2018 Community Bank Events

Thank you to all that joined us for our 13th Annual Community Bank Events in Tampa. Below you’ll find presentation resources for ongoing reference.

Technology Funnel September 27, 2018

InTREx, Examination Findings and Emerging Issues
Ryan Brookhart, Federal Deposit Insurance Corporation (FDIC)

Rethinking Your Security Priorities
Stephen Reyes, CISA, CISSP, Saltmarsh Cleaveland & Gund

Compliance Funnel September 27, 2018

Compliance Year in Review
Kristen J. Stogniew, Esq., CFE, Saltmarsh, Cleaveland & Gund

Update on Florida’s Marijuana Laws
Tara Tedrow, Esq., Lowndes, Drosdick, Doster, Kantor & Reed, P.A.

Executive Forum September 28, 2018

FinTech and Community Banking – How are Banks Successfully Partnering with FinTechs and What are the Challenges & Opportunities
Robert Savoie, McGlinchey Stafford

A Perspective on BOLI and Executive Benefit Plans for 2018
Glenn Blackwood, Equias Alliance
Joe Schaefer, Equias Alliance

Industry Update / De Novo Activity / M&A Issues
Jack Greeley, Smith, Mackinnon, P.A.

Executive Highlights: Compliance, IT/Cyber Security and Accounting Standards
Kristen Stogniew, Esq., CFE, Saltmarsh, Cleaveland & Gund
Stephen Reyes, CISA, CISSP, Saltmarsh Cleaveland & Gund
Paul Allen, CPA, Saltmarsh Cleaveland & Gund

We know financial institutions.

Saltmarsh is a unique firm with an established reputation for building solid relationships through sound advice. By combining personal attention with a diversity of services and expertise, the firm has grown to one of the largest CPA-led consulting firms in the Southeast.

We have been providing auditing, tax and consulting services to a wide range of financial institutions since 1944 – making it the firm’s largest specialty practice and industry of focus. We currently serve more than 120 financial institutions across the country, ranging in size from small single location institutions to larger multi-billion-dollar institutions. As industry specialists, we know the financial, operational and regulatory challenges you face. We also know the solutions you need.

Our Financial Institution Advisory Group includes an experienced team of shareholders and consultants with a passion for serving financial institutions and expertise that has established them as thought-leaders in the industry. We take pride in building long-lasting relationships with our clients.

The Bank Advisors - a Division of Saltmarsh, Cleaveland & Gund - Certified Public Accountants And Consultants
Phone: 800.477.7458 ° Email: thebankadvisors@saltmarshcpa.com
(c) 2019 Saltmarsh, Cleaveland & Gund

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