Jones & Roth CPAs & Business Advisors

“More Love” Gala
2025-09-18 17:30 - 21:00 (America/Los_Angeles)
The “More Love” Gala is a dinner and auction to support Love for Lane County’s work in mobilizing and resourcing churches to serve their neighbors through gap ministries. Table Sponsorships range from $400 to $2,500+

Venue:

First Baptist Church3550 Fox Meadow Road,Eugene, OR

Organizer:

Love for Lane County

Hope & Safety Alliance: Shelter Fundraising Event
2025-09-23 17:00 - 19:00
Hope & Safety Alliance invites your business to become a sponsor of our upcoming September fundraising event — an evening dedicated to raising funds for Jamie’s House, our emergency shelter for survivors of domestic violence.

This mixer-style event will bring together local supporters, community leaders, and business partners for a night of food, drinks, and survivor stories. Sponsorship is an opportunity to align your brand with a powerful cause, demonstrate your commitment to community safety, and help ensure that survivors in Lane County continue to have access to shelter and support.

All sponsorships directly support the operation of Jamie’s House and help us continue offering life-saving services during a time of rising need and reduced funding.

Hope & Safety Alliance is Lane County’s designated domestic violence agency, formerly known as Womenspace. Your support creates lasting change — and shows survivors that they are not alone.

Location / Venue Details: TBD

To become a sponsor, reach out to Cassondra Nielsen, Development Manager

OSCPA Career Showcase - Students & Faculty 2025
2025-09-24 18:00 - 20:30
Accounting Students — Join us Wednesday, September 24th at the OSCPA Career Showcase, at the Oregon Convention Center, to learn about starting your Career Path at Jones & Roth.

OSCPA Career Showcase – Students & Faculty

OSU Welcome to the Accounting Major
2025-09-25 08:00 - 18:00
Junior-level accounting students, come meet Kim Lyon at the OSU Welcome to the Major Event. Kim will be answering questions about what makes Jones & Roth unique, the fall recruiting process, and upcoming 2025 opportunities.

Location: Austin Hall – 2751 SW Jefferson Way, Corvallis, OR 97331

Location for Evening Social: Memorial Union Lanes & Games – 2501 SW Jefferson Way, Corvallis, OR 97331

7 Payment Trends Reshaping Financial Performance for Medical Practices
2025-09-26 12:00 - 13:00
Watch the replay here:

Learning Objectives:

Manage payment through uncertainty

Recognize the reimbursement policies Medicare made permanent

Discover the future (or not) of telemedicine reimbursement

Identify the rise in payment denials

Understand the impact of Medicaid cuts

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 opportunities in the coming year.

Who should watch this webinar?

The Jones & Roth Healthcare Webinar series is designed for Physicians, Practice Managers, Clinic Financial Managers, and HR/Recruiting Managers.

Our Expert Speaker:

Elizabeth Woodcock, DrPH, MBA, FACMPE, CPCSpeaker, Author, Consultant

Dr. Elizabeth Woodcock is the founder and principal of Atlanta-based Woodcock & Associates. She is a Fellow in the American College of Medical Practice Executives and a Certified Professional Coder. In addition to a Bachelor of Arts from Duke University, she completed a Master of Business Administration in healthcare management from The Wharton School of Business of the University of Pennsylvania. She earned her Doctor of Public Health in Health Policy and Management from the Bloomberg School of Public Health of Johns Hopkins University. She currently serves as an Adjunct Assistant Professor at Emory University’s Rollins School of Public Health.

The Hillsboro Schools Foundation 5k Run & Walk
2025-10-03 09:00 - 12:00
Join us for the Hillsboro Schools Foundation’s 5K Run/Walk, “Making Strides for Education,” on Saturday, October 4, 2025, starting at 10:00am at Orenco Station (943 NE Orenco Station Pkwy, Hillsboro). For just $35, enjoy a race t-shirt, commemorative glass, and a complimentary drink at Mazama Brewing after the race, with families of 3+ getting a 30% discount using code FAMILY30. Proceeds benefit the Hillsboro Schools Foundation.

Location:

The race will begin and end at the platform at Orenco Station (943 NE Orenco Station Loop, Hillsboro, OR 97124).

Organizer:

Hillsboro Schools Foundation

PSU Meet the Firms 2025
2025-10-06 16:00 - 20:00
Vikings! PSU’s Meet the Firms is October 6th. Come meet Tricia, Edwina, Zach, and Lauren to learn more about starting your career at Jones & Roth. Hope to see you there!

Location: PSU’s University Place Hotel in the Columbia Falls Ballroom310 SW Lincoln St, Portland, OR 97201

OSU Meet the Firms 2025
2025-10-08 18:00 - 20:00
Are you ready to kickstart your career in public accounting? Come meet the team from Jones & Roth and learn more about our exciting 2026 opportunities!

Austin, Kennedy, Logan, & Tricia will be there to answer your questions, share insights about life at Jones & Roth and help you explore your future in accounting

Whether you’re curious about internships, full-time roles, or just want to connect with professionals in the field, we’d love to meet you!

Location: Mu Ballroom, Oregon State University

UO Meet the Firms 2025
2025-10-09 18:00 - 19:30
Are you ready to kickstart your career in public accounting? Come meet the team from Jones & Roth and learn more about our exciting 2026 opportunities!

Adem, Marta, Pete, Zeb, & Tricia will be there to answer your questions, share insights about life at Jones & Roth and help you explore your future in accounting

Whether you’re curious about internships, full-time roles, or just want to connect with professionals in the field, we’d love to meet you!

Location: Lillis Atrium, University of Oregon

Every Kid Sports Winter Pass opens
2025-10-28 00:00 - 2025-11-28 23:59
Location: Online at Everykidsports.org

Every Kid Sports is a 501(3)(c) non-profit that pays sports registration fees nationwide for low-income youth. We pay up to $150 per child per year in the recreational sport of their choice. Our online application for the Winter sports season opens here on October 28 and will be open for 30 days.

One Big Beautiful Bill Act – Financial Impact for Physicians
2025-11-07 12:00 - 13:00
Watch now:

Jones & Roth’s webinar for healthcare practices explores how the newly enacted One Big Beautiful Bill Act (OBBBA) reshapes the tax landscape for medical professionals and organizations. Attendees will gain understanding of the key provisions of the OBBBA, with a focus on tax changes that directly affect practice owners in the healthcare sector. The session will clarify new exemptions related to overtime pay, changes to the Qualified Business Income (QBI) deduction, expanded standard deductions, and new senior tax benefits. This is a must-watch event for healthcare leaders seeking to optimize their financial strategies under the new legislation.

Our Expert Speakers:

Nicole McOmber, CPAPartner & Shareholder

Nicole McOmber is the leader of the firm’s Healthcare team. She specializes in practice management, advisory services, and tax & accounting services for medical practices and clinics across the Pacific Northwest. Nicole provides a wide range of tax and advisory services to individuals, families, and businesses. She is an active coach and advisor, working closely with clients to identify goals and sculpt creative solutions to achieve short-term and long-term objectives.

Jeremy Prickel, CPAPartner & Shareholder

Jeremy Prickel serves as a leader on the firm’s Management Team. He also leads the firm’s Dental team and is a key member of the Healthcare team. Jeremy has built a reputation across the Pacific Northwest as a valuable resource for dental clinics, medical practices and their owners who are looking to make the most of their opportunity. He specializes in practice benchmarking, cash flow planning, business strategy, and tax planning. He is regularly called upon to present specialized dental and healthcare accounting topics at industry conferences.

Brian Newton, CPAPartner & Shareholder

Brian Newton is a leader on the Jones & Roth healthcare and dental teams. He is also a key member of the nonprofit team. Brian works with physician-owned healthcare practices and dental practices providing practice management, advisory services, and tax & accounting services. He holds expert knowledge in all areas of accounting, and has honed specific skills related to comprehensive medical practice analysis. He is also a member of the firm’s assurance services department management team and his experience includes supervision of audits and reviews of various commercial, nonprofit and partnerships entities. In addition, Brian has extensive tax experience managing an individual and small business tax practice.

Cultivating Community: A Volunteer Engagement Happy Hour
2025-11-20 17:00 - 19:30
Summit Bank is hosting a networking event at our office on the 17th floor of the KOIN Tower for local non-profits.

Location: KOIN Tower, 17th floor, Summit Bank office

222 SW Columbia St #1750, Portland, OR 97201 Park in the KOIN Tower for validated parking

Who should attend: Executive directors, operations leaders, volunteer/program managers, and board members

Please RSVP to jhartough@sbko.bank

Give Back Night & Live Music – SnowCap Community Services
2025-12-16 12:00 - 22:00
🍻 Join us at Oakshire Brewing (5013 NE 42nd Ave, Portland, OR 97218) on Tuesday, December 16th! Stop by anytime from 12–10pm for great food, brews, and community giving.

Oakshire will donate 10% of food sales and $1 per Core pint all day! From 6–8pm, enjoy live music from Couch Brass and visit SnowCap at our info table.

Come for the food and drinks, stay for the music, and help support your community! 💙

What Every Nonprofit Needs to Know about Form 990
2026-01-30 12:00 - 13:30
Watch the replay:

Jones & 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.

Learning Objectives:

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

Our Expert Presenters:

Aaron Sachs, CPASenior ManagerJones & Roth CPAs & Business Advisors

Aaron 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.

Fritz Duncan, CPAPartner/Shareholder & Nonprofit Team LeaderJones & Roth CPAs & Business Advisors

Fritz 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.

Edwina Quiddaoen, CPAManager & Nonprofit Team MemberJones & Roth CPAs & Business Advisors

Edwina 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.

Employment Law Updates for 2026 – Webinar for Healthcare Practices
2026-02-27 12:00 - 13:00
Watch the Replay:

Join 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.

Who should watch this webinar?

The Jones & Roth Healthcare Webinar series is designed for Physicians, Practice Managers, Clinic Financial Managers, and HR/Recruiting Managers.

About our Presenters

Jaclyn 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.

Daniel 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.

SnowCap’s Annual FOOD is LOVE Auction
2026-03-14 17:00 - 20:30
Location / Venue Details: Embassy Suites Portland Airport Hotel7900 NE 82nd AvePortland, OR 97220

SnowCap 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.

We 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.

More 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.

Together, 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.

Webinar: The Evolving Landscape of Healthcare Benefits and Insurance Strategy
2026-05-08 12:00 - 13:00
Watch the replay:

Healthcare practices are facing increasing pressure to balance rising costs with competitive benefits. In this session, we 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 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.

Who should watch this webinar?

The Jones & Roth Healthcare Webinar series is designed for Physicians, Practice Managers, Clinic Financial Managers, and HR/Recruiting Managers.

About our Presenter

Shelli Littlefield

Vice President, Alliant Insurance Services

With 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.

In 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®).

Outside 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.

Webinar: Governance & Financial Oversight Essentials for Board Members
2026-07-23 12:00 - 13:00
Register Here:

Strong governance doesn’t happen by accident — it’s built through clarity, accountability, and an engaged board that understands its fiduciary duties. Jones & Roth’s Nonprofit Team will guide you through the core principles of strong governance and the real-world practices that help boards thrive. We’ll break down the essential responsibilities of nonprofit boards and share actionable strategies that you can bring back to your organization.

Learning Objectives

Grasp the fiduciary responsibilities that anchor effective board service

Explore smart approaches to board composition, recruitment, and engagement

Strengthen governance through policies, financial oversight, and internal controls

Boost board performance with strategic thinking and meaningful participation

Spot common governance pitfalls — and learn how to navigate them

Who should attend this webinar?

Controllers

Board Members

Executive Directors

Chief Financial Officers

About our Presenters

Kari Young, CPA

Partner, Shareholder, & Nonprofit Team Leader, Jones & Roth

Kari 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.

Aaron Sachs, CPA

Senior Manager & Nonprofit Team Member, Jones & Roth

Aaron 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.

Tyler Weber, CPA

Manager & Nonprofit Team Member, Jones & Roth

Tyler 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.
