Jones & Roth CPAs & Business Advisors

Meet Jones & Roth: A Virtual Event
2021-09-24 16:00 - 17:00, 2021-09-08 15:30 - 16:30 (America/Los_Angeles)
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.

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

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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.
