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.


WEBINAR: CFO Symposium UpdateJune 1, 2022 - GoToWebinar (2:00 PM CST/3:00 PM EST)

Following the Florida Bankers Association’s annual CFO Symposium, the Saltmarsh Bank Advisors will be hosting a short update to recap hot topics including an industry overview, M&A, balance sheet strategies, ALM and more. 

Financial Institutions Senior Managers Josh Strickland, CPA, and Josh Jackson, CPA, will share their takeaways and offer insight into how well banks are implementing or preparing for leases and CECL. Attendees are encouraged to submit questions during registration.

REGISTER FOR WEBINAR

Can't make the live webinar? Register to receive the recording and follow-up materials. 

Quick Details

  • Keynote Speaker: Josh Strickland, CPA, and Josh Jackson, CPA
  • Location: GoToWebinar (2:00 PM CST/3:00 PM EST)
  • Address: Connection information will be provided through GoToWebinar.
  • Date: June 1, 2022

WEBINAR: ODFIs - How Do You Keep Your ACH Clients Informed?June 2, 2022 - GoToWebinar (1:00 PM CST/2:00 PM EST)

Keeping your ACH clients informed is critical. Nacha Rules state that ODFIs are responsible for their ACH clients' compliance with the Nacha Rules. In addition, because the payments industry is constantly evolving, ODFIs must keep their ACH clients informed of Nacha Rule changes.

In this webinar, Financial Institutions Senior Consultant Janice Weisz, AAP, will discuss the importance of educating ACH clients and will share tools and best practices to keep ACH clients informed of Nacha Rules and originator responsibilities.

REGISTER FOR WEBINAR

Can't make the live webinar? Register to receive the recording and follow-up materials. 

Quick Details

  • Keynote Speaker: Janice Weisz, AAP
  • Location: GoToWebinar (1:00 PM CST/2:00 PM EST)
  • Address: Connection information will be provided through GoToWebinar.
  • Date: June 2, 2022

SAVE THE DATE: BankTalk 2022August 17 - 19, 2022 - GoToWebinar

Save the date for BankTalk 2022 - Saltmarsh’s 17th annual community bank event, completely virtual for all to enjoy!

This 3-day learning event is the only one of its kind, designed to cover the essential areas of strategic executive management, BSA and regulatory compliance, and information security to provide a comprehensive view of what’s impacting community banks across the country.

WHO SHOULD ATTEND?
Invite the whole team! We’re offering a mix of hot topics for banking professionals at all levels - CEOs and executives, directors, CFOs, CIOs, BSA officers, controllers, analysts and more!

REGISTRATION INFORMATION

  • There is no cost to attend, but you must register to receive access to the sessions once registration is open.
  • Stay for the entire day or join individual presentations based on interest. 
  • CPE credit will be available for day-of attendance only; estimated one credit per presentation.

WEDNESDAY, AUG. 17 | EXECUTIVE FORUM

This Forum is packed with strategic content that focuses on economic trends and issues allowing insight into the challenges faced by community bank leaders. Topics include mergers and acquisitions, cannabis, fintech and an accounting update.

THURSDAY, AUG. 18 | TECHNOLOGY FUNNEL

Many aspects of our work environment rely on technology. This Funnel will focus on IT trends and strategies to protect your bank’s data from cyber threats and other risk factors.

FRIDAY, AUG. 19 | COMPLIANCE FUNNEL

A strong and adaptable compliance program remains essential. This Funnel positions you to meet challenges and opportunities to maintain your bank’s compliance in the current environment, focusing on topics such as fraud and business lending.

Want to know more about featured topics and speakers? Join our email list to receive details as they are released!

CLICK TO JOIN

Did you miss last year's BankTalk? Visit our Resources & Materials page to access the recordings.

Quick Details

  • Location: GoToWebinar
  • Address: Connection information will be provided when registration opens.
  • Date: August 17 - 19, 2022

Contact Us

DESTIN/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

2022 Saltmarsh, Cleaveland & Gund • Privacy Policy

Stay Connected

Sign up to receive updates and important information from Saltmarsh!

FIRM FAST FACTS