Attendees will learn about the disclosure required for endowments as well as the anticipated changes following the new reporting standards by the Financial Accounting Standards Board.
Scott, CO
"I knew very little about endowment accounting prior to this webinar, but I felt like I came out learning a lot. The presenter made it interesting with her obvious passion for the subject matter and good use of interesting examples."James, CA
"I am an attorney/CPA and our firm represents a number of smaller charities, some of which do have endowments and restricted gifts. Training of this kind is invaluable."Roberta, WY
"This has been one of my favorite webinars to date. Neely did a great job of explaining and the documentation she provided was easy to follow and understand."Ruth, GA
"This presentation certainly expanded my knowledge in an area that I was somewhat unfamiliar. I appreciated the detail."Naren, NJ
"Excellent Presentation by Neely Duncan. Highly informative and Educational Webinar on Non-Profit Endowment Accounting."Joannie, MI
"Neely always does such a great job! Working primarily on not-for-profits entities myself, I appreciate her knowledge!"Paula, OK
"As always, a very knowledgeable presenter. No For Profit is not in my scope but very interesting topic."Calvin, SD
"Firm policy precludes me from so doing. Please see comments above for my evaluation of this course."
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.