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September 10 @ 9:00 am - 12:00 pm
Learn the intricacies of the legal and accounting risks with special events. Gain an understanding of how special events (marathons, walks, galas, etc) impact your nonprofit organization. Learn the nuances between the GAAP and tax reporting of special events.
- Participants will understand the impacts of the legal and accounting risk for their nonprofit organization.
- New events
- Volunteer considerations
- Legal risk
- Insurance as a mitigation strategy
- Sponsorships (Tax and GAAP)
- Financial reporting
- Tax compliance
Program Level: Basic
Prerequisites: None, no advance preparation required
Instructional Method: Adult In-person classroom – lecture, discussion, and hands-on exercises
Social Work CEU Credits: 3 hours
Cost: $65/Member; $115 Non-member
ABOUT THE INSTRUCTOR:
Neely Duncan, CPA, CFE, FCPA
As a member of BKD’s National Not-for-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 data analytics.
In addition to handling the accounting and audit needs of her clients, she advises clients on operational efficiencies, internal controls, 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 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.