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Non-profit Basics for Financial Management

NON-PROFIT BASICS FOR FINANCIAL MANAGEMENT

Cost Free
Presentation Length 2.0 hours

Recorded DateDecember 26, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Course Description

Non-profit accounting is very different from for-profit accounting. The non-profit world has a different set of terminology as well as different filing requirements. 

Join this webinar with Neely Duncan, Partner at FORVIS, as she instructs attendees on navigating the non-profit world. You’ll learn what to watch out for from a high-level risk perspective as well as common areas of noncompliance for non-profits. Additionally, attendees will learn how to read and analyze a set of non-profit financial statements.

Learning Objectives:


  • Recall how non-profit accounting is different from for-profit accounting

  • Identify what to watch out for from a high-level risk perspective as well as common areas of noncompliance for non-profits

  • Outline how to read and analyze a set of non-profit financial statements

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Neely Duncan, CPA, CFE

FORVIS
Partner / National Nonprofit Advisory Services Leader
neely.duncan@forvis.com
(972) 702-8262

Forvis

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.

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Heather Flabiano

FORVIS
Director, Advisory Services
heather.flabiano@forvis.com
(314) 231-9844

Forvis

Heather is the Director of Advisory Services at FORVIS. Prior to her work at FORVIS, Heather was VP of Finance and Operations at the Dallas Foundation, and VP of Finance and CFO for the St. Louis College of Pharmacology. Heather earned her PhD in Public Affairs from the University of Texas at Dallas and her MBA at Southern Methodist University.

About Our Presenter

Forvis

FORVIS, LLP is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit FORVIS.com for additional information.