Accounting & Auditing Update for Nonprofits

Webinar Qualifies For

• 1.5 CPE Credit of Accounting & Auditing for Certified Public Accountants (CPA-US)
• 1.5 General Credit of Accounting & Auditing for Accountant/Bookkeeper/Tax Professionals
• 1.5 CPE Credit of Financial Accounting for Certified Internal Auditors (CIA)
• 1.5 CPE Credit of Accounting & Auditing for Certified Management Accountants (CMA)
• 1.5 CPE Credit of Auditing for Certification in Risk Management Assurance (CRMA)
• 1.5 PL Credit of Accounting for Chartered Financial Analyst (CFA)
• 1.5 CPE Credit of Auditing for Certified Government Financial Manager (CGFM)
• 1.5 CPE Credit of Auditing for Certified Government Auditing Professional (CGAP)
• 1.5 CPE Credit of Auditing for Internal Audit Practitioner (IAP)
• 1.5 CE Credit of Financial accounting concepts for Certified FP&A Professional (FP&A)
• 1.5 CPE Credit of Auditing for Certified Internal Controls Auditor (CICA)
• 1.5 CPE Credit of Auditing for Qualification in Internal Audit Leadership (QIAL)
• 1.5 CPE Credit of Accounting & Auditing for Iowa Licensed Public Accountant (IA-LPA)
• 1.5 PL Credit of Accounting for CIPM
• 1.5 CPE Credit of Accounting & Auditing for Maine Licensed Public Accountant (ME-LPA)
• 1.5 CPE Credit of Accounting & Auditing for Delaware Licensed Public Accountant (DE-LPA)
• 1.5 CPE Credit of Auditing for Certified Controls Specialist (CCS)

About Instructor

Neely D. Duncan

Partner, Forvis

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.

About Instructor

Sara Grenier

Partner, Forvis

A member of the Nonprofit Practice and the Healthcare Practice, Sara provides an array of audit services to nonprofit and governmental organizations, colleges, universities, charitable organizations, and healthcare providers. She has approximately 15 years of accounting experience, all with this firm. 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.

She has served as an instructor for internal training, is a reviewer for FORVIS’ interoffice inspection program, and has participated in peer reviews of other CPA firms.

Sara is a member of the American Institute of CPAs (AICPA) and the Texas Society of Certified Public  Accountants. She holds the AICPA’s Advanced Single Audit Certificate. This certificate requires the ability to evaluate and analyze the core concepts related to client acceptance, engagement planning, engagement analysis, concluding an engagement, and the guiding principles for Single Audits at an advanced level as outlined in the AICPA Competency Framework: Governmental Auditing.

She serves as chair of the board of directors of Child Care Associates in Fort Worth, Texas. Sara 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.

Additional Information

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.