NEWS & RESOURCES

Cordell, Neher & Company, PLLC Principal Attends Training

Kris Loomis

Wenatchee, WA.- Kris Loomis, CPA, CVA, Managing Principal of Cordell, Neher & Company, PLLC has recently returned from a two-day training at the Virginia Mason Institute in Seattle.

The Executive Lean Leadership Retreat was held January 11-12. Loomis attended on behalf of the Confluence Health Board of Directors, of which she serves as Chair.

The two-day retreat focused on identifying behaviors that can influence an organization’s ability to implement and sustain a lean culture, such as visible and committed leadership, a shared vision, and aligned expectations. The retreat included individual and organizational self-assessments and interactive learning on how to successfully engage staff at all levels of an organization.

“This training was very impactful, and I’ve identified several practices that can be implemented at Cordell, Neher. I have a deeper understanding of the behaviors and strategic approaches needed to create an organization-wide culture of continuous improvement, and how to develop the infrastructure needed to ensure alignment, accountability and sustainability. These best practices are of tremendous value for Confluence Health, and Cordell, Neher,” explained Loomis.

With a wide range of practical application experiences to draw from, Loomis offers ‘turn-key’ solutions in multiple business arenas. She began her professional career managing an EPA certified drinking water quality laboratory in Boise, Idaho and relocated to Wenatchee in 1994 to become Operations Manager for an internet service provider. The company rapidly expanded and went public in 1996. In 1997 Loomis formed a management consulting practice working primarily with high growth and start-up companies on their planning and finance aspects.

She joined Cordell, Neher & Company, PLLC in the Leavenworth office to assist in the expansion of their consulting practice and transferred to the Wenatchee office in May 2003. She continues to build on her consulting background and work in the litigation services division, and currently serves as Cordell, Neher & Company, PLLC’s Managing Principal.

Cordell, Neher & Company, PLLC, is one of the largest Certified Public Accounting firms in North Central Washington with individual and business clients spanning the globe. The Firm has been providing businesses, not-for-profit organizations and individuals with financial and tax planning assistance for more than 50 years. The Firm is comprised of experienced, dedicated professionals with widely diverse backgrounds and areas of technical expertise. Because business and personal accounting today is so broad in scope, specialized expertise is needed to offer a full range of accounting services.

For more information, please contact: Jenny Fasching, PHR, SPHR-CP - (509) 663-1661.

###

Events & Deadlines

Latest Past Events

2024 Shred Event

Cordell Neher & Company, PLLC 175 E Penny Rd #1, Wenatchee

CNC Newsletter

Subscribe and stay informed on policy changes that could have an impact on you.
Something went wrong. Please check your entries and try again.
Posted in

TaxCaddy Login

Avantax Login

SafeSend

CPA/Tax Documents Only

Footer Contact

  • This field is for validation purposes and should be left unchanged.

(509) 663-1661  - Wenatchee
(800) 767-7725  - Toll Free

(509) 662-5678
Fax Number

P.O. Box 3068
Wenatchee, WA 98807-3068

Check the background of your financial professional on FINRA's BrokerCheck®

Privacy & Usage: The information on the Cordell, Neher & Company, PLLC website is provided with the understanding that it should not be substituted, in any way, for consultation with a professional Certified Public Accountant, accountant, tax, legal or other competent advisor. Cordell, Neher & Company, PLLC makes every attempt to ensure that the information contained on their websites are obtained from reliable sources, but is not responsible for any errors and/or omissions or from the results obtained from the use of any information. This site contains links to servers maintained by other organizations. Cordell, Neher & Company, PLLC cannot provide any warranty regarding the accuracy or source of information found on any of these servers, the content of any file the user might use to download from a third-party site, and is not responsibility for the content found on any of these servers or for any links these servers maintain with other servers.

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory ServicesSM,Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019 972-870-6000.

Avantax financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services.SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Insurance services offered through an Avantax affiliated insurance agency. Method 10® is property of Avantax Wealth Management.SM All rights reserved 2020. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth ManagementSM does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value

Avantax Investment ServicesSM and Avantax Advisory ServicesSM are not affiliated with CNC Financial Group, LLC.

CNC-icon-white-02

© 2024 Cordell, Neher & Company PLLC • Designed by Pixel to Press