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.

Orlando Community Bank CFO Roundtable - Orlando, FLApril 10, 2019 - Saltmarsh Orlando Office

Join us for a Bank CFO Roundtable in Orlando, Florida. Hosted by the Bank Advisors at Saltmarsh, this open discussion held over lunch is intended for Community Bank CFOs in Orlando and nearby areas.

Our meeting, led by shareholder Paul Allen, will cover timely topics for community banks, including the industry's condition and earnings trends for 2018 year end, recent M&A trends (including Credit Union acquisitions), our new State Banking Commissioner and the evolution of the Marijuana Banking 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."

CPE: 2 hours Technical Business (TB)

Lunch and facilitation will be provided by Saltmarsh, Cleaveland & Gund.

Quick Details

• Location: Saltmarsh Orlando Office
• Address: 4798 New Broad Street, Suite 320, Orlando, FL 32814
• Cost: N/A
• Date: April 10, 2019
• Time: 11:30 AM - 01:30 PM

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Tampa Community Bank CFO Roundtable - Tampa, FLApril 24, 2019 - Saltmarsh Tampa Office

Join us for a Bank CFO Roundtable in Tampa, Florida. Hosted by the Bank Advisors at Saltmarsh, this open discussion held over lunch is intended for Community Bank CFOs in Tampa Bay and nearby areas.

Our meeting, led by shareholder Paul Allen, will cover timely topics for community banks, including an update on relevant accounting and reporting issues, IRR and liquidity trends, cyber security, and discussion of 2018 year-end and recent exam experiences.

- What past participants are saying - 

"Really enjoy the peer group and sharing of experiences."

"The meetings are very informative and useful!"

CPE: 2 hours Technical Business (TB)

Lunch and facilitation will be provided by Saltmarsh, Cleaveland & Gund.

Quick Details

• Location: Saltmarsh Tampa Office
• Address: Tampa City Center - 201 N. Franklin Street, Suite 1625, Tampa, FL 33602
• Cost: N/A
• Date: April 24, 2019
• Time: 11:30 AM - 01:30 PM

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NWFL Community Bank CFO Roundtable - Ft. Walton Beach, FLApril 24, 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, cyber security, and discussion of 2018 year-end and recent exam experiences.

- 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: April 24, 2019
• Time: 11:30 AM - 01:30 PM

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Alabama Community Bank CFO Roundtable - Dothan, ALApril 25, 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, cyber security, and discussion of 2018 year-end and recent exam experiences.

- 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: April 25, 2019
• Time: 11:30 AM - 01:30 PM

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Annual Accounting & Auditing Update - Pensacola, FLMay 23, 2019 - Hilton Pensacola Beach

Join us for 8 hours of quality CPE at Saltmarsh's Annual A&A Update in Pensacola, FL.  Some of the most significant accounting changes in recent years are coming soon! To help you prepare for the new rules and requirements, this year's Accounting & Auditing Update welcomes back Scott Ehrlich, CPA, President of Mind the GAAP to discuss the upcoming changes.

"The interactive polling questions and step-by-step explanations really helped me stay focused throughout the entire day."

"Energetic and engaging speaker. He made all of the material very understandable."

PROGRAM OVERVIEW

• The Current Expected Credit Loses (CECL) Model
• Overview of CECL & impacts on institutions
• Overview of changes in accounting for PCD assets and investments
• Leases
• Key Principles of ASC 842
• Lessons learned from public companies’ adoption of ASC 842
• Testing the ASC 842 guidance 
• Accounting for Financings
• Navigating the accounting framework of convertible debt or preferred shares
• Identifying provisions in warrant agreements
• FASB Updates, with a Focus on Revenue Recognition 

ABOUT THE SPEAKER | Scott Ehrlich, CPA
Scott Ehrlich started Mind the GAAP in 2002 to develop the highest quality, best-in-class U.S. GAAP and IFRS training. Scott is a technical expert on U.S. and international accounting principles, having advised major corporations on the accounting treatment for complex transactions. Having facilitated courses for over 20 years, Scott is very comfortable instructing in large or small group settings. He also understands the benefits and constraints of e-Learning, and has worked to maximize the outcomes from this form of training.

Quick Details

• Keynote Speaker: Mr. Scott Ehrlich
• Location: Hilton Pensacola Beach
• Address: 12 Via de Luna Drive, Pensacola Beach, FL, 32561
• Cost: $275.00 ; Breakfast & Lunch provided
• Date: May 23, 2019
• Time: 08:00 AM - 04:30 PM
• Download: Event Postcard

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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/cyber security and strategic management to provide a comprehensive view of what’s impacting community banks across the state and inustry at large.

TECHNOLOGY FUNNEL
September 18 | 8:00-12:30 pm
The Technology Funnel focuses on the latest related to  cyber security and risk mitigation including vulnerabilities and controls, vendor management and other emerging trends and issues. Continental breakfast and lunch will be provided.

COMPLIANCE FUNNEL
September 18 | 1:00-5:00 pm
The Compliance Funnel focuses on keeping you up-to-date with the latest in regulatory and reporting requirements, compliance changes and legal issues. Compliance professionals and other compelling experts shed light on what your peers are doing and answer your toughest questions. 

"AFTER-OFF" RECEPTION
September 18 | 5:00 pm
AFTER our Funnels, and to kick OFF the Forum, just steps away from our meeting location, join our speakers, sponsors and the Saltmarsh Bank Advisors for casual cocktails, hors d'oeurves and lively conversation.

EXECUTIVE FORUM
September 19 | 8:30-1:30 pm
The Executive Forum offers a unique opportunity for community bank executives and directors to meet in a relaxed setting as experts weigh in on current issues, global economic trends and other strategic and regulatory concerns facing the industry. Continental breakfast and lunch will be provided.

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

HOTEL ACCOMMODATIONS
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.

Below are other suggested hotels less than ½ mile from our venue:
- Courtyard Tampa Downtown (0.3 miles)
- Residence Inn Tampa Downtown (0.5 miles)

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

RSVP to this event

• Orlando Community Bank CFO Roundtable - Orlando, FL
• Tampa Community Bank CFO Roundtable - Tampa, FL
• NWFL Community Bank CFO Roundtable - Ft. Walton Beach, FL
• Alabama Community Bank CFO Roundtable - Dothan, AL
• Annual Accounting & Auditing Update - Pensacola, FL
• 14th Annual Community Bank Events - Tampa, FL