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.


14th Annual Community Bank Events - Tampa, FLSeptember 18 - 19, 2019 - University Club of Tampa

The Bank Advisors at Saltmarsh invite you to join us for our 14th Annual Community Bank Technology and Compliance Funnels and Executive Forum in Tampa, Florida. 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.

TECHNOLOGY FUNNEL
Wednesday, September 18 | 8:00 - 12:30 pm
*CPE will be offered

The Technology Funnel features the latest related to  IT/cybersecurity and risk mitigation, including vulnerabilities and controls, vendor management, emerging trends, threats, and strategic initiatives. 
Breakfast and lunch will be provided during this program.

FEATURED TOPICS:

    • A session on the widespread migration to Office 365, including strategies to protect your system and users presented by IT Consultant, Jason Keith, CIA
    • Insight into white-collar crime and how to safeguard your data, presented by FBI Supervisory Special Agent, Andrew Sekela
    • A look at the industry's current threat vectors, the role of the Dark Web and proactive data management Information Technology shareholder, Stephen Reyes, CISA, CISSP

COMPLIANCE FUNNEL
Wednesday, September 18 | 1:00 - 5:00 pm
*CPE will be offered

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.

FEATURED TOPICS:

    • Inside look at the changing nature of data with the risks and ethical issues of FinTech presented by shareholder Kristen Stogniew, Esq., CFE
    • An in-depth presentation on what you need to know about predictive modeling and private flood insurance, presented by Jimmy Waller of Waller Insurance Partners
    • A Fair Lending update, including best practices and lessons learned with shareholder Connie Edwards, CRCM

75th ANNIVERSARY "AFTER-OFF" RECEPTION
Wednesday, September 18 | 5:00 - 7:00 pm
Why sit in downtown traffic when instead you can join us at our beautiful new office just steps away for casual cocktails, hors d'oeuvres, lively conversation, and celebration!

This very special "After-Off" reception will celebrate our 75th Anniversary overlooking downtown Tampa AFTER our Funnels and to kick OFF our Executive Forum, which begins on Thursday.

EXECUTIVE FORUM
Thursday, September 19 | 8:30 - 1:00 pm
*CPE will be offered

The Executive Forum allows bank executives and directors to meet in a relaxed setting to hear from well-known industry experts on current issues, economic trends and strategic and regulatory concerns impacting the industry and banks across our region.
Breakfast and lunch will be provided.

FEATURED TOPICS:

    • A compelling session with Tara Tedrow, Esq., of Lowndes, P.A., with a Hemp, CBD & Marijuana Update 
    • Economic update, with an emphasis on consumer trends presented by Ronald Sims, CFA, from the FDIC
    • Credit risk trends and strategies with QwickRate's David Ruffin
    • Insight on FinTech and what really matters for the future of banking featuring Chief Strategy Officer of CenterState Bank, Chris Nichols

- Additional details to be announced -
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HOTEL ACCOMMODATIONS
Our guests can use Saltmarsh's corporate code 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 18 - 19, 2019
  • Time: 08:00 AM - 05:00 PM
  • Download: Event Flyer

RSVP to this event


Construction Industry Update - Pensacola, FLOctober 17, 2019 - Pensacola Yacht Club

The Construction Advisors at Saltmarsh invite you to join us for our 4th Annual Construction Industry Update, where we'll discuss key issues expected to impact our local construction business landscape in the coming year and beyond. A hot breakfast will be provided by Saltmarsh.

TOPICS WILL INCLUDE
Advanced Bonding Issues
- Current Cyber Threats & Fraud Activity
- Local Economic & Construction Industry Outlook

CPE CREDIT AVAILABLE
This event qualifies for 3 hours of Technical Business CPE. To receive credit, please have your CPA License # ready to provide at sign-in.  

WHO SHOULD ATTEND?
- Construction Business Owners/CFOs
- Members of the Local Construction Community
- Contractors
- Developers

"I thought the topics were perfect. The overall layout of the speakers and the program as a whole were excellent."

"They put on an event that provided me with extensive information for the local industry and gave insight on upcoming state projects." 

 

Quick Details

  • Location: Pensacola Yacht Club
  • Address: 1897 Cypress St., Pensacola, FL 32502
  • Cost: $0.00 N/A; Breakfast will be provided
  • Date: October 17, 2019
  • Time: 08:00 AM - 12:00 PM

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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, will cover timely topics for community banks, including an update on relevant accounting and reporting issues, IRR and liquidity trends, and cybersecurity.

- 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, will cover timely topics for community banks, including an update on relevant accounting and reporting issues, IRR and liquidity trends, and cybersecurity.

- 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

RSVP to this event


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
*CRCM CPE will be offered
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

RECEPTION
4:00 - 5:30 pm
Just steps away from our meeting space, join our speakers, sponsors and Saltmarsh Bank Advisors for casual cocktails, hors d'oeuvres, and lively conversation.

Sign up to receive event updates and information.

Quick Details

  • Location: TBA Barrett Training Center
  • Address: 211 Athens Way, Nashville, TN 37228
  • Cost: $0
  • Date: November 5, 2019
  • Time: 09:00 AM - 05:30 PM

RSVP to this event


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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