Jones & Roth CPAs & Business Advisors

Healthcare Webinar: Benchmarking Your Key Performance Indicators
2016-12-02 12:00 - 13:00 (America/Los_Angeles) | OR
Many practice managers do not perform any kind of benchmarking and therefore never realize the true potential of their practice. With minimal improvements, a practice can see a significant increase in cash flow and a better bottom line.
In this webinar, you’ll learn the 10 most important figures that every healthcare practice should be benchmarking on a regular basis.
Benchmarking is the process of comparing your practice data to data from other, similar practices, and using the outcome to determine how your practice is performing. When you have benchmarking data, especially on a continuing basis, you are able to identify problems that need to be addressed, find appropriate solutions, and then monitor the success of the changes.
Two Ways to Attend:
1) Attend REMOTELY via GoToWebinar
2) Attend IN-PERSON for a Webinar Viewing at our Eugene office (limited seating)

About the Presenters:
Jeremy Prickel, CPA
Jeremy Prickel, CPA and Brian Newton, CPA are Partners & Shareholders at Jones & Roth CPAs and Business Advisors. As members of the Jones & Roth Healthcare Team, they work with medical practices and clinics across Oregon & Southwest Washington.
With expert knowledge in all areas of accounting, they have specific expertise in medical practice management, benchmarking, revenue cycle optimization, practice valuation, retirement plan administration, tax consulting and compliance.

Brian Newton, CPA

Event Sponsors:

Business, Bite & Brew for Dental Practices
2016-09-29 18:00 - 19:30
The Jones & Roth Dental CPAs are excited to announce the topic for the next quarterly Business, Bite & Brew:
“Year-End Tax, Wealth Management &
Retirement Planning for Dental Practices”
Thursday, Sept. 29th, from 6-7:30 p.m.
at Bend Brewing Company
1019 NW Brooks St., Bend, OR 97701
Join Dental CPAs Mathew Hamlin, CPA and Matt Adams, CFP®, CLU, ChFC for a lively conversation about year-end planning, specifically geared for dental practices.
This casual, low-key event is a fun and informative evening of conversation and camaraderie focused on dental practice success. As always, we’ll provide the drinks and appetizers, you provide the questions and challenges.
Who should attend?
– Dental Business Owners
– Dentists
– Specialists
– Office Managers
– Bookkeepers
…and your guest!
If you have any questions, please contact Valerie Isenberg at 541-687-2320 or visenberg@jrcpa.com.

Healthcare Webinar: The Efficient Physician
2016-09-20 17:30 - 18:30
Guest Presenter:
Elizabeth Woodcock, MBA, FACMPE, CPC
Woodcock & Associates
Your time is your most valuable asset. It’s what patients want and insurers reimburse for, but it’s finite. Are you optimizing the time you make available for patient care? Efficient workflow isn’t natural, it’s learned. Understand how to be a successful, practicing physician by optimizing your greatest asset—your time.
Discover tactics to:
• Get a grip on telephone calls
• Train your staff to prepare for every encounter
• Avoid batching work
• Start on time
• Handle the “oh, by the ways…”

About the Presenter:
Elizabeth Woodcock, MBA, FACMPE, CPC is a professional speaker, trainer and author specializing in medical practice management.
Woodcock has focused on medical practice operations and revenue cycle management for more than 15 years. Combining innovation and analysis to teach practice operations, she has delivered presentations at regional and national conferences to more than 150,000 physicians and managers. In addition to her popular e-mail newsletters, she has authored several best-selling practice management manuals and textbooks, and published dozens of articles in national health care management journals.
Woodcock is a Fellow in the American College of Medical Practice Executives and a Certified Professional Coder. In addition to a Bachelor of Arts degree from Duke University, she completed a Master of Business Administration in health care management from The Wharton School of Business of the University of Pennsylvania.

Event Sponsors:

Nonprofit Roundtable: What You Need to Know About the Form 990
2016-07-26 14:30 - 16:00
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.
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.
After attending this roundtable, you will be able to:
• Identify changes on the 2016 Form 990
• Clarify IRS requirements, key schedules and special considerations
• Utilize the Form 990 as a Marketing Tool
• Identify Form 990-T requirements regarding Unrelated Business Income
Who should attend?
• Executive Directors
• Chief Financial Officers
• Controllers
• Financial Directors / Managers
• Board Members
Cost: FREE
Please contact Ashley Miller at 541-687-2320 or amiller@jrcpa.com if you have any questions.

Roundtable Speaker:
Kari 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.
Her experience with nonprofit organizations includes assurance services; including audits, reviews, federal single audits; consulting services including internal control review; and informational return preparation services.
Kari graduated from the University of Oregon and is a member of The American Institute of CPAs and the Oregon Society of CPAs.

West Side PubTalk™ Pitch for Cash
2016-05-25 17:00 - 19:00
The West Side PubTalk™ is brought to you by the City of Hillsboro, the City of Beaverton, and the Oregon Technology Business Center.
Come to the West Side PubTalk™ and vote for the pitch you think is the best growth opportunity! The winner of the audience vote will receive a $500 cash prize.
Cost: $15 (includes food and drink ticket!)
Register Now to Attend

Want to Pitch? Here’s how to apply:
These are 3 minute pitches without slides – although props are OK to bring!

Fill out the Pitch for Cash online application and tell us a bit about your company.
Optionally: you can leave your pitch as a voicemail at 971-800-0480 (don’t worry – it doesn’t have to be perfect). Be sure to clearly say who you are so we can connect your with your application form. (Recording your pitch isn’t required – but leaving at least a rough version of your 3 minute pitch will increase the odds of you being selected to pitch!)
Deadline: be sure to get your application submitted (and record your pitch as a voicemail) no later than midnight, Thursday, May 19.
We’ll review the pitches on Friday, May 20 and let you know if you’ve been selected to pitch!.
It’s an audience vote – so invite your friends!

In your pitch, we suggest you do not ask for an investment (or even talk about looking for investors) unless you have consulted with an attorney and have decided to do a public solicitation (which has various reporting requirements you need to follow! Talk to your attorney.)
PubTalk™ is a trademark of the Oregon Entrepreneurs Network
