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DTSTART;TZID=America/Los_Angeles:20260508T120000
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SUMMARY:Webinar: The Evolving Landscape of Healthcare Benefits and Insurance Strategy
DESCRIPTION:Watch the replay:\n\n\n\n\n\n\n\n\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 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. \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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DTSTART;TZID=America/Los_Angeles:20260723T120000
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DTSTAMP:20260624T233518Z
CREATED:20260624T165617Z
LAST-MODIFIED:20260624T233518Z
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SUMMARY:Webinar: Governance & Financial Oversight Essentials for Board Members
DESCRIPTION:Register Here:\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nStrong 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. \n\n\n\nLearning Objectives\n\n\n\n\nGrasp the fiduciary responsibilities that anchor effective board service\n\n\n\nExplore smart approaches to board composition\, recruitment\, and engagement\n\n\n\nStrengthen governance through policies\, financial oversight\, and internal controls\n\n\n\nBoost board performance with strategic thinking and meaningful participation\n\n\n\nSpot common governance pitfalls — and learn how to navigate them\n\n\n\n\nWho should attend this webinar?\n\n\n\n\nControllers\n\n\n\nBoard Members\n\n\n\nExecutive Directors\n\n\n\nChief Financial Officers\n\n\n\n\n\n\n\n\nAbout our Presenters\n\n\n\n\n\n\n\nKari Young\, CPA\n\n\n\nPartner\, Shareholder\, & Nonprofit Team Leader\, Jones & Roth \n\n\n\n\n\n\n\nKari 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. \n\n\n\n\n\n\n\nAaron Sachs\, CPA\n\n\n\nSenior Manager & Nonprofit Team Member\, Jones & Roth \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\nTyler Weber\, CPA\n\n\n\nManager & Nonprofit Team Member\, Jones & Roth \n\n\n\n\n\n\n\nTyler 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.
URL:https://www.jrcpa.com/event/webinar-governance-financial-oversight-essentials-for-board-members/
CATEGORIES:Nonprofit
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