Attendees will learn how to strengthen their case with auditors over management letter items. Attendees will also be taught the requirements on reporting of management letter comments.
James, NJ
"EXCELLENT Webinar and speaker. Although Auditing is not a part of my practice, I learned so much from this webinar. GREAT JOB! Webinar is still going on and I plan on staying the full 90 minutes before my next appointment.....I plan on listening as long as able. GREAT ONE!!"Jennifer, MT
"I enjoyed the presentation because it gave real life examples of things that are common in the industry and how we could implement or even just point out the mitigating controls over a particular cycle. It was a good refresher as well."Susan, GA
"I thought the course was very well done. I am no longer in public practice but teach accounting at a state university. The information was organized in a manner that kept the attention of the participant and encouraged learning."John, IL
"This is a well planned and designed course which gives the perspective of the internal auditor and the internal management of the Company/Organization. The presenters and Power Point are well presented."Laura, PA
"Presenter did a great job. And I personally love her detailed handouts. I find them very helpful to go back and refer to and to reinforce the information."Gene Arthur, FL
"Great material to learn in preparation for dealing with an auditor. As Bob Wiley would say, "Mashed potatoes and gravy! This is one of the greatest!""Carl, PA
"Extraordinary in detail and complexity of the differing roles... Provides a much clearer vision to the challenges especially for small non-profits"Nancy Fellin, PA
"Neely is a terrific presenter. She has good command of the information and projects enthusiasm regarding the subject matter. Excellent webinar!"
Forvis Mazars
Partner / National Nonprofit Advisory Services Leader
neely.duncan@us.forvismazars.com
(972) 702-8262
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.