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.


NWFL Community Bank CFO Roundtable - Ft. Walton Beach, FLOctober 23, 2019 - Saltmarsh FWB Office

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

Our meeting, led by shareholder Bill Massey and senior manager Josh Strickland, will cover timely topics for community banks, including recent accounting and regulatory guidance covered at the AICPA National Banking Conference, earnings trends, and recent exam experience.

- What past participants are saying - 

"Always covering current topics. Appreciate the insight and discussions."

"Thank you for hosting. I enjoy the time with peers and Saltmarsh."

CPE: 2 hours Technical Business (TB)

Lunch and facilitation will be provided by Saltmarsh, Cleaveland & Gund.

Quick Details

  • Location: Saltmarsh FWB Office
  • Address: 34 Walter Martin Road, Fort Walton Beach, FL 32549
  • Cost: N/A
  • Date: October 23, 2019
  • Time: 11:30 AM - 01:30 PM

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Alabama Community Bank CFO Roundtable - Dothan, ALOctober 24, 2019 - 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 and senior manager Josh Strickland, will cover timely topics for community banks, including recent accounting and regulatory guidance covered at the AICPA National Banking Conference, earnings trends, and recent exam experience.

- What past participants are saying - 

"Appreciate the specific agenda, sample reports and resources."

"Great Discussion! Thank you for including me."

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: October 24, 2019
  • Time: 11:30 AM - 01:30 PM

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Community Bank Events - Nashville, TNNovember 5, 2019 - TBA Barrett Training Center

Join us on Tuesday, November 5th for a Community Bank Compliance Funnel and Executive Forum at the TBA’s Barrett Training Center in Nashville, Tennessee.

These short yet insightful training sessions will cover the essential areas of compliance and strategic management to provide an overview of what’s impacting community banks across the region. 

COMPLIANCE FUNNEL
9:00 am - 12:00 pm
CPE: 3.5 CRCM
Our Compliance Funnel will shed light on current compliance issues facing the industry featuring:

    • A Fair Lending Update, with practical tips and Lessons Learned, presented by Saltmarsh shareholder, Connie Edwards, CRCM
    • Update and status of the Private Flood Insurance rules, by attorney Heather Howell Wright, Bradley Arant Boult Cummings LLP
    • An inside look at the changing nature of data with the Opportunities, Risks, and Ethical Issues of FinTech presented by Saltmarsh shareholder, Kristen Stogniew, Esq., CFE

BANKER-2-BANKER LUNCH
12:00 - 1:00 pm

A networking lunch will be offered between sessions to encourage casual conversation and discussion of current challenges and issues amongst your peers. The TBA's own Colin Barrett will join us to provide a brief political update. There is no cost to attend, but please RSVP for lunch during registration.

EXECUTIVE FORUM
1:00 - 4:00 pm
*A&A/TB CPE will be offered

Tailored for bank executives and directors, the Forum will feature:

    • A Banking Industry Update, with Greg Gonzales, Tennessee Commissioner of Financial Institutions
    • A look at the industry's current threat vectors with the role of The Dark Web and Proactive Data Management, by Saltmarsh shareholder, Stephen Reyes, CISA, CISSP
    • A Strategic Management Session with Saltmarsh shareholders Paul Allen, CPA and Wynne Baker, CPA, CBA, CFSA, CFF to discuss ALCO/IRR/Liquidity, CECL, and other matters of interest

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Quick Details

  • Location: TBA Barrett Training Center
  • Address: 211 Athens Way, Nashville, TN 37228
  • Cost: $0
  • Date: November 5, 2019
  • Time: 09:00 AM - 04:00 PM

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Saltmarsh CPA - Who We Are

Who We Are

Our professionals have the depth of experience, industry knowledge and worldwide resources to help you reach your goals. We put your success above all else as your trusted advisor.

Saltmarsh CPA - What We Do

What We Do

Saltmarsh offers a full range of professional services to accommodate your needs – from tax planning and accounting services to information technology and employee benefits consulting.

Saltmarsh CPA - Who We Serve

Who We Serve

Saltmarsh serves individuals and businesses. Personal attention, access to the right professionals and rapid response is how we serve.

Contact Us

FORT WALTON BEACH
(850) 243-6713

ORLANDO
(407) 203-8990

NASHVILLE
(615) 661-0885

PENSACOLA
(850) 435-8300

TAMPA
(813) 287-1111

info@saltmarshcpa.com
(800) 477-7458

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