ACCESS MATERIALS & RESOURCES

Thank you for joining us for our 18th annual training and networking event for community bankers! Below you’ll find presentation resources and other helpful materials for ongoing reference.

Please reach out to seminars@saltmarshcpa.com if you have questions.

THURSDAY, AUG. 24 COMPLIANCE & TECHNOLOGY FUNNEL

8:30 - 9:30 am

FRAUDSTERS & LAUNDERERS: COMMON BEHAVIORS, QUESTIONS & REPORTING

Jonathan Turner, CFE, VP Compliance, Privacy & Governance / ZOLL Medical Corporation

9:45 - 10:45 am

BANKS & CYBER RISK: AN EVOLVING EXPOSURE

Justin Corey, SVP, Head of Business Development / NFP

11:00 - 12:00 pm

THIRD-PARTY RELATIONSHIPS & RISK MANAGEMENT: NEW INTERAGENCY FINAL GUIDANCE

Michael Maricelli, CIA, AAP, Senior Consultant / Saltmarsh

1:00 - 2:00 pm

SECTION 1071/FAIR LENDING PANEL

Lucy Cruz, Senior Consultant, Rebecca Hughes, CRCM, Senior Consultant & Kristen Stogniew, Esq., CFE, Shareholder / Saltmarsh

2:15 - 3:15 pm

WASHINGTON UPDATE – POLITICS, LAWSUITS, AND REGULATORS

Andrea Mitchell, Managing Partner / Mitchell Sandler LLC

3:30 - 4:30 pm

ARTIFICIAL INTELLIGENCE: BUZZWORD OR ESSENTIAL BANK STRATEGY?

Virginia Heyburn, Director of Research, Insights & Advocacy / Engage fi

FRIDAY, AUG. 25 EXECUTIVE FORUM

8:30 - 10:00 am

ECONOMIC AND M&A UPDATE

Chris Choate, Managing Director Investment Banking & Brian Nestor, Managing Director Investment Banking / Raymond James Financial, Inc.

10:15 - 11:15 am

USING PEER DATA TO SET YOUR STRATEGIC PRIORITIES

Andy Grinstead, EVP of Strategy & Sales / FI Navigator

11:30 - 12:00 pm

ACCOUNTING UPDATE: INTEREST RATE RISK, LIQUIDITY, CECL

Josh Strickland, CPA, Shareholder & Paul Allen, CPA, Shareholder / Saltmarsh

1:00 - 2:00 pm

BANKING INDUSTRY Q&A

William "Bill" Isaac / Former FDIC Chairman & Author of Senseless Panic

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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