Content Provider
Forvis

Self-Study CPE
FINANCIAL REPORTING AND ANALYSIS - 10 COURSE SERIES
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SEC HOT TOPICS: MD&A AND NON-GAAP FINANCIAL MEASURES
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MANAGEMENT DISCUSSION & ANALYSIS (MD&A) – WHAT YOU NEED TO KNOW
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REVENUE RECOGNITION: HOW TO IDENTIFY PERFORMANCE OBLIGATIONS
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LESSEE ACCOUNTING: IDENTIFICATION, CLASSIFICATION & RECOGNITION
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ACCOUNTING FOR SOFTWARE – INTERNAL USE AND EXTERNAL SALES
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SEC FORM 8-K: WHEN TO FILE AND WHAT TO DISCLOSE
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DISCLOSURE REQUIREMENTS: REV REC, LEASES, BUSINESS COMBINATIONS, CECL & SEGMENTS
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LEASE ACCOUNTING AND REPORTING - WHAT YOU NEED TO KNOW
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ACCOUNTING FOR BUSINESS COMBINATIONS
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Free cpe webinars
Non-Profit Financial Statement Metrics and Ratios

NON-PROFIT FINANCIAL STATEMENT METRICS AND RATIOS

Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Accounting
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This course will introduce the basics of NPO financial statements and provide the key to understanding how to read them. Presented in a panel format, this webinar includes different viewpoints to enable you to best grasp the metrics and ratios that inform critical decisions.

Learning Objectives:


  • Recall typical ratios and characteristics of financially healthy non-profits

  • Identify financial and non-financial data you can track

  • Practice methods to help senior management make informed decisions

Linkedin

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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Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.