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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Saltmarsh, Cleaveland & Gund

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United States
Pensacola, FL
Saltmarsh, Cleaveland & Gund

Saltmarsh is an advisor consulting firm founded in 1944. The firm serves clients throughout the U.S.

Saltmarsh is a unique firm with an established reputation for building solid relationships through sound advice. Founded in the early 1940’s and thriving through generations of ownership, our aim is to demonstrate we are not only professionals you call upon out of necessity but trusted advisors you lean on when making important decisions impacting you, your family or business. Saltmarsh provides a

full range of professional compliance and consulting services to many industries and high net worth individuals. These services include external/internal audit and assurance, tax planning, consulting and preparation, investment and wealth management, estate planning, information technology consulting and computer systems evaluation, business valuation, litigation support, human resources consulting, employee benefits administration and various business advisory services.

06/15/2026

A huge thank you to RATA Associates for their support of ! 🙌 Their partnership helps make this event possible and supports meaningful conversations that move the banking industry forward.

This August, join us for two days in St. Petersburg, FL, for sessions designed specifically for community bankers, covering key topics like , , , and more. Whether you lead the bank or manage a business unit, you'll walk away with insights you can put into action.

Explore the event, speaker lineup, and more at: https://hubs.li/Q04jXGxS0

06/11/2026

We're looking forward to attending the 136th Annual Tennessee Bankers Association Conference in Colorado! Representing Saltmarsh this year are Kristen Stogniew, Esq., CFE, Jason Keith, CIA, CISA, and Sarah Oliver, CRCM. Our team is excited to connect with banking professionals from across the region, share insights, and discuss the opportunities and challenges shaping the financial institution industry today.

If you'll be attending, we'd love the opportunity to connect. And while you’re there, ask us about BankTalk, our event of the year, and what’s ahead for 2026.

06/10/2026

Speaker Spotlight: Kristen Stogniew, Partner, Saltmarsh ✨ Join Kristen as she closes out Day 1 of BankTalk on August 17 with “Lessons Learned from a Lifetime in Industry.” In this reflective session, she shares insights from her career in bank consulting—blending practical guidance, hard-earned wisdom, and memorable advice passed down from influential voices along the way.

From successes to failures, Kristen explores the experiences that shaped her judgment, resilience, and approach to the industry. This is not your typical technical session; it’s a perspective you won’t find in a regulation or exam manual. Register now to secure your spot: https://hubs.li/Q04jX7-s0

06/09/2026

For many contractors, the job schedule is treated as a reporting requirement. But when used strategically, it can become one of the most valuable tools for managing risk, protecting margins, and improving financial visibility. From identifying costing errors and tracking margin movement to strengthening cash flow and improving team communication, a well-maintained job schedule provides insights that support smarter business decisions at every stage of a project.

In our latest blog, Stacie Gaffrey shares five practical ways construction companies can turn their job schedules into a powerful management tool, not just a year-end exercise. Read more: https://hubs.li/Q04ksd2d0

06/04/2026

A huge thank you to Zimmerman Kiser Sutcliffe (ZKS Law) for their support of ! 🙌 Sarah Pape and the team at Zimmerman Kiser Sutcliffe are dedicated advocates for the banking industry, and we're grateful for their partnership in making this event possible.

This August, BankTalk brings together banking leaders in St. Petersburg, FL for two days of timely, forward-looking discussions built around the real challenges facing community today. From evolving risk landscapes to regulatory priorities, each session is designed to deliver practical insights you can apply immediately.

Explore the event, speaker lineup, and more at: https://hubs.li/Q04jyKLl0

06/03/2026

Meet Buster, aka the Bacon-Powered Bodyguard! 🥓

Buster enjoys long walks, snuggling, and bacon-induced comas. While he takes his security duties very seriously, he'll protect you from absolutely nothing. Equal parts cuddle expert and professional napper, Buster's biggest threat is stealing your spot on the couch and your heart. ❤️

06/02/2026

When onboarding ACH originators, ODFIs play a critical role in maintaining the security, integrity, and compliance of the network. From conducting and verifying customer identities to monitoring transactions and managing risk, ODFIs are responsible for helping ensure ACH activity remains safe and compliant with requirements.

In our latest article, Sallie O'Brien, AAP, APRP, AFPP, breaks down the key responsibilities ODFIs should understand when onboarding ACH originators and the steps they can take to support a secure payment environment. Looking to strengthen your ACH compliance program? Read the full article: https://hubs.li/Q04jKLX_0

06/01/2026

Speaker Spotlight: Brian Bailey, Global Head of Research, Trimont ✨ Brian Bailey joins BankTalk to deliver a timely Economic Update with a focused look at commercial real estate. As markets continue to shift, Brian will break down key economic indicators, sector trends, and what they signal for commercial real estate performance moving forward.

If you’re looking to better understand where the economy and CRE intersect, this is a session you won’t want to miss. Register now to secure your spot: https://hubs.li/Q04jx3840

05/28/2026

Speaker Spotlight: Becky Reed, COO, BankSocial✨ Becky brings a forward-looking perspective on one of banking’s most talked-about innovations: stablecoins. In her session, “Stable Coins: A Bank Executive’s Roadmap,” she’ll explore how by 2026, stablecoins should no longer be viewed as a threat to the banking system, but as an upgrade to its aging operating system.

Don’t miss this forward-thinking conversation at BankTalk in St. Petersburg, FL on August 17 and 18! Register now to secure your spot: https://hubs.li/Q04jc8-T0

05/26/2026

The landscape is constantly evolving, and for organizations today, staying informed is more important than ever.

Join DJ Ezelle for the upcoming WISSE Virtual Education session on June 11th at 4 pm ET/3 pm CT, Cybersecurity: The Evolving Landscape. Industry professionals discuss emerging risks, evolving threats, and practical insights organizations should be aware of in today’s digital environment.

Looking forward to an informative conversation and the opportunity to connect with others across the industry. Sign up today: https://hubs.li/Q04hJ7Jh0

Address

900 N 12th Avenue
Pensacola, FL
32501

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.saltmarshadvisors.com/

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