Fiscal Managers Peer Learning Group – Housing Oregon

Welcome back to regular meetings for the Fiscal Managers Peer Learning Group with Housing Oregon. We’re partnering with Jones & Roth CPAs & Business Advisors to bring you opportunities to network with your peers, share best practices, and learn new skills from industry leaders. Please find below dates and times for next three meetings scheduled for 3rd Tuesdays at 12 noon – December 17, January 21 and March 17.

Also, here is a link to a video covering material on The Form 990 presented by Kari Young and Fritz Duncan, with Jones & Roth, at our July 16 Fiscal Managers Peer Learning Group meeting.

Tuesday, December 17

Time: 12 Noon – 1:30 PM

In person: NW Health Foundation, 221 NW 2nd Ave #300, Portland, OR

Video: https://zoom.us/j/154172181

Phone: +1 669 900 6833

Meeting ID: 154 172 181

Transit: One block off Trimet Blue/Red Old Town/Chinatown Max stop.

Parking: Smart Park at Naito and NW Davis

 

Agenda: Introductions and Challenges You are Facing in 2020?

Participants will share updates about themselves, their work, and reflect on an upcoming challenge or development concern you are facing in 2020. We’ve heard from some who are new in their organizations and are looking to better understand the nonprofit CDC landscape in Oregon.

  • Introductions – Describe your role and duties within your organization.
  • What are common fiscal tasks and challenges we share?
  • What challenges or concerns are you facing in 2020 that keeps you up at night?
  • Where do you turn to for professional development opportunities?
  • Who else do you know we should we be inviting to this network?
  • Brainstorm topics for future meetings.

 

Tuesday, January 21

Time: 12 Noon – 1:30 PM

In person: NW Health Foundation, 221 NW 2nd Ave #300, Portland, OR

Web video: https://zoom.us/j/103189749

Phone:  +1 669 900 6833

Meeting ID: 103 189 749

Transit: One block off Trimet Blue/Red Old Town/Chinatown Max stop.

Parking: Smart Park at Naito and NW Davis

 

Agenda: GAAP Basics for Affordable Housing Nonprofits

Join Fritz Duncan, CPA and Kari Young, CPA for a review of GAAP Basics for Nonprofits. This session will explore and discuss the particularities of GAAP standards and accounting, highlight new developments and the impact to nonprofit organizations.

Who should attend?

  • Fiscal Managers
  • Chief Financial Officers
  • Controllers

Presenter Contact Information:

Fritz Duncan, CPA, Partner & Shareholder, Jones & Roth CPAs & Business Advisors, (541) 687-2320, fritzd@jrcpa.com

Kari Young, CPA, Partner & Shareholder, Jones & Roth CPAs & Business Advisors, (541) 687-2320, kyoung @jrcpa.com

Bios:

Fritz Duncan, CPA, Fritz Duncan is a partner and shareholder at Jones & Roth and specializes in tax, auditing, and financial review for nonprofit organizations and limited partnerships. Fritz also specializes in affordable housing, including the Low Income Housing Tax Credit. He is recognized as one of the top nonprofit CPA’s in Oregon and is regularly called upon to present specialized nonprofit auditing and accounting topics at industry conferences. He has served on the board of directors for Junior Achievement and the Eugene Active 20/30 Club. Fritz holds a Bachelor of Science in Accounting from the University of Oregon.

Kari Young, CPA is a Senior Manager and leader on the Jones & Roth nonprofit team. She also provides expertise to the Affordable Housing team and the Assurance Services Department. She is a member of the firm’s quality control team and the Form 990 Task Force. Her experience in the affordable housing industry includes performing audits, reviews, cost certifications, carryover tests, tax preparation/credit calculations, and other compliance and consulting engagements for low-income housing tax credit and HUD projects. Kari holds a Bachelor of Science in Accounting from the University of Oregon.

 

Tuesday, March 17

Time:  12 Noon – 1:30 PM

In person: Offices of Jones & Roth CPAs, 260 Country Club Rd Suite 100, Eugene, OR

Video: https://zoom.us/j/448109927

Phone: +1 669 900 6833

Meeting ID:  448 109 927

Agenda Topic TBD

Help identify topic at the December 17th meeting.

 

Thanks to Jones & Roth CPAs & Business Advisors for sponsoring Housing Oregon’s Fiscal Managers Peer Learning Workgroup.