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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.

Community Bank CFO RoundtableApril 14, 2020 - VIRTUAL MEETING

Join us for a virtual Bank CFO Roundtable, hosted by the Bank Advisors at Saltmarsh.

This open discussion will cover timely topics for Community Bank CFOs, including how your bank is responding to the current COVID-19 environment, the industry's condition and earnings trends for 2019 year end, 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.
Facilitation will be provided by Paul Allen of Saltmarsh, Cleaveland & Gund.

Quick Details

  • Keynote Speaker: Paul Allen, CPA
  • Address: Connection Information will be provided
  • Cost: N/A
  • Date: April 14, 2020
  • Time: 10:00 AM - 11:30 AM

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Alabama Community Bank CFO Roundtable - Dothan, ALMay 20, 2020 - 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 the industry's condition and earnings trends for 2019 year end, recent M&A trends, and recent exam issues.

- What past participants are saying - 

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

"Great info on hearing how other banks are addressing CECL and other banking issues."

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: May 20, 2020
  • Time: 11:30 AM - 01:30 PM

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15th Annual Community Bank Events - Tampa, FLSeptember 23 - 24, 2020 - University Club of Tampa

New schedule, same great event! 

The Bank Advisors at Saltmarsh invite you to join us for our 15th Annual Community Bank Events in Tampa, Florida! We're switching it up by hosting our Executive Forum on Wednesday, September 23, followed by the Technology and Compliance Funnels on Thursday, September 24. 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.


Wednesday, Sept. 23 | 10:00 AM – 5:00 PM
CPE: Technical Business provided
The Executive Forum allows bank executives and directors to meet in a relaxed setting to hear from well-known industry experts on current issues, credit risk, economic trends, and strategic and regulatory concerns impacting the industry and banks across our region. Lunch will be provided.


Wednesday, Sept. 23 | 5:00 - 6:00 PM
Why sit in downtown traffic when instead you can join us at our beautiful office just steps away for casual cocktails, hors d'oeuvres, and lively conversation AFTER our Executive Forum to kick OFF our Technology and Compliance Funnels, which begins on Thursday.


Thursday, Sept. 24 | 8:00 - 12:30 pm
CPE: Technical Business provided
The Technology Funnel will feature the latest related to social engineering, malware, IT/cybersecurity and risk mitigation, including vendor management, emerging trends, threats, and strategic initiatives. Breakfast and lunch will be provided during this program.


Thursday, Sept. 24 | 1:00 - 5:00 pm
CPE: CRCM credit pending
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. Our program has been submitted to ABA Professional Certifications for CE credit review and is pending approval. Once we receive notification of the credit approval, we will notify attendees/participants.

- Additional details to be announced -
Join our email list to receive event updates and information as it is released.

Our guests can use Saltmarsh's corporate code (2849706) 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 23 - 24, 2020
  • Time: 08:00 AM - 05:00 PM

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Construction Industry Update - Pensacola, FLOctober 22, 2020 - Pensacola Yacht Club

The Construction Advisors at Saltmarsh invite you to join us for our 5th 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.


- Contractors & Developers
- Construction Business Owners
- CFOs & Accountants
- Members of the Local Construction Community 

Technical Business CPE will be provided.

"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: Pensacola Yacht Club
  • Address: 1897 Cypress St., Pensacola, FL 32502
  • Cost: $0.00 N/A; Breakfast will be provided
  • Date: October 22, 2020
  • Time: 08:00 AM - 12:00 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

(850) 243-6713

(407) 203-8990

(615) 661-0885

(850) 435-8300

(813) 287-1111

(800) 477-7458

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