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.

BankChat: Training & Networking for Community BankersMay 6 - 7, 2024 - Chattanooga, TN

Join the Saltmarsh Bank Advisors and friends for networking and high-value training in beautiful Chattanooga, Tennessee! We'll meet in person to address important issues facing community bankers today.

This educational, interactive, and supportive event is appropriate for all risk management positions, including CROs, CCOs, Internal Auditors, Audit Liaisons, BSA or Compliance Officers or assistants, and Bank Directors. Special Sessions #1 and #2 are most appropriate for those whose primary responsibilities lie within those areas. Earn 14.5 CERP, 13.25 CRCM & 7.75 CAFP credits. Learn more!

Day 1: Monday, May 6

Special Session #1
AML/CFT in the Hot Seat: Prevent Enforcement Actions & Protect Profits
This special session will address challenges in complying with the basic pillar requirements and provide guidance and tools to keep you as efficient and effective as possible, and out of the regulatory crosshairs.

Main Session Topics

Hidden Risks in the ACH Function (Risk Assessments)
Regulatory Update
Payments Risk Issues Panel
Trends & Expectations of Increasing Credit Risk in 2024
What Keeps You Up at Night? (Open Forum on Credit, Liquidity, AML, Regulatory Compliance & Operational Risks)

Day 2: Tuesday, May 7

Main Session Topics

Coaching for Long Term Succession Planning
Fintech You Already Have & TPRM Challenges
Growing Pains: Increased Expectations for ERM, FDICIA, CRA, Fair Lending & BSA
Cost of Funds & Other Liquidity Issues
Loan Fraud Schemes & Red Flags
Fair Lending/Redlining Update

Special Session #2
Loan Compliance Boot Camp & Beyond
This special session will cover everything loan compliance and leave you ready to take on any compliance issue you face.

Standard Registration: $350
Registration Ends 4/29/24 @ 11:30 pm CST

REGISTER

Earn 14.5 CERP, 13.25 CRCM & 7.75 CAFP credits! Learn more about the agenda, speakers, CE credits and hotel accommodations at www.saltmarshcpa.com/bankchat.

Quick Details

Location: Chattanooga, TN
Address: DoubleTree by Hilton Chattanooga Downtown (407 Chestnut St, Chattanooga, TN 37402)
Cost: $250 early bird registration; $350 standard registration
Date: May 6 - 7, 2024

Navigating Divorce: Planning to Protect Your AssetsMay 30, 2024 - GoToWebinar (11:00 AM CST/12:00 PM EST)

Embarking on a new season of independent life after divorce comes with many changes. Women stepping into this phase may find themselves with questions about the financial, legal, emotional and logistical changes that come after divorce. Our expert panel for this segment will explore ideas to make the informed decisions needed to make your fresh start a success.

This is part 3 of the Saltmarsh Financial Advisors 4-part woman-focused series centered on building confidence and community around the unique situations women may face in their lives. These events are not exclusive to women, the knowledge shared within this series is valuable to men and they are welcome to attend as well. Click here to learn more about the upcoming sessions and speakers.

REGISTER

Can't make the live webinar? Register to receive the recording and follow-up materials.

Panelists

Christina Doss, AAMS®, Managing Director of Saltmarsh Financial Advisors
Beth Skarda, CPA, Shareholder, Tax & Accounting Services at Saltmarsh, Cleaveland & Gund
Amy Piedmont, LLM, Attorney & Director at Litvak Beasley Wilson & Ball, LLP
Venesulia Carr, Host of Down to Business with V & CEO of Vicar Group, LLC
Sarah Horne, CFP®, Associate Financial Advisor at Saltmarsh Financial Advisors