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Capital Campaigns for Nonprofits: Tips and Tricks for Operations and Accounting

CAPITAL CAMPAIGNS FOR NONPROFITS: TIPS AND TRICKS FOR OPERATIONS AND ACCOUNTING

Cost Free
Presentation Length 1.5 hours

Recorded DateJune 2, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Series: Non-Profits
Course Description

Learn tips and tricks from an experienced nonprofit professional.  Learn key items for consideration when launching, continuing or wrapping up a capital campaign in todays environment.  Learn the accounting nuances of how to deal with restrictions and pledges.  

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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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Donna Mayes, CPA

Forvis Mazars
Managing Director
[email protected]
(817) 529-6370

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Donna has approximately 17 years of experience providing audit services to nonprofit organizations, governmental entities, and privately held companies. As a member of the Nonprofit Practice at FORVIS, her services include financial statement reviews and compilations, agreed-upon procedures, and internal control assessments.

Prior to joining FORVIS, she worked for a local nonprofit organization for nine years. From an employee to a board member to a trusted advisor, Donna has seen most aspects of a nonprofit organization. Over the years, Donna has made presentations on various topics affecting nonprofit organizations, including addressing capital campaigns.
Donna is a member of the American Institute of CPAs and TXCPA Fort Worth. 

She has served on the board of directors for Cancer Care Services for nine years, as chairman of the board and treasurer, and on the City of Benbrook’s park and recreation board for six years. Donna currently serves on the business advisory council for Tarrant County College, as well as the Tarrant County College Foundation’s scholarship committee. 
Donna is a 2003 summa cum laude graduate of The University of Texas at Arlington, with B.B.A. and M.S. degrees in accounting.

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.