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Advisory, Training, and Coaching Solutions for Financial Institutions

From onboarding and upskilling to navigating regulatory change, Saltmarsh delivers practical, experience-driven support. We tailor coaching, training, and advisory services to help your team perform at a higher level now and into the future.

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Advisory That Meets the Moment

Financial Institutions are navigating a perfect storm of regulatory complexity, talent gaps, and operational pressure. Leaders are being asked to do more with fewer resources, often while preparing for growth, leadership transitions, or increased scrutiny.

At Saltmarsh, we combine decades of firsthand industry experience with a practical, collaborative approach. Our advisory, training, and coaching services are built to help your team respond to change, develop new internal capabilities, and move forward with clarity and confidence.

Deep Roots in Banking. A Clear Vision for the Future.

Our Financial Institution Advisory Group has built a strong reputation by working closely with community banks, credit unions, and fintech companies of all sizes. 

Our team includes former bank executives, auditors, and compliance professionals with firsthand experience leading institutions through regulatory changes, mergers, and operational transformation. We understand what it takes to succeed in today’s environment because we’ve been there ourselves.

From one-on-one mentoring to enterprise-wide training initiatives, we’ve helped institutions of all sizes build stronger teams, develop rising leaders, and create sustainable structures for long-term success. Our guidance is grounded in real-world insight, not theory, and is always tailored to your institution’s specific goals, risks, and constraints.
 

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Explore More Services:

Banks
Credit Unions
Fintechs
Regulatory Compliance
Internal Audit
FDICIA 363 Consulting & Readiness
Credit Quality Reviews
ACH Reviews & Risk Assessments
BSA, AML, OFAC, and CFT
Fair Lending & UDAAP Risk Reviews
CRA Services 
Asset Liability Management Review
Information Systems & Cybersecurity Audits
Trust Operations & Fiduciary Responsibilities
Advisory, Training, and Coaching
 

 

Advisory, Training, and Coaching Services Tailored to Financial Institutions

We provide a flexible mix of one-on-one coaching, group training, and strategic advisory services designed to build stronger teams and more resilient institutions. Whether you need help navigating regulatory change, developing talent, or improving efficiency, we’ll meet you where you are with customized support that delivers real impact.

Customized Training Programs

Live or virtual training designed around your institution’s needs, from regulatory updates to retail banking fundamentals.

One-on-One Coaching & Mentoring

Ongoing support for professionals stepping into new roles or seeking to strengthen leadership, communication, and technical skills.

Succession & Talent Development

Guidance to help you onboard, upskill, and prepare the next generation of leaders across compliance, audit, operations, and more.

 

Efficiency & Organizational Reviews

Practical assessments of processes, roles, and structures to improve clarity, reduce friction, and boost team performance.

User Groups & Peer Collaborations

Regular sessions for users of leading BSA/AML systems and other platforms, focused on real-world problem solving and shared learning.

Strategic Advisory Support

Objective guidance on growth planning, internal restructuring, and other high-impact initiatives.

 

People and Practices. The team is well trained, knowledgeable, experienced, accessible, and demonstraates good communication skills. Fieldwork, deliverables and presentations are first class. Our team at the bank always has good dialogue with Saltmarsh, and we learn something with each engagement.
Piedmont Federal Savings Bank NC

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Get the Most Recent Updates at a Glance

Recent & Upcoming Regulatory Compliance Changes – Quarterly Update

This document includes concise summaries of the most material developments over the past quarter. It’s ideal for those who need a quick, focused view of what’s changed since the last report.

What’s inside:

  • Key updates from CFPB, OCC, FDIC, FRB, and HUD
  • Effective dates and impact levels
  • Hyperlinked citations to original rules
  • Summaries of rescinded, vacated, or delayed provisions

Download Now

Experience You Can Count On. Insight You Can Act On.

When you partner with Saltmarsh, you’re not just getting training or advice—you’re gaining a strategic ally with deep roots in the financial institutions space.

We bring practical solutions shaped by decades of hands-on experience, a collaborative mindset, and a commitment to helping your team succeed. Whether you’re navigating leadership transitions, regulatory shifts, or operational complexity, we provide the clarity, structure, and accountability to move forward with confidence.

Meet the Team

Saltmarsh’s advisory, training, and coaching services are led by professionals who have sat in your seat. From former bank executives to seasoned auditors and compliance leaders, our team brings a practical understanding of what it takes to succeed in today’s financial institutions. We don’t just deliver advice. We bring hands-on experience and insight that drives meaningful change.

Stogniew, Kristen-1

Kristen Stogniew, Esq., CFE

Shareholder

Kristen is a shareholder and leader of Saltmarsh’s Financial Institution Consulting practice, with over 25 years of experience advising banks, credit unions, and fintechs on legal, operational, and compliance matters. She also provides tailored training, mentorship and facilitates user groups across key systems and risk areas.

Strickland, Josh-1

Josh Strickland, CPA

Shareholder

Josh is a partner in Saltmarsh’s Financial Institution Advisory Group, with deep experience in accounting, internal audit, loan review, and strategic consulting. He advises community banks on financial performance, accounting, and operational matters, helping them navigate mergers, improve reporting, and strengthen long-term planning..

Let’s Talk

Strong teams don’t happen by accident. They’re built with guidance, training, and support tailored to real-world challenges. At Saltmarsh, we work alongside your people, helping them solve problems, grow their skills, and take ownership of what’s ahead.

Reach out today to learn how we can support your goals.

 

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Stay Up To Date with the Financial Institution Industry

Join our email list for banks or credit unions to receive quarterly insights and information on upcoming events from our team of experts to help you succeed in this ever-changing environment.

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