This class will reintroduce the basics of the NPO financial statements and understanding how to read them. You will also learn typical ratios and characteristics for financially healthy nonprofits.
Chee-Young Kim (HACK42 LLC)
"Wow, one of the best webinars I've attended. The presenter had real life experience and materials were full of actionable items. As a Board member, Neely provided insights on how to gauge the financial strength of the non-profit organization."C A (CPA)
"The course topic and material was interesting throughout and I left the webinar with new tools to consider as I start to service NPOs. Neely did an outstanding job with the webinar she created and delivered."Angela Norder (Marckres Norder & Co., Inc.)
"Always look for Neely's live webinar-she always presents well, is informative, up to date, and prepares her seminar with a practical vision. Thank you, Neely, for doing these!"Denia Amador (Amador Services Group LLC)
"The presenter was well spoken and knowledgeable. Discussing non profit organizations is not as easy as it sounds however the presenter was on point and the content flowed well."Hagit Habash (Libby Laboratories, Inc.)
"Neely is great and extremely knowledgeable, as always; I keep joining her presentations every time one is available. Thank you so much!"glenda gordon (H&R Block)
"As someone who serves as a treasurer of a church, and as a tax preparer, I found this seminar extremely valuable."Ramanik P. Shah (Shah & Company, Ltd.)
"VERY WELL PRESENTED IN THEORY, WITHOUT ANY PRACTICAL EXAMPLES. ANYWAY WE HAVE LEARNED/REFRESHED OUR KNOWLEDGE."Paula Saizan (PTBS, Inc.)
"Excellent! Information is very useful to me as a new board member of a large non-profit."
Forvis Mazars
Partner / National Nonprofit Advisory Services Leader
neely.duncan@us.forvismazars.com
(972) 702-8262
A member of FORVIS National Nonprofit Advisory Services Practice and Center of Excellence. Neely has more than 20 years of audit and advisory experience in public accounting. Her expertise includes financial statement audits, Single Audits, grants management, assessments and compliance, outsourced accounting functions, standards implementation, internal audit procedures, strategic planning, and tax-exempt matters for a wide range of nonprofit entities. Neely also performs forensic work related to various cases for technical matters for nonprofits.
In addition to handling the accounting, consulting, and audit needs of her clients, she advises clients on operational efficiencies, internal controls, and governance issues and routinely shares best practices with clients gained from working with a variety of organizations. She is a highly sought national speaker on technical matters in the accounting community. Neely also served in the United States Navy for four years.
Neely is a member of the American Institute of CPAs, Texas Society of Certified Public Accountants, where she serves as a board member, TXCPA -Dallas, where she serves as a board member and the Association of Certified Fraud Examiners, Inc. She holds the Certified Fraud Examiner (CFE) designation.
She has been involved with many other professional associations, including Dallas Social Venture Partners, Finance Chair, Arthritis Foundation, Dallas Heroes Project, and Great Girls Network.
Neely is a 2000 magna cum laude graduate of Old Dominion University, Norfolk, Virginia, with a bachelor’s degree in accounting.