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: The New ACH Rules on Micro-EntriesJuly 21, 2022 - GoToWebinar (1:00 PM CST/2:00 PM EST)

ACH participants may need to change the way they handle Micro-Entries due to a new, two-phase, Nacha Operating Rule being implemented. The new Nacha Rule will define and standardize practices and formatting of Micro-Entries, which are used by some ACH Originators as a method of account validation.

In this webinar, Financial Institutions Senior Consultant Janice Weisz, AAP, will provide a high-level overview of upcoming rules associated with Micro-Entries.

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: July 21, 2022

Quarterly Market Review with DFAJuly 26, 2022 - Zoom (2:00 PM CST/3:00 PM EST)

We understand that investors have questions in both good and bad economic times – that’s why Saltmarsh Financial Advisors is pleased to introduce a new quarterly 30-minute series to provide insight. Each quarter, Saltmarsh Financial Advisors will host a guest from Dimensional Fund Advisors to discuss recent market events and implications to investors and address top-of-mind client questions.

Please join Mark Hemby, CFA, and guest Chad Burns, CIMA®, for our first Quarterly Market Review focused on inflation, interest rates, and bear markets.

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Due to the short program, this webinar will not be recorded, and attendees are encouraged to submit questions during registration for our advisors to follow up.

About the Guest
Chad Burns is a Regional Director in Dimensional’s Independent Advisor Group. Chad supports registered investment advisors in Florida and Puerto Rico. Prior to joining Dimensional, Chad spent the previous 20 years with Charles Schwab with his most recent experience as a Managing Director leading an investment consulting team focused on supporting large institutional relationships. Chad has a BS in Finance from Florida State University and holds the CIMA® designation.

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 www.dimensional.com.

Quick Details

Keynote Speaker: Chad Burns, CIMA
Location: Zoom (2:00 PM CST/3:00 PM EST)
Address: Connection information will be provided.
Date: July 26, 2022

BankTalk 2022 - Virtual Banking EventAugust 17 - 19, 2022 - GoToWebinar

Join us 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. Session topics include mergers and acquisitions, digital banking, economic outlook and a sit down with the Tennessee Department of Financial Institutions Commissioner.

THURSDAY, AUG. 18 | TECHNOLOGY FUNNEL

Many aspects of our work environment rely on technology to protect our data and clients. This Funnel will focus on IT trends in cyber threats and the regulatory space and will include topics such as economic espionage and the power of digital in commercial banking.

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, regulatory compliance and more!

Want to learn more about featured topics and speakers?