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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: Mandatory Compliance is Here - Is Your SNF Team Ready?September 24, 2020 - VIRTUAL MEETING (2:00 PM CST/3:00 PM EST)

Join us for a free webinar on Thursday, September 24th, from 2:00-3:00 PM (CST)/3:00-4:00 PM (EST).

Mandatory compliance for SNFs is here!  The Requirements of Participation mandate an effective Compliance and Ethics Program. Our webinar will include an overview of Fraud and Abuse laws including the False Claims Act, compliance auditing and monitoring, how to demonstrate effectiveness, and the 60-day rule that applies to Medicare overpayments. Saltmarsh’s Managing Director of the Healthcare Division, Claudia Reingruber, CPA, CHC, will also cover how to:

  • Conduct a risk reassessment under PDPM that is tailored to your facility
  • Incorporate "Hot Spots" of payment errors identified by CMS, OIG, and contract auditors 
  • Ensure proper use of Section 1135 waivers during the COVID Public Health Emergency
  • Design internal "data mining" and benchmarks to catch potential issues early
  • Maintain efficient and effective compliance initiatives during a period of significant change

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Quick Details

  • Keynote Speaker: Claudia Reingruber, CPA, CHC
  • Location: VIRTUAL MEETING (2:00 PM CST/3:00 PM EST)
  • Address: Connection information will be provided.
  • Date: September 24, 2020
  • Time: 02:00 PM - 03:00 PM (CST)

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WEBINAR: Elections, Politics, and the Stock MarketOctober 8, 2020 - Zoom Webinar (2:00 PM CST/3:00 PM EST)

Join us for a free webinar on Thursday, October 8th from 2:00-3:00 PM (CST)/3:00-4:00 PM (EST).

The coronavirus pandemic certainly dominates the news cycle, but investors are also seeking to understand how the upcoming election might impact the market and their investments. Saltmarsh Financial Advisors is excited to offer the opportunity to engage with Apollo D. Lupescu, PhD and Vice President at Dimensional Fund Advisors, one of the largest and most reputable investment managers in the country. 

Dr. Lupescu will examine the market returns during election years, performance under different political administrations, and provide perspectives on why we observe these results. While the implications associated with elections will be the central topic, the discussion will not be political in nature and will not endorse or reject any ideological views.

 

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ABOUT THE SPEAKER

Apollo D. Lupescu, PhD is a Vice President at Dimensional Fund Advisors, where he started in 2004 after finishing his PhD in economics and finance at the University of California, Santa Barbara. During his tenure at the firm, Apollo has gained experience in a wide variety of practical subject matters. He was part of the Dimensional Investment Strategies group, worked directly with financial advisors in the Northeast area to assist in the development of their business, managed the internal Client Services team that provides broad analytical support, and then oversaw the firm's national advisor retirement business. He is currently Dimensional's "secretary of explaining stuff." In this role, he frequently presents around the country and the world at financial advisor professional conferences and individual investor events. Prior to joining Dimensional, Apollo had his own consulting firm, which provided services to the US Department of State and the White House on a variety of projects.

ABOUT DIMENSIONAL FUND ADVISORS
Dimensional Financial Advisors is a leading global investment firm that has been translating academic research to practical investment solutions since 1981. Guided by a strong belief in markets, Dimensional helps investors pursue higher expected returns through advanced portfolio design and careful implementation. To learn more, visit dimensional.com

Quick Details

  • Keynote Speaker: Apollo D. Lupescu, PhD
  • Location: Zoom Webinar (2:00 PM CST/3:00 PM EST)
  • Address: Connection information will be provided.
  • Date: October 8, 2020
  • Time: 02:00 PM - 03:00 PM (CST)

Virtual Community Bank CFO Roundtable (NWFL/AL)October 13, 2020 - VIRTUAL MEETING

Join us for a virtual Community Bank CFO Roundtable, hosted by the Saltmarsh Bank Advisors and facilitated by Bill Massey, CPA.

Our open discussion intended for CFOs and bank leadership based in Northwest Florida, Alabama, and surrounding markets will cover timely topics including how your bank is responding to the current COVID-19 environment, where you are with PPP Forgiveness and fee recognition, regulatory guidance related to loan modifications and working with your customers, allowance considerations in a COVID-19 world, and recent exam issues. 

- What past participants are saying - 

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

"Great insight into how other community banks are addressing issues." 

This meeting qualifies for 1 hour of Technical Business (TB) CPE.
Participants are encouraged to join the meeting with video.

Quick Details

  • Keynote Speaker: Bill Massey, CPA
  • Location: VIRTUAL MEETING
  • Address: Connection Information will be provided.
  • Date: October 13, 2020
  • Time: 10:30 AM - 12:00 PM (CST)

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Construction Industry Update - Online EventOctober 22, 2020 - VIRTUAL MEETING

Join us for the 5th Annual Construction Industry Update - now completely virtual for all to enjoy! We'll discuss key issues expected to impact the construction business landscape in the coming year and beyond.

WHO SHOULD ATTEND?
Invite the whole team! There is no cost to attend, but you must register to receive connection information for the event. Our topics will interest a variety of construction professionals - contractors and developers, construction business owners, CFOs and accountants, as well as members of the legal, banking and bonding community.

WILL CPE BE AVAILABLE?
CPE credit for CPAs is available for LIVE attendance only; three credits available.

TOPICS & SPEAKERS

8:30 - 9:30 am CST
SURETY BONDING ISSUES with Kevin Wojtowicz, AFSB, from Nielson, Wojtowicz, Neu & Associate

9:45 - 10:35 am CST
TRACKING SANTA ROSA ECONOMIC GROWTH with Shannon Ogletree & Erica Grancagnolo from the Santa Rosa County Economic Development Office 

10:50-11:40 am CST
BEST FINANCIAL PRACTICES FOR CONTRACTORS with Michael Miller, CIT, CPA, from Saltmarsh, Cleaveland & Gund


- What past participants are saying -

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

"The speakers were very informative and used good visuals to represent
the information. The topics are always timely and relevant."

Quick Details

  • Location: VIRTUAL MEETING
  • Address: Connection information will be provided.
  • Date: October 22, 2020
  • Time: 08:30 AM - 12:00 PM (CST)

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Virtual Community Bank CFO Roundtable (ORL/TPA)November 17, 2020 - VIRTUAL MEETING

Join us for a virtual Community Bank CFO Roundtable, hosted by the Saltmarsh Bank Advisors and facilitated by Paul Allen, CPA.

Our open discussion intended for CFOs and bank leadership based in Tampa, Orlando, and surrounding markets will cover timely topics including how your bank is responding to the current COVID-19 environment, the industry's condition and earnings trends, recent M&A trends, the evolution of marijuana/hemp banking issues, and recent exam issues.

- What past participants are saying - 

"I really enjoy the time spent at the roundtables. Great information
and advice are always made available."

"Great agenda as always with current, important topics."

This meeting qualifies for 1 hour of Technical Business (TB) CPE.
Participants are encouraged to join the meeting with video.

Quick Details

  • Keynote Speaker: Paul Allen, CPA
  • Location: VIRTUAL MEETING
  • Address: Connection Information will be provided.
  • Date: November 17, 2020
  • Time: 10:00 AM - 11:30 AM (EST)

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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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