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DTSTART;TZID=America/Los_Angeles:20250717T173000
DTEND;TZID=America/Los_Angeles:20250717T193000
DTSTAMP:20260417T120729
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SUMMARY:Financial & Economic Insights for Healthcare Practice Owners
DESCRIPTION:RSVP Here:\n\n\n\nSave My Seat\n\n\n\n\n\n\n\nJoin us in the Rogue Valley for hors d’oeuvres\, drinks\, and an interactive panel discussion with local economic & financial experts \n\n\n\n\n\n\n\n\n\n\n\n\n\nWhether you’re new or experienced in running a private practice\, you know that the current environment is constantly evolving\, and what may have worked for your practice last year\, or even last month\, may not meet the needs of today and tomorrow.\n\n\n\nJoin us for hors d’oeuvres\, drinks\, and an interactive panel discussion with local economic & financial experts who will share their perspectives on how private practices can navigate challenges\, finance growth\, and take advantage of opportunities in the current environment. \n\n\n\nIf you are traveling and need accommodations\, the venue is offering a discount when you book online (use code: 50$off). \n\n\n\n\n\n\n\nLocation\n\n\n\nHummingbird Estate1677 Old Stage Road Central Point\, OR 97502 \n\n\n\n\n\n\n\nRSVP Today\n\n\n\n\n\n\n\nPanelists:\n\n\n\nDamon Runberg\, Economist\, East Slope Economics \n\n\n\nDamon Runberg is the owner and Economist of East Slope Economics. He provides economic analysis\, develops impact studies\, and conducts other research services primarily serving nonprofits and health care organizations. Businesses and organizations are increasingly looking to quantify the impact of their services. East Slope Economics was developed back in 2017 to help serve this growing need. \n\n\n\nJordan Dawley\, Healthcare CPA & Advisor\, Jones & Roth CPAs & Business Advisors \n\n\n\nJordan Dawley\, CPA is a Partner at Jones & Roth CPAs & Business Advisors. He is a key member of the firm’s Healthcare and Dental teams\, supporting owners of medical and dental practices who are looking to make the most of their opportunity. He specializes in practice benchmarking\, cash flow planning\, business strategy\, tax planning\, and navigating practice transitions. As an Bend native\, Jordan is passionate about supporting the Oregon business community and providing solutions that make a positive impact on both the companies and their owners \n\n\n\nLisa Howlett\, Market Director for Oregon Healthcare\, Columbia Healthcare Banking \n\n\n\nLisa Howlett is the Market Director for the Healthcare\, Professional and HOA banking team that serves Oregon and Southwest Washington. With over 40 years of banking experience\, including 20 in these specialized industries\, Lisa brings a wealth of expertise to her role. Lisa and her team collaboratively craft personalized financial solutions\, ensuring every client enjoys a top-notch experience. With a strong focus on collective expertise\, Lisa is dedicated to achieving outstanding results. Lisa is a graduate of Portland State University. She has been active in the community as a marathon training coach for Portland Fit\, as well as a Volunteer for junior Achievement\, Meals on Wheels and the Oregon Humane Society. In her personal time\, she loves to travel\, road bike\, play tennis\, and walk trails with her amazing Goldendoodle\, Lola. \n\n\n\nCo-sponsored by Columbia Healthcare Banking and Jones & Roth CPAs & Business Advisors
URL:https://www.jrcpa.com/event/financial-economic-insights-for-healthcare-practice-owners/
CATEGORIES:Dental,Healthcare
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DTSTART;TZID=America/Los_Angeles:20250725T120000
DTEND;TZID=America/Los_Angeles:20250725T130000
DTSTAMP:20260417T120729
CREATED:20250612T210019Z
LAST-MODIFIED:20250728T195832Z
UID:10000235-1753444800-1753448400@www.jrcpa.com
SUMMARY:Nonprofit Webinar: “Planning for a Successful Audit”
DESCRIPTION:Watch the Replay Here:\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\nJoin the Jones & Roth Nonprofit Team for an overview of the financial statement audit process so you know what to expect and how to best prepare for your audit. We highlight the common mistakes to avoid and share our tips and best practices to get audit-ready. \n\n\n\nIn this presentation\, we cover:\n\n\n\n\nUnderstanding the audit process — roles\, phases\, and key outcomes\n\n\n\nBest practices and common pitfalls\n\n\n\nPre-audit preparation steps\n\n\n\nDocument and records readiness\n\n\n\n\nWho should watch this webinar?\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\nAbout our Presenters\n\n\n\nAaron Sachs\, CPA Jones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\n\n\n\n\nAaron Sachs is a member of the firm’s Nonprofit and Private Company Services teams. He joined Jones & Roth in 2013 and enjoys helping companies from a wide variety of industries identify opportunities for improving the quality and efficiency of the financial reporting process in conjunction with providing assurance services. Aaron’s experience with private companies and nonprofit organizations includes audits\, reviews\, and federal single audits; and information return preparation services. \n\n\n\n\n\n\n\n\n\nTyler Weber\, CPA Jones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\n\n\n\n\nTyler joined Jones & Roth in 2018. Prior to joining Jones & Roth\, he worked for a local CPA preparing 1040s and bookkeeping. Tyler has developed expertise in tax and audit services. \n\n\n\n\n\n\n\n\n\nBrooke Lomica\, CPA Jones & Roth CPAs & Business Advisors \n\n\n\n\n\n\n\n\n\n\n\nBrooke Lomica joined Jones & Roth in 2019 as an intern\, and has been a full-time team member since 2020. She has worked with multiple specialty teams across the firm and is now a Manager.
URL:https://www.jrcpa.com/event/nonprofit-webinar-planning-for-a-successful-audit/
CATEGORIES:Nonprofit
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