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Free cpe webinars
Budgeting for Non-profits From the CFO Perspective


Cost Free
Presentation Length 1.5 hours

Recorded DateJune 14, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaFinance
Course LevelBasic
Series: Non-Profits
Course Description

Are you up to speed on budgeting for a non-profit? Join this webinar with non-profit expert Neely Duncan, Partner at FORVIS, as she takes a deep dive into non-profit budgeting.

This session will review how to timeline out your budgeting process and analyze your budget to actuals. Neely will also teach attendees about revenue projections, the benefits of scenario planning, and common areas of assumptions. To enhance learning, non-profit budgeting principles will be illustrated with a case study example.

Learning Objectives:

  • Recall how to timeline out your budgeting process and analyze your budget to actuals

  • Name the benefits of scenario planning and common areas of assumptions

  • Describe how revenue projections are used in non-profit budgeting

Not logged

Neely Duncan, CPA, CFE

Partner / National Nonprofit Advisory Services Leader
(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.


Heather Flabiano

Director, Advisory Services
(314) 231-9844


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, 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 for additional information.