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Budgeting Process for Non-Profit Organizations


Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 28, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Series: Non-Profits
Course Description

Budgeting is one of the most painful items non-profit organizations deal with since their funding streams are typically very donor-driven. Learn tips and tricks to manage your budget process for non-profit organizations. This session will include consideration of monitoring, grants-budgeting, and various methodologies to ensure you are successful. This course is considered a high-level class.

Learning Objectives:

  • Identify tips and tricks for the budget process

  • Determine the best methodologies for monitoring and grant-budgeting 

  • Identify ways to make budgeting less stressful for your organization

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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


Emily George, CPA

Senior Managing Consultant
(972) 702-8262 ext. 43320


As a member of BKD’s National Not‐for‐Profit group, Emily has more than 8 years of assurance and advisory experience in public accounting. Emily began her career in assurance services focused on manufacturing and distribution, professional services, and SEC reporting and filings but her true passion emerged when she began working with not‐for‐profit organizations. She has extensive experience working in the not‐for‐profit sector including financial statement audits, single audits, and advisory services. Her advisory work includes top‐down assessments of operational efficiency and refinement, including implementing policies and procedures, vendor contract management, information technology, human capital  management,  and  extensive  business  intelligence  reporting.    It  also  includes  outsourced accounting functions and grants management and compliance. Emily is a member of the American Institute of CPAs and The Texas Society of CPAs and National Grants Management Association.  She also serves as a member of the University of Texas at Dallas Undergraduate Accounting Advisory Council.

She is a graduate of University of Texas at Dallas, with a Bachelors in Accounting and Information Management and Business Administration and a Master of Sciences in Accounting and Information Management.

About Our Presenter

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.