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SPECIAL EVENTS FOR NON-PROFIT ORGANIZATIONS: LEGAL AND ACCOUNTING CONSIDERATIONS

Cost Free
Presentation Length 1.5 hours

Recorded DateMay 9, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Course Description

Learn the legal and accounting rules for Qualified Sponsorships, accounting recognition of special events in the 990 versus GAAP based financial statements and risk management techniques.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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As a member of BKD’s National Not-for-Profit group, Neely has more than 17 years of audit and advisory experience in public accounting. Neely also served in the United States Navy for four years.
 
Neely’s expertise includes financial statement audits, single audits, grants management and compliance, outsourced accounting functions, standards implementation, internal audit procedures, strategic planning and tax-exempt matters for a wide range of not-for-profit entities. Neely also performs forensic work related to various cases, internal controls consulting, as well as consulting for healthcare practices.
 
In addition to handling the accounting and audit needs of her clients, she advises clients on operational efficiencies, internal controls, 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 is a member of the American Institute of CPAs, the Dallas Society of CPAs and serves as a board member of the Texas Society of CPAs.  She is involved with many other professional associations including the Association of Certified Fraud Examiners, Forensic CPA Society, Dallas Social Venture Partners, SPARK!, The Dallas Foundation Advisory Committee, Partnership for Philanthropic Planning (North Texas Chapter), and Relationships First.
 
She is a 2000 graduate of Old Dominion University, with a Bachelors in Accounting, Magna Cum Laude.

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Jonathan Blum understands the nonprofit sector from a unique vantage point. He gained a wealth of experience while serving as in-house general counsel for a major international charity and a private foundation. Through this in-depth knowledge, Jonathan assisted nonprofit leaders to manage their legal matters and build capacity for the future. He recognizes the importance of concentrating on the key issues affecting clients and moving quickly to identify practical legal options in order for clients to stay mission-focused and make informed decisions.

About Our Presenter

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For more than 65 years, Lane Gorman Trubitt has served the Dallas/Fort Worth Metroplex from their single location in Uptown Dallas. The firm is comprised of more than 100 employees who have a variety of professional skills and industry specializations; yet, they all share the same passion to support and grow local businesses with tax, audit, and consulting services.