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Financialstatement lane

FINANCIAL STATEMENT METRICS AND ANALYTICS FOR NON-PROFIT ORGANIZATIONS

Cost Free
Presentation Length 1.5 hours

Recorded DateJune 12, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Course Description

What are the key performance indicators for your organization? What do these metrics say about your operations? How does your performance stack up against your competition in the race to capture donors' dollars? Are you utilizing these metrics to your best advantage? Answers to these questions, and many more, will be discussed during this presentation about key metrics for nonprofits.

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Testimonials

Patricia Egan (Egan Financial Services)

"Neely Duncan navigated a technical area that not many people understand. Yet, for board, managerial, and charity evaluation purposes, understanding how to apply these metrics matters a good deal. Effective application of analytical metrics can help to identify problem areas before they become crises and can also point out areas of strength. THANK YOU so much, CPA Academy, for making this presentation possible."
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Lisa Gladdue (Gladdue, CPA)

"Wow! I just came in for some A&A CPE. I’ve heard this presenter before, but I must not have listened as carefully. She basically told me how to take my 15 years of city govt experience and apply it to being a great NFP Board member, plus a whole lot more. I really enjoyed this webinar and will use so much of what she talked about. Too much to remember. Only CPE that I’ll prob actually use the handout!"

Linda Finnegan (Right On Time Bookkeeping)

"The basic idea of looking at the nonprofit as a for profit and using many of the same ratios was eye opening. More eye opening was the way Neely related these ratios to a nonprofit. GREAT information."
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Karen Morton (Herring, Roll & Solomon PC)

"This was one of the best webinars I've attended. The handouts included many helpful lists for reference and Neely uses real world examples that are so helpful in understanding the material."
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Angela Johnson (A & C Professional Group LLC)

"I truly enjoy Neely Duncan's webinars. She is always very thorough and willing to go the extra mile to make sure you understand the topics discussed."
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Jill Borovansky (Mercy Flights Inc)

"She always does a great job. I look forward to her presentations as I usually leave with some new, actionable information."
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Spencer Biery (Saginaw Valley Business Services)

"The webinar was very informative. I look forward to implementing some of the things I learned."
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Janet Allen (Deily & Company)

"Great class - more robust and technical than usual. This is something I can really apply."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Neely Duncan, CPA, CFE

Forvis Mazars
Partner / National Nonprofit Advisory Services Leader
neely.duncan@us.forvismazars.com
(972) 702-8262

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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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About Our Presenter

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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.