Past Events

As the new administration prioritizes an acceleration in the production and distribution of vaccines, employers around the country are beginning to ask the inevitable question: “should we make the COVID-19 vaccine mandatory and a condition for continued employment?” Answering this question will require employers to weigh legal, cultural, religious, collective bargaining and health considerations.

Join us for a conversation with Randall Sutton of Saalfeld Griggs. He will explore the legal and practical considerations of employer involvement with the COVID-19 vaccination. Randall will also provide legal updates, including what to expect in the 2021 Oregon legislative session. The presentation will cover:

• Laws surrounding vaccine mandates from employers
• Exceptions to vaccine mandates under Oregon law, the ADA, and the EEOC
• The upcoming Oregon legislative session

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Join Schwabe and Aldrich for a roundtable discussion on Thursday, February 25 where we’ll review potential tax implications from new legislation, including the Economic Aid Act, which became law on December 27, 2020, and tax issues related to its extension of the Paycheck Protection Program (PPP).

We plan to review federal, state, and Portland metro tax updates and tax credits and share thoughts on President Biden’s upcoming tax plan.

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With a new president, comes a new tax plan. With the passage of the Tax Cuts and Jobs Act of 2017 (“TCJA”), the country saw the largest tax reform it had seen in decades. The tax plan proposed by the Biden administration calls for significant deviation and reversals of provisions of the TCJA. While nothing is certain until legislation is written and passed, this presentation will provide insights on what may be coming so that you can make sure your business is prepared for the changes ahead.

Join us for a webinar led by Carrie Sowders, CPA, Partner of Aldrich CPAs + Advisors, that will break down what you need to know for your 2020 return, what to expect in 2021, and what we know about his proposals. The discussion topics will include notable business tax proposals from the Biden Administration, individual tax changes to watch and gift and estate tax updates.

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Despite a topsy-turvy year, the board members remain a critically important asset for nonprofit organizations. Learning to engage with them meaningfully can make all the difference as teams work together to navigate novel challenges. Roxana Velásquez, the Maruja Baldwin Executive Director for The San Diego Museum of Art, will share best practices from her career, including those set in motion before the pandemic. In this webinar, Roxana will discuss engaging, developing and retaining board members, fostering resilience and recognizing new opportunities.

Meet Your Presenter: Roxana Velásquez is the Maruja Baldwin Executive Director at The San Diego Museum of Art. As a passionate advocate for the arts, Roxana fosters cross-cultural dialogues within the San Diego community as well as nationally and internationally. Throughout her professional career, she has organized many high-profile exhibitions in her capacity as the Executive Director of the Museo Nacional de San Carlos, Museo Nacional de Arte (MUNAL), the Museo del Palacio de Bellas Artes in Mexico City, and currently with The San Diego Museum of Art. She is a member of multiple boards, including Association of Art Museum Directors; International Council of Museums; American Alliance of Museums; Asociación Mexicana de Profesionales de Museos; San Diego Tourism Authority; Curatorial Advisory Board at the University of San Diego; and a Trustee of the Balboa Park Cultural Partnership (BPCP).

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In December, Congress passed a $900 billion pandemic relief package, combining coronavirus-fighting funds with financial relief for individuals and businesses. The highly anticipated bill was approved on the evening of December 21 and went to the President for his signature. Join us for a webinar highlighting what you need to know about the new stimulus bill, PPP2, and other important COVID-19 relief updates.

In this webinar, Carrie Sowders, CPA and Partner of Aldrich CPAs + Advisors, will break down the COVID and tax-related sections of this $2.3 trillion budget bill, including stimulus checks, Paycheck Protection Program (PPP) loans, expansion of the Employee Retention Credit and more. During her presentation, you’ll learn more about changes to the PPP, second draw PPP loans, payroll tax credits, tax extenders and planning considerations for 2021 and beyond.

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This past year was full of unexpected challenged, new daily realities, and increased demand for services for nonprofits. Nonprofit leaders are working to meet their community’s needs with fresh, creative fundraising approaches and donor communication. Sharyn Goodson, Leichtag’s Vice President of Philanthropy and Organizational Development, will lead this session on fundraising during a pandemic and into 2021. In this webinar, you’ll learn how to engage virtually with donors, identify funding opportunities and reimagine special events.

Meet Your Presenter: Sharyn Goodson, Leichtag Foundation’s Vice President of Philanthropy and Organizational Development, manages grantmaking, philanthropic strategies and partnerships, as well as organizational development efforts. Sharyn previously served as Vice President of Philanthropy at the Jewish Community Foundation of San Diego, managing its philanthropy programs, major family funds and foundations. Prior to that role, Sharyn was Director of Grants of Jewish Family Service of San Diego and Program Director of the Aspen Community Foundation. Sharyn holds the Certified Fund Raising Executive (CFRE) credential.

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Join us for a webinar about Oregon’s new Corporate Activity Tax (CAT) and other state and local tax changes now in effect for the new year. The new Oregon CAT applies to sole proprietors, partnerships, and corporations with Oregon sourced income – whether from sales of tangible personal property or services. The Supportive Housing Services Tax (“Metro Tax”) applies to certain businesses operating and individuals living in the metro jurisdiction. The Preschool for All Tax applies to certain individuals living or working in Multnomah County.

In this webinar, Diana Strassmaier will lead you through the important details of legislation and help you prepare for the complex implications of the new taxes. During her presentation, you’ll learn about important topics such as setting yourself up for success with the new Oregon Corporate Activities Tax (CAT), what the Metro Tax means to you, understanding the Preschool for All Tax and complying with these new taxes.

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Nonprofit organizations are community safety nets, touching millions of lives and providing services to underserved populations. The unfolding health and economic crisis is taking a major toll on these organizations’ capacity to help. From a decline in donations and loss of fee-for-service revenue to delayed grant processes, revenue sources are drying up while demand for services is rising. What do these changes mean for your organization? Join this workshop with Aldrich CPAs + Advisors to understand critical financial indicators and their potential impact. Aldrich experts will discuss gauging the financial health of your organization, optimizing cash flow and forecasting for 2021.

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At the onset of the COVID-19 outbreak, companies and organizations everywhere began operating remotely. For many, these changes happened quickly, and some nonprofit organizations found that their existing technology solutions were ineffective. Simultaneously, the risk of a security or data breach increased dramatically.

Aldrich Technology’s Peter Adams led this informative webinar on managing technology and security challenges to better protect your organization. This webinar covered risk assessment, backup, and recovery best practices, managing remote access and password policies and multi-factor authentication.

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In a crisis, we are all called to our highest potential. Jess Columbo explored best practices for managing crises in a virtual environment. She also shared the lessons learned from coaching government, higher education, and healthcare leaders. In this webinar, you’ll learn how to maintain and foster the public’s trust, respond to challenges courageously and compassionately and manage online issues and conflict.

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Schwabe and Aldrich led a manufacturing roundtable discussion where we discussed plans to return to work as COVID-19 restrictions lift, as well as how to limit employment liability.

In this webinar, Schwabe’s Jean Back covered potential claims that an employee can bring related to COVID-19 exposure, return-to-work plans and office staging and plans to help limit employer liability.

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With businesses managing the adverse impacts of COVID-19, the Aldrich Capital team examined the new opportunities for partnerships and market consolidations.

Covered topics included M&A and capital market observations, deal activity and valuations updates since the COVID-19 outbreak, private equity trends and strategies for maximizing company value.

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