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Free cpe webinars
Endowment Management and Reporting Best Practices

ENDOWMENT MANAGEMENT AND REPORTING BEST PRACTICES

Cost Free
Presentation Length 1.5 hours

Recorded DateFebruary 27, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Series: Non-Profits
Course Description

This webinar will instruct attendees on best practices for managing an organization's endowments and bequests. Attendees will learn about gift acceptance policies, investment policies and accounting for endowments.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Neely Duncan, CPA, CFE

Forvis Mazars
Partner / National Nonprofit Advisory Services Leader
[email protected]
(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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With over 15 years of experience, including almost 12 years at a nationally recognized law firm, Danika is devoted exclusively to guiding nonprofit and tax-exempt clients through an increasingly complex environment. Danika is rooted in the local nonprofit community, both as a volunteer and a speaker. She was recognized as one of the “Top Women Attorneys in Texas” in 2019 and as a “Super Lawyer” in 2018, both by Texas Super Lawyers (a Thompson Reuters publication).

Education
J.D., with honors, University of Texas at Austin, School of Law, 2003
B.B.A., cum laude, University of Miami, 1999

Professional Experience
Mendrygal Law, PLLC (2015-Present)
Haynes and Boone, LLP, Dallas (2003-2015)

About Our Presenter

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Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network.