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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20260130T120000
DTEND;TZID=America/Los_Angeles:20260130T133000
DTSTAMP:20260521T124915
CREATED:20260105T230723Z
LAST-MODIFIED:20260130T223557Z
UID:10000260-1769774400-1769779800@www.jrcpa.com
SUMMARY:What Every Nonprofit Needs to Know about Form 990
DESCRIPTION:Watch the replay:\n\n\n\n\n\n\n\n\n\n\n\nJones & Roth’s 2026 Nonprofit Team presents what every nonprofit needs to know about the Form 990. We share best practices and policies for ensuring compliance with reporting requirements. You’ll gain valuable information that could affect the way you raise funds\, market\, and run your organization. \n\n\n\nLearning Objectives:\n\n\n\n\nClarify IRS requirements\, key schedules\, and special considerations\n\n\n\nUtilize the Form 990 as a Marketing Tool\n\n\n\nIdentify Form 990-T requirements regarding Unrelated Business Income\n\n\n\n\nWho should attend?\n\n\n\n\nExecutive Directors\n\n\n\nChief Financial Officers\n\n\n\nControllers\n\n\n\nFinancial Directors / Managers\n\n\n\nBoard Members\n\n\n\n\n\n\n\n\nOur Expert Presenters:\n\n\n\n\n\n\n\n\n\n\n\nAaron Sachs\, CPASenior ManagerJones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\n\n\nAaron Sachs is a member of the firm’s Nonprofit and Private Company Services teams. He joined Jones & Roth in 2013 and enjoys helping companies from a wide variety of industries identify opportunities for improving the quality and efficiency of the financial reporting process in conjunction with providing assurance services. Aaron’s experience with private companies and nonprofit organizations includes audits\, reviews\, and federal single audits; and information return preparation services. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nFritz Duncan\, CPAPartner/Shareholder & Nonprofit Team LeaderJones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\n\n\nFritz Duncan has been with Jones & Roth since 1995. He leads both the Nonprofit and Affordable Housing teams and holds expert knowledge in all areas of tax\, auditing\, and financial review for non‐profit organizations and limited partnerships. Fritz is recognized as an industry leader in the Pacific Northwest’s Affordable Housing community. He is often called upon to present at industry conferences and has earned a reputation for excellence in this specialized industry. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nEdwina Quiddaoen\, CPAManager & Nonprofit Team MemberJones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\n\n\nEdwina joined Jones & Roth in 2017 as an intern with the Affordable Housing team and started full-time as a Staff Accountant in 2018. She works with a wide variety of clients across many different industries providing tax\, audit\, and assurance services. Edwina holds both a Bachelor of Science in Accounting from Portland State University.
URL:https://www.jrcpa.com/event/what-every-nonprofit-needs-to-know-about-form-990-2026/
CATEGORIES:Nonprofit
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/What-Every-Nonprofit-Needs-to-Know-about-Form-990-2.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20250725T120000
DTEND;TZID=America/Los_Angeles:20250725T130000
DTSTAMP:20260521T124915
CREATED:20250612T210019Z
LAST-MODIFIED:20250728T195832Z
UID:10000235-1753444800-1753448400@www.jrcpa.com
SUMMARY:Nonprofit Webinar: “Planning for a Successful Audit”
DESCRIPTION:Watch the Replay Here:\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nJoin the Jones & Roth Nonprofit Team for an overview of the financial statement audit process so you know what to expect and how to best prepare for your audit. We highlight the common mistakes to avoid and share our tips and best practices to get audit-ready. \n\n\n\nIn this presentation\, we cover:\n\n\n\n\nUnderstanding the audit process — roles\, phases\, and key outcomes\n\n\n\nBest practices and common pitfalls\n\n\n\nPre-audit preparation steps\n\n\n\nDocument and records readiness\n\n\n\n\nWho should watch this webinar?\n\n\n\n\nExecutive Directors\n\n\n\nChief Financial Officers\n\n\n\nControllers\n\n\n\nFinancial Directors / Managers\n\n\n\nBoard Members\n\n\n\n\n\n\n\n\nAbout our Presenters\n\n\n\nAaron Sachs\, CPA Jones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\n\n\n\n\nAaron Sachs is a member of the firm’s Nonprofit and Private Company Services teams. He joined Jones & Roth in 2013 and enjoys helping companies from a wide variety of industries identify opportunities for improving the quality and efficiency of the financial reporting process in conjunction with providing assurance services. Aaron’s experience with private companies and nonprofit organizations includes audits\, reviews\, and federal single audits; and information return preparation services. \n\n\n\n\n\n\n\n\n\nTyler Weber\, CPA Jones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\n\n\n\n\nTyler joined Jones & Roth in 2018. Prior to joining Jones & Roth\, he worked for a local CPA preparing 1040s and bookkeeping. Tyler has developed expertise in tax and audit services. \n\n\n\n\n\n\n\n\n\nBrooke Lomica\, CPA Jones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\n\n\n\n\nBrooke Lomica joined Jones & Roth in 2019 as an intern\, and has been a full-time team member since 2020. She has worked with multiple specialty teams across the firm and is now a Manager.
URL:https://www.jrcpa.com/event/nonprofit-webinar-planning-for-a-successful-audit/
CATEGORIES:Nonprofit
ATTACH;FMTTYPE=image/png:https://www.jrcpa.com/wp-content/uploads/1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20241025T120000
DTEND;TZID=America/Los_Angeles:20241025T133000
DTSTAMP:20260521T124915
CREATED:20240930T235033Z
LAST-MODIFIED:20241003T230552Z
UID:10000229-1729857600-1729863000@www.jrcpa.com
SUMMARY:Annual GAAP Update for Not-for-profit Organizations: Online Webinar
DESCRIPTION:Register Here:\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nJoin the Jones & Roth Nonprofit Team for an overview of recent accounting standards updates and key accounting principles for not-for-profit organizations. We will share best practices and requirements for ensuring compliance with reporting standards and walk through the recent updates to U.S. GAAP impacting not-for-profit organizations. \n\n\n\nIn this presentation\, we will cover:\n\n\n\n\nBest practices and requirements for not-for-profit financial statement reporting standards\n\n\n\nNavigating revenue recognition – reporting contributions\, in-kind contributions\, and earned revenue\n\n\n\nOverview and key considerations for leases\n\n\n\nUnderstanding the new current expected credit loss model\n\n\n\n\n \n\n\n\nWho should attend?\n\n\n\n\nExecutive Directors\n\n\n\nChief Financial Officers\n\n\n\nControllers\n\n\n\nFinancial Directors / Managers\n\n\n\nBoard Members\n\n\n\n\n\n\n\n\nOur Expert Speakers:\n\n\n\n\n\n\n\n\n\n\n\nAaron Sachs\, CPASenior Manager \n\n\n\n\n\n\n\n\n\nAaron Sachs is a member of the firm’s Nonprofit and Private Company Services teams. He joined Jones & Roth in 2013 and enjoys helping companies from a wide variety of industries identify opportunities for improving the quality and efficiency of the financial reporting process in conjunction with providing assurance services. Aaron’s experience with private companies and nonprofit organizations includes audits\, reviews\, and federal single audits; and information return preparation services. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nShelley Ombrembowski\, CPA\, CIAManager \n\n\n\n\n\n\n\n\n\nShelley Ombrembowski works at Jones & Roth as a Manager. She is a key member of the firm’s Private Company Services and Nonprofit Teams\, providing a variety of audit and assurance services. Prior to joining Jones & Roth\, she spent five years at a large\, national public accounting firm\, where she performed internal audit and risk consulting services in the financial services industry. She then spent two years as the audit manager for a large credit union in Southern Oregon. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nMatt Currier\, CPAManager \n\n\n\n\n\n\n\n\n\nMatt Currier is a Manager and works with both nonprofit organizations and privately-held businesses. As a key member of the firm’s Nonprofit and Affordable Housing teams\, he has developed specialized expertise providing audit\, assurance\, and tax services. Matt is also a member of the firm’s Form 990 Task Force.
URL:https://www.jrcpa.com/event/annual-gaap-update-for-not-for-profit-organizations-online-webinar/
CATEGORIES:Nonprofit
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/jones-roth-nonprofit-webinar-gaap.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230724T103000
DTEND;TZID=America/Los_Angeles:20230724T120000
DTSTAMP:20260521T124915
CREATED:20230622T165917Z
LAST-MODIFIED:20230725T203923Z
UID:10000184-1690194600-1690200000@www.jrcpa.com
SUMMARY:Webinar: “Retirement Plan Options for Not-for-Profit Entities”
DESCRIPTION:In this Nonprofit Roundtable we present a comprehensive review of employee retirement plan choices for your organization. \n\n\n\nWhether you are setting up a new plan or wondering if your existing plan is right for your group\, this roundtable will provide you with the information needed to take the next step. \n\n\n\nTwo key members of the Jones & Roth Retirement Plan Services Team\, Mark Reynolds\, CPA\, and Cheryl Opperman\, QPA\, review the different types of plans (401k\, 403b\, SIMPLE IRA\, etc.)\, setup options\, eligibility and contribution rules\, and other important retirement plan considerations for nonprofits of all sizes. \n\n\n\nIn addition\, we discuss SECURE Act 2.0 and how this could affect your organization.  \n\n\n\nLearning Objectives: \n\n\n\n\nIdentify the various employee retirement plan options for nonprofits\n\n\n\nUnderstand the setup options and eligibility/contribution rules for various types of plans\n\n\n\nKey aspects of SECURE Act 2.0 and how it applies to you\n\n\n\n\nWho should watch? \n\n\n\n\nExecutive Directors\n\n\n\nChief Financial Officers\n\n\n\nControllers\n\n\n\nFinancial Directors / Managers\n\n\n\nBoard Members\n\n\n\n\n\n\n\n\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nPRESENTERS\n\n\n\nKari Young\, CPAPartner/Shareholder & Nonprofit Team LeaderJones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\nKari Young holds expert knowledge in the areas of audits\, reviews\, and federal single audits; consulting services\, including internal control review; and informational return preparation services. Kari is often called on to speak at nonprofit educational conferences and sessions and is recognized as one of the top Nonprofit CPAs in Oregon. \n\n\n\n\n\n\n\nMark Reynolds\, CPAPartner/Shareholder & Retirement Plan Services LeaderJones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\nMark is a Shareholder and the leader of the Retirement Plan Services team. He works with small to medium size retirement plans\, focusing on optimal plan design\, to ensure Plan Sponsors are able to maximize benefits for both the Plan Sponsor and the participants. His team provides Third Party Administration (TPA) services and compliance for small and medium group retirement plans. \n\n\n\n\n\n\n\nCheryl Opperman\, QPASenior ManagerJones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\nCheryl is a leader on the Jones & Roth Retirement Plan Services team. She over 25 years’ experience providing retirement plan administration\, compliance\, and advisory services. She holds the Qualified Pension Administrator (QPA) credential\, which was created by ASPPA to recognize professionals who are qualified to perform the technical and administrative functions of qualified plan administration. QPAs assist employers\, actuaries\, and consultants in performing functions such as determination of eligibility benefits\, computation of benefits\, plan recordkeeping\, trust accounting and disclosure\, and compliance requirements.
URL:https://www.jrcpa.com/event/webinar-retirement-plan-options-for-not-for-profit-entities/
CATEGORIES:Nonprofit
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/Retirement-Plan-Options-for-Not-for-Profit-Entities.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230112T103000
DTEND;TZID=America/Los_Angeles:20230112T120000
DTSTAMP:20260521T124915
CREATED:20221209T225117Z
LAST-MODIFIED:20230113T164713Z
UID:10000103-1673519400-1673524800@www.jrcpa.com
SUMMARY:What Every Nonprofit Needs to Know about Form 990
DESCRIPTION:2023 NONPROFIT WEBINAR SERIES\n\n\n\nJones & Roth’s 2023 Nonprofit Roundtable presents what every nonprofit needs to know about the Form 990. We share best practices and policies for ensuring compliance with reporting requirements. You’ll gain valuable information that could affect the way you raise funds\, market\, and run your organization. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nLearning Objectives\n\n\n\n\nClarify IRS requirements\, key schedules\, and special considerations\n\n\n\nUtilize the Form 990 as a Marketing Tool\n\n\n\nIdentify Form 990-T requirements regarding Unrelated Business Income\n\n\n\n\nWho should watch?\n\n\n\n\nExecutive Directors\n\n\n\nChief Financial Officers\n\n\n\nControllers\n\n\n\nFinancial Directors/Managers\n\n\n\nBoard Members\n\n\n\n\nOur presenters\n\n\n\n\n\n\n\n\n\n\n\nFritz Duncan\, CPA\n\n\n\nPartner/Shareholder & Nonprofit Team LeaderJones & Roth CPAs & Business Advisors\n\n\n\nFritz Duncan has been with Jones & Roth since 1995. He leads both the Nonprofit and Affordable Housing teams and holds expert knowledge in all areas of tax\, auditing\, and financial review for non‐profit organizations and limited partnerships. Fritz is recognized as an industry leader in the Pacific Northwest’s Affordable Housing community. He is often called upon to present at industry conferences and has earned a reputation for excellence in this specialized industry. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nEdwina Quiddaoen\, CPA\n\n\n\nManager & Nonprofit Team MemberJones & Roth CPAs & Business Advisors\n\n\n\nEdwina joined Jones & Roth in 2017 as an intern with the Affordable Housing team and started full-time as a Staff Accountant in 2018. She works with a wide variety of clients across many different industries providing tax\, audit\, and assurance services. Edwina holds both a Bachelor of Science in Accounting from Portland State University.
URL:https://www.jrcpa.com/event/what-every-nonprofit-needs-to-know-about-form-990-2023/
CATEGORIES:Nonprofit
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/form-990-webinar-nonprofit-jones-roth.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20220909T120000
DTEND;TZID=America/Los_Angeles:20220909T133000
DTSTAMP:20260521T124915
CREATED:20220803T165330Z
LAST-MODIFIED:20230103T184054Z
UID:10000073-1662724800-1662730200@www.jrcpa.com
SUMMARY:Nonprofit Webinar: Annual GAAP Update for Not-for-profit Organizations
DESCRIPTION:Watch the Webinar Replay\nThe Jones & Roth Nonprofit Team provides an overview of recent accounting standards updates and key accounting principles for not-for-profit organizations. We share best practices and requirements for ensuring compliance with reporting standards and walk through the recent updates to U.S. GAAP impacting not-for-profit organizations.\nIn this presentation\, we cover:\n\n 	Best practices and requirements for not-for-profit financial statement reporting standards\n 	Navigating revenue recognition – reporting contributions\, in-kind contributions\, and earned revenue\n 	Restricted cash presentation requirements\n 	Overview and key considerations for implementation of the new lease standard\n\nAbout the Presenters\nKari Young\, CPA\nPartner/Shareholder & Nonprofit Team Leader\nJones & Roth CPAs & Business Advisors\n\nKari Young holds expert knowledge in the areas of audits\, reviews\, and federal single audits; consulting services\, including internal control review; and informational return preparation services. Kari is often called on to speak at nonprofit educational conferences and sessions and is recognized as one of the top Nonprofit CPAs in Oregon.\n\n \nSiobhan Lewis\, CPA\nManager & Nonprofit Team Member\nJones & Roth CPAs & Business Advisors\n\nSiobhan Lewis joined Jones & Roth in 2021 after spending six years at a “Big Four” accounting firm. She has experience in audit\, assurance\, and regulatory compliance engagements for nonprofit organizations and companies of all sizes. Siobhan holds both a Bachelor of Commerce in Accounting and a Bachelor of Commerce Honours in Chartered Accountancy from the University of Johannesburg.\n\n \nMatt Currier\, CPA\nManager & Nonprofit Team Member\nJones & Roth CPAs & Business Advisors\n\nMatt Currier has experience working with both nonprofit organizations and commercial businesses. As a key member of the Nonprofit team\, he has developed specialized expertise providing nonprofit organizations with audit and assurance services and informational return preparation services. Matt is also a member of the firm’s Form 990 Task Force.\n\n 
URL:https://www.jrcpa.com/event/nonprofit-webinar-annual-gaap-update-for-not-for-profit-organizations/
CATEGORIES:Nonprofit
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/jones-roth-nonprofit-webinar-gaap.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20211007T103000
DTEND;TZID=America/Los_Angeles:20211007T113000
DTSTAMP:20260521T124915
CREATED:20210901T171916Z
LAST-MODIFIED:20240220T215012Z
UID:10000057-1633602600-1633606200@www.jrcpa.com
SUMMARY:Taxes & Accounting for Affordable Housing: Essential Updates for 2021
DESCRIPTION:2021 Housing Oregon Conference\n\n\n\n\n\n\n\nTaxes and accounting for affordable housing can be complex. Managing a long-term strategy\, from tax credit application through year 15\, is critical for housing development success. In this session\, presenters will call out and explore the essential tax and accounting updates related to affordable housing for 2021. \n\n\n\nAttendees will learn about developments affecting lease-up\, year 15 considerations\, tax basis tracking\, exit taxes\, income averaging\, and other aspects of these complex but important subjects. \n\n\n\nPresenters\n\n\n\n\n\n \nFritz Duncan\, CPAPartner and ShareholderJones & Roth CPAs & Business Advisors \n\n\n \nKari Young\, CPAPartner and ShareholderJones & Roth CPAs & Business Advisors
URL:https://www.jrcpa.com/event/taxes-accounting-for-affordable-housing-essential-updates-for-2021/
CATEGORIES:Affordable Housing,Nonprofit
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/housing-oregon-conference-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20191023T143000
DTEND;TZID=America/Los_Angeles:20191023T160000
DTSTAMP:20260521T124915
CREATED:20191002T191022Z
LAST-MODIFIED:20191002T203549Z
UID:10000051-1571841000-1571846400@www.jrcpa.com
SUMMARY:Oct 2019 Nonprofit Roundtable “Retirement Plan Options”
DESCRIPTION:Wednesday\, October 23\, 2019\n2:30 – 4:00 p.m.\nCost: Complimentary \nIn-Person Presentation @ Jones & Roth Eugene officeLive Screencast @ Jones & Roth Hillsboro & Bend officesSpace is limited\, so register early! \n  \n \n  \nJoin us for this complimentary Nonprofit Roundtable\, where we will present a comprehensive review of employee retirement plan choices for your organization. Whether you are setting up a new plan or wondering if your existing plan is right for your group\, this roundtable will provide you with the information needed to take the next step. Two key members of the Jones & Roth Retirement Plan Services Team\, Mark Reynolds\, CPA\, and Cheryl Opperman\, QPA\, will review the different types of plans (401k\, 403b\, 457\, SIMPLE IRA\, etc.)\, setup options\, eligibility and contribution rules\, and other important retirement plan considerations for nonprofits of all sizes. In addition\, we will have an overview discussion of OregonSaves and how this may or may not be a requirement for your organization. Mark and Cheryl will allow plenty of time for your retirement plan questions. Our roundtable format provides a presentation followed by discussion and feedback. It’s an excellent way to learn with and from colleagues with similar interests.Learning Objectives: \n\nIdentify the various employee retirement plan options for nonprofits\nUnderstand the setup options and eligibility/contribution rules for various types of plans\nAnalyze the OregonSaves program and determine whether or not it applies to your organization \n\nWho should attend? \n\nExecutive Directors\nChief Financial Officers\nControllers\nFinancial Directors / Managers\nBoard Members\n\nRegistration Options: \n\nJones & Roth Eugene Office (In-Person Presentation)\nJones & Roth Hillsboro Office (Live Screencast)\nJones & Roth Bend Office (Live Screencast)\n\n  \nQuestions?\nPlease call us at 541-687-2320 or info@jrcpa.com if you have any questions.\n\nPresented by: \n \nMark Reynolds\, CPA\nPartner/Shareholder\nMark is a Shareholder and the leader of the Retirement Plan Services team. Mark works with small to medium size retirement plans\, focusing on optimal plan design\, to ensure Plan Sponsors are able to maximize benefits for both the Plan Sponsor and the participants. His team provides Third Party Administration (TPA) services and compliance for small and medium group retirement plans. \n  \n  \n  \n  \nCheryl Opperman\, QPA\nSenior Manager\, Jones & Roth CPAs & Business Advisors\nCheryl is a leader on the Jones & Roth Retirement Plan Services team. She has over 25 years experience providing retirement plan administration\, compliance\, and advisory services. She holds the Qualified Pension Administrator (QPA) credential\, which was created by ASPPA to recognize professionals who are qualified to perform the technical and administrative functions of qualified plan administration. QPAs assist employers\, actuaries\, and consultants in performing functions such as determination of eligibility benefits\, computation of benefits\, plan recordkeeping\, trust accounting and disclosure\, and compliance requirements. \n  \n  \n  \nHosted by: \n \nKari Young\, CPA\nSenior Manager\, Jones & Roth CPAs & Business Advisors\nKari is a Senior Manager and leader on the Nonprofit team. She holds expert knowledge in the areas of audits\, reviews\, and federal single audits; consulting services\, including internal control review; and informational return preparation services. \n 
URL:https://www.jrcpa.com/event/oct-2019-nonprofit-roundtable-retirement-plan-options/
CATEGORIES:Nonprofit,Retirement Plan Services
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190620T143000
DTEND;TZID=America/Los_Angeles:20190620T160000
DTSTAMP:20260521T124916
CREATED:20190516T231454Z
LAST-MODIFIED:20190516T233913Z
UID:10000044-1561041000-1561046400@www.jrcpa.com
SUMMARY:June 2019 Nonprofit Roundtable "Form 990"
DESCRIPTION:Thursday\, June 20\, 2019\n2:30 – 4:00 p.m.\nCost: Complimentary \n  \nJoin us for this complimentary Nonprofit Roundtable\, where we will present what every nonprofit needs to know about the Form 990 and Tax Reform. We will share best practices and policies for ensuring compliance with reporting requirements. You’ll gain valuable information that could affect the way you raise funds\, market\, and run your organization. \n  \nOur roundtable format provides a presentation followed by discussion and feedback. It’s an excellent way to learn with and from colleagues with similar interests. \n  \nAt this roundtable\, you will:\n• Learn how Tax Reform affects your organization\n• Identify changes on the 2018 Forms 990 and 990-T\n• Clarify IRS requirements\, key schedules\, and special considerations\n• Utilize the Form 990 as a Marketing Tool\n• Identify Form 990-T requirements regarding Unrelated Business Income \n  \nWho should attend?\n• Executive Directors\n• Chief Financial Officers\n• Controllers\n• Financial Directors / Managers\n• Board Members \n  \nQuestions?\nPlease call us at 541-687-2320 or info@jrcpa.com if you have any questions. \n  \nPresentation Locations: \n• LIVE PRESENTATION\nJones & Roth Eugene Office\n260 Country Club Rd. Ste. 100\nEugene\, OR 97401 \n  \n• LIVE SCREENCAST\nJones & Roth Hillsboro Office\n5635 NE Elam Young Pkwy. Ste 100\nHillsboro\, Oregon 97124 \n  \n• LIVE SCREENCAST\nJones & Roth Bend Office\n300 SW Columbia Street Ste 201\nBend\, Oregon 97702 \n  \nPresenters: \n \nKari Young\, CPA\nSenior Manager\, Jones & Roth CPAs & Business Advisors\nKari is a Senior Manager and leader on the Nonprofit team. She holds expert knowledge in the areas of audits\, reviews\, and federal single audits; consulting services\, including internal control review; and informational return preparation services. \n  \n  \n  \n  \n \nFritz Duncan\, CPA\nPartner & Shareholder\, Jones & Roth CPAs & Business Advisors\nFritz began his public accounting career in 1990 after graduating from the University of Oregon with a B.S. in Accounting. He leads the Nonprofit and Affordable Housing teams and is also a leader on the Assurance Services Department Management Team and Quality Control Committee. \n  \n  \n 
URL:https://www.jrcpa.com/event/june-2019-nonprofit-roundtable-form-990/
CATEGORIES:Nonprofit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190508T170000
DTEND;TZID=America/Los_Angeles:20190508T200000
DTSTAMP:20260521T124916
CREATED:20181130T154718Z
LAST-MODIFIED:20181211T212742Z
UID:10000032-1557334800-1557345600@www.jrcpa.com
SUMMARY:LBIS 2019 "Pitch for a Purpose"
DESCRIPTION:Central Oregon nonprofits in search of funding and professional development training are invited to apply for Leadership Bend’s Impact Summit. The hands-on competition has awarded more than $50\,000 in unrestricted funds to winning nonprofits in the past four years. \nThe Impact Summit\, which provides training and visibility for local nonprofits\, culminates in an opportunity to present in front of a panel of experts during “Pitch for a Purpose\,” Central Oregon’s only nonprofit venture capitalist competition. \n  \nLeadership Bend Impact Summit’s 2019 “Pitch for a Purpose” \n\nWHAT: Five nonprofits will take the stage at the LBIS “Pitch for a Purpose” event to compete for a $10\,000 unrestricted cash prize and a $2\,500 audience award\nWHEN: May 8th\, 2019 at 5:30 p.m.\nWHERE: Wille Hall\, Central Oregon Community College\n\n  \nTen organizations selected for the Impact Summit will join a series of workshops geared toward small-to-mid-size nonprofits including strategic and business planning\, finance\, board governance\, marketing\, and pitch creation. Nonprofits will have access to expert coaches and training throughout the workshop series. \nFrom there\, five organizations will have the opportunity to present in front of a panel of experts during “Pitch for a Purpose\,” set for May 8\, 2019\, at Central Oregon Community College’s Willie Hall. At that event\, one nonprofit will be awarded $10\,000 or more in funding. \n  \nHow to Apply: \n\nCentral Oregon-based 501(c)(3) organizations with an annual budget that does not exceed $750\,000 can apply using this application (https://goo.gl/forms/XjCC2fEztGAR0UOV2)\nAll applications are due no later than 5 p.m. on January 4\, 2019.  Please email LBImpactSummit@gmail.com with questions\, or for more information.
URL:https://www.jrcpa.com/event/pitch-for-a-purpose/
LOCATION:Central Oregon Community College\, Wille Hall\, Bend\, OR\, United States
CATEGORIES:Nonprofit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20190410T143000
DTEND;TZID=America/Los_Angeles:20190410T160000
DTSTAMP:20260521T124916
CREATED:20190318T171309Z
LAST-MODIFIED:20190408T211806Z
UID:10000043-1554906600-1554912000@www.jrcpa.com
SUMMARY:Nonprofit Roundtable "Internal Controls & Fraud Prevention"
DESCRIPTION:Wednesday\, April 10\, 2019\n2:30 – 4:00 p.m.\nCost: FREE\nRegistration is now CLOSED \nFraud can affect any organization\, no matter the size\, location\, or industry. Join Kari Young\, CPA\, and special guest Kristin Short from Oregon Pacific Bank\, for a discussion on how fraud happens\, how you can prevent it\, and best practices for improving internal controls. Our roundtable format provides a presentation followed by discussion and feedback. It’s an excellent way to learn with and from colleagues from other organizations. \n  \nWho should attend?\n• Executive Directors\n• Chief Financial Officers\n• Controllers\n• Financial Directors / Managers\n• Board Members \n  \nYou’ll learn:\n• Fraud risk management techniques\n• Board members’ roles & responsibilities in providing oversight\n• Key internal control considerations\n• Fraud prevention tools and technology \n  \nPresentation Locations: \n• LIVE PRESENTATION\nJones & Roth Eugene Office\n260 Country Club Rd. Ste. 100\nEugene\, OR 97401 \n  \n• LIVE SCREENCAST\nJones & Roth Hillsboro Office\n5635 NE Elam Young Pkwy. Ste 100\nHillsboro\, Oregon 97124 \n  \n• LIVE SCREENCAST\nJones & Roth Bend Office\n300 SW Columbia Street Ste 201\nBend\, Oregon 97702 \n  \nPresenters: \n \nKari Young\, CPA\nSenior Manager\, Jones & Roth CPAs & Business Advisors\nKari is a Senior Manager and leader on the Nonprofit team. She holds expert knowledge in the areas of audits\, reviews\, and federal single audits; consulting services\, including internal control review; and informational return preparation services. \n  \n  \n \nKristin Short\nVP\, Relationship Banking Officer\, Oregon Pacific Bank\nKristin graduated from the University of Oregon and began her community banking career in 2005 after being self-employed for several years. She works with a variety of clients including nonprofits\, community-based businesses\, and professional service providers. \n  \n  \nPlease contact Ashley Miller at 541-687-2320 or amiller@jrcpa.comif you have any questions. \n 
URL:https://www.jrcpa.com/event/nonprofit-roundtable-internal-controls-fraud-prevention/
CATEGORIES:Nonprofit
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/jones-roth-fraud-prevention-internal-controls.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20180725T143000
DTEND;TZID=America/Los_Angeles:20180725T160000
DTSTAMP:20260521T124916
CREATED:20180611T162457Z
LAST-MODIFIED:20180611T165055Z
UID:10000017-1532529000-1532534400@www.jrcpa.com
SUMMARY:What Every Nonprofit Needs to Know About Form 990
DESCRIPTION:Join us for this complimentary Nonprofit Roundtable\, where we will discuss what every nonprofit needs to know about the Form 990 and share best practices and policies for ensuring compliance with reporting requirements. \nYou’ll gain valuable information that could affect the way you raise funds\, market and run your organization. \nOur roundtable format provides a presentation followed by discussion and feedback. It’s an excellent way to learn with and from colleagues with similar interests.\nAfter attending this roundtable\, you will be able to: \n• Identify changes on the 2017 Form 990\n• Clarify IRS requirements\, key schedules and special considerations\n• Utilize the Form 990 as a Marketing Tool\n• Identify Form 990-T requirements regarding Unrelated Business Income \n  \nWho should attend? \n• Executive Directors\n• Chief Financial Officers\n• Controllers\n• Financial Directors / Managers\n• Board Members \nPlease contact Ashley Miller at 541-687-2320 or amiller@jrcpa.com if you have any questions.
URL:https://www.jrcpa.com/event/what-every-nonprofit-needs-to-know-about-form-990/
LOCATION:Jones & Roth Eugene Office\, 260 Country Club Road\, Eugene\, OR\, 97401\, United States
CATEGORIES:Nonprofit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20180524T073000
DTEND;TZID=America/Los_Angeles:20180524T093000
DTSTAMP:20260521T124916
CREATED:20180224T015549Z
LAST-MODIFIED:20180410T183806Z
UID:10000015-1527147000-1527154200@www.jrcpa.com
SUMMARY:Form 990 Updates & Best Practices
DESCRIPTION:Nonprofit Association of Oregon\nNonprofit Fiscal Managers Association workshop \n“Form 990 Updates & Best Practices” \nThursday\, May 24\, 2018\n7:30 a.m. – 9:30 a.m.\nContinental Breakfast & Presentation at 7:30 a.m.\, Networking at 9:00 a.m. \nPresenters\nFritz Duncan\, CPA\, Partner/Shareholder\, Jones & Roth CPAs & Business Advisors\nLaura McKay\, CPA\, Manager\, Jones & Roth CPAs & Business Advisors \nThere are many complexities to the Form 990. Join Fritz Duncan\, CPA and Laura McKay\, CPA to explore the Form 990. We will discuss what every nonprofit needs to know about the Form 990 and share best practices and policies for ensuring compliance with reporting requirements. You’ll gain valuable information that could affect the way you raise funds\, market and run your organization. \nAfter attending this session\, you will be able to: \n\nIdentify changes on the 2016 Form 990\nClarify IRS requirements\, key schedules\, and special considerations\nUtilize the Form 990 as a Marketing Tool\nIdentify Form 990-T requirements regarding Unrelated Business Income\n\nWho should attend? \n\nExecutive Directors\nFiscal Managers\nChief Financial Officers\nControllers\nFinancial Directors / Managers\nBoard Members\n\n 
URL:https://www.jrcpa.com/event/form-990-updates-best-practices/
LOCATION:Ecotrust Conference Center\, 721 NW 9th Ave #200\, Portland\, OR\, 97209\, United States
CATEGORIES:Nonprofit
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20180524T073000
DTEND;TZID=America/Los_Angeles:20180524T093000
DTSTAMP:20260521T124916
CREATED:20180224T013516Z
LAST-MODIFIED:20180224T013516Z
UID:10000014-1527147000-1527154200@www.jrcpa.com
SUMMARY:Form 990 Updates & Best Practices
DESCRIPTION:Nonprofit Association of Oregon\nNonprofit Fiscal Managers Association workshop\n“Form 990 Updates & Best Practices” \nThursday\, May 24\, 2018\n7:30 a.m. – 9:30 a.m.\nContinental Breakfast & Presentation at 7:30 a.m.\, Networking at 9:00 a.m. \nPresenters\nFritz Duncan\, CPA\, Partner/Shareholder\, Jones & Roth CPAs & Business Advisors\nLaura McKay\, CPA\, Manager\, Jones & Roth CPAs & Business Advisors \nThere are many complexities to the Form 990. Join Fritz Duncan\, CPA and Laura McKay\, CPA to explore the Form 990. We will discuss what every nonprofit needs to know about the Form 990 and share best practices and policies for ensuring compliance with reporting requirements. You’ll gain valuable information that could affect the way you raise funds\, market and run your organization. \nAfter attending this session\, you will be able to: \n\nIdentify changes on the 2016 Form 990\nClarify IRS requirements\, key schedules and special considerations\nUtilize the Form 990 as a Marketing Tool\nIdentify Form 990-T requirements regarding Unrelated Business Income\n\nWho should attend? \n\nExecutive Directors\nFiscal Managers\nChief Financial Officers\nControllers\nFinancial Directors / Managers\nBoard Members\n\n 
URL:https://www.jrcpa.com/event/form-990-updates-best-practices-2/
CATEGORIES:Nonprofit
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20160726T143000
DTEND;TZID=America/Los_Angeles:20160726T160000
DTSTAMP:20260521T124916
CREATED:20160722T220308Z
LAST-MODIFIED:20160722T220308Z
UID:10000009-1469543400-1469548800@www.jrcpa.com
SUMMARY:Nonprofit Roundtable: What You Need to Know About the Form 990
DESCRIPTION:There are many complexities to the Form 990. Join us for a complimentary Nonprofit Roundtable\, where we will discuss what every nonprofit needs to know about the Form 990 and share best practices and policies for ensuring compliance with reporting requirements. You’ll gain valuable information that could affect the way you raise funds\, market and run your organization. \nOur roundtable format provides a presentation followed by discussion and feedback. It’s an excellent way to learn with and from colleagues with similar interests. \nAfter attending this roundtable\, you will be able to: \n• Identify changes on the 2016 Form 990\n• Clarify IRS requirements\, key schedules and special considerations\n• Utilize the Form 990 as a Marketing Tool\n• Identify Form 990-T requirements regarding Unrelated Business Income \nWho should attend? \n• Executive Directors\n• Chief Financial Officers\n• Controllers\n• Financial Directors / Managers\n• Board Members \nCost: FREE \nPlease contact Ashley Miller at 541-687-2320 or amiller@jrcpa.com if you have any questions. \n  \nRoundtable Speaker:\nKari Young\, CPA is a senior manager in our Assurance Services Department. She is also a member of the firm’s quality control team and the Form 990 Task Force. \nHer experience with nonprofit organizations includes assurance services; including audits\, reviews\, federal single audits; consulting services including internal control review; and informational return preparation services. \nKari graduated from the University of Oregon and is a member of The American Institute of CPAs and the Oregon Society of CPAs.
URL:https://www.jrcpa.com/event/nonprofit-roundtable-need-know-form-990/
CATEGORIES:Nonprofit
END:VEVENT
END:VCALENDAR