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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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As a member of BKD’s National Non-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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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.