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X-WR-CALDESC:Events for Jones &amp; Roth CPAs &amp; Business Advisors
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DTSTART;TZID=America/Los_Angeles:20260130T120000
DTEND;TZID=America/Los_Angeles:20260130T133000
DTSTAMP:20260415T121803
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
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DTSTART;TZID=America/Los_Angeles:20260227T120000
DTEND;TZID=America/Los_Angeles:20260227T130000
DTSTAMP:20260415T121803
CREATED:20260205T201011Z
LAST-MODIFIED:20260228T002233Z
UID:10000261-1772193600-1772197200@www.jrcpa.com
SUMMARY:Employment Law Updates for 2026 – Webinar for Healthcare Practices
DESCRIPTION:Watch the Replay:\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nJoin the Jones & Roth Healthcare Advisors in this online presentation about updates to Oregon employment laws and issues that matter most to healthcare clinics. Watkinson Laird Rubenstein Attorneys Jaclyn K. Rudebeck and Daniel K. Olson shares overall best practices in employment law for healthcare practices\, trends\, and legal updates for the coming year. \n\n\n\nWho should watch this webinar?\n\n\n\nThe Jones & Roth Healthcare Webinar series is designed for Physicians\, Practice Managers\, Clinic Financial Managers\, and HR/Recruiting Managers. \n\n\n\n\n\n\n\nAbout our Presenters\n\n\n\nJaclyn K. Rudebeck\, Attorney\, Watkinson Laird RubensteinJaclyn is an experienced employment and business attorney. In addition to her experience as outside counsel\, she has held internal executive roles in the nonprofit sector and in the food and beverage manufacturing and hospitality industry\, and she can relate to the many demands her clients face. Jaclyn also has advanced training in change management\, continuous improvement/LEAN\, and organizational wellness; her vast practical experience in these areas allows her to offer support beyond legal compliance\, to help organizations truly thrive. \n\n\n\nDaniel K. Olson\, Attorney\, Watkinson Laird RubensteinDan’s practice focuses on business and health care\, including navigating regulatory issues\, transactions\, employment issues\, contracts of all types\, and protection of intellectual property.
URL:https://www.jrcpa.com/event/employment-law-updates-for-2026-webinar-for-healthcare-practices/
CATEGORIES:Dental,Healthcare
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DTSTART;TZID=America/Los_Angeles:20260314T170000
DTEND;TZID=America/Los_Angeles:20260314T203000
DTSTAMP:20260415T121803
CREATED:20260304T220902Z
LAST-MODIFIED:20260304T221938Z
UID:10000262-1773507600-1773520200@www.jrcpa.com
SUMMARY:SnowCap’s Annual  FOOD is LOVE Auction
DESCRIPTION:Location / Venue Details: Embassy Suites Portland Airport Hotel7900 NE 82nd AvePortland\, OR 97220 \n\n\n\nSnowCap is one of the largest sources of food assistance in the state of Oregon\, serving more than 17\,000 people across the Portland metro area each month. This vital work is made possible by over 1\,000 dedicated volunteers\, guided by a small team of13 staff members\, and accomplished without direct government funding. \n\n\n\nWe invite you to be part of the excitement at our 20th Signature Auction on March 14\, 2026. This year\, our theme is “Food is Love”\, celebrating the vital role food plays in nurturing families and strengthening our community. \n\n\n\nMore than just an auction\, this signature event honors over 59 years of service to low-income families in the Portland metro area. Guests will enjoy an engaging evening featuring a live auction\, silent auction\, wine wall\, gift card garden\, and many more fun surprises. \n\n\n\nTogether\, we aim to surpass last year’s incredible achievement of $135\,000 raised in a single night\, ensuring SnowCap can continue to be a reliable source of help for neighbors in need.
URL:https://www.jrcpa.com/event/snowcaps-annual-food-is-love-auction/
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DTSTART;TZID=America/Los_Angeles:20260508T120000
DTEND;TZID=America/Los_Angeles:20260508T130000
DTSTAMP:20260415T121803
CREATED:20260410T182329Z
LAST-MODIFIED:20260410T231743Z
UID:10000263-1778241600-1778245200@www.jrcpa.com
SUMMARY:Webinar: The Evolving Landscape of Healthcare Benefits and Insurance Strategy
DESCRIPTION:Register Here:\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nHealthcare practices are facing increasing pressure to balance rising costs with competitive benefits. In this session\, we’ll break down the latest health insurance trends\, what peers in the market are offering\, and how organizations are structuring benefits to stay attractive to employees. We’ll also cover when it makes sense to consider self-insured plans versus fully insured options\, giving you actionable strategies to take back to your organization. \n\n\n\nWho should watch this webinar?\n\n\n\nThe Jones & Roth Healthcare Webinar series is designed for Physicians\, Practice Managers\, Clinic Financial Managers\, and HR/Recruiting Managers. \n\n\n\n\n\n\n\nAbout our Presenter\n\n\n\nShelli Littlefield\n\n\n\nVice President\, Alliant Insurance Services \n\n\n\n\n\n\n\nWith a focus on long-term\, financially sustainable solutions for large-group employers\, Shelli brings over 30 years of experience in the insurance and healthcare industries. She began her career at Pacific Benefit Consultants (PBC)\, where she quickly advanced to agency owner and went on to serve as President for more than a decade. \n\n\n\nIn 2024\, the employee benefits division of PBC was acquired by Alliant Insurance Services\, where Shelli now serves as Vice President and Division Manager. She holds several industry designations\, including Registered Health Underwriter (RHU®)\, Chartered Healthcare Consultant (ChHC®)\, and Registered Employee Benefit Consultant (REBC®). \n\n\n\nOutside of her professional work\, Shelli enjoys spending time with her husband\, five children\, and two grandchildren. She can often be found on the golf course\, camping\, or cheering on her favorite teams at sporting events.
URL:https://www.jrcpa.com/event/webinar-the-evolving-landscape-of-healthcare-benefits-and-insurance-strategy/
CATEGORIES:Healthcare
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