Learn tips and tricks from an experienced nonprofit professional. Learn key items for consideration when launching, continuing or wrapping up a capital campaign in todays environment. Learn the accounting nuances of how to deal with restrictions and pledges.
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, and consulting for healthcare practices.
In addition to handling her clients’ accounting and audit needs, she advises clients on operational efficiencies, internal controls, governance issues, and routinely shares best practices with clients gained from working with various 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.
Donna has approximately 17 years of experience providing audit services to not-for-profit organizations, governmental entities, and privately held companies. As a member of BKD National Not-for-Profit Group, her services also include financial statement reviews and compilations, agreed-upon procedures and internal control assessments.
She is a member of the American Institute of CPAs and the Fort Worth Chapter of the Texas Society of CPAs. She also has served on the board of directors for Cancer Care Services for nine years in roles as chairman of the board and treasurer, as well as the City of Benbrook’s park and recreation board for six years. Donna currently serves on the business advisory council for Tarrant County College, as well as the Tarrant County College Foundation’s scholarship committee. Prior to returning to college, Donna worked at a not-for-profit organization for 9 years, which included administering a successful capital campaign. Over the years, Donna has made presentations on various topics impacting not-for-profit organizations.
Donna is a 2003 summa cum laude graduate of The University of Texas at Arlington, with B.B.A. and M.S. degrees in accounting.