This course was designed to provide essential compliance practices for non-profit organizations. Planning for internal or external operational assessments and the associated internal controls requires insights into key areas such as revenue, expenses, payroll, journal entries, grants, and more. Building on the knowledge of these processes, this course also provides practical application to enhance the processes and controls within your organization.
Learning Objectives:
Forvis Mazars
Director / Nonprofit Advisory Services
[email protected]
(513) 562-5538
Jessica is a member of FORVIS Mazar’s Nonprofit, Education and Public Sector group and leads the Nonprofit Advisory Services practice in the Cincinnati office. She has more than 17 years of experience providing assurance and consulting services to nonprofit organizations and higher education institutions, including audits in accordance with Single Audit requirements and Government Auditing Standards. She assists clients in implementing best practices in their financial operations, internal control design and documentation, implementing new accounting standards, and grants management. She and her team provide periodic accounting services, audit preparation, and other accounting and compliance support to various nonprofit entities.
She is a member of the American Institute of CPAs and The Ohio Society of Certified Public Accountants. She frequently presents on various audit and accounting topics at both local organizations and regional industry conferences.
Jessica is a member of Cincinnati USA Regional Chamber’s WE Lead Class 10. She is a treasurer of the board of directors of Green Umbrella and past treasurer and a member of the finance committee of Community Matters.
She is a summa cum laude graduate of Northern Kentucky University and a graduate of University of Cincinnati with an M.S. degree in accounting.
Forvis Mazars
Partner / National Nonprofit Advisory Services Leader
[email protected]
(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.
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