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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.


Women in Manufacturing Panel - Creating the Next Generation of Women LeadersOctober 20, 2021 - GoToWebinar

Join us for a Manufacturing Month panel on Wednesday, October 20th from 1:00-2:00 PM (CST)/2:00-3:00 PM (EST).

Get inspired by these prominent panelists from the manufacturing community: Commissioner Kathryn Starkey; Paula DeLuca, Business Advisor at FloridaMakes; Melissa Brode, Associate Dean from the University of West Florida's College of Business; Angel Barton, Director of Human Resources for Aeromatrix; Jackie von Hahmann, Production Control Manager at Hine Automation; and Barbara Biller, owner of intelliTech, Inc.

This panel, facilitated by Robyn Liska, Director of Development at AmSkills. , will focus on key strategies manufacturing businesses can deploy to create more opportunities for women in the workplace, including the following: 

  • How can we attract more women workers in manufacturing? 
  • What type of training is needed to get more women into this industry? 
  • How do we support the professional development of women? 
  • How can we mentor and create the next generation of women leaders? 
  • How do we provide work-life balance with career and family responsibilities? 

 

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Quick Details

  • Location: GoToWebinar
  • Address: Connection information will be provided through GoToWebinar.
  • Date: October 20, 2021
  • Time: 02:00 PM - 03:00 PM (EST)

Lean Thinking Series Part 3: Automation in Business SpendingOctober 27, 2021 - GoToWebinar

Join us for a Manufacturing Month webinar on Wednesday, October 27th from 1:00-2:00 PM (CST)/2:00-3:00 PM (EST).

Did you know… business adoption of automating the accounts payable process has increased by over 120% between 2018 and 2019? Automating expense and account payable spending is changing the way companies pay their suppliers and manage their cash flow.

The Saltmarsh Manufacturing Team is excited to bring you this timely webinar designed to walk you through the different types of business spend, the pros and cons of automating business spending, solutions in the market and how to identify which products are the best fit for your business. Participants will:  

  • Dive deep into the 3 types of business spending and the benefits of each type.
  • Gain a general understanding of the operational efficiencies that are realized by automating different internal business processes.  
  • Understand the features of different product offerings on the market that you may implement.  
  • Be able to identify the best solution for automating different spending types within their business. 

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Quick Details

  • Keynote Speaker: Christy Hicks & Paige Wilson-Gonzalez from American Express
  • Location: GoToWebinar
  • Address: Connection information will be provided through GoToWebinar.
  • Date: October 27, 2021
  • Time: 02:00 PM - 03:00 PM (EST)

WEBINAR: Cryptocurrency 101 - How & Why Bitcoin is the FutureOctober 28, 2021 - GoToWebinar (2:00 PM CST/3:00 PM EST)

Join us for a webinar on Thursday, October 28th from 2:00-3:00 PM (CST)/3:00-4:00 PM (EST).

Cryptocurrency is quickly integrating into the financial system, which increases the need for cryptocurrency solutions. The Financial Institution Advisory Group at Saltmarsh is excited to bring you a bitcoin basics webinar featuring Allied Payment and NYDIG. This educational webinar will cover everything bitcoin - from its history, the asset opportunities it can create, and what is currently happening in the industry related to the buying, selling and custody of bitcoin. We'll provide examples of how cryptocurrency solutions are integrated within everyday banking services with safety and compliance in mind.


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ABOUT THE SPEAKERS

Tammy Bangs, CAMS, Relationship Manager for Banks, NYDIG
Tammy Bangs is the Relationship Manager for Banks with NYDIG. She's a CAMS-certified 30-year veteran of community banking, and spent more than 18 of those years working for one of the big three core vendors. She has worked for the past decade in AML/Fraud and cybersecurity. Tammy has a BA in Music from Evangel University.  

Geoff Knapp, Chief Growth Officer, Allied Payment Network
Geoff Knapp is an innovative sales leader, with extensive experience in payments and financial technology. At Allied, Geoff is responsible for new business development within current partnership channels and creating go-to-market strategies for all products. Before joining Allied, Geoff was the General Manager of the Payments Division at 2checkout (acquired by Verifone in 2020). His earlier experience also includes various leadership positions with CheckFree (acquired by FISV in 2007). At Fiserv, he went on to head the Digital Channels business line focused primarily on mobile and online banking.

Quick Details

  • Keynote Speaker: Tammy Bands, CAMS & Geoff Knapp
  • Location: GoToWebinar (2:00 PM CST/3:00 PM EST)
  • Address: Connection information will be provided through GoToWebinar.
  • Date: October 28, 2021

WEBINAR: The Oldies but Goodies of Year-End Tax PlanningNovember 3, 2021 - GoToWebinar (2:00 PM CST/3:00 PM EST)

Join us for a webinar on Wednesday, November 3rd from 2:00-2:30 PM (CST)/3:00-3:30 PM (EST).

As another unusual year comes to an end, business owners are seeking opportunities to maximize their savings through year-end tax planning. With a slew of changes to consider, there are several ‘tried-and-true’ strategies that still apply and remain valuable for businesses to consider, including:

  • Research & Development (R&D) credits
  • Bonus depreciation
  • Shareholder/partner loans
  • Home and 199A deductions
  • Fuel credits
  • Exemption and deferrals from natural disasters
  • Selling your business
  • And others…

This webinar featuring Saltmarsh tax experts, Suzanne Cox, CPA, CIT, and Michael Cole, JD, MSPA, will be the first in our Year-End Tax Planning webinar series to help you make the most of tax planning.


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Quick Details

  • Keynote Speaker: Suzanne Cox, CPA, CIT & Michael Cole, JD, MSPA
  • Location: GoToWebinar (2:00 PM CST/3:00 PM EST)
  • Address: Connection information will be provided.
  • Date: November 3, 2021

WEBINAR: Rethinking Financial Reporting - Nonprofit StrategyNovember 5, 2021 - GoToWebinar

Join us for a free webinar on November 5th from 12:00-12:45 PM (CST)/1:00-1:45 PM (EST).

Donor expectations for nonprofit fiscal transparency continue to require nonprofits to go beyond the numbers to ensure that required reporting is used as a competitive strategy. As nonprofit leaders rethink fundraising post the COVID-19 crisis, getting up-to-speed on how to tell your organization’s story through financial reporting is more important than ever.

This webinar, presented by Saltmarsh auditors, Emily Lalas and Carol Raca, will focus on key strategies and considerations, including:

  • How to use form 990 as a marketing tool
  • How to understand nonprofit financial statements
  • How to communicate your organization’s missions and accomplishments through the financial reporting process


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Quick Details

  • Keynote Speaker: Emily Lalas and Carol Raca
  • Location: GoToWebinar
  • Address: Connection information will be provided through GoToWebinar.
  • Date: November 5, 2021
  • Time: 12:00 PM - 12:45 PM (CST)

Virtual Community Bank CFO RoundtableNovember 16, 2021 - 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 Florida, Alabama and Tennessee will cover timely topics including issues for upcoming year-end, regulatory changes, the industry's condition and earnings trends, and recent M&A trends. We will also discuss the information shared at the AICPA National Conference on Banks and Savings Institutions held back in September.

This roundtable qualifies for 1 hour of Technical Business (TB) CPE. 

This roundtable will be conducted via Microsoft Teams and participants are encouraged to join the meeting with video. After registration, you will receive a confirmation email that includes an Outlook calendar invite with connection details. 

Quick Details

  • Keynote Speaker: Paul Allen, CPA
  • Location: VIRTUAL MEETING
  • Address: Connection Information will be provided.
  • Date: November 16, 2021
  • Time: 10:00 AM - 11:30 AM (EST)

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