In this session, the presenters will take a deep dive into identifying, evaluating, and prioritizing risks within a process. Participants will also take part in conducting an internal controls gap analysis specifically tailored for non-profit organizations.
Attendees will have the opportunity to discuss professional experiences and learn how colleagues and other professionals have tackled similar situations. With that knowledge of internal controls and risk assessment, the presenters will apply those details to scenarios that may occur at a non-profit institution.
Learning Objectives:
Forvis Mazars
Partner
[email protected]
(601) 948-6700
Wil has more than 17 years of experience providing audit and accounting services to telecommunications, governmental, nonprofit, and higher education clients. Wil also serves as the nonprofit, education, and public sector office industry leader for FORVIS’ Jackson, Mississippi, office.
He has served as the in-charge, manager, and engagement executive for Single Audits under OMB Circulars for various hospitals, colleges and universities, governmental, and nonprofit agencies. Within FORVIS, he has assisted with audit staff training and creating advanced virtual Single Audit compliance training.
Wil is a member of the American Institute of CPAs and Mississippi Society of Certified Public Accountants (MSCPA). He was awarded the Silas M. Simmons Bronze Medal for the 2007 CPA Exam. He also has served as president of the MSCPA Young CPAs, chair of the MSCPA Governmental A&A Committee, millennial chair of the MSCPA Long Range Planning Committee, an MSCPA board member, and was the 2015 winner of the MSCPA Rising Star Award. He is a member of the Association of Government Accountants (AGA) and previously served as a reviewer for the Government Finance Officers Association’s Certificate of Achievement for Excellence in Financial Reporting Program.
Wil is a frequent continuing education speaker at both the local and regional level. He has previously taught nonprofit and higher education specific topics for MSCPA, SACUBO, AACUBO, FORVIS and various local professional membership organizations.
He previously served as treasurer on the board of directors of the Central Mississippi Chapter of the Mississippi State University Alumni Association and currently serves as chair of the administrative council at Madison Methodist Church and on the board of directors for Habitat for Humanity Mississippi Capital Area.
Wil is a summa cum laude graduate of Mississippi State University, with a B.S. degree in accounting and an M.Acc. degree.
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.