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Operational Assessments for Non-Profit Organizations

OPERATIONAL ASSESSMENTS FOR NON-PROFIT ORGANIZATIONS

Cost Free
Presentation Length 1.5 hours

Recorded DateSeptember 30, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAuditing
Course LevelBeginner
Series: Non-Profits
Course Description

Neely Duncan, during this informative 90-minute webinar, will guide participants in the often complex area of operational assessments for non-profit organizations. Benefit from her years of experience during this engaging presentation. 

Learning Objectives:


  • Determine key areas of non-profit organizations to consider risks and compliance 

  • Identify what needs to be considered to protect your organization

  • Recognize the impact of various operational areas to ensure an efficient and effective organization

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

About Our Presenter

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Our firm was founded in 1923, when three CPAs started Baird, Kurtz & Dobson with $1,700 in the bank. Today, we’re one of the largest CPA firms in the country. BKD now has more than 2,650 CPAs, advisors and dedicated staff members working together to serve you. Our expertise goes well beyond the standard accounting services to include risk management, technology, wealth management and forensic and valuation services. Our clients represent a wide range of industries, and we’re even part of an alliance of firms that gives us a global reach.