 24. This event is the only one of its kind, designed to cover the essential areas of compliance, IT/cybersecurity and strategic management to provide a comprehensive view of what’s impacting community banks across the state and industry at large.


Wednesday, Sept. 23 | 10:00 AM – 5:00 PM
CPE: Technical Business provided
The Executive Forum allows bank executives and directors to meet in a relaxed setting to hear from well-known industry experts on current issues, credit risk, economic trends, and strategic and regulatory concerns impacting the industry and banks across our region. Lunch will be provided.


Wednesday, Sept. 23 | 5:00 - 6:00 PM
Why sit in downtown traffic when instead you can join us at our beautiful office just steps away for casual cocktails, hors d'oeuvres, and lively conversation AFTER our Executive Forum to kick OFF our Technology and Compliance Funnels, which begins on Thursday.


Thursday, Sept. 24 | 8:00 - 12:30 pm
CPE: Technical Business provided
The Technology Funnel will feature the latest related to social engineering, malware, IT/cybersecurity and risk mitigation, including vendor management, emerging trends, threats, and strategic initiatives. Breakfast and lunch will be provided during this program.


Thursday, Sept. 24 | 1:00 - 5:00 pm
CPE: CRCM credit pending
Stay up-to-date with experts in regulatory and compliance, from trending issues to new requirements and legal issues. We'll shed light on what your peers are doing and answer your toughest questions.  Lunch will be provided at the beginning of our program. Our program has been submitted to ABA Professional Certifications for CE credit review and is pending approval. Once we receive notification of the credit approval, we will notify attendees/participants.

- Additional details to be announced -
Join our email list to receive event updates and information as it is released.

Our guests can use Saltmarsh's corporate code (2849706) for a 20% discount on current rates at the Hilton Tampa Downtown, located in the building adjacent to the University Club. Click here to book.

Quick Details

  • Location: University Club of Tampa
  • Address: 201 N. Franklin Street, 38th Floor, Tampa, FL 33602
  • Cost: $0
  • Date: September 23 - 24, 2020
  • Time: 08:00 AM - 05:00 PM

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Saltmarsh CPA - Who We Are

Who We Are

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Saltmarsh CPA - What We Do

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