Nonprofit Webinar: Annual GAAP Update for Not-for-profit Organizations
2022-09-09 12:00 - 13:30 (America/Los_Angeles)
Watch the Webinar Replay
The Jones & Roth Nonprofit Team provides an overview of recent accounting standards updates and key accounting principles for not-for-profit organizations. We share best practices and requirements for ensuring compliance with reporting standards and walk through the recent updates to U.S. GAAP impacting not-for-profit organizations.
In this presentation, we cover:

Best practices and requirements for not-for-profit financial statement reporting standards
Navigating revenue recognition – reporting contributions, in-kind contributions, and earned revenue
Restricted cash presentation requirements
Overview and key considerations for implementation of the new lease standard

About the Presenters
Kari Young, CPA
Partner/Shareholder & Nonprofit Team Leader
Jones & Roth CPAs & Business Advisors

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.

Siobhan Lewis, CPA
Manager & Nonprofit Team Member
Jones & Roth CPAs & Business Advisors

Siobhan Lewis joined Jones & Roth in 2021 after spending six years at a “Big Four” accounting firm. She has experience in audit, assurance, and regulatory compliance engagements for nonprofit organizations and companies of all sizes. Siobhan holds both a Bachelor of Commerce in Accounting and a Bachelor of Commerce Honours in Chartered Accountancy from the University of Johannesburg.

Matt Currier, CPA
Manager & Nonprofit Team Member
Jones & Roth CPAs & Business Advisors

Matt Currier has experience working with both nonprofit organizations and commercial businesses. As a key member of the Nonprofit team, he has developed specialized expertise providing nonprofit organizations with audit and assurance services and informational return preparation services. Matt is also a member of the firm’s Form 990 Task Force.

Fall 2022 Accounting Recruiting Kickoff - Hosted by PSU, OSU, and UofO
2022-09-14 16:00 - 18:00
Virtual Event via Handshake
Many large accounting firms have set their 2021-2022 application deadlines for late September. The Fall Recruiting Kickoff (held in partnership with University of Oregon, Oregon State University, and Portland State University) gives students an opportunity to network with those employers, as well as regional and local firms, before the early deadlines pass. This event will also help prepare you for Meet the Firms.

Linfield University – Meet the Firms
2022-09-21 09:30 - 11:00
Linfield accounting students will practice professional networking while meeting with recruiters from 10 different regional firms. Participating in Meet the Firms is a great way to secure an accounting internship following your junior year and/or a full-time staff accountant position following your senior year.
Location: Linfield University, Fred Meyer Lounge

OSU – Welcome to the Major Event
2022-09-22
Professional panels and networking at Oregon State University.

UofO Masters of Accounting Reception
2022-09-22
More info to come soon.

PSU Mock Interviews
2022-09-23 11:00 - 14:00
Interviewing for jobs can be intimidating and we want you to be as prepared as possible. PSU offers the opportunity to practice your skills in a few formats, including interviews with a real recruiter, a mock phone interview or a private, one-on-one videotaped interview with your career advisor, so you can review it immediately afterward.

Applications due for semester schools (not OSU/PSU/UO)
2022-09-25
Apply via handshake or at jrcpa.com/careers
Staff positions
Intern positions

PSU BAP Recruiter Panel
2022-09-28 12:00 - 13:15
Virtual Event: Zoom Link
During the panel, you will get to know each recruiter and learn more about the accounting firm that they represent. The meeting is open to all students interested in public accounting. This meeting will be recorded for students that are not able to attend.

OSU BAP Meeting - Preparing for Meet the Firms
2022-09-28 18:00 - 19:30
More information to come soon.

UofO BAP Meeting - Preparing for Meet the Firms
2022-09-29 18:00 - 19:00

OSCPA Career Showcase
2022-09-29 18:00 - 20:30
The OSCPA Career Showcase is the kick-off event of the fall recruiting season. This event provides students a chance to meet with recruiters from public accounting, government and industry for potential internships or employment. In addition, university representatives are available to talk about graduate programs in accounting.
Location: Oregon Convention Center
Pre-registration is required. Click here for more information and to register.

UofO – Meet the Firms
2022-10-04

OSU – Meet the Firms
2022-10-05

PSU – Meet the Firms
2022-10-06
More information to come.

Applications due for OSU/PSU/UO
2022-10-09
Apply via handshake
Staff positions
Intern positions

PSU On Campus Interviews
2022-10-12

OSU On Campus interviews
2022-10-13

UO On Campus interviews
2022-10-14

2nd Interviews
2022-10-19
(virtual or in office)

Offers extended
2022-10-24 - 2022-10-28

Community Conversations About Paid Leave Oregon
2022-10-27 15:00 - 16:00
Date: October 27, 2022
This community conversation is held virtually through Zoom. Please follow the link to register (ASL and Spanish interpretation provided).
Register Now
For more information about Paid Leave Oregon or to contact us with any questions, please visit our website at paidleave.oregon.gov.

Paid Leave Oregon - November Update
2022-11-03 11:30 - 12:30
Join Cascade Employers Association to learn about the latest updates to Paid Leave Oregon (PLO), which takes effect January 1, 2023. Since our last session, several new rules have been finalized and resources developed. This session will provide the most up-to-date information and changes to make sure you are on track for compliance.
Register Now
Topics include:

Brief Overview – Employer coverage, employee eligibility, reasons for leave
Equivalent Plans – Timeline, application process, Declaration of Intent, proof of solvency
Interaction with other leave laws (OFLA/FMLA/Sick Leave)
Contribution submissions
Benefit usage
Employer notice and verification
Many new FAQs

Presenter: Jenna Reed, Vice President, HR Services and General Counsel and Caitlin Egeck, HR and Compliance Consultant
Date: Thursday, November 3, 2022
Location: Online
Cost (Live Attendance): Member Price – $65.00; Standard Price – $99.00
Cost (Attendance + Recording): Member Price – $125.00; Standard Price – $188.00
If you purchase the recording of this session, it will be available no later than two days after the session.

Managers Time Out Meeting - Eugene, Oregon
2022-11-04 12:30 - 17:00 | Jones & Roth Eugene Office, 260 Country Club Road, Eugene, OR, 97401, United States
RSVP by October 28 to reserve your seat and lunch!
RSVP Now
Managers Time Out (MTO) Meetings provide educational outreach to all geographical areas of Oregon. MTO Meetings are free and open to Practice Managers, Physicians and Healthcare Staff whether a member or non-member of OMGMA. This meeting includes a 2 educational sessions, lunch and networking time. RSVP by October 28 to reserve your seat and lunch.
This meeting is closed to those who provide products and services to providers unless sponsoring the event.
Download MTO-EUGENE Flyer
MTO-EUGENE Schedule of Events
12:30 pm… Attendee Check-In and Lunch
1:15 PM – 2:15 PM… Session 1: Marketing Metrics that Matter
2:15 PM – 2:30 PM… Break
2:30 PM – 3:30 PM… Session 2: Practice and Tax Updates / Hot Topics
3:30 PM – 5:00 PM… Social Hour – Networking
Please RSVP using button above.
Please RSVP by October 28 if you plan to attend.
Questions to: Mindy Zaubi, Oregon MGMA Executive Director, main@omgma.com

Offers expire
2022-11-11

Community Conversations About Paid Leave Oregon
2022-11-15 07:00 - 08:00
Date: November 15, 2022
This community conversation is held virtually through Zoom. Please follow the link to register (ASL and Spanish interpretation provided).
Register Now
For more information about Paid Leave Oregon or to contact us with any questions, please visit our website at paidleave.oregon.gov.

Offices closed Thanksgiving week
2022-11-21 - 2022-11-25
The leadership team at Jones & Roth has announced that all three offices will be closed during the week of Thanksgiving, from November 21–25 in order to give team members an opportunity to relax and recharge.
We will return to the office to resume client work on Monday, Nov. 28, eager to continue striving for client service excellence. During the office closure, urgent messages can be left by calling 541-687-2320 and messages will be checked daily.

Year-End Planning Strategies & Takeaways for Healthcare Practices
2022-12-08 12:00 - 13:00
Thursday, December 8, 2022
12noon – 1pm
Join the Jones & Roth Healthcare Team for our year-end planning online webinar. Healthcare CPAs Brian Newton and Jordan Dawley will share key strategies and takeaways for healthcare practices.
In this presentation, we will cover:

The latest updates to federal, state and local tax legislation
Financial and operational management best practices
A year-end checklist for practice administrators.

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

What Every Nonprofit Needs to Know about Form 990
2023-01-12 10:30 - 12:00
2023 NONPROFIT WEBINAR SERIES

Jones & Roth’s 2023 Nonprofit Roundtable 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 watch?

Executive Directors

Chief Financial Officers

Controllers

Financial Directors/Managers

Board Members

Our presenters

Fritz Duncan, CPA

Partner/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, CPA

Manager & 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.

Getting Started with 2023 Budgeting and Managing Cash Flow
2023-02-02 12:00 - 13:00
2023 SMALL BUSINESS GROUP WEBINAR

Watch the replay:

Managing your cash flow through uncertain times can be difficult. Join us to learn how to create a budget and cash management process to help you plan and adapt in 2023.

Learn how to:

Create a rolling budget that works for your business and makes sense to you

Use that budget to help you manage cash flow

Identify opportunities and areas of concern that need to be managed

Make adjustments as circumstances change

Address common pitfalls

Our Presenter:

Tricia Duncan, CPA

Partner & Director of OperationsJones & Roth CPAs & Business Advisors

Tricia Duncan has been with Jones & Roth, since 1994. She serves as Director of Operations and works in the Jones & Roth Eugene office. She is a key member of the Business Advisory Services Team and also leads Jones & Roth’s recruiting activities. Tricia is a Certified Public Accountant and Kolbe Certified™ Consultant.

Tricia works proactively with business owners to influence their future business growth — not just analyze its past results. She helps business owners enjoy their businesses and still have a life outside the office. Through the Business Advisory Services group, Tricia assists business owners in strategic planning, including visioning and structuring. She also supports business owners with operational issues, including products and services, marketing and sales, culture issues, human resources, people development, systems and processes and, of course, finance.

2023 Reimbursement Reality
2023-02-09 12:00 - 13:00
The pandemic propelled many changes for medical practices, but few anticipated the massive challenges to the revenue cycle that are our reality today. Staffing shortages have strained internal business processes for many, compounded by an uptick in claim denials. There’s no relief from the government, with impending Medicare payment cuts right around the corner and the future of reimbursement for virtual medical remains questionable. This narrative is difficult enough to contend with, let alone the continued rise in patient financial accountability with an economic downturn looming. With national expert Elizabeth Woodcock, DrPH, MBA, FACMPE, CPC as your guide, learn about the impact of these trends — and what you can do to protect your practice’s bottom line — today.

Identify trends affecting your practice today — and in the future

Determine opportunities to automate key processes to reverse the adverse impact of staffing shortages

Engage your free employees — and discover positive results

Recognize the business intelligence tools you need to identify opportunities

Our Presenter:

Elizabeth Woodcock, DrPH, MBA, FACMPE, CPC

Dr. Elizabeth Woodcock is the founder and principal of Atlanta-based Woodcock & Associates. She has focused on medical practice operations and revenue cycle management for more than 25 years. She has led educational sessions for a multitude of national professional associations and specialty societies, and consulted for clients as diverse as a solo orthopaedic surgeon in rural Georgia to the Mayo Clinic. She is author or co-author of 17 best-selling practice management books, to include Mastering Patient Flow and The Physician Billing Process: Avoiding Potholes in the Road to Getting Paid.

Prior to founding Woodcock & Associates, she worked as a Group Practice Services Administrator at the University of Virginia Health Services Foundation, a Senior Associate at the Advisory Board Company, and a Consultant for the Medical Group Management Association.

Elizabeth 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.
