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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.


Virtual Community Bank CFO Roundtable (Tennessee)August 4, 2021 - VIRTUAL MEETING

Join us for a virtual Community Bank CFO Roundtable, hosted by the Saltmarsh Bank Advisors and facilitated by Connie Edwards, CRCM & Joshua Jackson, CPA.

Our open discussion intended for CFOs and bank leadership based in Tennessee 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, M&A trends, marijuana/hemp banking issues, recent exam issues, and credit quality trends for the remainder of 2021. We'll also discuss the direction of provision expense and overall levels of allowance for loan losses.

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

The 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: Connie Edwards, CRCM & Joshua Jackson, CPA
  • Location: VIRTUAL MEETING
  • Address: Connection information will be provided.
  • Date: August 4, 2021
  • Time: 03:00 PM - 04:00 PM (CST)

RSVP to this event


BankTalk 2021August 25 - 27, 2021 - GoToWebinar

Join us for BankTalk 2021 - Saltmarsh’s 16th 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

  • Stay for the day or join individual presentations based on interest. RSVP for the sessions you’d like access to – Executive Forum, Technology Funnel, Compliance Funnel – and you’ll receive a GoToWebinar invite that includes your unique connection information for each within one business day.
  • There is no cost to attend, but you must register to receive access to the sessions once registration is open.
  • CPE credit will be available for LIVE attendance only; estimated one credit per presentation.

WEDNESDAY, AUG. 25 | EXECUTIVE FORUM

This Forum is packed with strategic content that focuses on economic trends and issues offering insight into the challenges faced by community bank leaders, including organizational culture.

10:00 - 11:00 am EST
HOW TO LEVERAGE YOUR CULTURE AS A COMPETITIVE ADVANTAGE with David Friedman, CultureWise/High Performing Culture, LLC

11:15 - 12:15 pm EST
BALANCE SHEET MANAGEMENT POST-PANDEMIC with Kamal Hosein, CFA, Stifel Financial Corp.

12:30 - 1:30 pm EST
COVID IMPACT ON BANK M&A TRENDS & ACTIVITY with Christopher Marinac, Janney Montgomery Scott, LLC

THURSDAY, AUG. 26 | TECHNOLOGY FUNNEL

Many aspects of our work environment rely on technology. This Funnel focuses on IT trends and strategies to protect your bank’s data from cyber threats and other risk factors such as ransomware with the implementation of cyber insurance.

10:00 - 11:00 am EST
CYBERSECURITY & RANSOMWARE with Stephen Reyes, CISA, CISSP & Jason Keith, CISA, CIA, Saltmarsh, Cleaveland & Gund

11:15 - 12:15 pm EST
CYBER RESILIENCE - ARE YOU READY FOR LABOR DAY WEEKEND? with Michelle Chia, Zurich North America

12:30 - 1:30 pm EST
CYBERSECURITY & FRAUD TRENDS FOR FINANCIAL INSTITUTIONS with Andrew Sekela, Federal Bureau of Investigation (FBI)

FRIDAY, AUG. 27 | 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 and business lending.

10:00 - 11:00 am EST
COMPLIANCE FRAUD MASTERCLASS with Jonathan Turner, CFE, ZOLL Medical Corporation

11:15 - 12:15 pm EST
FAIR LENDING PANEL featuring fair lending experts from across various levels of management; moderated by Connie Edwards, CRCM, Saltmarsh, Cleaveland & Gund

12:30 - 1:30 pm EST
NEW MORTGAGE SERVICING RULES with Sanford Shatz, McGlinchey Stafford

BankTalk 2021: Compliance Funnel 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.

Stay tuned to learn more about our featured speakers and topics!

Quick Details

  • Location: GoToWebinar
  • Address: Connection information will be provided.
  • Date: August 25 - 27, 2021
  • Time: 10:00 AM - 01:30 PM (EST)

RSVP to this event


Women's Equality Day RoundtableAugust 26, 2021 - VIRTUAL MEETING

Join us for a virtual roundtable on Women’s Equality Day with the women behind the Saltmarsh Manufacturing Team.

On Thursday, August 26th, you’re invited to join us for a roundtable on Women’s Equality Day to have an open discussion on equal positions, pay and power for all businesswomen within manufacturing and distribution.  We’ll gather insights from industry peers and talk about everything from advancing diversity to creating pathways for change and managing your business.

The Roundtable will be conducted via Microsoft Teams and participants are encouraged to join the meeting with video. 

RSVP via email to Cristine Torrefranca

#CelebratingWomen #WomensEqualityDay

Quick Details

  • Location: VIRTUAL MEETING
  • Address: Connection Information will be provided.
  • Date: August 26, 2021
  • Time: 02:00 PM - 03:00 PM (EST)

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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