ACCESS MATERIALS & RESOURCES

Thank you for joining us for our 17th annual community back event. Below you’ll find presentation resources and other helpful materials for ongoing reference.

Please note these are recordings from 2022’s event and presentation recordings may refer to CPE/CE code words. CPE/CE credit is not available for watching the recordings. Please reach out to seminars@saltmarshcpa.com if you have questions.

WEDNESDAY, AUG. 17 EXECUTIVE FORUM

10:00 – 11:15 am EST

NAVIGATING THE RAPID SHIFT IN INTEREST RATES

Chris Choate, Chris Kornatowski & Brian Nestor • Raymond James Financial, Inc.

11:30 – 12:30 pm EST

ECONOMIC OUTLOOK

Lindsey M. Piegza, Ph.D. • Stifel, Nicolaus & Company, Incorporated

1:00 – 1:45 pm EST

BANKING FIRESIDE CHAT WITH COMMISSIONER GREG GONZALES

Featuring: Commissioner Greg Gonzales, Tennessee Department of Financial Institutions

THURSDAY, AUG. 18 TECHNOLOGY FUNNEL

10:00 – 11:00 am EST

WIN THE BANKING RACE OF THE FUTURE: HARNESSING THE POWER OF DIGITAL IN COMMERCIAL BANKING

Ryan Canin • DocFox, Inc.

11:30 – 12:30 pm EST

BANKTECH BYTES

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

12:45 – 1:45 pm EST

ECONOMIC ESPIONAGE

Andrew Sekela, Federal Bureau of Investigation (FBI)

FRIDAY, AUG. 19 COMPLIANCE FUNNEL

10:00 – 11:15 am EST

BACK TO BASICS: BSA MASTERCLASS

Jonathan Turner, CFE, ZOLL Medical Corporation

11:30 – 12:30 pm EST

REGULATORY COMPLIANCE UPDATE

Sarah Oliver, CRCM, Saltmarsh, Cleaveland & Gund

12:45 – 1:45 pm EST

REGULATORY COMPLIANCE UPDATE

Calvin R. Hagins, NBE, CRCM, CRP, AMLP, CPE, Consumer Financial Protection Bureau

  • Recording is not available for distribution.

QUESTIONS?

Email us at seminars@saltmarshcpa.com.

Quarterly Bank Performance Statistics
4th Quarter - December 31, 2023

NOW AVAILABLE!

BankTalk 2023 presentations are now ready for downloading.
Click here for access.

Saltmarsh Bank Advisors
Phone: (800) 477-7458 Email: thebankadvisors@saltmarshcpa.com
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