Invest: Tampa Bay 2021

Page 54

Market voices: Adapting

Lee Bell

President Saltmarsh, Cleaveland and Gund

Many of our service offerings are consultative in nature, and they were developed in response to fit what legislative compliance has presented to our clients. Our business, no matter how we describe it, is compliance-driven. The way we distinguish ourselves is through the level of consultation in which we wrap that compliance. Our clients need us to deal with the regulators. Those that require compliance select us because we are providing deeper insights and service, more than they can get from another provider. That ability to provide more has increased in the last several months. Our people are more comfortable in providing more because they have more time to do so. Less travel means more time to be able to communicate directly with clients.

Risk assurance continues to be a huge piece of our growth, especially in the Tampa Bay area. Our risk assurance professionals are working at a national level with companies all over the country. It is not ideal to be doing it from a remote location but, between our professional staff and the staff of the clients we work with, people have adapted and continue to do the work. Our business has grown and we are highly cognizant that we are fortunate in that respect. In fact, the topic of risk is more on the minds of our clients and marketplace than ever as a result of increased dependence on technology and systems.

Richard Huckaby

Office Managing Member Warren Averett

Office Managing Partner Marcum LLP

We got really involved in the Paycheck Protection Program (PPP), becoming serious advisers. We spent a lot of time forming a firm-wide team of experts, produced a lot of content and we were able to generate new opportunities from companies all over the country, not just in Tampa. Our transaction advisory group probably slowed down a little bit compared to the last three years because a lot of deals were put on hold, although some still had solid growth. Our wealth management practice, focused on investing assets for our clients, had its best year in history.

In our advisory space, we were able to find new services in certain areas. One was around the Paycheck Protection Program, helping to consult around the introduction and now with the forgiveness of the program. Cybersecurity has been an increased risk, with companies trying to go from their offices to a remote format and having a lot more shops to keep safe. Another area that’s been interesting for us is data analytics, specifically around COVID. Our data science and data analytics team was engaged by our executive team to track the trends and build out data tools as we were contemplating which offices we could open and when. That was so successful that we were able to turn it into a service offering as well, where we were helping companies manage their own reopening process.

52

Dan Dowell

| Invest: Tampa Bay 2021 | PROFESSIONAL SERVICES

Adam Thomas

Managing Partner Tampa Dixon Hughes Goodman


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Market voices: Tampa Bay hotels

3min
pages 176-177

Interview: Joe Collier, President

3min
pages 178-180

Perspectives: Growth outlook

2min
page 174

Interview: Steve Hayes

2min
page 175

Interview: Benjamin Tran

9min
pages 171-173

Interview: Jackie Mangar

7min
pages 168-170

Interview: Santiago Corrada

2min
page 167

Eye on the future: Tampa Bay

2min
page 166

Interview: Frank Ghannadian

3min
page 159

Interview: Angela Falconetti

4min
pages 160-161

Perspective: Lessons learned

2min
page 156

Perspective: Teacher burnout

2min
page 157

Roundtable: The future of

5min
pages 154-155

Perspective: Growth strategy

3min
page 153

Interview: Anne Kerr, President

5min
pages 150-152

Interview: Shane Donaldson

5min
pages 144-147

Interview: Steven Currall

2min
page 149

Altered landscape: Education in

1min
page 148

Interview: Nathan Walcker

5min
pages 141-143

Interview: Al Hernandez, Public

5min
pages 139-140

Perspectives: Innovation

5min
pages 137-138

Interview: John Couris

2min
page 136

Interview: Ravi Chari

3min
page 134

Interview: Dr. Patrick Hwu

2min
page 133

Perspectives: Wealth

8min
pages 127-131

Interview: Sean Simpson

2min
page 126

Interview: Brooke Mirenda

5min
pages 122-124

Market voices: Banking outlook

2min
page 125

Market voices: Financial

4min
pages 120-121

Interview: Bill Habermeyer

6min
pages 116-118

Interview: Paul Anderson

7min
pages 105-109

Interview: Rita Lowman

2min
page 119

Interview: Jim Daly, Regional

2min
page 111

Roundtable: Community banks

6min
pages 114-115

Interview: Karl Kaliebe

4min
pages 103-104

Interview: Damon Moorer

4min
pages 112-113

Financial magnet: Strong

1min
page 110

Interview: Brad Miller, CEO

2min
page 98

Interview: Thomas Jewsbury

9min
pages 99-102

Interview: Joe Lopano, CEO

2min
page 97

Interview: Tyler Kovarik, Vice

8min
pages 90-93

Interview: T. J. Szelistowski

2min
pages 94-95

Conundrum: Mass transit

1min
page 96

Interview: Fred Lay, President

2min
page 89

Roundtable: Powering the

5min
pages 86-88

Interview: Mark Metheny

3min
pages 84-85

Interview: James Fox,President

3min
page 82

Roundtable: An atypical year

9min
pages 78-81

Perspectives: Outlook

2min
page 77

Interview: Brian Diehl, Regional

3min
pages 75-76

Keeping up: Residential and

2min
page 74

Roundtable: Commercial real

9min
pages 70-73

Interview: Brian Andrus, Broker

2min
page 69

Market voices: Developing for

7min
pages 66-68

Interview: Bowen Arnold

10min
pages 63-65

Interview: John Carey

6min
pages 60-62

Resilient: Tampa Bay’s live, work

2min
page 58

Interview: Andrew Wright, CEO

2min
page 59

Market voices: Adapting

5min
pages 54-55

Interview: V. Raymond Ferrara

4min
pages 56-57

Interview: Natalie King, Vice

4min
pages 52-53

Interview: Joel Stevens, Senior

2min
page 49

Roundtable: Legal landscape

6min
pages 50-51

Perspectives: Professional

2min
page 48

Interview: David Simmons

3min
page 44

Interview: Hala Sandridge

2min
page 41

Market voices: Legal focus

8min
pages 45-47

Pivotal role: The region’s

2min
page 40

Interview: Greg Kadet

4min
pages 42-43

Interview: Denise Sanderson

5min
pages 36-39

Market voices: Economic

3min
pages 34-35

Roundtable: County officials

5min
pages 32-33

Interview: Jerome Ryans

2min
page 31

Interview: Sean Malott

3min
pages 24-25

Market voices: City growth

6min
pages 28-30

Interview: Carole Post

4min
pages 15-16

Roundtable: Future of the Bay

5min
pages 22-23

Interview: J. P. DuBuque

2min
page 17

Interview: Chuck Sykes

5min
pages 26-27

Interview: Ana Cruz, Managing

7min
pages 18-21

Diverse landscape: Tourism

2min
page 14
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