Jones & Roth CPAs & Business Advisors

UO Beta Alpha Psi Meeting
2023-09-28 18:00 - 19:00 (America/Los_Angeles)
Location: Lillis 232 – University of Oregon

OSU Welcome to the Accounting Major
2023-09-28 17:30 - 19:30
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 2024 opportunities.

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

Housing Oregon Conference
2023-09-26 00:00 - 2023-09-28 23:59
Join us from September 26th through September 28th at the Hilton Doubletree in Portland, Oregon for the 2023 Housing Oregon Annual Conference: three days of education, inspiration, and connection.

Location: Hilton Doubletree in Portland, Oregon

Small Business Webinar: Using Reporting and Key Performance Indicators to Manage Your Business
2023-09-20 12:00 - 12:45
Every business, large or small, regardless of what it does, depends for its survival on getting certain things right on a regular basis. These things we call the Critical Success Factors.

These CSFs relate to the business processes and activities that really drive business results. At the top level these are:

Processes and activities that are important to acquiring and holding customers

Processes and activities that determine revenue

Processes and activities that impact on efficiency and productivity

Processes and activities that determine team morale

To know how well your business is managing these CSFs, you need a system of measurement and reporting. Key Performance Indicators ARE these measures. So it’s important to understand how you can develop a set of KPIs that will allow you to monitor performance on these critical processes and activities.

This webinar covers:

How to use Management reporting in your business

Deciding the right KPIs for your business

How to construct a KPI that can be measured reliably and consistently

Implementing KPI monitoring in your business

Using KPI data to improve business performance

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 NAWIC 77 Golf Tournament
2023-09-15 08:00 - 17:00
Best Ball Scramble Tournament benefiting the NAWIC scholarship and education funds for membership and construction students. Sponsorships are available. RSVP here.

Location: Diamond Woods Golf Course, 96040 Territorial Rd, Monroe, OR 97456

Linfield Meet the Firms
2023-09-13 10:00 - 11:30
Come meet our team members at Linfield University’s ‘Meet the Firms’ event. Theo & Tricia will be answering questions about what makes Jones & Roth unique, the fall recruiting process, and upcoming 2024 opportunities.

Location: Fred Meyer Lounge – Riley Hall, Linfield University

2023 Accounting Fall Recruiting Kick-Off
2023-09-07 16:00 - 18:00
Location: On HANDSHAKE

We’re looking forward to connecting with accounting students at the fall recruiting kick-off! Come meet our team: Chance, Logan, Rachel, Theo, & Tricia will be answering questions about what makes Jones & Roth unique, the fall recruiting process, and upcoming 2024 opportunities

Cascade Employers Webinar: Paid Leave Oregon – Ask Us Anything
2023-08-24 12:00 - 13:00
If you haven’t registered for this session, now is the time, as this will be Cascade Employers Association’s final update before PLO takes effect in September and there is a lot of information to cover. Don’t worry, Cascade will offer more sessions after September 3rd, but this will be the last one before it all takes effect.

If you are a Jones & Roth Small Business client, please contact us and ask us about receiving a discounted membership to Cascade Employers Association.

REGISTRATION INFO

2023 AGC Summer Convention
2023-08-07 00:00 - 2023-08-09 23:59
Join Jones & Roth at the 2023 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.

Sunriver Resort17600 Center DriveSunriver, Oregon, 97707

Webinar: “Retirement Plan Options for Not-for-Profit Entities”
2023-07-24 10:30 - 12:00
In this Nonprofit Roundtable we present a comprehensive review of employee retirement plan choices for your organization.

Whether you are setting up a new plan or wondering if your existing plan is right for your group, this roundtable will provide you with the information needed to take the next step.

Two key members of the Jones & Roth Retirement Plan Services Team, Mark Reynolds, CPA, and Cheryl Opperman, QPA, review the different types of plans (401k, 403b, SIMPLE IRA, etc.), setup options, eligibility and contribution rules, and other important retirement plan considerations for nonprofits of all sizes.

In addition, we discuss SECURE Act 2.0 and how this could affect your organization.

Learning Objectives:

Identify the various employee retirement plan options for nonprofits

Understand the setup options and eligibility/contribution rules for various types of plans

Key aspects of SECURE Act 2.0 and how it applies to you

Who should watch?

Executive Directors

Chief Financial Officers

Controllers

Financial Directors / Managers

Board Members

PRESENTERS

Kari Young, CPAPartner/Shareholder & Nonprofit Team LeaderJones & 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.

Mark Reynolds, CPAPartner/Shareholder & Retirement Plan Services LeaderJones & Roth CPAs & Business Advisors

Mark is a Shareholder and the leader of the Retirement Plan Services team. He works with small to medium size 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.

Cheryl Opperman, QPASenior ManagerJones & Roth CPAs & Business Advisors

Cheryl is a leader on the Jones & Roth Retirement Plan Services team. She over 25 years’ experience providing retirement plan administration, compliance, and advisory services. She holds the Qualified Pension Administrator (QPA) credential, which was created by ASPPA to recognize professionals who are qualified to perform the technical and administrative functions of qualified plan administration. QPAs assist employers, actuaries, and consultants in performing functions such as determination of eligibility benefits, computation of benefits, plan recordkeeping, trust accounting and disclosure, and compliance requirements.

Shred-a-palooza 2023
2023-06-26 13:00 - 15:00 | Jones & Roth Eugene Office, 260 Country Club Road, Eugene, OR, 97401, United States
FREE event open to the public
Location: Jones & Roth Eugene Office
260 Country Club Road
Eugene, 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.

Small Business Webinar: “Financial Statements 101: Understanding the Basics for Small Business Success”
2023-05-10 12:00 - 12:45
Make better financial decisions for your small business by learning how to read and understand the 3 key financial statements: the balance sheet, income statement, and cash flow statement. We’ll walk through how to read each one individually and then examine how all three work together to tell the story of your company’s financial position.

Presented by:

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 Pacific Northwest Medical Management Conference
2023-05-07 - 2023-05-09
Location: Greater Tacoma Convention Center, Tacoma, WA
After a 2 year in-person hiatus in 2020 and 2021, the 2022 conference saw almost 200 attendees from across the Pacific Northwest gather, along with 52 sponsoring and exhibiting organizations in Portland, Oregon. We’re back for 2023 in Tacoma, Washington and hope you will join us!
Attendee Registration Opens January 1

Accounting Career Expo 2023
2023-04-25 17:00 - 19:00
The 2nd Annual Spring Accounting Career Expo is an in-person networking event scheduled for Tuesday, April 25, 2023, from 5:00 pm to 7:00 pm in the Viking Pavilion at Portland State University.

Paid Leave Oregon—Equivalent Plans
2023-02-28 12:00 - 12:45
Join the Cascade Employers Association on February 28th to learn more about Equivalent Plans for Paid Leave Oregon. This session will provide the most up-to-date information on equivalent plans and some of the common questions they get from employers. Their partners at CSNW Benefits will also be joining to talk about different plans available and questions you should be asking as you evaluate your options.

Topics include:• Equivalent Plan Requirements• Equivalent Plan Applications• Contributions• Equivalent Plan Expenses/Administrative Costs• Equivalent Plan Effective Dates and Deadlines• FAQs

For your convenience there are three ways to participate. To register, just select whichever option best meets your needs.

• Attend Live Online – Register Now • Attend Live Online and On-Demand Recording – Register Now • On-Demand Recording Only – Register Now

Cascade Employers Association is extending Jones & Roth clients a 10% discount on the first year of membership

Please contact:Sheryl Kelsh, Membership Manager, skelsh@cascadeemployers.com in order to utilize this discount

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.

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.

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.

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:

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.

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.

Offers expire
2022-11-11

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

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.

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.

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

2nd Interviews
2022-10-21, 2022-10-20, 2022-10-19
(virtual or in office)

UO On Campus interviews
2022-10-14
