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Endowmentsmanagement lane

ENDOWMENTS MANAGEMENT: ACCOUNTING AND DISCLOSURES FOR NON-PROFIT ORGANIZATIONS

Cost Free
Presentation Length 1.5 hours

Recorded DateAugust 16, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Course Description

Endowments management is critical to any nonprofit organization's cash flow. Long-range strategic plans depend of effective and judicious fund management. This session will discuss management's process of endowments management and the accounting recognition and disclosures necessary for non-profit organizations with endowments.

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Testimonials
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Susan, FL

"Neely Duncan is very knowledgeable and an excellent presenter. Her webinars are extremely relevant since I have been working for nonprofit organizations for over 20 years. Nonprofit CPE is not readily available. I really appreciate the classes Neely presents. My mind never wanders!"
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Carolyn, NY

"This seminar was informative and well-presented. Neely Duncan was extremely knowledgeable and well-versed in the subject matter. She explained everything with clarity and thoroughness. I look forward to reviewing the course materials. They will be very helpful to me. THANK YOU!"
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Carlton, GA

"Timely topic + Thorough presentation + Bubbly personality = Enjoyable Education!!! Neely did a FANTASTIC JOB on presenting the information and I learned sooooooo much. I was recently appointed executive director of a NFP and this was a great way to get my feet wet."
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Teresa, KY

"I did this webinar to update and refresh on the subject matter to help in my job search. I have applied to a non-profit hospital and wanted to update on my prior training in this area that may give me an advantage over other candidates. I also needed the CPE."
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Sue-Ann, TX

"This session exceeded my expectations. With this topic I knew I would need an extra shot of caffeine to survive this, I however was wrong. She held our attention and the 1 1/2 hour CPE went by quickly. Good call on cpa academy having her present!"
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Ebere, Other

"As a matter of fact, due to the satisfaction i got from this online training since i started, i have told my colleague about the training and they are so eager to join and learn from you."
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David, FL

"Neely is an exceptional speaker. She is making dull stuff very interesting and she has a very nice voice which makes listening easier. Thank you for having her do presentations."
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Randy, TN

"Neely Duncan is a great presenter and knows her subject matter very well. I would highly recommend attending any CPE courses she is presenting."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

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.