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Budgeting Process for Non-Profit Organizations

BUDGETING PROCESS FOR NON-PROFIT ORGANIZATIONS

Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 28, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Series: Non-Profits
Course Description

Budgeting is one of the most painful items non-profit organizations deal with since their funding streams are typically very donor-driven. Learn tips and tricks to manage your budget process for non-profit organizations. This session will include consideration of monitoring, grants-budgeting, and various methodologies to ensure you are successful. This course is considered a high-level class.

Learning Objectives:


  • Identify tips and tricks for the budget process

  • Determine the best methodologies for monitoring and grant-budgeting 

  • Identify ways to make budgeting less stressful for your organization

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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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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.