Jones & Roth CPAs & Business Advisors

ABC Holiday Merit Mixer
2018-11-28 16:00 - 19:00 (America/Los_Angeles) | Hayden’s Lakefront Grill, 8187 SW Tualatin-Sherwood Rd, Tualatin, OR, 97062, United States
Join us to celebrate the season and network with fellow ABC Members. This is a great opportunity to meet each other and learn how you can work together.
Wednesday, November 28
4:00pm – 7:00pm
Hayden’s Lakefront Grill
8187 SW Tualatin-Sherwood Rd
Tualatin, OR 97062

Register

Help make a difference by bringing a new unwrapped toy to brighten a child’s holiday.
All toys will be donated to a local toy drive.
Please RSVP to Kim Lowry at klowry@abcpnw.org or 503-726-5441

Tax Workshop: Personal Property Tax
2018-11-27 12:00 - 13:00 | Jones & Roth Eugene Office, 260 Country Club Road, Eugene, OR, 97401, United States
This is a unique opportunity to learn from the experts who work in the Lane County Personal Property Tax division!

Tuesday, Nov. 27th
12:00 – 1:00 p.m.
at Jones & Roth’s Eugene Office
REGISTER

Join us for this complimentary Tax Workshop, where we will be providing basic training on how to fill out the Personal Property Tax Form OR-CPPR (ORS308.290). Business owners will be receiving this tax form in December and January.
You’ll gain insight on the various sections of the form and walk away better prepared to fill out the Personal Property Tax Form.

In this workshop, you’ll:

Be prepared and gain confidence as you learn how to fill out the Personal Property Tax Form OR-CPPR (ORS308.290)
Understand the various sections of the form
Have an opportunity to ask questions and learn from the experts

Who should attend this workshop?
Business owners who own taxable personal property* (i.e. machinery, equipment, furniture, including any property not currently used, placed in storage, or held for sale) and use it in the business to generate income.
*does not include property such as inventory, farm machinery/equipment, or goods, furniture, clothing, tools, and equipment exclusively for personal use in your home.

Questions?
If you have a question as to whether you need to file the Personal Property Tax form, please contact Jim Wyatt, jwyatt@jrcpa.com, 541-687-2320
If you have a question about registration or the event details, please contact Ashley Miller, amiller@jrcpa.com, 541-687-2320.

2018 Excellence in Family Business Awards
2018-11-15 | Sentinal Hotel, 614 SW 11th Ave, Portland, OR, 97205, United States
Started in 1988, the OSU Austin Family Business Program Excellence in Family Business Awards recognizes family businesses across all industries. Over the years, the program has honored a wide variety of family firms.
Award Categories
Family Harmony – Family members actively work to build connections and create a shared purpose with one another, and show a high level of trust, unity and developed personal relationships.
Generational Leadership – The family demonstrates active and thoughtful personal and professional development of the next generation of both family and business leaders.
Business Renewal – The family works to ensure stewardship of the business that sustains growth and shareholders assets with future generations in mind.

Webinar: Ask the Experts - Protecting Your Practice from Fraud
2018-11-02 12:00 - 13:00
Healthcare providers face numerous fraud and security risks, from embezzlement and theft to ransomware and data privacy. Implementing internal controls and complying with local, state, and federal regulations can be difficult for providers who already focus on a range of priorities, including patient care delivery, payer compliance, medical billing, and revenue cycle management.
In this complimentary online webinar, our panel of experts will present accounting, legal, and risk management perspectives for protecting your practice.
Learning objectives:
• Analyze fraud and abuse prevention policies and compliance programs
• Learn how to establish and maintain accounting controls and safeguards
• Understand how to ensure patient privacy and safety
• Learn how to mitigate risk and protect practice assets
Register: https://attendee.gotowebinar.com/register/7104175917762935043

CHAMPS/NWRPCA Fall Conference
2018-10-20 - 2018-10-23
The 2018 CHAMPS/NWRPCA Fall Primary Care Conference, in partnership with WCN, to be held in Denver, CO, October 20- 23, 2018, provides education and training, information and resource sharing, coalition building, and program and policy development for like-minded community health professionals and their partners.
Visit the event webpage for more information.

2018 ODEA Fall Forum
2018-10-19 | Holiday Inn, 25425 SW 95th Ave., Wilsonville, OR, 97070, United States
Get a grip on Dental Insurance Billing!
Speaker: Teresa Duncan, MS, FADIA, FAADOM

2019 CDT Code Changes
Billing Errors You May Not Know About
Afternoon Insurance Panel
Industry Changes

Register: https://www.oregondentalexecutives.org/event-2884016

DJC Women of Vision
2018-10-18 16:00 - 19:30 | Portland Marriott Downtown, 1401 SW Naito Pkwy, Portland, OR, 97201, United States
DJC’s Women of Vision is an educational and awards program that supports the women who are shaping our built environment with their leadership, mentoring efforts, community involvement and the promotion of industry diversity.
The program kicks off with a handful of presentations by national speakers and local industry professionals focused on various aspects of professional development and local issues related to women in the building and supporting industries.
The educational aspect is followed by the Women of Vision awards, which celebrates the distinct accomplishments of leading women in the built environment. The event also offers several chances for open, friendly networking with attendees and the various speakers.
Go to the Event Page for more information.

Compassion in Action Annual Luncheon
2018-10-16 | Hilton Portland Downtown, 921 SW 6th Ave., Portland, OR, 97204, United States
Compassion in Action Annual Luncheon
Tuesday, October 16, 2018
Reception at 11:00 a.m. | Lunch at 11:45 a.m.
Hilton Portland & Executive Tower
This luncheon is presented by Central City Concern, where they don’t just put a roof over someone’s head, they give individuals the life and work skills they need to remain housed, healthy, and self-sufficient for the long term.
Proceeds from the Compassion in Action Campaign will be used to support critical programs that help accelerate the move to self-sufficiency for people who access Central City Concern’s housing, health care, and employment programs.
Purchase tickets or sponsorships now!

Webinar: Optimizing Your Revenue Cycle & Cash Flow
2018-10-05 12:00 - 13:00
Healthcare is in a state of volatility and it is important that your practice is optimizing cash flow. In this complimentary online webinar, learn the things that the most successful practices are doing to optimize their cash flow, and what you could do to improve your revenue cycle management.
Attendees who participate in this session will:
• Learn the best practices to increase collections
• Understand which factors impact your revenue cycle
• Calculate, benchmark, and analyze key revenue cycle performance indicators
REGISTER: https://attendee.gotowebinar.com/register/1168750466950304259

NAWIC Eugene Golf Tournament
2018-09-21 | Diamond Woods Golf Course, 96040 Territorial Rd., Monroe, OR, 97456, United States
The National Association of Women in Construction (NAWIC) Eugene Chapter #77 Annual Golf Tournament will be held September 21st at Diamond Woods Golf Course in Monroe, Oregon. It is a four-person scramble and proceeds benefit the NAWIC scholarship and education programs.
More info: https://www.nawiceugene.com/events.shtml

2018 OMGMA Fall Conference
2018-09-19 - 2018-09-21 | Red Lion Hotel on the River Jantzen Beach, 909 N Hayden Island Dr., Portland, OR, 97217, United States
The annual OMGMA Fall Conference is a highly anticipated event by healthcare executives throughout Oregon. The conference is of the highest educational quality, featuring nationally distinguished keynote speakers and experts in the field for each and every session. In a professional but fun environment, this conference provides timely education for management of your practice and professional development. The conference offers plenty of face-to-face interaction with OMGMA members and Partners to strengthen your business relationships and build your network in Oregon. Make plans to join us at the beach… Jantzen Beach, Portland in September!

Be sure to attend our Breakout Session!
Thursday, September 20th
11:15 AM – 12:30 PM
Breakout Session 1C
“Optimize Your Revenue Cycle & Cash Flow”
Speakers: Elliott Tracy, CPA & Nicole McOmber, CPA
Healthcare is in a state of volatility and it is important that your practice is optimizing cash flow. Learn the things that the most successful practices are doing to optimize their cash flow, and what you could do to improve your revenue cycle management. Attendees who participate in this session will:
• Learn the best practices to increase collections.
• Understand which factors impact your revenue cycle
• Calculate, benchmark, and analyze key revenue cycle performance indicators

Washington County Dental Society Meeting
2018-09-18 17:00 - 20:00 | The Reserve, 4805 SW 229th Ave, Aloha, OR, 97007, United States
“The Business of Dentistry”
It will be a fast-paced format giving our presenters a few minutes to talk about their own business and then giving you a piece of information that will help you in your business. There will be time at the end of the meeting to speak with the presenters on an individual basis.
Here is a brief listing of some of the presenting speakers:

Jones & Roth CPAs & Business Advisors: speaking about maximizing the value of their practice.
Xenium HR: speaking on wages and benefits for employees, and about the HR classes that they offer.
Computer Habits: Speaking on HIPPA< how to maintain safe digital records and layers of encryption.
Data Safe: How to safeguard written records.
Premier Community Bank (Heritage Bank): Mary Grimes speaking on how to acquire that loan that you need for startup or improvement.
Web Developer: How to best market your business in the computer era and how to design a dynamite web site
Henry Schein: How to avoid embezzlement in your practice.
Contractor: How to design that office that you always wanted.

5:00 p.m. – Doors Open
5:40 p.m. – Buffet Begins
6:15 p.m. – Sponsor Introduction
6:30 p.m. – Presentation Begins
8:00 p.m. – Meeting Concludes

Meeting Registration Fees

•
General Meetings, $25

•
Dental Student Free

•
Non-Members $60

Instructions for On-Line Registration for WCDS Meetings & Payment With Credit Card:

1.
Go to: REGISTRATION PAGE. User Name is either your ADA number or the Email address that the ADA has on record for you.

2.
Password is your current ADA log-in password. (If you do not remember your ADA Password, you may select “Reset Password”).

3.
If you do not have an ADA number, you may select “Create an Account”, which allows you to enter your Name and Email address, and can be saved for future Meeting Registrations.

If you have questions about WCDS Meeting Registration, please contact the WCDS Office: (503) 848-5605 or contact@wacountydental.org.

2018 AGC Summer Convention
2018-08-09 - 2018-08-11 | Sunriver Resort, 17600 Center Dr., Sunriver, OR, 97707, United States
Join Jones & Roth at the 2018 AGC Summer Convention. AGC members are primarily small to mid-sized contractors, general and specialty/subcontractors and associated industry and professional associates located or doing work in Oregon and Southwest Washington.

Join us for our session as we present:
“Find Out What’s Relevant in the New Tax Act”
Sat. Aug. 11th at 9:45am
Presented by:
Carrie Fortier, CPA, Jones & Roth Construction Team
Ryan Nisle, Attorney, Miller Nash Graham & Dunn LLP

2018 Surety Association of Oregon Golf Tournament
2018-08-08 12:00 - 17:00 | The Reserve, 4805 SW 229th Ave, Aloha, OR, 97007, United States
The Reserve Vineyards and Golf Club
Registration begins at 11:45am, with tee-off at 1:00 pm sharp.
The cost for this event is $135 per person.
Registration Coming Soon
Pricing includes:
• 18 hole green fees & range balls
• 2 drink tickets (wine, beer and non-alcohols)
• Golf carts
• Tournament scoring
• Score cards
• Golf course stewards to monitor pace of play
• Closest to the pin and long drive challenges
• Dinner
• SAO 18oz Fifty/Fifty Water Bottle
Dinner will be located in The Vintners Pavilion located behind the pro shop. Dinner will start as soon as all the golfers are in. The award presentation and raffle prizes will follow shortly after dinner has been served.

Golf attire is required
Requires the use of Soft Spikes
Men – Shirts with Collars, Slacks or Suitable Length Shorts
Women – Shirts with Collars, Slacks, Skorts, or Suitable Length Shorts
No glass allowed on the course

What Every Nonprofit Needs to Know About Form 990
2018-07-25 14:30 - 16:00 | Jones & Roth Eugene Office, 260 Country Club Road, Eugene, OR, 97401, United States
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.
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 2017 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
Please contact Ashley Miller at 541-687-2320 or amiller@jrcpa.com if you have any questions.

Form 990 Updates & Best Practices
2018-05-24 07:30 - 09:30 | Ecotrust Conference Center, 721 NW 9th Ave #200, Portland, OR, 97209, United States
Nonprofit Association of Oregon
Nonprofit Fiscal Managers Association workshop
“Form 990 Updates & Best Practices”
Thursday, May 24, 2018
7:30 a.m. – 9:30 a.m.
Continental Breakfast & Presentation at 7:30 a.m., Networking at 9:00 a.m.
Presenters
Fritz Duncan, CPA, Partner/Shareholder, Jones & Roth CPAs & Business Advisors
Laura McKay, CPA, Manager, Jones & Roth CPAs & Business Advisors
There 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.
After attending this session, 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
Fiscal Managers
Chief Financial Officers
Controllers
Financial Directors / Managers
Board Members

Form 990 Updates & Best Practices
2018-05-24 07:30 - 09:30
Nonprofit Association of Oregon
Nonprofit Fiscal Managers Association workshop
“Form 990 Updates & Best Practices”
Thursday, May 24, 2018
7:30 a.m. – 9:30 a.m.
Continental Breakfast & Presentation at 7:30 a.m., Networking at 9:00 a.m.
Presenters
Fritz Duncan, CPA, Partner/Shareholder, Jones & Roth CPAs & Business Advisors
Laura McKay, CPA, Manager, Jones & Roth CPAs & Business Advisors
There 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.
After attending this session, 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
Fiscal Managers
Chief Financial Officers
Controllers
Financial Directors / Managers
Board Members

Housing Oregon Spring 2018 Industry Support Conference
2018-04-24 08:30 - 16:30 | Salem Convention Center, 200 Commercial St SE, Salem, OR, 97301, United States
Housing Oregon’s Industry Support Conferences bring together hundreds of participants to discuss issues, successes, and challenges related to affordable housing. As an attendee, you’ll benefit from extensive networking, skill-building and innovative idea sharing provided through conference sessions that cover the range and variability of an affordable housing and community development practitioners’ work.
Popular sessions have included workshops on fair housing rules, innovative ideas for funding housing development, and speakers on equity, diversity, and inclusion.

2018 Oregon Dental Conference
2018-04-05 - 2018-04-07 | Oregon Convention Center, 777 NE Martin Luther King Jr., Blvd., Portland, OR, 97232, United States
Mark your calendar and plan to attend the 2018 Oregon Dental Conference®, held April 5-7, at the Oregon Convention Center.
Our dental team will be there exhibiting and connecting with many of our clients and industry partners. Come stop by our booth, and pick up our latest Dental Advisory update ” 5 Things Every Dentist Needs to Know about Tax Reform.”

Healthcare Webinar: MIPS/MACRA 2018 Updates
2018-01-19 12:00 - 13:00
Healthcare Webinar Guest Presenter:
Elizabeth Woodcock, MBA, FACMPE, CPC
Woodcock & Associates
2018 is the second year of the government’s Quality Payment Program, yet confusion reigns. Another 1,000-plus page document was released in November to announce the changes to the program. Is your medical practice ready for this altered phase?
Millions of dollars of incentive funds are available to physicians and other eligible clinicians for “exceptional” performance in this Medicare program — millions more in penalties is at stake for lack of participation.
Professional services reimbursement expert Elizabeth Woodcock gives you the skinny on what the second year of the program will entail, and how your practice can prepare, guiding you through the important information you must know.
Learning Objectives:

Understand the evolution of the “Advanced Alternative Payment Model” and the pros and cons of joining one
Determine the four categories of reporting for the Merit-based Incentive Payment System (MIPS) – and what it will take to successfully participate in each of them
Recognize the implications of the failure to participate, based on penalties that will be applied

Two Ways to Attend:

View the webinar ONLINE via GoToWebinar
View the webinar IN-PERSON at the Jones & Roth Eugene office
260 Country Club Road, Eugene, OR 97401 (limited seating / lunch provided)

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.

Healthcare Webinar: 7 Strategies for Successful Billing & Collections
2017-09-22 12:00 - 13:00
Guest Presenter:
Elizabeth Woodcock, MBA, FACMPE, CPC
Woodcock & Associates

Getting paid by insurance companies is easy: you just get every claim out the door, on time and in great shape… every time.Sounds simple, but as a seasoned biller, you know that the road to billing and collection success is filled with potholes, blind curves, and crashes along the way. Indeed, achieving outstanding performance takes planning, diligence and organization.Optimizing collections also requires the commitment and participation of every member of your staff: clinical and administrative–and even physicians and other providers.No matter what size your practice or how much (or little) you have invested in billing technology, one thing is true: you can do it!
REGISTER TODAY and get a front row seat as Elizabeth shares 7 proven strategies that effective billers use to ensure their practices come out on top in the collections game.

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 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.

Healthcare Webinar "2017 Employment Law Update"
2017-06-02 12:00 - 13:00
These days firing—and even hiring—an employee can lead to unemployment claims and lawsuits. Learn about recent Oregon and Federal employment requirements and case law. Find out how you can satisfy Oregon’s new sick leave requirements, and why you’d better make doing so a priority.
Understand key provisions in your handbook, and what you might want to add and remove. Kevin is a leader in Oregon employment and health care law and will coach you on what to say, what not to say, and what you need in your handbooks to keep you out of the courtroom.
REGISTRATION INFO
Presented by: Kevin Burgess, Watkinson Laird Rubenstein, P.C.
Kevin’s practice emphasizes health and business law. He also has expertise in drafting QDROs and all aspects of employment law, including retirement plans and employee benefits. Mr. Burgess earned his B.A. from St. John’s College and his J.D. from the University of Oregon School of Law. He is a member of the Oregon State, Lane County, and Douglas County Bar Associations. He was selected by the University of Oregon School of Law for membership in the Order of the Coif, a national law school honor society that recognizes superior scholarship and promotes the ethical standards of the legal profession.

Bend Dental Business, Bite & Brew
2017-01-26 18:00 - 19:30
The Jones & Roth Dental CPAs are excited to announce the topic for the next Business, Bite & Brew:
“Importance of Optimizing Dental Fees”
Thursday, Jan. 26th, from 6-7:30 p.m.
at Bend Brewing Company
1019 NW Brooks St., Bend, OR 97701
Join Dental CPAs Mathew Hamlin, CPA and Elliott Tracy, CPA for a lively conversation about how to maximize your dental practice success by optimizing your dental fees.
Most dental professionals provide excellent clinical service and value, but for many of those professionals the business side of dentistry becomes an afterthought. Every successful business evaluates what they charge their customers, so why would a dental practice not evaluate their fees at least annually? Dental professionals provide a valuable service and it is important that their fees represent that value. Find out what you might be leaving on the table.
This casual, low-key event is a fun and informative evening of conversation and camaraderie among dental professionals. 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 Jennifer Conli at 541-382-3590 or jconli@jrcpa.com.

Healthcare Webinar: Reimbursement Reality
2017-01-13 12:00 - 13:00
Guest Presenter:
Elizabeth Woodcock, MBA, FACMPE, CPC
Woodcock & Associates
Discover how shifts in the healthcare landscape will impact your practice in 2017 – and beyond. In this dynamic presentation, national speaker, trainer and author Elizabeth Woodcock gives you the lowdown on emerging trends that can pose both opportunities and threats to your practice in the coming year. You’ll have a front row seat as Elizabeth shares today’s hot button topics, such as:

Final Medicare reimbursement for 2017 – what specialties will feel pain, which ones gain
Summary of the CPT® changes for 2017
Massive revisions to coding and billing for care management services
Payment cuts for the government’s “voluntary” incentive programs, including the value-based payment modifier
Compliance with the Merit-based Incentive Payment System in 2017

Are you ready for 2017? You’ll walk away from this webinar armed with information and knowledge to understand how your practice can weather the storms and take advantage of the opportunities in the coming year.

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 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.

Healthcare Webinar: Benchmarking Your Key Performance Indicators
2016-12-02 12:00 - 13:00
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.)
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