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Neely Duncan, CPA, CFE FCPA

BKD
Partner
ndduncan@bkd.com
(972) 702-8262

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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, 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, internal controls, 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 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 Us: 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.

Upcoming Live Webinars

INTERNAL CONTROLS AND FRAUD CONSIDERATIONS FOR NON-PROFIT ORGANIZATIONS

Available Date(s)
Monday, November 23, 2020: 4:00PM EST

CostFREE  CPE Credits1.5 hours  Subject AreaAuditing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, Nonprofit Professional, Other      

FISCAL SPONSORSHIPS FOR NON-PROFIT ORGANIZATIONS

Available Date(s)
Monday, December 21, 2020: 4:00PM EST

CostFREE  CPE Credits1.5 hours  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, Nonprofit Professional, Other      

Archived Webinars Offered

BUDGETING PROCESS FOR NON-PROFIT ORGANIZATIONS

Date RecordedOctober 28, 2020  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, CPA - large firm, Nonprofit Professional, Other    

OPERATIONAL ASSESSMENTS FOR NON-PROFIT ORGANIZATIONS

Date RecordedSeptember 30, 2020  CostFREE  Course Length1.5 hours  Subject AreaAuditing  Course LevelBeginner  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other    

NON-PROFIT RISK MANAGEMENT

Date RecordedAugust 26, 2020  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, CPA - large firm, Nonprofit Professional, Other    

TIPS AND TRICKS AND LESSONS LEARNED FOR GRANT FUNDING

Date RecordedJuly 29, 2020  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, CPA - large firm, Nonprofit Professional, Other    

TIPS AND TRICKS FOR A SMOOTH AUDIT PROCESS FOR NON-PROFIT ORGANIZATIONS

Date RecordedJune 24, 2020  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, CPA - large firm, Nonprofit Professional, Other    

CAPITAL CAMPAIGNS FOR NONPROFITS: TIPS AND TRICKS FOR OPERATIONS AND ACCOUNTING

Date RecordedJune 2, 2020  CostFREE  Course Length1.5 hours  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone    

SPECIAL EVENTS ACCOUNTING AND AUDITING FOR NON-PROFIT ORGANIZATIONS 2020

Date RecordedMay 27, 2020  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, CPA - large firm, Nonprofit Professional, Other    

BEST PRACTICES IN FOUNDATION MANAGEMENT

Date RecordedMay 15, 2020  CostFREE  Course Length2.0 hours  Subject AreaAuditing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other    

DONATED GOODS AND SERVICES FOR NON-PROFIT ORGANIZATIONS

Date RecordedApril 28, 2020  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, CPA - large firm, Nonprofit Professional    

NON-PROFIT AND HIGHER EDUCATION CARES ACT UPDATE

Date RecordedApril 22, 2020  CostFREE  Course Length1.5 hours  Subject AreaSpecialized Knowledge  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other    

NON-PROFIT ACCOUNTING AND AUDITING UPDATE 2020

Date RecordedMarch 27, 2020  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, CPA - large firm, Other    

FUNCTIONAL EXPENSES FOR NON-PROFIT ORGANIZATIONS

Date RecordedFebruary 26, 2020  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, CPA - large firm, Nonprofit Professional, Other    

REVENUE RECOGNITION FOR NON-PROFITS PART 3: BRINGING IT ALL TOGETHER

Date RecordedOctober 30, 2019  CostFREE  Course Length1.0 hour  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesCPE for CPAs  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other    

REVENUE RECOGNITION FOR NON-PROFITS PART 2: ADDITIONAL REVENUE STREAMS

Date RecordedSeptember 11, 2019  CostFREE  Course Length1.0 hour  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesCPE for CPAs  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other    

REVENUE RECOGNITION FOR NON-PROFITS PART 1: UNDERSTANDING REVENUE STREAMS

Date RecordedAugust 28, 2019  CostFREE  Course Length1.0 hour  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other    

GAAP UPDATE FOR NON-PROFITS

Date RecordedMay 28, 2019  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    

NAVIGATING THE GUIDANCE ON GRANTS AND CONTRIBUTIONS

Date RecordedMarch 27, 2019  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    

ENDOWMENT MANAGEMENT AND REPORTING BEST PRACTICES

Date RecordedFebruary 27, 2019  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    

THE NEW LEASE ACCOUNTING STANDARD

Date RecordedDecember 21, 2018  CostFREE  Course Length1.0 hour  Subject AreaAccounting  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CPA - small firm, CPA - medium firm, CPA - large firm, Other    

NONPROFIT SPECIAL EVENTS: TIPS ON LIABILITY RISKS AND ACCOUNTING ISSUES

Date RecordedNovember 28, 2018  CostFREE  Course Length1.5 hours  Subject AreaAccounting  Course LevelIntermediate  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone     Who should attend?CFO / Controller, CPA - small firm, CPA - medium firm, CPA - large firm, Nonprofit Professional, Other    

ASU 2016-14: NONPROFIT FINANCIAL DISCLOSURE AND REPORTING STANDARD

Date RecordedOctober 30, 2018  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, CPA - large firm, Other    

FINANCIAL STATEMENT ANALYSIS FOR NON-PROFITS

Date RecordedSeptember 25, 2018  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, CPA - large firm, Other    

FINANCIAL STATEMENT METRICS AND ANALYTICS FOR NON-PROFIT ORGANIZATIONS

Date RecordedJune 12, 2018  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    

SPECIAL EVENTS ACCOUNTING AND AUDITING FOR NON-PROFIT ORGANIZATIONS

Date RecordedMarch 21, 2018  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    

FUNCTIONAL ANALYSIS: ALLOCATION OF COSTS FOR NON-PROFIT ORGANIZATIONS

Date RecordedFebruary 28, 2018  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    

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    

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    

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    

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    

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    

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    

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    

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    

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