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TUESDAY, SEPT. 1 EXECUTIVE FORUM

1:00 – 2:00 pm EST

BANK M&A ACTIVITY & FINANCIAL TRENDS

Christopher Marinac, Janney Montgomery Scott, LLC

2:15 – 3:15 pm EST

ECONOMIC UPDATE

Scott Hughes, Federal Reserve Bank of Atlanta

3:30 – 4:30 pm EST

USING DATA TO POWER STRATEGIC PLANNING

David Ruffin, IntelliCredit & Shawn O’Brien, QwickRate

WEDNESDAY, SEPT. 2 TECHNOLOGY FUNNEL

10:00 – 11:00 am EST

CONSIDERING THE CLOUD:
MANAGING RISK, OVERSIGHT & EXPECTATIONS IN OFFICE 365

Stephen Reyes, CISA, CISSP & Jason Keith, CIA, CISA, Saltmarsh, Cleaveland & Gund

11:15 – 12:15 pm EST

LEVERAGING SECURITY INFORMATION & EVENT MANAGEMENT (SIEM)

Jeremy Hopwood, Pinnacle Financial Partners & 5iron

12:30 – 1:30 pm EST

CYBERSECURITY & FRAUD TRENDS FOR FINANCIAL INSTITUTIONS

Andrew Sekela, Federal Bureau of Investigation (FBI)

THURSDAY, SEPT. 3 COMPLIANCE FUNNEL

10:00 – 11:00 am EST

BSA & AML MASTERCLASS

Jonathan Turner, CFE, ZOLL Medical Corporation

11:15 – 12:15 pm EST

LENDER BEWARE – POTENTIAL COMPLIANCE TRAPS IN LENDING AND SERVICING IN A COVID WORLD

Kristen Stogniew, Esq., CFE, Saltmarsh, Cleaveland & Gund (moderator)

12:30 – 1:30 pm EST

FORTIFYING COMPLIANCE WITH A STRONG CMS

Connie Edwards, CRCM, Saltmarsh, Cleaveland & Gund

QUESTIONS?

Email us at seminars@saltmarshcpa.com.

Saltmarsh Bank Advisors
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