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Non-Profit Best Practices for Expense Reimbursements: Policies and Procedures


Cost Free
Presentation Length 1.5 hours

Recorded DateApril 1, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Course Description

This course will teach you the key objectives of a good policy for non-profit organizations for expense reimbursements. We will do a deep dive into the options for those policies as well as cover key considerations—from a risk perspective—to consider for your non-profit organization.

Learning Objectives:

  • List the key objectives of a good policy for expense reimbursements of non-profit organizations

  • Recognize the options for an expense reimbursement policy

  • Determine the key considerations from a risk perspective

Not logged

A member of FORVIS National Not-for-Profit Group. 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 not-for-profit 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 Our Presenter

FORVIS was created by the merger of equals between BKD and DHG. They now have the scale and scope of a dynamic, top 10 professional services firm — but will continue the legacy of unmatched client experiences with remarkable care, expertise, and drive.

Their clients benefit from a single organization with the enhanced capabilities of an expanded national platform, deepened industry mastery, greater resources, and innovative advisory services. Their aim is to help professionals succeed today while preparing to forge ahead into a clear future.