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X-ORIGINAL-URL:https://www.jrcpa.com
X-WR-CALDESC:Events for Jones &amp; Roth CPAs &amp; Business Advisors
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DTSTART;TZID=America/Los_Angeles:20221104T123000
DTEND;TZID=America/Los_Angeles:20221104T170000
DTSTAMP:20260403T134758
CREATED:20221005T195354Z
LAST-MODIFIED:20221005T195448Z
UID:10000096-1667565000-1667581200@www.jrcpa.com
SUMMARY:Managers Time Out Meeting - Eugene\, Oregon
DESCRIPTION:RSVP by October 28 to reserve your seat and lunch! \nRSVP Now \nManagers 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. \nThis meeting is closed to those who provide products and services to providers unless sponsoring the event. \nDownload MTO-EUGENE Flyer \nMTO-EUGENE Schedule of Events \n12:30 pm… Attendee Check-In and Lunch\n1:15 PM – 2:15 PM… Session 1: Marketing Metrics that Matter\n2:15 PM – 2:30 PM… Break\n2:30 PM – 3:30 PM… Session 2: Practice and Tax Updates / Hot Topics\n3:30 PM – 5:00 PM… Social Hour – Networking \nPlease RSVP using button above. \nPlease RSVP by October 28 if you plan to attend.\nQuestions to: Mindy Zaubi\, Oregon MGMA Executive Director\, main@omgma.com
URL:https://www.jrcpa.com/event/managers-time-out-meeting-eugene-oregon/
LOCATION:Jones & Roth Eugene Office\, 260 Country Club Road\, Eugene\, OR\, 97401\, United States
CATEGORIES:Healthcare
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/MGMA-MTO-at-Jones-and-Roth-1200x628-1.jpg
GEO:44.0626147;-123.08748
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Jones & Roth Eugene Office 260 Country Club Road Eugene OR 97401 United States;X-APPLE-RADIUS=500;X-TITLE=260 Country Club Road:geo:-123.08748,44.0626147
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20221111
DTEND;VALUE=DATE:20221112
DTSTAMP:20260403T134758
CREATED:20220826T203031Z
LAST-MODIFIED:20220826T203031Z
UID:10000089-1668124800-1668211199@www.jrcpa.com
SUMMARY:Offers expire
DESCRIPTION:
URL:https://www.jrcpa.com/event/offers-expire/
CATEGORIES:Careers
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/offers-expire.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20221115T070000
DTEND;TZID=America/Los_Angeles:20221115T080000
DTSTAMP:20260403T134758
CREATED:20221020T200939Z
LAST-MODIFIED:20221020T202232Z
UID:10000099-1668495600-1668499200@www.jrcpa.com
SUMMARY:Community Conversations About Paid Leave Oregon
DESCRIPTION:Date: November 15\, 2022 \nThis community conversation is held virtually through Zoom. Please follow the link to register (ASL and Spanish interpretation provided). \nRegister Now \nFor more information about Paid Leave Oregon or to contact us with any questions\, please visit our website at paidleave.oregon.gov.
URL:https://www.jrcpa.com/event/community-conversations-about-paid-leave-oregon-nov-15/
CATEGORIES:Paid Leave Oregon
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/community-conversations-2-paid-leave-oregon.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20221121
DTEND;VALUE=DATE:20221126
DTSTAMP:20260403T134758
CREATED:20221102T172606Z
LAST-MODIFIED:20221102T172606Z
UID:10000101-1668988800-1669420799@www.jrcpa.com
SUMMARY:Offices closed Thanksgiving week
DESCRIPTION: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. \nWe 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.
URL:https://www.jrcpa.com/event/offices-closed-thanksgiving-week/
CATEGORIES:Firm News
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/our-offices-will-be-closed-November-21-25.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20221208T120000
DTEND;TZID=America/Los_Angeles:20221208T130000
DTSTAMP:20260403T134758
CREATED:20221116T182756Z
LAST-MODIFIED:20221209T173813Z
UID:10000102-1670500800-1670504400@www.jrcpa.com
SUMMARY:Year-End Planning Strategies & Takeaways for Healthcare Practices
DESCRIPTION:Thursday\, December 8\, 2022\n12noon – 1pm \nJoin 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. \nIn this presentation\, we will cover: \n\nThe latest updates to federal\, state and local tax legislation\nFinancial and operational management best practices\nA year-end checklist for practice administrators.\n\nThe Jones & Roth Healthcare Webinar series is specifically for Physicians\, Practice Managers\, Clinic Financial Managers\, and HR / Recruiting Managers. \nWatch Now:
URL:https://www.jrcpa.com/event/year-end-planning-strategies-takeaways-for-healthcare-practices/
CATEGORIES:Healthcare
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/Year-End-Planning-Strategies-and-Takeaways-for-Healthcare-Practices.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230112T103000
DTEND;TZID=America/Los_Angeles:20230112T120000
DTSTAMP:20260403T134758
CREATED:20221209T225117Z
LAST-MODIFIED:20230113T164713Z
UID:10000103-1673519400-1673524800@www.jrcpa.com
SUMMARY:What Every Nonprofit Needs to Know about Form 990
DESCRIPTION:2023 NONPROFIT WEBINAR SERIES\n\n\n\nJones & 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. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nLearning Objectives\n\n\n\n\nClarify IRS requirements\, key schedules\, and special considerations\n\n\n\nUtilize the Form 990 as a Marketing Tool\n\n\n\nIdentify Form 990-T requirements regarding Unrelated Business Income\n\n\n\n\nWho should watch?\n\n\n\n\nExecutive Directors\n\n\n\nChief Financial Officers\n\n\n\nControllers\n\n\n\nFinancial Directors/Managers\n\n\n\nBoard Members\n\n\n\n\nOur presenters\n\n\n\n\n\n\n\n\n\n\n\nFritz Duncan\, CPA\n\n\n\nPartner/Shareholder & Nonprofit Team LeaderJones & Roth CPAs & Business Advisors\n\n\n\nFritz 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. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nEdwina Quiddaoen\, CPA\n\n\n\nManager & Nonprofit Team MemberJones & Roth CPAs & Business Advisors\n\n\n\nEdwina 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.
URL:https://www.jrcpa.com/event/what-every-nonprofit-needs-to-know-about-form-990-2023/
CATEGORIES:Nonprofit
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/form-990-webinar-nonprofit-jones-roth.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230202T120000
DTEND;TZID=America/Los_Angeles:20230202T130000
DTSTAMP:20260403T134758
CREATED:20230116T224913Z
LAST-MODIFIED:20230206T200629Z
UID:10000104-1675339200-1675342800@www.jrcpa.com
SUMMARY:Getting Started with 2023 Budgeting and Managing Cash Flow
DESCRIPTION:2023 SMALL BUSINESS GROUP WEBINAR \n\n\n\nWatch the replay: \n\n\n\n\n\n\n\n\n\n\n\n\n\nManaging 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.   \n\n\n\nLearn how to:\n\n\n\n\nCreate a rolling budget that works for your business and makes sense to you\n\n\n\nUse that budget to help you manage cash flow\n\n\n\nIdentify opportunities and areas of concern that need to be managed\n\n\n\nMake adjustments as circumstances change\n\n\n\nAddress common pitfalls\n\n\n\n\n\n\n\n\n\n\n\n\nOur Presenter:\n\n\n\nTricia Duncan\, CPA\n\n\n\nPartner & Director of OperationsJones & Roth CPAs & Business Advisors\n\n\n\n\n\n\n\n\n\nTricia 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. \n\n\n\nTricia 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.
URL:https://www.jrcpa.com/event/getting-started-with-2023-budgeting-and-managing-cash-flow/
CATEGORIES:Small Business Group
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/Getting-Started-with-2023-Budgeting-and-Managing-Cash-Flow.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230209T120000
DTEND;TZID=America/Los_Angeles:20230209T130000
DTSTAMP:20260403T134758
CREATED:20230119T205934Z
LAST-MODIFIED:20230209T233645Z
UID:10000106-1675944000-1675947600@www.jrcpa.com
SUMMARY:2023 Reimbursement Reality
DESCRIPTION: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.  \n\n\n\n\nIdentify trends affecting your practice today — and in the future\n\n\n\nDetermine opportunities to automate key processes to reverse the adverse impact of staffing shortages\n\n\n\nEngage your free employees — and discover positive results\n\n\n\nRecognize the business intelligence tools you need to identify opportunities\n\n\n\n\n\n\n\n\n\n\n\n\nOur Presenter: \n\n\n\nElizabeth Woodcock\, DrPH\, MBA\, FACMPE\, CPC\n\n\n\n\n\nDr. 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. \n\n\n\nPrior 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. \n\n\n\nElizabeth 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.
URL:https://www.jrcpa.com/event/webinar-2023-reimbursement-reality/
CATEGORIES:Healthcare
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/2023-Reimbursement-Reality.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230228T120000
DTEND;TZID=America/Los_Angeles:20230228T124500
DTSTAMP:20260403T134758
CREATED:20230228T001059Z
LAST-MODIFIED:20230228T001447Z
UID:10000169-1677585600-1677588300@www.jrcpa.com
SUMMARY:Paid Leave Oregon—Equivalent Plans
DESCRIPTION: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. \n\n\n\nTopics include:• Equivalent Plan Requirements• Equivalent Plan Applications• Contributions• Equivalent Plan Expenses/Administrative Costs• Equivalent Plan Effective Dates and Deadlines• FAQs \n\n\n\nFor your convenience there are three ways to participate. To register\, just select whichever option best meets your needs. \n\n\n\n• Attend Live Online – Register Now • Attend Live Online and On-Demand Recording – Register Now • On-Demand Recording Only – Register Now \n\n\n\nCascade Employers Association is extending Jones & Roth clients a 10% discount on the first year of membership \n\n\n\nPlease contact:Sheryl Kelsh\, Membership Manager\, skelsh@cascadeemployers.com in order to utilize this discount
URL:https://www.jrcpa.com/event/paid-leave-oregon-equivalent-plans/
CATEGORIES:Small Business Group
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/paid-leave-feb28.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230425T170000
DTEND;TZID=America/Los_Angeles:20230425T190000
DTSTAMP:20260403T134758
CREATED:20230315T225755Z
LAST-MODIFIED:20230315T225827Z
UID:10000170-1682442000-1682449200@www.jrcpa.com
SUMMARY:Accounting Career Expo 2023
DESCRIPTION: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.
URL:https://www.jrcpa.com/event/accounting-career-expo-2023/
CATEGORIES:Careers
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/Accounting-Career-Expo-2023-1200x628-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20230507
DTEND;VALUE=DATE:20230510
DTSTAMP:20260403T134758
CREATED:20221013T185654Z
LAST-MODIFIED:20230213T192812Z
UID:10000097-1683417600-1683676799@www.jrcpa.com
SUMMARY:2023 Pacific Northwest Medical Management Conference
DESCRIPTION:Location: Greater Tacoma Convention Center\, Tacoma\, WA\nAfter 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! \nAttendee Registration Opens January 1
URL:https://www.jrcpa.com/event/2023-pacific-northwest-medical-management-conference/
CATEGORIES:Healthcare
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/PNW-MGMA-2022_1200x628.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230510T120000
DTEND;TZID=America/Los_Angeles:20230510T124500
DTSTAMP:20260403T134758
CREATED:20230418T213333Z
LAST-MODIFIED:20230511T165521Z
UID:10000171-1683720000-1683722700@www.jrcpa.com
SUMMARY:Small Business Webinar: “Financial Statements 101: Understanding the Basics for Small Business Success”
DESCRIPTION: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. \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nPresented by:\n\n\n\nTricia Duncan\, CPA\n\n\n\nPartner & Director of OperationsJones & Roth CPAs & Business Advisors\n\n\n\nTricia 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. \n\n\n\nTricia 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.
URL:https://www.jrcpa.com/event/small-business-webinar-financial-statements-101-understanding-the-basics-for-small-business-success/
CATEGORIES:Small Business Group
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/financial-statements-101-small-business-webinar.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230626T130000
DTEND;TZID=America/Los_Angeles:20230626T150000
DTSTAMP:20260403T134758
CREATED:20230526T205954Z
LAST-MODIFIED:20230526T205958Z
UID:10000183-1687784400-1687791600@www.jrcpa.com
SUMMARY:Shred-a-palooza 2023
DESCRIPTION:FREE event open to the public\nLocation: Jones & Roth Eugene Office\n260 Country Club Road\nEugene\, OR 97401 \nLimit of 4 standard file boxes per person \n“Certified” Shredding\nDestruction by iSecure \n100% secure—destroy materials as you watch \n· Paper Documents\n· Files\n· Notebooks\n· Cancelled Checks\n· VHS tapes\n· Backup Tapes\n· CDs and DVDs \n \n \n  \n  \n  \niSecure Inc. is a NAID “AAA” Certified member of the National Association of Information Destruction (NAID) since 2006.\nFor more information visit www.naidonline.org.
URL:https://www.jrcpa.com/event/shred-a-palooza-2023/
LOCATION:Jones & Roth Eugene Office\, 260 Country Club Road\, Eugene\, OR\, 97401\, United States
CATEGORIES:Firm News
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/Shred_2023_social_1200x628.jpg
GEO:44.0626147;-123.08748
X-APPLE-STRUCTURED-LOCATION;VALUE=URI;X-ADDRESS=Jones & Roth Eugene Office 260 Country Club Road Eugene OR 97401 United States;X-APPLE-RADIUS=500;X-TITLE=260 Country Club Road:geo:-123.08748,44.0626147
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230724T103000
DTEND;TZID=America/Los_Angeles:20230724T120000
DTSTAMP:20260403T134758
CREATED:20230622T165917Z
LAST-MODIFIED:20230725T203923Z
UID:10000184-1690194600-1690200000@www.jrcpa.com
SUMMARY:Webinar: “Retirement Plan Options for Not-for-Profit Entities”
DESCRIPTION:In this Nonprofit Roundtable we present a comprehensive review of employee retirement plan choices for your organization. \n\n\n\nWhether 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. \n\n\n\nTwo 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. \n\n\n\nIn addition\, we discuss SECURE Act 2.0 and how this could affect your organization.  \n\n\n\nLearning Objectives: \n\n\n\n\nIdentify the various employee retirement plan options for nonprofits\n\n\n\nUnderstand the setup options and eligibility/contribution rules for various types of plans\n\n\n\nKey aspects of SECURE Act 2.0 and how it applies to you\n\n\n\n\nWho should watch? \n\n\n\n\nExecutive Directors\n\n\n\nChief Financial Officers\n\n\n\nControllers\n\n\n\nFinancial Directors / Managers\n\n\n\nBoard Members\n\n\n\n\n\n\n\n\n \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nPRESENTERS\n\n\n\nKari Young\, CPAPartner/Shareholder & Nonprofit Team LeaderJones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\nKari 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. \n\n\n\n\n\n\n\nMark Reynolds\, CPAPartner/Shareholder & Retirement Plan Services LeaderJones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\nMark 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. \n\n\n\n\n\n\n\nCheryl Opperman\, QPASenior ManagerJones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\nCheryl 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.
URL:https://www.jrcpa.com/event/webinar-retirement-plan-options-for-not-for-profit-entities/
CATEGORIES:Nonprofit
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/Retirement-Plan-Options-for-Not-for-Profit-Entities.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230807T000000
DTEND;TZID=America/Los_Angeles:20230809T235959
DTSTAMP:20260403T134758
CREATED:20230801T032054Z
LAST-MODIFIED:20230801T032222Z
UID:10000188-1691366400-1691625599@www.jrcpa.com
SUMMARY:2023 AGC Summer Convention
DESCRIPTION: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. \n\n\n\n \n\n\n\nSunriver Resort17600 Center DriveSunriver\, Oregon\, 97707
URL:https://www.jrcpa.com/event/2023-agc-summer-convention/
CATEGORIES:Construction
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/AGC-Summer-Convention.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230824T120000
DTEND;TZID=America/Los_Angeles:20230824T130000
DTSTAMP:20260403T134758
CREATED:20230822T171127Z
LAST-MODIFIED:20230822T171529Z
UID:10000194-1692878400-1692882000@www.jrcpa.com
SUMMARY:Cascade Employers Webinar: Paid Leave Oregon – Ask Us Anything
DESCRIPTION: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. \n\n\n\nIf you are a Jones & Roth Small Business client\, please contact us and ask us about receiving a discounted membership to Cascade Employers Association. \n\n\n\nREGISTRATION INFO
URL:https://www.jrcpa.com/event/cascade-employers-webinar-paid-leave-oregon-ask-us-anything/
CATEGORIES:Paid Leave Oregon
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/paid-leave-oregon-intro-1024x612-1.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230907T160000
DTEND;TZID=America/Los_Angeles:20230907T180000
DTSTAMP:20260403T134758
CREATED:20230906T185851Z
LAST-MODIFIED:20230906T185950Z
UID:10000196-1694102400-1694109600@www.jrcpa.com
SUMMARY:2023 Accounting Fall Recruiting Kick-Off
DESCRIPTION:Location: On HANDSHAKE \n\n\n\nWe’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
URL:https://www.jrcpa.com/event/2023-accounting-fall-recruiting-kick-off/
CATEGORIES:Careers
ATTACH;FMTTYPE=image/png:https://www.jrcpa.com/wp-content/uploads/Copy-of-2023-Fall-Recruiting-Kickoff.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230913T100000
DTEND;TZID=America/Los_Angeles:20230913T113000
DTSTAMP:20260403T134758
CREATED:20230908T212439Z
LAST-MODIFIED:20230908T212556Z
UID:10000197-1694599200-1694604600@www.jrcpa.com
SUMMARY:Linfield Meet the Firms
DESCRIPTION: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. \n\n\n\nLocation: Fred Meyer Lounge – Riley Hall\, Linfield University
URL:https://www.jrcpa.com/event/linfield-meet-the-firms-2/
CATEGORIES:Careers
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/Copy-of-Copy-of-Copy-of-Linfield-Meet-the-Firms.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230915T080000
DTEND;TZID=America/Los_Angeles:20230915T170000
DTSTAMP:20260403T134758
CREATED:20230807T223510Z
LAST-MODIFIED:20230807T223547Z
UID:10000193-1694764800-1694797200@www.jrcpa.com
SUMMARY:2023 NAWIC 77 Golf Tournament
DESCRIPTION:Best Ball Scramble Tournament benefiting the NAWIC scholarship and education funds for membership and construction students. Sponsorships are available. RSVP here. \n\n\n\nLocation: Diamond Woods Golf Course\, 96040 Territorial Rd\, Monroe\, OR 97456
URL:https://www.jrcpa.com/event/2023-nawic-77-golf-tournament/
CATEGORIES:Construction
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/NAWIC-featured-image.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230920T120000
DTEND;TZID=America/Los_Angeles:20230920T124500
DTSTAMP:20260403T134758
CREATED:20230825T173130Z
LAST-MODIFIED:20230920T230635Z
UID:10000195-1695211200-1695213900@www.jrcpa.com
SUMMARY:Small Business Webinar: Using Reporting and Key Performance Indicators to Manage Your Business
DESCRIPTION: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. \n\n\n\nThese CSFs relate to the business processes and activities that really drive business results. At the top level these are: \n\n\n\n\nProcesses and activities that are important to acquiring and holding customers\n\n\n\nProcesses and activities that determine revenue\n\n\n\nProcesses and activities that impact on efficiency and productivity\n\n\n\nProcesses and activities that determine team morale\n\n\n\n\nTo 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. \n\n\n\nThis webinar covers: \n\n\n\n\nHow to use Management reporting in your business\n\n\n\nDeciding the right KPIs for your business\n\n\n\nHow to construct a KPI that can be measured reliably and consistently\n\n\n\nImplementing KPI monitoring in your business\n\n\n\nUsing KPI data to improve business performance\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nOur Presenter:\n\n\n\nTricia Duncan\, CPA\n\n\n\nPartner & Director of OperationsJones & Roth CPAs & Business Advisors\n\n\n\n\n\nTricia 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. \n\n\n\nTricia 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.
URL:https://www.jrcpa.com/event/small-business-webinar-using-reporting-and-key-performance-indicators-to-manage-your-business/
CATEGORIES:Small Business Group
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/benchmarking-kpi-small-business-webinar-jones-and-roth.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230926T000000
DTEND;TZID=America/Los_Angeles:20230928T235959
DTSTAMP:20260403T134758
CREATED:20230801T034308Z
LAST-MODIFIED:20230801T034815Z
UID:10000189-1695686400-1695945599@www.jrcpa.com
SUMMARY:Housing Oregon Conference
DESCRIPTION: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. \n\n\n\nLocation: Hilton Doubletree in Portland\, Oregon
URL:https://www.jrcpa.com/event/housing-oregon-conference/
CATEGORIES:Affordable Housing
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/Housing_Oregon_Image_2023.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230928T173000
DTEND;TZID=America/Los_Angeles:20230928T193000
DTSTAMP:20260403T134758
CREATED:20230913T234135Z
LAST-MODIFIED:20230913T234207Z
UID:10000205-1695922200-1695929400@www.jrcpa.com
SUMMARY:OSU Welcome to the Accounting Major
DESCRIPTION: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. \n\n\n\nLocation: Memorial Union Lanes & Games – 2501 SW Jefferson Way\, Corvallis\, OR 97331
URL:https://www.jrcpa.com/event/osu-welcome-to-the-accounting-major/
CATEGORIES:Careers
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230928T180000
DTEND;TZID=America/Los_Angeles:20230928T190000
DTSTAMP:20260403T134758
CREATED:20230913T225559Z
LAST-MODIFIED:20230913T230644Z
UID:10000199-1695924000-1695927600@www.jrcpa.com
SUMMARY:UO Beta Alpha Psi Meeting
DESCRIPTION:Location: Lillis 232 – University of Oregon
URL:https://www.jrcpa.com/event/uo-beta-alpha-psi-meeting/
CATEGORIES:Careers
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230928T180000
DTEND;TZID=America/Los_Angeles:20230928T203000
DTSTAMP:20260403T134758
CREATED:20230913T224354Z
LAST-MODIFIED:20250905T190958Z
UID:10000198-1695924000-1695933000@www.jrcpa.com
SUMMARY:OSCPA Career Showcase
DESCRIPTION:Accounting students\, come meet our team at the OSCPA Career Showcase Event. Edwina\, Evan\, Logan\, Rachel\, and Theo will be answering questions about what makes Jones & Roth unique\, the fall recruiting process\, and upcoming 2024 opportunities.  \n\n\n\nLocation: Oregon Hall – Oregon Convention Center – 777 NE Martin Luther King Jr. Blvd\, Portland\, OR 97232 \n\n\n\nRegister for free at the link below: \n\n\n\nOSCPA Career Showcase – Students & Faculty
URL:https://www.jrcpa.com/event/oscpa-career-showcase-3/
CATEGORIES:Careers
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20230930T000000
DTEND;TZID=America/Los_Angeles:20230930T235959
DTSTAMP:20260403T134758
CREATED:20230913T230404Z
LAST-MODIFIED:20230913T230613Z
UID:10000200-1696032000-1696118399@www.jrcpa.com
SUMMARY:Applications due for semester schools (not OSU/PSU/UO)
DESCRIPTION:Apply via Handshake or at https://www.jrcpa.com/careers/ \n\n\n\nIntern positions \n\n\n\nStaff positions
URL:https://www.jrcpa.com/event/applications-due-for-semester-schools-not-osu-psu-uo-2/
CATEGORIES:Careers
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20231003T170000
DTEND;TZID=America/Los_Angeles:20231003T190000
DTSTAMP:20260403T134758
CREATED:20230913T231410Z
LAST-MODIFIED:20230913T231425Z
UID:10000201-1696352400-1696359600@www.jrcpa.com
SUMMARY:PSU Accounting Career Fair (Meet the Firms)
DESCRIPTION:Accounting students\, come meet our team at the PSU Accounting Career Fair. We will be answering questions about what makes Jones & Roth unique\, the fall recruiting process\, and upcoming 2024 opportunities. \n\n\n\nLocation – Viking Pavilion\, 930 SW Hall St\, Portland\, OR 97201
URL:https://www.jrcpa.com/event/psu-accounting-career-fair-meet-the-firms/
CATEGORIES:Careers
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20231004T180000
DTEND;TZID=America/Los_Angeles:20231004T200000
DTSTAMP:20260403T134758
CREATED:20230913T232055Z
LAST-MODIFIED:20230913T232123Z
UID:10000202-1696442400-1696449600@www.jrcpa.com
SUMMARY:OSU Meet the Firms
DESCRIPTION:Accounting students\, come meet our team at the OSU Meet the Firms event. We will be answering questions about what makes Jones & Roth unique\, the fall recruiting process\, and upcoming 2024 opportunities. \n\n\n\nLocation: Memorial Union Ballroom – Oregon State University – 2501 SW Jefferson Way\, Corvallis\, OR 97331 \n\n\n\nClick here for Student Registration
URL:https://www.jrcpa.com/event/osu-meet-the-firms-2/
CATEGORIES:Careers
ATTACH;FMTTYPE=image/png:https://www.jrcpa.com/wp-content/uploads/MTF-Flyer-for-students-2-791x1024-1.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20231005T170000
DTEND;TZID=America/Los_Angeles:20231005T193000
DTSTAMP:20260403T134758
CREATED:20230913T232650Z
LAST-MODIFIED:20230913T232702Z
UID:10000203-1696525200-1696534200@www.jrcpa.com
SUMMARY:UO Meet the Firms
DESCRIPTION:Accounting students\, come meet our team at the UO Meet the Firms event. We will be answering questions about what makes Jones & Roth unique\, the fall recruiting process\, and upcoming 2024 opportunities. \n\n\n\nNetworking Prep Opportunity from 5:00 pm to 6:00 pm in Chiles 125 \n\n\n\nMeet the Firms from 6:00 pm to 7:30 pm in the Lillis Atrium \n\n\n\nLocation – Lillis Atrium – University of Oregon \n\n\n\nClick here for Student Registration
URL:https://www.jrcpa.com/event/uo-meet-the-firms/
CATEGORIES:Careers
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20231005T173000
DTEND;TZID=America/Los_Angeles:20231005T190000
DTSTAMP:20260403T134758
CREATED:20230801T035844Z
LAST-MODIFIED:20230801T040259Z
UID:10000190-1696527000-1696532400@www.jrcpa.com
SUMMARY:Housing Heroes Live
DESCRIPTION:Join Cornerstone Community Housing for the 4th Annual Housing Heroes Live event\, where you can throw on a cape and help individuals and families in our community STAY HOUSED! At the Housing Heroes Live 2023 Watch Party\, each guest receives two complimentary drinks and delicious appetizers. Please fill out the RSVP form for each guest attending: Learn more and RSVP here. \n\n\n\nLocation: Ninkasi’s Better Living Room155 Blair Blvd\, Eugene\, OR 97402
URL:https://www.jrcpa.com/event/housing-heroes-live/
CATEGORIES:Affordable Housing
ATTACH;FMTTYPE=image/jpeg:https://www.jrcpa.com/wp-content/uploads/Housing_Heroes.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20231008T000000
DTEND;TZID=America/Los_Angeles:20231008T235959
DTSTAMP:20260403T134758
CREATED:20230913T232904Z
LAST-MODIFIED:20230913T232914Z
UID:10000204-1696723200-1696809599@www.jrcpa.com
SUMMARY:Applications due for OSU/PSU/UO
DESCRIPTION:Apply via Handshake or at https://www.jrcpa.com/careers/ \n\n\n\nIntern positions \n\n\n\nStaff positions
URL:https://www.jrcpa.com/event/applications-due-for-osu-psu-uo-2/
CATEGORIES:Careers
END:VEVENT
END:VCALENDAR