Linfield: Meet the Firms 2024
2024-09-11 11:00 - 13:00 (America/Los_Angeles)
Linfield Accounting students – stop by and chat with us at Meet the Firms this Wednesday. Visit with our team members Tricia & Theo to learn more about 2025 internships and staff positions.

OSCPA Career Showcase 2024
2024-09-17 18:00 - 20:00
Accounting Students — Join us Tuesday, September 17th at the OSCPA Career Showcase, at the Oregon Convention Center, to learn about starting your Career Path at Jones & Roth.

Days of Caring 2024
2024-09-26 00:00 - 2024-09-28 23:59
Each year, United Way mobilizes hundreds of volunteers across Lane County to volunteer with local nonprofits. Organizations benefit from hard-working volunteers, and volunteers get to enjoy coming together to make a tangible impact in their community!

For questions, or to be added to the volunteer newsletter list, please contact Emilyn Bell at dayofcaring@unitedwaylane.org.

OSU Meet the Firms 2024
2024-10-09 18:00 - 20:00
Beavers! OSU’s Meet the Firms event takes place October 9 at Memorial Union Ballroom. Accounting students, stop by and meet our team! We’ll be answering questions about what makes Jones & Roth unique, the fall recruiting process, and upcoming 2025 opportunities.

UO Meet the Firms 2024
2024-10-10 17:30 - 19:30
Ducks! UofO’s Meet the Firms event takes place October 10 at Lillis Atrium. Accounting students, stop by and meet our team! We’ll be answering questions about what makes Jones & Roth unique, the fall recruiting process, and upcoming 2025 opportunities.

MGMA Oregon Managers Time Out Meeting
2024-10-11 12:30 - 16:30
RSVP by October 4

Location: Jones & Roth Office located at: 260 Country Club Rd #100, Eugene, OR 97401

Managers Time Out (MTO) Meetings provide educational outreach to all geographical areas of Oregon. MTO Meetings are free to attend and open to Practice Managers, Physicians and Healthcare Staff whether a member or non-member of Oregon MGMA. This meeting includes educational sessions, lite snacks, and networking/happy hour time.

This meeting is closed to those who provide products and services to providers unless sponsoring the event.

MEETING AGENDA AND SESSION INFORMATION

12:00pm Arrival & Light Lunch

12:30pm Opening & Announcements, OMGMA

12:45pm Session #1: Navigating the Uncertainty of Business Disruption: Creating a Culture of Preparedness with Gary Piercy, Director of Commercial Banking & Paula Hazen, Treasury Deposit Officer, Arbor Bank

Learn how to:

Proactively manage business disruptions to ensure your medical practice continues to deliver excellent patient care

Utilize strategies to handle uncertainties like weather events, pandemics, and data breaches

Support your team so they are prepared, engaged, and able to navigate anxiety through business disruptions

1:45pm Break

2:00pm Session #2: Increasing Practice Resiliency through Proactive Financial Management with Jordan Dawley, CPA, Jones & Roth CPAs & Business Advisors

Learn best practices for:

Benchmarking your practice’s financial and operational KPIs for better decision-making

Proactive and strategic tax planning to take advantage of the right opportunities

Managing cash flow through revenue cycle management for a healthy bottom line

3:00pm Break

3:15pm Jumpstart Workshop – Get a jumpstart applying what you’ve learned today to your own practice!

3:45-4:30pm Networking / Happy Hour

Click here to RSVP by October 4

Annual GAAP Update for Not-for-profit Organizations: Online Webinar
2024-10-25 12:00 - 13:30
Register Here:

Join the Jones & Roth Nonprofit Team for an overview of recent accounting standards updates and key accounting principles for not-for-profit organizations. We will 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 will cover:

Best practices and requirements for not-for-profit financial statement reporting standards

Navigating revenue recognition – reporting contributions, in-kind contributions, and earned revenue

Overview and key considerations for leases

Understanding the new current expected credit loss model

Who should attend?

Executive Directors

Chief Financial Officers

Controllers

Financial Directors / Managers

Board Members

Our Expert Speakers:

Aaron Sachs, CPASenior Manager

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.

Shelley Ombrembowski, CPA, CIAManager

Shelley Ombrembowski works at Jones & Roth as a Manager. She is a key member of the firm’s Private Company Services and Nonprofit Teams, providing a variety of audit and assurance services. Prior to joining Jones & Roth, she spent five years at a large, national public accounting firm, where she performed internal audit and risk consulting services in the financial services industry. She then spent two years as the audit manager for a large credit union in Southern Oregon.

Matt Currier, CPAManager

Matt Currier is a Manager and works with both nonprofit organizations and privately-held businesses. As a key member of the firm’s Nonprofit and Affordable Housing teams, he has developed specialized expertise providing audit, assurance, and tax services. Matt is also a member of the firm’s Form 990 Task Force.

Year-End Planning for Healthcare Practices 2024
2024-11-08 12:00 - 13:00
Register Here:

Hear from Healthcare CPAs Nicole McOmber, Jeremy Prickel, and Brian Newton, as they discuss the latest tax legislation updates and key focus areas for year-end planning.

In this presentation, we will cover:

The latest updates to federal, state and local tax legislation

Financial and operational management best practices

Our Year-End Checklist for practice administrators

Who should attend?

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

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.

Employment Law Updates for 2025 – Webinar for Healthcare Practices
2025-02-21 12:00 - 13:00
Watch Here:

Join the Jones & Roth Healthcare Advisors in this online presentation about updates to employment laws and issues that matter most to healthcare clinics. Attorney Jaclyn K. Rudebeck shares overall best practices in employment law for healthcare practices, trends, and legal updates for the coming year.

Who should attend this webinar?

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

About our Presenter

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.

Retirement Plans and your Dental Practice – Weighing the Options
2025-05-16 12:00 - 13:00
Watch the replay:

A retirement plan for your dental practice is essential to the long-term retirement goals for both you and your employees. Those practices that have a plan in place and contribute on a consistent basis have the best opportunity for retirement success.

A practice’s retirement plan should maximize the benefit to the dentist owner and provide a tax efficient way to build wealth over the long-term. The plan type should also be monitored periodically and adjusted according to where your practice is in its life cycle.

Whether your practice is a new start-up, an established practice, or you’re beginning to consider the transition to retirement, choosing the right option can ensure you are moving toward your future retirement goals.

Who should watch this webinar?

This presentation is designed for Dental Practice Owners and/or Practice Managers.

About our Presenters

Mark Reynolds, CPA Jones & Roth CPAs & Business Advisors

Mark Reynolds is the leader of the Retirement Plan Services team. Mark works with small- to medium-sized retirement plans, focusing on optimal plan design to ensure Plan Sponsors are able to maximize benefits for both the Plan Sponsor and the participants. His team provides Third Party Administration (TPA) services and compliance for small and medium group retirement plans.

Mark is also a leader on the Retirement Plan Audit team, where he helps oversee audit engagements for those plans in need of an annual audit, as required by the Department of Labor. Mark works with retirement plans throughout the Northwest. He is a member of the Assurance Services Management Team and Quality Control Committee.

Jordan Dawley, CPA Jones & Roth CPAs & Business Advisors

Jordan is a Partner in the firm’s Bend Office. He specializes in providing strategic tax planning and advisory services for individuals/families and closely‐held businesses across a wide variety of industries.

As an active coach and advisor, he enjoys helping his clients navigate complex transitions and achieve their short‐ and long‐term goals. He is also a key member of the firm’s Healthcare and Dental teams, with specialized expertise advising owners and administrators of medical and dental practices.

Jordan holds a dual degree in Accounting and Economics from the University of Oregon and is a native of Bend, Oregon. He is passionate about supporting the Central Oregon business community and providing solutions that make a positive impact on both the companies and their owners.

Shred-a-palooza 2025
2025-06-25 13:00 - 15:00
FREE document shred event — open to the public

Location: Jones & Roth Eugene Office260 Country Club RoadEugene, OR 97401

Limit of 4 standard file boxes per person

“Certified” Shredding Destruction by iSecure

100% secure—destroy materials as you watch

· Paper Documents· Files· Notebooks· Cancelled Checks· VHS tapes· Backup Tapes· CDs and DVDs

iSecure Inc. is a NAID “AAA” Certified member of the National Association of Information Destruction (NAID) since 2006.For more information visit www.naidonline.org.

Financial & Economic Insights for Healthcare Practice Owners
2025-07-17 17:30 - 19:30
RSVP Here:

Save My Seat

Join us in the Rogue Valley for hors d’oeuvres, drinks, and an interactive panel discussion with local economic & financial experts

Whether you’re new or experienced in running a private practice, you know that the current environment is constantly evolving, and what may have worked for your practice last year, or even last month, may not meet the needs of today and tomorrow.

Join us for hors d’oeuvres, drinks, and an interactive panel discussion with local economic & financial experts who will share their perspectives on how private practices can navigate challenges, finance growth, and take advantage of opportunities in the current environment.

If you are traveling and need accommodations, the venue is offering a discount when you book online (use code: 50$off).

Location

Hummingbird Estate1677 Old Stage Road Central Point, OR 97502

RSVP Today

Panelists:

Damon Runberg, Economist, East Slope Economics

Damon Runberg is the owner and Economist of East Slope Economics. He provides economic analysis, develops impact studies, and conducts other research services primarily serving nonprofits and health care organizations. Businesses and organizations are increasingly looking to quantify the impact of their services. East Slope Economics was developed back in 2017 to help serve this growing need.

Jordan Dawley, Healthcare CPA & Advisor, Jones & Roth CPAs & Business Advisors

Jordan Dawley, CPA is a Partner at Jones & Roth CPAs & Business Advisors. He is a key member of the firm’s Healthcare and Dental teams, supporting owners of medical and dental practices who are looking to make the most of their opportunity. He specializes in practice benchmarking, cash flow planning, business strategy, tax planning, and navigating practice transitions. As an Bend native, Jordan is passionate about supporting the Oregon business community and providing solutions that make a positive impact on both the companies and their owners

Lisa Howlett, Market Director for Oregon Healthcare, Columbia Healthcare Banking

Lisa Howlett is the Market Director for the Healthcare, Professional and HOA banking team that serves Oregon and Southwest Washington. With over 40 years of banking experience, including 20 in these specialized industries, Lisa brings a wealth of expertise to her role. Lisa and her team collaboratively craft personalized financial solutions, ensuring every client enjoys a top-notch experience. With a strong focus on collective expertise, Lisa is dedicated to achieving outstanding results. Lisa is a graduate of Portland State University. She has been active in the community as a marathon training coach for Portland Fit, as well as a Volunteer for junior Achievement, Meals on Wheels and the Oregon Humane Society. In her personal time, she loves to travel, road bike, play tennis, and walk trails with her amazing Goldendoodle, Lola.

Co-sponsored by Columbia Healthcare Banking and Jones & Roth CPAs & Business Advisors

Nonprofit Webinar: “Planning for a Successful Audit”
2025-07-25 12:00 - 13:00
Watch the Replay Here:

Join the Jones & Roth Nonprofit Team for an overview of the financial statement audit process so you know what to expect and how to best prepare for your audit. We highlight the common mistakes to avoid and share our tips and best practices to get audit-ready.

In this presentation, we cover:

Understanding the audit process — roles, phases, and key outcomes

Best practices and common pitfalls

Pre-audit preparation steps

Document and records readiness

Who should watch this webinar?

Executive Directors

Chief Financial Officers

Controllers

Financial Directors / Managers

Board Members

About our Presenters

Aaron Sachs, CPA Jones & 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.

Tyler Weber, CPA Jones & Roth CPAs & Business Advisors

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.

Brooke Lomica, CPA Jones & Roth CPAs & Business Advisors

Brooke Lomica joined Jones & Roth in 2019 as an intern, and has been a full-time team member since 2020. She has worked with multiple specialty teams across the firm and is now a Manager.

One Big Beautiful Bill Act Update: What’s In, What’s Out, and What You Need to Do
2025-08-19 08:30 - 09:30
Location: LIVE ONLINE

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduces sweeping changes to federal tax policy with significant implications for employers.

This session will break down what’s changing, what’s staying, and what you need to do to stay compliant and capitalize on new opportunities. Jordan Dawley, CPA with Jones & Roth CPAs & Business Advisors will provide a practical overview of the OBBBA and how it will impact strategic planning in 2025 and beyond.

Organizer: Cascade Employers Association

Presenter: Jordan Dawley, CPA, Jones & Roth CPAs & Business Advisors

Date: Tuesday, August 19, 2025

Cost: Member Price – $FREE; Standard Price – $50.00 (Per Person)

2025 Fall Accounting Recruiting Kick-Off (Virtual Networking Event)
2025-09-03 17:30 - 19:00
Location: Virtual

Welcome to the Fall Accounting Recruiting Kick-Off, a virtual networking event hosted by Portland State University, to kick-off the fall recruiting season! Accounting students from PSU, UO, and OSU are expected to attend. This event is intended to give students an early opportunity to network with public accounting firms before the first round of early application deadlines in September, however all firms are welcome to attend. Note that this event is not a replacement for Meet the Firms, which will be hosted after the beginning of fall term.

PSU Accounting Resume Review & Mock Interviews
2025-09-10 10:00 - 12:30
Vikings! Join this Zoom link on Wednesday, September 10th to gain advice on how to polish your resume to stand out to accounting firms. Signup is through PSU.

Housing Oregon’s 2025 Conference & Awards Gala
2025-09-15 00:00 - 2025-09-16 23:59
Join us for two impactful days of learning, connection, and celebration at Oregon’s premier affordable housing event. The 2025 Housing Oregon Conference brings together professionals from across the state to explore cutting-edge research, share innovative ideas, and access vital tools to drive change in their communities.

This year’s conference will feature 12 breakout tracks and more than 80 workshops tailored to meet the evolving needs of affordable housing practitioners. Attendees can engage in peer learning groups, panel discussions, and visit exhibitor tables for hands-on resources and networking with industry experts.

On the evening of September 15, we’ll honor exceptional leaders and organizations at the Housing Oregon Awards Gala. Don’t miss this opportunity to celebrate achievements, build relationships, and spark new ideas for Oregon’s housing future.

Earlybird Member Price

2 Day Ticket $2302 Day Ticket + GALA $310Gala Only Ticket $110Gala Table – 10 Seats for the Awards Gala Dinner Table Stand With Logo $1350

Earlybird Non-member Price

2 Day Ticket $2802 Day Ticket + GALA $390Gala Only Ticket $130Gala Table – 10 Seats for the Awards Gala Dinner Table Stand With Logo $1350″

Conference: September 15 – 16, 2025 | 9:00 AM – 5:00 PMSocial Hour: September 15, 2025 | 5:00 – 7:00 PMAwards Gala: September 15, 2025 | 7:00 – 9:00 PM

Location:

Oregon Convention Center777 NE Martin Luther King, Jr. Blvd,Portland, OR 97232

Linfield: Meet the Firms 2025
2025-09-17 10:00 - 14:00
Linfield Accounting students – stop by and chat with us at Meet the Firms this Wednesday. Visit with our team members Tricia & Theo to learn more about 2025 internships and staff positions. The event is located in the Fred Meyer Lounge in Riley Hall on the McMinville Campus.

“More Love” Gala
2025-09-18 17:30 - 21:00
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
