An integral piece of the new nonprofit ASU, 2016-14, is the requirement for all nonprofits to present a statement of functional expenses. Join us to find out about how this can be done efficiently and effectively. Topics covered will include common methods of allocation and practical expedients in the industry.
Susan Poliquin (Self-Employed)
"As a Board Member of a 501(c)(3) organization and thinking of adding this to my practice, this was helpful."
Kathleen, DE
"Lively, upbeat, Ms. Neely Duncan kicked it! I had began my work day @ 5am, took this course @ 4pm, & felt energized---learned alot, considering I havent prepped a Form 990 in forever---& have only done a few in my career. After this seminar, I know what to look for in the upcoming standard changes & supporting auditible documentation. She spoke like I would (Im a CPA MBA CRMA CIA CMA CGMA), to paraphrase 'if it doesnt pass my audit tests, it wont---step it up'. She shared which topics she has questioned regulators on---or possible gray areas. Surprised with this CPE!1 thx Kathy"
Steve, PA
"I was dropped by my IP midway thru the presentation. However, as someone who is not longer in active practice, this webinar demonstrated once again how much more complex public accounting and auditing has become. I am a non-profit board member. With the information presented, I will be able to support whatever fee increase, if any, is proposed for our 2018 audit. Sorry I couldn't participate in the complete program."
Rita, TX
"This was an excellent presentation. Neely is an accomplished speaker with a depth of professional knowledge and experience. As a nonprofit consultant and a former nonprofit professional, I really appreciate the opportunity to stay informed in the nonprofit field. I would love more CPE opportunities like this."
Maureen, TX
"Neely Duncan gave an outstanding presentation on nonprofit accounting for Functional Expenses! With practical examples and timely information regarding new guidance, this webinar was time well spent. I will definitely use this information and I am glad I participated!"
Susan, FL
"This was very informative and relative to my position as Finance Director at a nonprofit. I have many questions about this topic, including how the new standards for reporting will be handled by Charity Navigator in the methods used for ratings of non-profits."
Constance, CA
"I really enjoy Neely Duncan's webinars: She is well-prepared and knowledgeable and she gives practical advice with regards to meeting IRS and GAAP standards. I also appreciate her detailed slides and examples; these are great for future reference purposes."
Lisa, FL
"Was really only interested in A&A CPE, but spent some time in large NFP’s early in my career, so I found the presentation both useful at any level (CFO or staff auditor, as well as many other titles. Very good knowledgeable speaker. Very professional."
Neely Duncan, CPA, CFE
Forvis Mazars
Partner / National Nonprofit Advisory Services Leader
neely.duncan@us.forvismazars.com
(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.
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