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Non-Profit Risk Management Best Practices

NON-PROFIT RISK MANAGEMENT BEST PRACTICES

Cost Free
Presentation Length 1.5 hours

Recorded DateDecember 6, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAuditing
Course LevelBasic
Course Description

In this webinar, attendees will learn about nonprofit risk management from the operating, accounting and legal perspectives. The presenter will cover items including volunteer risk, event risk, financial risk, reputational risk, enterprise risk management, succession planning, investment risks, internal controls, and overall items to think through. The presenter will also discuss best practices from a practical standpoint.

Learning Objectives:


  • Recognize nonprofit risk management from operating, accounting, and legal perspectives

  • Evaluate various types of operational risks

  • Identify best practices from a practical standpoint

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Neely Duncan, CPA, CFE

FORVIS
Partner / National Nonprofit Advisory Services Leader
neely.duncan@forvis.com
(972) 702-8262

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.

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Jonathan Blum understands the nonprofit sector from a unique vantage point. He gained a wealth of experience while serving as in-house general counsel for a major international charity and a private foundation. Through this in-depth knowledge, Jonathan assisted nonprofit leaders to manage their legal matters and build capacity for the future. He recognizes the importance of concentrating on the key issues affecting clients and moving quickly to identify practical legal options in order for clients to stay mission-focused and make informed decisions.

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For more than 30 years, Michael Meadows has served others through an array of charitable and for-profit organizations. Prior to joining Foundation Management’s team as Vice President, Michael was Senior Vice President and Private Wealth Advisor at Westwood Holdings Group, a publicly traded global asset management firm. He created and led Westwood’s Foundation and Philanthropic Advisory Services, where he advised more than 20 private foundation and nonprofit clients, and individual philanthropists.

He brings experiences from diverse leadership roles, including President and CEO of the Dallas Zoological Society, Executive Vice President for Southwestern Medical Foundation and work as a development officer for The University of Texas at Dallas and The University of Texas at Austin.

Michael has personal experience as a grant maker, serving as a family trustee for The Meadows Foundation and a non-family trustee for the Mike A. Myers Foundation and the Simmons Family Foundation. He also served on the board of the National Fish and Wildlife Foundation, where he chaired the Foundation’s grants committee.

About Our Presenter

Forvis

FORVIS, LLP is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit FORVIS.com for additional information.