Jones & Roth CPAs & Business Advisors

LBIS 2019 "Pitch for a Purpose"
2019-05-08 17:00 - 20:00 (America/Los_Angeles) | Central Oregon Community College, Wille Hall, Bend, OR, United States
Central Oregon nonprofits in search of funding and professional development training are invited to apply for Leadership Bend’s Impact Summit. The hands-on competition has awarded more than $50,000 in unrestricted funds to winning nonprofits in the past four years.
The Impact Summit, which provides training and visibility for local nonprofits, culminates in an opportunity to present in front of a panel of experts during “Pitch for a Purpose,” Central Oregon’s only nonprofit venture capitalist competition.

Leadership Bend Impact Summit’s 2019 “Pitch for a Purpose”

WHAT: Five nonprofits will take the stage at the LBIS “Pitch for a Purpose” event to compete for a $10,000 unrestricted cash prize and a $2,500 audience award
WHEN: May 8th, 2019 at 5:30 p.m.
WHERE: Wille Hall, Central Oregon Community College

Ten organizations selected for the Impact Summit will join a series of workshops geared toward small-to-mid-size nonprofits including strategic and business planning, finance, board governance, marketing, and pitch creation. Nonprofits will have access to expert coaches and training throughout the workshop series.
From there, five organizations will have the opportunity to present in front of a panel of experts during “Pitch for a Purpose,” set for May 8, 2019, at Central Oregon Community College’s Willie Hall. At that event, one nonprofit will be awarded $10,000 or more in funding.

How to Apply:

Central Oregon-based 501(c)(3) organizations with an annual budget that does not exceed $750,000 can apply using this application (https://goo.gl/forms/XjCC2fEztGAR0UOV2)
All applications are due no later than 5 p.m. on January 4, 2019. Please email LBImpactSummit@gmail.com with questions, or for more information.

PSU CRE 14th Annual Real Estate Conference
2019-05-02 07:00 - 09:30 | PSU Viking Pavilion at the Peter W. Stott Center, 930 SW Hall Street, Portland, OR, 97207, United States
Portland State University’s Center for Real Estate will present the 14th Annual Real Estate Conference in May 2019. Sam Chandan will be the guest speaker at PSU’s new Viking Pavilion.
Event Details

Nonprofit Roundtable "Internal Controls & Fraud Prevention"
2019-04-10 14:30 - 16:00
Wednesday, April 10, 2019
2:30 – 4:00 p.m.
Cost: FREE
Registration is now CLOSED
Fraud can affect any organization, no matter the size, location, or industry. Join Kari Young, CPA, and special guest Kristin Short from Oregon Pacific Bank, for a discussion on how fraud happens, how you can prevent it, and best practices for improving internal controls. Our roundtable format provides a presentation followed by discussion and feedback. It’s an excellent way to learn with and from colleagues from other organizations.

Who should attend?
• Executive Directors
• Chief Financial Officers
• Controllers
• Financial Directors / Managers
• Board Members

You’ll learn:
• Fraud risk management techniques
• Board members’ roles & responsibilities in providing oversight
• Key internal control considerations
• Fraud prevention tools and technology

Presentation Locations:
• LIVE PRESENTATION
Jones & Roth Eugene Office
260 Country Club Rd. Ste. 100
Eugene, OR 97401

• LIVE SCREENCAST
Jones & Roth Hillsboro Office
5635 NE Elam Young Pkwy. Ste 100
Hillsboro, Oregon 97124

• LIVE SCREENCAST
Jones & Roth Bend Office
300 SW Columbia Street Ste 201
Bend, Oregon 97702

Presenters:

Kari Young, CPA
Senior Manager, Jones & Roth CPAs & Business Advisors
Kari is a Senior Manager and leader on the Nonprofit team. She holds expert knowledge in the areas of audits, reviews, and federal single audits; consulting services, including internal control review; and informational return preparation services.

Kristin Short
VP, Relationship Banking Officer, Oregon Pacific Bank
Kristin graduated from the University of Oregon and began her community banking career in 2005 after being self-employed for several years. She works with a variety of clients including nonprofits, community-based businesses, and professional service providers.

Please contact Ashley Miller at 541-687-2320 or amiller@jrcpa.comif you have any questions.

Healthcare Webinar: State of the Industry 2019
2019-03-08 12:00 - 13:00
State of the Industry: What Medical Practices Can Expect in 2019
“The times they are a changin’…” This mantra rings true for every practice across the country. Instability seems to be the norm, from the commercial payer market to Medicare. Never before has the business of medical practice been so challenging–yet knowledge is power. Getting the “inside scoop” on the trends impacting your practice is key to your success in navigating this sea of change. In this timely session, Elizabeth Woodcock, a nationally recognized expert on medical practice management, operations, and revenue cycle, will share her predictions and tips for this year.
REGISTER
You’ll Learn: • How to successfully participate in the 3rd year of the Quality Payment Program• Best practices for managing increasing patient financial responsibility• Opportunities to take advantage of Medicare’s new virtual communication codes• Massive overhaul to Evaluation and Management coding requirementsWho Should Attend?• Practice Managers• Physicians• Clinic Financial Managers• HR Managers
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Our Speaker:
Elizabeth Woodcock, MBA, FACMPE, CPC is a professional speaker, trainer, and author specializing in medical practice management.
Elizabeth has focused on medical practice operations and revenue cycle management for more than 15 years. She has authored several best-selling practice management manuals and textbooks and published dozens of articles in national health care management journals.
She is a Fellow in the American College of Medical Practice Executives and a Certified Professional Coder. In addition to a Bachelor of Arts degree from Duke University, she completed a Master of Business Administration in health care management from The Wharton School of Business of the University of Pennsylvania.
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Viewing Options:
1. Online via GoToWebinar
2. In-Person viewing with Healthcare Advisory Team at Jones & Roth offices (lunch provided):
Jones & Roth Office – HILLSBORO
5635 NE Elam Young Pkwy Ste. 100
Hillsboro, OR 97124
Jones & Roth Office – EUGENE
260 Country Club Road Ste. 100
Eugene, OR 97401
Jones & Roth Office – BEND
300 SW Columbia Street Ste. 201
Bend, Oregon 97702
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Questions?Contact Ashley Miller at 541-687-2320 or amiller@jrcpa.com.

CSI Willamette Valley Chapter Mtg.
2019-02-27 17:00 - 20:00 | Downtown Athletic Club, 999 Willamette St., Eugene, OR, 97401, United States
Join us for the second part of the Economic Forecast event. This event will focus more on the Regional and National economies. Note: this event is on Wednesday night, 2/27.
MORE INFO
Speakers:

Dr. Tim Duy, Director of Oregon Economic Forum. Dr. Duy is the author of the blog “Fed Watch.” (https://blogs.uoregon.edu/timduyfedwatch/)
Mike Salsgiver, Executive Director of the AGC Oregon-Columbia Chapter

Ticket Pricing: $40 includes a delicious buffet dinner.
Sponsorship opportunities are available. More information coming soon.

What is Your Dental Practice REALLY Worth?
2019-02-08 09:00 - 14:30 | Burkhart Dental Supply, 7190 SW Sandburg St. Ste. 10, Portland, OR, 97223, United States
Maximize the Value of Your Dental Practice at this Complimentary 1-Day Workshop
In this hands-on workshop, you’ll be guided through all facets of transition, exploring how to get from new ownership to retirement in a competitive dental transition market.
You will learn how to calculate your practice worth, maximize your value, avoid transition pitfalls, and what steps are necessary for successful pre-retirement planning.
Workshop Schedule:
9:00 – 9:30 AM – Registration
9:30 AM – 2:30 PM – Presentations
This is a complimentary workshop.
Morning refreshments & lunch will be provided.

Register

The information you’ll want to have available during the workshop:
(For your own private use. Your information will not be collected or shared.)

2017 Practice Tax Return
2018 Profit and Loss Statement
2016-2018 Production by Provider Report
2016-2018 Production and Collections Report
Full Equipment List, preferably a depreciation schedule
Current Accounts Receivable Aging Report

Questions? Contact Steven Wells, 503-252-9777swells@burkhartdental.com

Sponsored by:Wells Fargo
Saalfeld Griggs PC
Greensail Transitions
Jones & Roth CPAs & Business Advisors

Preparing the Family and Farm for Non-Family Managers
2019-02-05 07:30 - 09:30 | Kroc Community Center, 1865 Bill Frey Dr. NE, Salem, OR, 97301
Non-family managers are becoming more important to family farms as the industry grows more complex. How do outside leaders affect the farm and the family dynamic behind it? How can families create an atmosphere where both family members and non-family managers can succeed?
Join us in Salem on February 5th for this valuable breakfast workshop.
Preparing the Family and Farm for Non-Family Managers
February 5, 2019 | 7:30 am to 9:30 am
Kroc Community Center, 1865 Bill Frey Dr. NE, Salem OR, 97301
$25 per person or Table of 8 for $200
Includes breakfast, networking and presentation
Open to family ag businesses and professional advisors

Dental Best Practices Conference: Strategies for Equipment Upgrades
2019-01-25 09:00 - 14:30 | A-dec Education Center, 2601 Crestview Drive, Newberg, OR, 97132, United States
This 1-day conference held at the A-dec Education Center in Newberg, Oregon will bring together experts from Jones & Roth CPAs, Bank of America, and A-dec to explore strategies and decision criteria for dental practice equipment upgrades.
The sessions will include an in-depth look at tax reform updates and strategies, key decision considerations, and financing options.
In addition to the business sessions, A-Dec will present a 1 hour CE credit training session utilizing the Angles of Access training device, featuring patient and operator seating that allows the dental team to gain better vision and access to the oral cavity while reducing and minimizing physical stress.

Register

Learner Outcomes / Objectives:

Identify key decision factors when upgrading equipment
Understand tax, financing, and cash flow implications of upgrading equipment
Understand the most important planning opportunities in regard to Tax Reform
Obtain CE Credit for the Angles of Access training device

Who Should Attend:

Dentists interested in expanding their practice
Dentists in purchasing a practice
Dentists wanting to understand the latest tax implications and opportunities

Speakers:

Elliott Tracy, CPA is a key member of the Jones & Roth Dental Team. He specializes in providing dentists with cash flow planning, practice benchmarking, business strategy, and tax planning. Elliott has built a reputation as a top resource for practices looking to maximize their profit and he is often called upon to be a featured speaker at dental conferences across the Northwest.
CJ Williams is a Vice President for Bank of America Practice Solutions and specializes in financing for Dental Practice start-ups, expansions, additional locations, refinances and real estate.
Aaron Mangelsdorf is a manager at A-Dec and works with local private practice dentists, dental schools, government, and community health clinics in Oregon and SW Washington.
Shane Bangs is a manager at A-Dec and works with local private practice dentists, dental schools, government, and community health clinics in Oregon and SW Washington.

Tax Reform and Its Impact on Dental Professionals
2019-01-16 17:30 - 21:00 | Moda Plaza, Milwaukie, 10505 SE 17th Ave, Milwaukie, OR, 97222, United States
PRESENTED BY: ELLIOT TRACY, CPA
Location: Moda Plaza, Milwaukie – 10505 SE 17th Ave
Schedule:
5:30-6:30 pm Check-in & Social
6:30-8:39 pm Dinner and meeting
The outline and objectives will be:
•Understand the fundamentals differences between tax reform and pre-law tax reform.
•Learn the most important things every practice and individual should be doing to take advantage of the benefits of tax reform.
Elliott Tracy is a Senior Manager and a key member of the firm’s Healthcare and Dental Teams. He specializes in providing dental and medical practices and their owners with practice benchmarking, cash flow planning, business strategy, and tax planning.
As a member of the Tax Department, he has experience in all areas of tax planning for high earning individuals and closely-held businesses. He has an extensive knowledge of all federal and state tax credits and how they can be utilized by individuals and businesses.
Elliott is a former varsity wrestler with the University of Oregon and enjoys serving as Treasurer for the Save Oregon Wrestling Foundation and the National Wrestling Restoration Foundation, and volunteering as a coach on youth wrestling programs.

CREW: Annual Forecast Breakfast
2019-01-11 07:30 - 09:30 | Sentinal Hotel, 614 SW 11th Ave, Portland, OR, 97205, United States
Join Commercial Real Estate Women (CREW) for their annual forecast breakfast.
“Portland’s Changing Demographics: Positioning for our Future”
Visionaries of Portland’s changing demographics will gather for a lively panel discussion of how commercial real estate must adapt to serve our future needs – at home, at work, and in our services. Come hear industry experts explain where we are going, and how to position our properties for success.

Event Details

Moderator:
Suzanne Stevens
Editor
Portland Business Journal

Economist:
Dr. Tom Potiowsky
Senior Advisor
Northwest Economic Research Center, PSU

Panelists:
Gervais Tompkin
Consulting & Real Estate Services Leader
Principal, Gensler, San Francisco, CA
Annie Radecki
Senior Manager of Research and Consulting
John Burns Real Estate Consulting
Liz Chaney
Account Executive and Healthcare Specialist
JLL, San Francisco, CA

Cost: $40 Members, $75 Guests, $560 Table of 8. Prices increase December 31st.
Tables receive priority seating and company name on table.

ACG 2019 Economic Outlook
2019-01-08 17:30 - 19:30 | Multnomah Athletic Club, 1849 SW Salmon Street, Portland, OR, 97205, United States
ACG 2019 Economic Outlook

Speaker: John Tapogna, President, EcoNW

Schedule:
5:30 – 6:30 pm | Networking, no host bar and appetizers
6:30 – 7:30 pm | Program

Register

When it comes to the economy, everyone has their own vantage point, and their own list of questions as they stare into the looking glass.

How do I attract the best of the best in an ever-competitive job market?
As a business leader, how do I determine my five year plan while the economic ground is shifting beneath my feet?
How do I snatch up the latest information from the maw of automating robots?

Whether it’s artificial intelligence (AI), leadership skills, talent development, or a prediction of just how much turbulence the economy is headed for, John Tapogna has built a reputation as an industry leader that understands and can speak to all of these topics.

As the President of ECONorthwest, Mr. Tapogna has reset how we think about complex and interconnected economic issues. Join us January 8th for compelling foresight on what’s next for our economy and its moving parts. If you heard John’s discussion in May 2018, you already know that he knows how to captivate an audience, leaving them with thought-provoking information on how to envision their own futures.

ABC Holiday Merit Mixer
2018-11-28 16:00 - 19:00 | Hayden’s Lakefront Grill, 8187 SW Tualatin-Sherwood Rd, Tualatin, OR, 97062, United States
Join us to celebrate the season and network with fellow ABC Members. This is a great opportunity to meet each other and learn how you can work together.
Wednesday, November 28
4:00pm – 7:00pm
Hayden’s Lakefront Grill
8187 SW Tualatin-Sherwood Rd
Tualatin, OR 97062

Register

Help make a difference by bringing a new unwrapped toy to brighten a child’s holiday.
All toys will be donated to a local toy drive.
Please RSVP to Kim Lowry at klowry@abcpnw.org or 503-726-5441

Tax Workshop: Personal Property Tax
2018-11-27 12:00 - 13:00 | Jones & Roth Eugene Office, 260 Country Club Road, Eugene, OR, 97401, United States
This is a unique opportunity to learn from the experts who work in the Lane County Personal Property Tax division!

Tuesday, Nov. 27th
12:00 – 1:00 p.m.
at Jones & Roth’s Eugene Office
REGISTER

Join us for this complimentary Tax Workshop, where we will be providing basic training on how to fill out the Personal Property Tax Form OR-CPPR (ORS308.290). Business owners will be receiving this tax form in December and January.
You’ll gain insight on the various sections of the form and walk away better prepared to fill out the Personal Property Tax Form.

In this workshop, you’ll:

Be prepared and gain confidence as you learn how to fill out the Personal Property Tax Form OR-CPPR (ORS308.290)
Understand the various sections of the form
Have an opportunity to ask questions and learn from the experts

Who should attend this workshop?
Business owners who own taxable personal property* (i.e. machinery, equipment, furniture, including any property not currently used, placed in storage, or held for sale) and use it in the business to generate income.
*does not include property such as inventory, farm machinery/equipment, or goods, furniture, clothing, tools, and equipment exclusively for personal use in your home.

Questions?
If you have a question as to whether you need to file the Personal Property Tax form, please contact Jim Wyatt, jwyatt@jrcpa.com, 541-687-2320
If you have a question about registration or the event details, please contact Ashley Miller, amiller@jrcpa.com, 541-687-2320.

2018 Excellence in Family Business Awards
2018-11-15 | Sentinal Hotel, 614 SW 11th Ave, Portland, OR, 97205, United States
Started in 1988, the OSU Austin Family Business Program Excellence in Family Business Awards recognizes family businesses across all industries. Over the years, the program has honored a wide variety of family firms.
Award Categories
Family Harmony – Family members actively work to build connections and create a shared purpose with one another, and show a high level of trust, unity and developed personal relationships.
Generational Leadership – The family demonstrates active and thoughtful personal and professional development of the next generation of both family and business leaders.
Business Renewal – The family works to ensure stewardship of the business that sustains growth and shareholders assets with future generations in mind.

Webinar: Ask the Experts - Protecting Your Practice from Fraud
2018-11-02 12:00 - 13:00
Healthcare providers face numerous fraud and security risks, from embezzlement and theft to ransomware and data privacy. Implementing internal controls and complying with local, state, and federal regulations can be difficult for providers who already focus on a range of priorities, including patient care delivery, payer compliance, medical billing, and revenue cycle management.
In this complimentary online webinar, our panel of experts will present accounting, legal, and risk management perspectives for protecting your practice.
Learning objectives:
• Analyze fraud and abuse prevention policies and compliance programs
• Learn how to establish and maintain accounting controls and safeguards
• Understand how to ensure patient privacy and safety
• Learn how to mitigate risk and protect practice assets
Register: https://attendee.gotowebinar.com/register/7104175917762935043

CHAMPS/NWRPCA Fall Conference
2018-10-20 - 2018-10-23
The 2018 CHAMPS/NWRPCA Fall Primary Care Conference, in partnership with WCN, to be held in Denver, CO, October 20- 23, 2018, provides education and training, information and resource sharing, coalition building, and program and policy development for like-minded community health professionals and their partners.
Visit the event webpage for more information.

2018 ODEA Fall Forum
2018-10-19 | Holiday Inn, 25425 SW 95th Ave., Wilsonville, OR, 97070, United States
Get a grip on Dental Insurance Billing!
Speaker: Teresa Duncan, MS, FADIA, FAADOM

2019 CDT Code Changes
Billing Errors You May Not Know About
Afternoon Insurance Panel
Industry Changes

Register: https://www.oregondentalexecutives.org/event-2884016

DJC Women of Vision
2018-10-18 16:00 - 19:30 | Portland Marriott Downtown, 1401 SW Naito Pkwy, Portland, OR, 97201, United States
DJC’s Women of Vision is an educational and awards program that supports the women who are shaping our built environment with their leadership, mentoring efforts, community involvement and the promotion of industry diversity.
The program kicks off with a handful of presentations by national speakers and local industry professionals focused on various aspects of professional development and local issues related to women in the building and supporting industries.
The educational aspect is followed by the Women of Vision awards, which celebrates the distinct accomplishments of leading women in the built environment. The event also offers several chances for open, friendly networking with attendees and the various speakers.
Go to the Event Page for more information.

Compassion in Action Annual Luncheon
2018-10-16 | Hilton Portland Downtown, 921 SW 6th Ave., Portland, OR, 97204, United States
Compassion in Action Annual Luncheon
Tuesday, October 16, 2018
Reception at 11:00 a.m. | Lunch at 11:45 a.m.
Hilton Portland & Executive Tower
This luncheon is presented by Central City Concern, where they don’t just put a roof over someone’s head, they give individuals the life and work skills they need to remain housed, healthy, and self-sufficient for the long term.
Proceeds from the Compassion in Action Campaign will be used to support critical programs that help accelerate the move to self-sufficiency for people who access Central City Concern’s housing, health care, and employment programs.
Purchase tickets or sponsorships now!

Webinar: Optimizing Your Revenue Cycle & Cash Flow
2018-10-05 12:00 - 13:00
Healthcare is in a state of volatility and it is important that your practice is optimizing cash flow. In this complimentary online webinar, learn the things that the most successful practices are doing to optimize their cash flow, and what you could do to improve your revenue cycle management.
Attendees who participate in this session will:
• Learn the best practices to increase collections
• Understand which factors impact your revenue cycle
• Calculate, benchmark, and analyze key revenue cycle performance indicators
REGISTER: https://attendee.gotowebinar.com/register/1168750466950304259

NAWIC Eugene Golf Tournament
2018-09-21 | Diamond Woods Golf Course, 96040 Territorial Rd., Monroe, OR, 97456, United States
The National Association of Women in Construction (NAWIC) Eugene Chapter #77 Annual Golf Tournament will be held September 21st at Diamond Woods Golf Course in Monroe, Oregon. It is a four-person scramble and proceeds benefit the NAWIC scholarship and education programs.
More info: https://www.nawiceugene.com/events.shtml

2018 OMGMA Fall Conference
2018-09-19 - 2018-09-21 | Red Lion Hotel on the River Jantzen Beach, 909 N Hayden Island Dr., Portland, OR, 97217, United States
The annual OMGMA Fall Conference is a highly anticipated event by healthcare executives throughout Oregon. The conference is of the highest educational quality, featuring nationally distinguished keynote speakers and experts in the field for each and every session. In a professional but fun environment, this conference provides timely education for management of your practice and professional development. The conference offers plenty of face-to-face interaction with OMGMA members and Partners to strengthen your business relationships and build your network in Oregon. Make plans to join us at the beach… Jantzen Beach, Portland in September!

Be sure to attend our Breakout Session!
Thursday, September 20th
11:15 AM – 12:30 PM
Breakout Session 1C
“Optimize Your Revenue Cycle & Cash Flow”
Speakers: Elliott Tracy, CPA & Nicole McOmber, CPA
Healthcare is in a state of volatility and it is important that your practice is optimizing cash flow. Learn the things that the most successful practices are doing to optimize their cash flow, and what you could do to improve your revenue cycle management. Attendees who participate in this session will:
• Learn the best practices to increase collections.
• Understand which factors impact your revenue cycle
• Calculate, benchmark, and analyze key revenue cycle performance indicators

Washington County Dental Society Meeting
2018-09-18 17:00 - 20:00 | The Reserve, 4805 SW 229th Ave, Aloha, OR, 97007, United States
“The Business of Dentistry”
It will be a fast-paced format giving our presenters a few minutes to talk about their own business and then giving you a piece of information that will help you in your business. There will be time at the end of the meeting to speak with the presenters on an individual basis.
Here is a brief listing of some of the presenting speakers:

Jones & Roth CPAs & Business Advisors: speaking about maximizing the value of their practice.
Xenium HR: speaking on wages and benefits for employees, and about the HR classes that they offer.
Computer Habits: Speaking on HIPPA< how to maintain safe digital records and layers of encryption.
Data Safe: How to safeguard written records.
Premier Community Bank (Heritage Bank): Mary Grimes speaking on how to acquire that loan that you need for startup or improvement.
Web Developer: How to best market your business in the computer era and how to design a dynamite web site
Henry Schein: How to avoid embezzlement in your practice.
Contractor: How to design that office that you always wanted.

5:00 p.m. – Doors Open
5:40 p.m. – Buffet Begins
6:15 p.m. – Sponsor Introduction
6:30 p.m. – Presentation Begins
8:00 p.m. – Meeting Concludes

Meeting Registration Fees

•
General Meetings, $25

•
Dental Student Free

•
Non-Members $60

Instructions for On-Line Registration for WCDS Meetings & Payment With Credit Card:

1.
Go to: REGISTRATION PAGE. User Name is either your ADA number or the Email address that the ADA has on record for you.

2.
Password is your current ADA log-in password. (If you do not remember your ADA Password, you may select “Reset Password”).

3.
If you do not have an ADA number, you may select “Create an Account”, which allows you to enter your Name and Email address, and can be saved for future Meeting Registrations.

If you have questions about WCDS Meeting Registration, please contact the WCDS Office: (503) 848-5605 or contact@wacountydental.org.

2018 AGC Summer Convention
2018-08-09 - 2018-08-11 | Sunriver Resort, 17600 Center Dr., Sunriver, OR, 97707, United States
Join Jones & Roth at the 2018 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.

Join us for our session as we present:
“Find Out What’s Relevant in the New Tax Act”
Sat. Aug. 11th at 9:45am
Presented by:
Carrie Fortier, CPA, Jones & Roth Construction Team
Ryan Nisle, Attorney, Miller Nash Graham & Dunn LLP

2018 Surety Association of Oregon Golf Tournament
2018-08-08 12:00 - 17:00 | The Reserve, 4805 SW 229th Ave, Aloha, OR, 97007, United States
The Reserve Vineyards and Golf Club
Registration begins at 11:45am, with tee-off at 1:00 pm sharp.
The cost for this event is $135 per person.
Registration Coming Soon
Pricing includes:
• 18 hole green fees & range balls
• 2 drink tickets (wine, beer and non-alcohols)
• Golf carts
• Tournament scoring
• Score cards
• Golf course stewards to monitor pace of play
• Closest to the pin and long drive challenges
• Dinner
• SAO 18oz Fifty/Fifty Water Bottle
Dinner will be located in The Vintners Pavilion located behind the pro shop. Dinner will start as soon as all the golfers are in. The award presentation and raffle prizes will follow shortly after dinner has been served.

Golf attire is required
Requires the use of Soft Spikes
Men – Shirts with Collars, Slacks or Suitable Length Shorts
Women – Shirts with Collars, Slacks, Skorts, or Suitable Length Shorts
No glass allowed on the course

What Every Nonprofit Needs to Know About Form 990
2018-07-25 14:30 - 16:00 | Jones & Roth Eugene Office, 260 Country Club Road, Eugene, OR, 97401, United States
Join us for this complimentary Nonprofit Roundtable, where we will discuss what every nonprofit needs to know about the Form 990 and 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.
Our roundtable format provides a presentation followed by discussion and feedback. It’s an excellent way to learn with and from colleagues with similar interests.
After attending this roundtable, you will be able to:
• Identify changes on the 2017 Form 990
• 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
Please contact Ashley Miller at 541-687-2320 or amiller@jrcpa.com if you have any questions.

Form 990 Updates & Best Practices
2018-05-24 07:30 - 09:30 | Ecotrust Conference Center, 721 NW 9th Ave #200, Portland, OR, 97209, United States
Nonprofit Association of Oregon
Nonprofit Fiscal Managers Association workshop
“Form 990 Updates & Best Practices”
Thursday, May 24, 2018
7:30 a.m. – 9:30 a.m.
Continental Breakfast & Presentation at 7:30 a.m., Networking at 9:00 a.m.
Presenters
Fritz Duncan, CPA, Partner/Shareholder, Jones & Roth CPAs & Business Advisors
Laura McKay, CPA, Manager, Jones & Roth CPAs & Business Advisors
There are many complexities to the Form 990. Join Fritz Duncan, CPA and Laura McKay, CPA to explore the Form 990. We will discuss what every nonprofit needs to know about the Form 990 and 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.
After attending this session, you will be able to:

Identify changes on the 2016 Form 990
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
Fiscal Managers
Chief Financial Officers
Controllers
Financial Directors / Managers
Board Members

Form 990 Updates & Best Practices
2018-05-24 07:30 - 09:30
Nonprofit Association of Oregon
Nonprofit Fiscal Managers Association workshop
“Form 990 Updates & Best Practices”
Thursday, May 24, 2018
7:30 a.m. – 9:30 a.m.
Continental Breakfast & Presentation at 7:30 a.m., Networking at 9:00 a.m.
Presenters
Fritz Duncan, CPA, Partner/Shareholder, Jones & Roth CPAs & Business Advisors
Laura McKay, CPA, Manager, Jones & Roth CPAs & Business Advisors
There are many complexities to the Form 990. Join Fritz Duncan, CPA and Laura McKay, CPA to explore the Form 990. We will discuss what every nonprofit needs to know about the Form 990 and 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.
After attending this session, you will be able to:

Identify changes on the 2016 Form 990
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
Fiscal Managers
Chief Financial Officers
Controllers
Financial Directors / Managers
Board Members

Housing Oregon Spring 2018 Industry Support Conference
2018-04-24 08:30 - 16:30 | Salem Convention Center, 200 Commercial St SE, Salem, OR, 97301, United States
Housing Oregon’s Industry Support Conferences bring together hundreds of participants to discuss issues, successes, and challenges related to affordable housing. As an attendee, you’ll benefit from extensive networking, skill-building and innovative idea sharing provided through conference sessions that cover the range and variability of an affordable housing and community development practitioners’ work.
Popular sessions have included workshops on fair housing rules, innovative ideas for funding housing development, and speakers on equity, diversity, and inclusion.

2018 Oregon Dental Conference
2018-04-05 - 2018-04-07 | Oregon Convention Center, 777 NE Martin Luther King Jr., Blvd., Portland, OR, 97232, United States
Mark your calendar and plan to attend the 2018 Oregon Dental Conference®, held April 5-7, at the Oregon Convention Center.
Our dental team will be there exhibiting and connecting with many of our clients and industry partners. Come stop by our booth, and pick up our latest Dental Advisory update ” 5 Things Every Dentist Needs to Know about Tax Reform.”
