In this course, our presenters will bring attendees up to speed on the latest developments in auditing and accounting and their impact on non-profit organizations. Items covered will include the new audit reports and what they mean, gifts-in-kind, leases, and other items as they are developed in the industry.
Learning Objectives:
Forvis Mazars
Partner / National Nonprofit Advisory Services Leader
[email protected]
(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.
Forvis Mazars
Partner
[email protected]
(817) 332-2301
A member of the Nonprofit, Higher Education, and Public Sector Practice at FORVIS, Sara provides an array of audit services for nonprofit and governmental organizations, colleges, universities, charitable organizations, and health care providers. She has approximately 17 years of accounting experience, all with FORVIS. In addition, she is experienced with Single Audit requirements, including the U.S. Department of Housing and Urban Development, U.S. Department of Education, and U.S. Department of Health and Human Services programs.
Sara is a member of the American Institute of CPAs and the Texas Society of CPAs. She is also the chair of the board of directors of Child Care Associates in Fort Worth, Texas. She is a 2004 magna cum laude graduate of Missouri State University, Springfield, with a B.S. degree in accounting and a 2005 graduate with an M.Acc. degree.