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DTSTART;TZID=America/Los_Angeles:20190410T143000
DTEND;TZID=America/Los_Angeles:20190410T160000
DTSTAMP:20260521T164122
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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/
LOCATION:OR
CATEGORIES:Nonprofit
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DTSTART;TZID=America/Los_Angeles:20180725T143000
DTEND;TZID=America/Los_Angeles:20180725T160000
DTSTAMP:20260521T164122
CREATED:20180611T162457Z
LAST-MODIFIED:20180611T165055Z
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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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DTSTART;TZID=America/Los_Angeles:20180524T073000
DTEND;TZID=America/Los_Angeles:20180524T093000
DTSTAMP:20260521T164122
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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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DTSTART;TZID=America/Los_Angeles:20180524T073000
DTEND;TZID=America/Los_Angeles:20180524T093000
DTSTAMP:20260521T164122
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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/
LOCATION:OR
CATEGORIES:Nonprofit
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DTSTART;TZID=America/Los_Angeles:20160726T143000
DTEND;TZID=America/Los_Angeles:20160726T160000
DTSTAMP:20260521T164122
CREATED:20160722T220308Z
LAST-MODIFIED:20160722T220308Z
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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/
LOCATION:OR
CATEGORIES:Nonprofit
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