Attendees will learn techniques on overall allocation of expenses. Attendees will also learn about the new requirements for financial reporting, including a functional analysis, plus other new reporting standards.
Tina, GA
"This webinar was informative with general knowledge for non-profits. In depth information was given to define gray zone areas that effect non-profits for tax reporting and grant applications. Very useful information as a refresher and defining the new tax changes."Lennon, OH
"This was a great seminar. It let me know that I am doing some things correctly, but that I still need help in other areas. I would take other allocation sessions if offered. Thanks!"Ronnie, Other
"This was a very relevant webinar presented by an experienced person from the non-profit sector. Useful and specific examples were given which I appreciated."Burney, TX
"This was timely and informative information that I will use on behalf of our clients. Well worth the time. Many Thanks for putting this on."Naren, NJ
"Well Planned and Executed/Presented Webniar. Very Educational Webinar with forthcoming changes for Non-Profit Organizations."Paul R, PA
"Neely does it again!!!!!! Great presentation on an imprtant topic for those of us involved with NFP accounting."Earl, PA
"As always, Neely has a knack for taking new pronouncements and condensing them to an understandable format"James, CA
"Ms. Duncan always has excellent content concerning nonprofit organizations."
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.