Jones & Roth CPAs & Business Advisors

2022 Key Financial Management Regulation Updates Impacting Medical Practices
2022-05-18 10:45 - 12:00 (America/Los_Angeles) | Holiday Inn – Columbia Riverfront, Portland, OR, 97222, United States
Breakout Session at the 2022 Pacific Northwest Medical Management Conference
Presented by Nicole McOmber, CPA and Jeremy Prickel, CPA
Wednesday May 18th, 2022 during Session 2 (10:45am – 12:00pm) and Session 3 (1:00 – 2:15pm)
2022 promises to bring a wide number of new regulations that will impact medical practices and their owners. This session will include tax updates, new legislation, cash flow implications, budget considerations, and accounting guidance for practice management in the new year.

An understanding of key regulation changes and tax code updates that may impact medical practices.
An understanding of how new regulations may affect cash flow in their practices
Consideration of how practice owner distributions may be impacted
Guidance for best practice accounting, budgeting and financial planning for the 2022 new regulations

2022 PNW MGMA Conference
2022-05-17 - 2022-05-19 | Holiday Inn – Columbia Riverfront, Portland, OR, 97222, United States
The Pacific Northwest Medical Management Conference is one of the largest educational and networking conferences for medical practice leaders on the West Coast. This conference boasts a rich history of bringing together healthcare executives from across the Pacific Northwest Region for the last 16 years.
2022 brings us back to an in-person format with an anticipated 200+ attendees from across the Pacific Northwest along with sponsors and exhibitors showcasing innovative products and solutions. The Pacific Northwest Medical Management Conference is a great place to expand both your professional skill set and network.
Whether you are new to medical practice management or a seasoned veteran, expect to walk away from the Pacific Northwest Medical Management Conference with timely education and takeaways you can implement immediately in your practice. This interactive conference will provide you with valuable knowledge, tools to improve your core competencies and professional skills, and help you to improve your organization’s performance.

Healthcare Webinar: Getting Paid in 2022: What You Need to Know
2022-02-25 12:00
Online Webinar
The COVID-19 pandemic has long-lasting effects on medical practices, one of the most important being the revenue cycle. This is no time to go into retreat mode. In this high-energy, educational webinar, national speaker and author Elizabeth Woodcock highlights the key changes in payment for medical practices in 2022. Take this webinar’s tactics back to your practice to improve your bottom line in the coming year.
You’ll come away from the event with an action plan driven by insight into:
• The impact of the No Surprises Act on your practice
• An overview of the new CPT(r) codes that will go into effect in 2022
• The future direction of telemedicine reimbursement, to include the new place of service code
• The reimbursement changes for Medicare in 2022
• And more!
About the Presenter
Elizabeth Woodcock, DrPH, 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.
About the Jones & Roth Healthcare Webinar Series
The Jones & Roth Healthcare team provides this ongoing webinar series as a complimentary, educational resource specifically geared towards Physicians, Practice Administrators & Managers, Clinic Financial Managers, and HR / Recruiting Managers.

Live Webinar: 2022 What to Expect on Taxes & Accounting
2022-02-25 11:00 - 12:00
Dental practices have been changing and evolving with the pandemic, and will continue to do so in what appears to be a very active upcoming year. In our webinar we will review and discuss proposed tax changes in current legislation, tax incentives still available to dental offices, and how profitability has changed in a dental practice.
Space is limited:
Click to Register Today

Speaker Bio: Elliott Tracy, CPA is a Partner and a key member of Jones & Roth 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. He is regularly called upon to present specialized dental and healthcare accounting topics at industry conferences.
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 extensive knowledge of all federal and state tax credits and how they can be utilized by individuals and businesses.

Healthcare Webinar: "Tax Policy Outlook — Preparing Your Practice"
2021-11-09 12:00 - 13:00
Online Webinar
Many healthcare practice owners have already felt the impact of the ongoing pandemic, economic challenges, and recent policy changes. As we look ahead at upcoming tax policy changes, corporate and individual rate increases, and a host of other proposed changes to tax laws, there may be a significant impact to practice owners and their businesses.
In this online presentation, Jones & Roth Healthcare Advisors will examine the proposed tax policy changes as it pertains to healthcare practices. Viewers will learn about the most important changes, opportunities that practices should be aware of, and potential strategies to consider for 2022.
Who should attend

Physicians
Providers
Practice Managers
Clinic Financial Managers.

Presenters
Nicole McOmber, CPA is a Healthcare CPA and the leader of the Jones & Roth Healthcare Team. She specializes in practice management, advisory services, and tax & accounting services for medical practices and clinics across the Pacific Northwest. 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, CPA is a Partner & Shareholder at Jones & Roth and serves on the firm’s Management Team. He specializes in working with medical practices and clinics across Oregon & Southwest Washington and has built a reputation across the Pacific Northwest as a valuable resource for practices looking to make the most of their opportunity. With expert knowledge in all areas of accounting, he has specific expertise in medical practice management, benchmarking, revenue cycle optimization, practice valuation, retirement plan administration, tax consulting and compliance.

About the Jones & Roth Healthcare Webinar Series
The Jones & Roth Healthcare team provides this ongoing webinar series as a complimentary, educational resource specifically geared towards Physicians, Practice Administrators & Managers, Clinic Financial Managers, and HR / Recruiting Managers.

Healthcare Webinar: Best Practices in Patient Collections
2021-10-15 12:00 - 13:00
Online Webinar
“Patient Collections” has always been a unique challenge. The COVID pandemic further complicated the already convoluted revenue cycle processes for most healthcare providers. The result has been record high patient receivables. In this presentation, Healthcare expert Elizabeth Woodcock, MBA, FACMPE, CPC will share proven processes, strategies and easy to implement actions that medical practices can take to maximize their revenue and minimize patient balances.
Attendees will learn how to:
• Improve patient receivables management techniques
• Enhance opportunities to improve probability of collections – and reduce your cost to collect
• Learn techniques to make your collections process more patient-friendly
About the Presenter
Elizabeth Woodcock, MBA, FACMPE, CPC (elizabethwoodcock.com) 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.
About the Jones & Roth Healthcare Webinar Series
The Jones & Roth Healthcare team provides this ongoing webinar series as a complimentary, educational resource specifically geared towards Physicians, Practice Administrators & Managers, Clinic Financial Managers, and HR / Recruiting Managers.

Application Deadline for OSU/UO/PSU
2021-10-09
Application Deadline for OSU/UO/PSU is October 9, 2021.

Taxes & Accounting for Affordable Housing: Essential Updates for 2021
2021-10-07 10:30 - 11:30
2021 Housing Oregon Conference

Taxes and accounting for affordable housing can be complex. Managing a long-term strategy, from tax credit application through year 15, is critical for housing development success. In this session, presenters will call out and explore the essential tax and accounting updates related to affordable housing for 2021.

Attendees will learn about developments affecting lease-up, year 15 considerations, tax basis tracking, exit taxes, income averaging, and other aspects of these complex but important subjects.

Presenters

Fritz Duncan, CPAPartner and ShareholderJones & Roth CPAs & Business Advisors

Kari Young, CPAPartner and ShareholderJones & Roth CPAs & Business Advisors

Application Deadline for schools other than OSU/UO/PSU
2021-10-02
Application Deadline for schools other than OSU/UO/PSU is October 2, 2021

PSU Mock Interviews
2021-10-01
Interviewing for jobs can be intimidating and we want you to be as prepared as possible. We offer 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.
More info can be found here.

OSCPA Career Showcase
2021-09-30
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.
Pre-registration is required. Contact Oregon Society of CPAs for more information.

Meet Jones & Roth: A Virtual Event
2021-09-24 16:00 - 17:00, 2021-09-08 15:30 - 16:30
Accounting Students!
Join us at one of our upcoming virtual events to get a head start on fall recruiting. Learn about Jones & Roth, fall recruiting in a virtual environment, and more. Meet team members from all three offices and talk to recent interns and staff.
To reserve your spot at this event, RSVP to triciad@jrcpa.com

BYU Idaho Meet the Firms
2021-09-17
BYU Idaho’s annual meet-the-firms recruiting event.
More information here.

OSU / PSU / UO Fall Recruiting Kickoff
2021-09-16 16:00 - 18:00
Virtual Event
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.
More information here.

Linfield Meet the Firms
2021-09-15
Linfield University’s annual accounting industry event connects students seeking a career in accounting-related fields with accounting firms and other organizations that hire interns and full-time accounting professionals.
Please contact Kristi Mackay, assistant director of internship engagement for more information.

Healthcare Webinar "Year-End Planning & Strategies"
2019-11-07 12:00 - 13:00
In this online webinar, Healthcare CPAs Jeremy Prickel and Elliott Tracy will examine the ongoing effects of tax reform and IRS guidance as it pertains to Healthcare clinics. Attendees will learn about new opportunities that practices should take advantage of before the end of the year, and strategies to consider for 2020.

Who Should Attend?

Physicians
Practice Managers
Clinic Financial Managers
HR / Recruiting Managers

Jeremy Prickel, CPA is a Partner & Shareholder at Jones & Roth and serves on the firm’s Management Team. He specializes in working with medical practices and clinics across Oregon & Southwest Washington and has built a reputation across the Pacific Northwest as a valuable resource for practices looking to make the most of their opportunity. With expert knowledge in all areas of accounting, he has specific expertise in medical practice management, benchmarking, revenue cycle optimization, practice valuation, retirement plan administration, tax consulting and compliance.

Elliott Tracy, CPA is a Senior Manager and a key member of the firm’s Healthcare Team. He specializes in providing 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 extensive knowledge of all federal and state tax credits and how they can be utilized by individuals and businesses.

ORCPA Scholarship Application Open
2019-11-04 - 2019-11-22
Full-time Oregon college/university undergraduate accounting majors, post baccalaureate and masters program students are eligible to apply for $1,000 – $3,500 scholarships. More details here.
Students can learn more about the CPA profession by becoming an OSCPA Student Member. Click here to join the OSCPA.

Oct 2019 Nonprofit Roundtable “Retirement Plan Options”
2019-10-23 14:30 - 16:00
Wednesday, October 23, 2019
2:30 – 4:00 p.m.
Cost: Complimentary
In-Person Presentation @ Jones & Roth Eugene officeLive Screencast @ Jones & Roth Hillsboro & Bend officesSpace is limited, so register early!

Join us for this complimentary Nonprofit Roundtable, where we will 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, will review the different types of plans (401k, 403b, 457, SIMPLE IRA, etc.), setup options, eligibility and contribution rules, and other important retirement plan considerations for nonprofits of all sizes. In addition, we will have an overview discussion of OregonSaves and how this may or may not be a requirement for your organization. Mark and Cheryl will allow plenty of time for your retirement plan questions. 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.Learning Objectives:

Identify the various employee retirement plan options for nonprofits
Understand the setup options and eligibility/contribution rules for various types of plans
Analyze the OregonSaves program and determine whether or not it applies to your organization

Who should attend?

Executive Directors
Chief Financial Officers
Controllers
Financial Directors / Managers
Board Members

Registration Options:

Jones & Roth Eugene Office (In-Person Presentation)
Jones & Roth Hillsboro Office (Live Screencast)
Jones & Roth Bend Office (Live Screencast)

Questions?
Please call us at 541-687-2320 or info@jrcpa.com if you have any questions.

Presented by:

Mark Reynolds, CPA
Partner/Shareholder
Mark is a Shareholder and the leader of the Retirement Plan Services team. Mark 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, QPA
Senior Manager, Jones & Roth CPAs & Business Advisors
Cheryl is a leader on the Jones & Roth Retirement Plan Services team. She has 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.

Hosted by:

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.

Healthcare Webinar "How to Make Your Practice a Doctor Magnet"
2019-10-04 12:00 - 13:00
In this online webinar, Kurt Mosley from national provider recruiting firm Merritt Hawkins will provide a state-of-the-union look at the art and science of physician recruiting and retention.
The presentation will examine:

Statistics of the Provider Workforce
Trends in Supply & Demand
Patient Demographics Driving the Current Landscape
Incentives/Contracts
Successful Onboarding & Retention

Who Should Attend?

Physicians
Practice Managers
Clinic Financial Managers
HR / Recruiting Managers

Our Speaker:
Kurt Mosley serves as Vice President of Strategic Alliances for Merritt Hawkins, the nation’s leading physician search and consulting firm, and a company of AMN Healthcare, the largest healthcare staffing organization in the United States. With over 25 years of health care industry experience, Mr. Mosley is one of the nation’s leading authorities on the evolving healthcare system, particularly the way physician supply, demand, and access are changing. Mr. Mosley has been cited for his expertise in numerous publications, including USA Today, U.S. News & World Report, Modern Healthcare, Hospitals & Health Networks, HealthLeaders, Medical Economics and many others and has been heard on XM Radio’s “Reach M.D.” program.

ODEA Dental Webinar "Scheduling IMPACTS Everyone"
2019-09-17 18:00 - 19:00
ODEA Dental Webinar “Scheduling IMPACTS Everyone”
Complimentary Online Webinar
Tuesday, Sept. 17, 2019
6:00 – 7:00 p.m.

The schedule in a dental office IMPACTS everyone – the clinical team, the front office team, and even your patients. Understanding how to create and maintain a productive schedule is key to better teamwork, happier patients & staff, and a less stressful environment. In this scheduling mastery presentation, Laura will help you discover new and innovative ways to be proactive rather than reactive to your schedule, help IMPACT your daily routine in a positive and productive way, and contribute to the ultimate customer service experience for your patients.

Learning Objectives:
– How to Build a Productive Schedule that IMPACT’s the Team
– How to Decrease No Shows & Cancellations that IMPACT the schedule
– Developing Scheduling Policies that IMPACT & benefit your patients
– Creating a Schedule that IMPACTS & creates an exceptional patient experience

Speaker:
Laura Hatch, MS, FAADOM
Founder & CEO, Front Office Rocks™
Laura is known internationally as the Leader in Dental Front Office Solutions and Training. A keynote speaker, author, and coach, Laura is best known as the founder of Front Office Rocks™, a virtual training platform for dental teams. Front Office Rocks™ offers virtual training in all areas of the dental office and teaches the importance of exceptional customer service. Using her unique style and interactive delivery methods, Laura loves to help dental teams learn the systems and methods to achieve unprecedented results. Through this work, she has become a mentor to her clients & her colleagues and in response, she has continued to expand the Front Office Rocks™ program with new and innovative training protocol to help take her dentists and their teams to the next level.

Moderators:
Janette Douglas is the President of the Oregon Dental Executives’ Association and has worked in the dental field for over 30 years. She has been in her current position as Manager of TenderCare Dental in Gladstone since 1988. She has been instrumental in taking the practice successfully through many transitions. A member of ODEA since 2003, Jan served on the Board of Directors as well as holding the position of Membership Chair from 2003 to 2007. Her belief in the value of ODEA and her desire to help get the information, education, and networking opportunities to outlying areas of Oregon have brought her back to serve on the Board once again. Her family is her passion and she loves to travel.

Elliott Tracy, CPA is a Senior Manager and a key member of the Jones & Roth Dental Team. 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 extensive knowledge of all federal and state tax credits and how they can be utilized by individuals and businesses.

For more info, contact: Janette Douglas at 503-312-3269 or president@oregondentalexecutives.org

ODEA Dental Webinar "The Secret to Becoming the Practice Superhero"
2019-07-17 18:00 - 19:00
ODEA Dental Webinar “The Secret to Becoming the Practice Superhero”
Complimentary Online Webinar
Wednesday, July 17, 2019
6:00 – 7:00 p.m.
In this session, Dental Practice Advisor Elliott Tracy, CPA will show you how to become the superhero of your practice by communicating financial reports in a new, insightful way.
We all know how busy our Doctors can get providing patient care. It’s often challenging to carve out time to drill down on practice financial dynamics. This presentation will provide you with easy-to-implement tools that will make financial reporting easier, more consistent, and more effective.
We will examine financial reports that highlight the key dynamics you should be watching on a monthly basis. We’ll show you how to present that information in non-traditional formats to create clear understanding and promote actionable insights. We’ll also look at practice benchmarking concepts that allow you to quickly spot areas of success and opportunities for improvement, and to compare your practice performance to past periods, future goals, and other local practices.

Learning Objectives:

Understand why it’s important to communicate financial information outside of traditional statement format
Understand the most important practice dynamics to track on a monthly basis
Learn how to present and communicate financials in graphical format to promote actionable discussions

Elliott Tracy, CPA is a Senior Manager and a key member of the firm’s Dental Team. 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.

Janette Douglas has worked in the dental field for over 30 years. She has been in her current position as Manager of TenderCare Dental in Gladstone since 1988. She has been instrumental in taking the practice successfully through many transitions.
A member of ODEA since 2003, Jan served on the Board of Directors as well as holding the position of Membership Chair from 2003 to 2007. Her belief in the value of ODEA and her desire to help get the information, education, and networking opportunities to outlying areas of Oregon have brought her back to serve on the Board once again. Her family is her passion and she loves to travel.

For more info, contact: Janette Douglas at 503-312-3269 or president@oregondentalexecutives.org

Healthcare Webinar "How Physician-Owned Clinics Can Leverage Tax Reform Opportunities"
2019-07-12 12:00 - 13:00
In this session presented by Healthcare CPAs and Practice Advisors Nicole McOmber, CPA and Brian Newton, CPA, we will look at a wide range of tax opportunities that impact physician-owned clinics.

You’ll learn:

The impact of the Qualified Business Income Deduction
The new real estate and rental opportunities
The benefits of selecting the optimal corporate entity
The new regulations for deducting meals and entertainment expenses

Who Should Attend?

Practice Managers
Physicians
Clinic Financial Managers

Two Viewing Options:

1. ONLINE WEBINAR
Watch via GoToWebinar from your laptop

2. IN-PERSON VIEWING
Come watch the webinar with our team at one of our Jones & Roth offices (lunch provided)
Jones & Roth – HILLSBORO
5635 NE Elam Young Pkwy Ste. 100
Hillsboro, OR 97124
Jones & Roth – EUGENE
260 Country Club Road Ste. 100
Eugene, OR 97401
Jones & Roth – BEND
300 SW Columbia Street Ste. 201
Bend, Oregon 97702

Nicole McOmber, CPA is a Healthcare CPA and the leader of the Jones & Roth Healthcare Team. She specializes in practice management, advisory services, and tax & accounting services for medical practices and clinics across the Pacific Northwest. 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.

Brian Newton, CPA is a Healthcare CPA and a key leader on the Jones & Roth Healthcare Team. He works with physician-owned healthcare practices and nonprofit healthcare organizations 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 FQHC & Nonprofit audits, as well as Comprehensive Medical Practice Analysis.

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Questions?Email us at info@jrcpa.com

June 2019 Nonprofit Roundtable "Form 990"
2019-06-20 14:30 - 16:00
Thursday, June 20, 2019
2:30 – 4:00 p.m.
Cost: Complimentary

Join us for this complimentary Nonprofit Roundtable, where we will present what every nonprofit needs to know about the Form 990 and Tax Reform. We will 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.

At this roundtable, you will:
• Learn how Tax Reform affects your organization
• Identify changes on the 2018 Forms 990 and 990-T
• 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

Questions?
Please call us at 541-687-2320 or info@jrcpa.com if you have any questions.

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.

Fritz Duncan, CPA
Partner & Shareholder, Jones & Roth CPAs & Business Advisors
Fritz began his public accounting career in 1990 after graduating from the University of Oregon with a B.S. in Accounting. He leads the Nonprofit and Affordable Housing teams and is also a leader on the Assurance Services Department Management Team and Quality Control Committee.

2019 NWRPCA Spring Summit
2019-05-19 - 2019-05-21
Join us in Anchorage, Alaska from May 19-21, 2019 for 2019 NWRPCA Spring Summit.
The NWRPCA Spring Summit, formerly known as the Spring Primary Care Conference, includes the same carefully curated content that event attendees have come to expect of all NWRPCA conferences plus innovative new workshop and skills-enhancing opportunities.
Over 2.5 days, learn from prominent speakers, hear federal policy updates, and network with primary care colleagues. Event highlights new to the NWRPCA Spring Summit include: Region X peer learning, collaboration, and professional development.
For more info: Spring Summit webpage

LBIS 2019 "Pitch for a Purpose"
2019-05-08 17:00 - 20:00 | 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.
