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.

Semi-Annual Market ReviewAugust 1, 2024 - Zoom (1:00 PM CST/2:00 PM EST)

Join Chris Stennett, CFP®, Senior Financial Advisor from Saltmarsh Financial Advisors, and Dimensional Fund Advisors for a semi-annual market review to discuss recent market events and implications to investors and address top-of-mind client questions from the first half of 2024. 

Due to the short program, this webinar will not be recorded, and attendees are encouraged to submit questions during registration for our advisors to follow up.

REGISTER


Dimensional Financial Advisors is a leading global investment firm that has been translating academic research to practical investment solutions since 1981. Guided by a strong belief in markets, Dimensional helps investors pursue higher expected returns through advanced portfolio design and careful implementation.

Quick Details

  • Keynote Speaker: Chris Stennett, CFP & Chad Burns, CIMA
  • Location: Zoom (1:00 PM CST/2:00 PM EST)
  • Address: Connection information will be provided upon registration.
  • Date: August 1, 2024
  • Time: 01:00 PM - 01:30 PM (CST)

Save the Date for BankTalk 2024!August 26 - 28, 2024 - Tampa, FL

Join the Bank Advisors for Saltmarsh’s 19th annual training and networking event for community and regional bankers! This event features insightful talks, networking opportunities, and engaging discussions around strategic leadership, risk, compliance, and technology.

Whether you're a seasoned banker or an expert in one area of the industry, this event is the perfect place to gain valuable training and connect with like-minded bankers. We’re offering a mix of topics for all strategic and risk levels. Learn more and register below!

Training Agenda @ A Glance

The 1.5 days of BankTalk will cover a range of essential topics, from regulatory compliance and risk management to fraud prevention and economic forecasting. With expert speakers from leading financial institutions and industry authorities, attendees will gain valuable insights and practical strategies to navigate the ever-evolving banking landscape.

Day 1: Tuesday, August 27 | 8:30 am - 4:30 pm | Breakfast & Lunch Provided

Day 2: Wednesday, August 28 | 8:30 am - 12:00 pm | Breakfast Provided

Featured Sessions & Topics:

  • Third-Party Risk Management
  • New Substantive Digital FDIC Logo Requirements
  • Payments Insights
  • Interest Rate Risk
  • Liquidity Management
  • Economic Outlook and Governance
  • Culture & Leadership Topics for High-Level Executives
  • Check Fraud Prevention
  • And much more!

Networking Opportunities

Welcome Reception | Monday, August 26 | 5:30 pm - 7:30 pm
Join fellow attendees, speakers, sponsors, and the Saltmarsh team for a welcome reception to kick off BankTalk! You will get a chance to mingle over cocktails, hors d'oeuvres, and lively conversation.

Dinner @ Bern's Steak House | Tuesday, August 27 | 7:30 pm - 9:30 pm
Join fellow attendees, speakers, sponsors, and the Saltmarsh team for an exclusive dinner at the famous Bern's Steak House! Attendees who wish to join the dinner must reserve their spot by purchasing the add-on of $150 during registration. Limited spots are available. 

REGISTER & LEARN MORE

Hotel Accommodations 
Enjoy the event even more by staying at the Epicurean Hotel, Autograph Collection! We do not have a room block for the event, but we encourage you to make a reservation so you can stay close to the event and networking activities. Click here to explore the Epicurean.

CE Credits
BankTalk 2024 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.

Cancellation Policy
If you are not able to attend, we recommend sending a substitute in your place. If a substitution is not possible, contact seminars@saltmarshcpa.com for cancellation assistance. No refunds will be permitted for cancellations after July 26, 2024.

Quick Details

  • Location: Tampa, FL
  • Address: Epicurean Hotel, Autograph Collection (1207 S. Howard Ave, Tampa, FL 33606)
  • Cost: $250.00 early bird registration through 7/10/2024.
  • Date: August 26 - 28, 2024