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Neely Duncan

Lane Gorman Trubitt, LLC
Assurance Services Partner
nduncan@lgt-cpa.com
(214) 461-1437

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Neely served four years in the United States Navy, and one year as a State Auditor for Virginia. With more than 15 years of auditing experience in public accounting, her responsibilities include planning, risk assessments, and completion of audit procedures; supervision of staff and reviewing of workpapers, and financial statements; and attending board as well as audit committee meetings after completion of audit. 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, governance issues, and routinely shares best practices with clients gained from working with a variety of organizations. She is a national speaker on technical matters in the accounting community.

About Us: 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.

Self-Study CPE Offered

IN-KIND DONATIONS: ACCOUNTING AND RECOGNITION FOR NON-PROFIT ORGANIZATIONS

Date OfferedOctober 18, 2017  Cost$15.00  Course Length1.5 hours  Subject AreaAccounting  Course LevelBasic  Instructional MethodSelf Study  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Nonprofit Professional, Other    

Archived Webinars Offered

COVER YOUR ASSETS: FRAUD RISKS AND INTERNAL CONTROLS FOR NON-PROFITS

Date RecordedMarch 22, 2017  CostFREE  Course Length1.5 hours  Subject AreaAuditing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Nonprofit Professional, Other    

ENDOWMENT ACCOUNTING - DISCLOSURES AND CHANGES FOR NON-PROFIT ORGANIZATIONS

Date RecordedNovember 8, 2016  CostFREE  Course Length1.5 hours  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, Nonprofit Professional, Other    

ENDOWMENTS MANAGEMENT: ACCOUNTING AND DISCLOSURES FOR NON-PROFIT ORGANIZATIONS

Date RecordedAugust 16, 2017  CostFREE  Course Length1.5 hours  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Nonprofit Professional, Other    

FASB NOT-FOR-PROFIT EXPOSURE DRAFT PROPOSED CHANGES

Date RecordedJanuary 14, 2016  CostFREE  Course Length1.5 hours  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

FINANCIAL STATEMENT METRICS AND ANALYTICS FOR NON-PROFIT ORGANIZATIONS

Date RecordedMay 4, 2017  CostFREE  Course Length1.5 hours  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, Nonprofit Professional, Other    

FRAUD AND INTERNAL CONTROLS FOR NOT-FOR-PROFITS

Date RecordedMay 9, 2016  CostFREE  Course Length1.5 hours  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

FUNCTIONAL ANALYSIS: ALLOCATION OF COSTS FOR NON-PROFIT ORGANIZATIONS

Date RecordedNovember 17, 2017  CostFREE  Course Length1.5 hours  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, Nonprofit Professional, Other    

FUNCTIONAL ANALYSIS: WHAT NON-PROFITS NEED TO KNOW ABOUT NEW REPORTING STANDARDS

Date RecordedOctober 19, 2016  CostFREE  Course Length1.5 hours  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, Nonprofit Professional, Other    

GAAP UPDATE FOR NON-PROFITS

Date RecordedDecember 20, 2017  CostFREE  Course Length1.5 hours  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, Nonprofit Professional, Other    

IN KIND DONATIONS

Date RecordedJuly 26, 2016  CostFREE  Course Length1.5 hours  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Other    

SPECIAL EVENTS ACCOUNTING AND AUDITING FOR NON-PROFIT ORGANIZATIONS

Date RecordedSeptember 20, 2017  CostFREE  Course Length1.5 hours  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, Nonprofit Professional, Other    

SPECIAL EVENTS - AVOID COMMON ERRORS AND NON-COMPLIANCE

Date RecordedSeptember 28, 2016  CostFREE  Course Length1.5 hours  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, Other    

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

Date RecordedMay 9, 2017  CostFREE  Course Length1.5 hours  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, Nonprofit Professional, Other    

WORKING WITH YOUR AUDITOR - HOW TO ARGUE YOUR CASE OVER MANAGEMENT LETTER ITEMS

Date RecordedDecember 13, 2016  CostFREE  Course Length1.5 hours  Subject AreaAuditing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, Other