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Non-profit Succession and Operational Planning for Success and Continuity

NON-PROFIT SUCCESSION AND OPERATIONAL PLANNING FOR SUCCESS AND CONTINUITY

Cost Free
Presentation Length 1.5 hours

Recorded DateMarch 21, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join Neely Duncan from FORVIS to learn about succession planning from the Board to the C suite to employee levels from an operational standpoint, focusing on finance and development. Neely will also describe the continuous improvement and planning needed to create a culture of succession planning.

Attendees will also learn from case studies what works and what doesn't and how to engage with speakers on a checklist for your organization to consider. 

Learning Objectives:


  • Determine the different aspects of succession planning from an operational standpoint

  • Describe the continuous improvement and planning for creating a culture of succession planning

  • Give examples from case studies of what works and what doesn't in succession planning

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

Forvis Mazars
Partner / National Nonprofit Advisory Services Leader
[email protected]
(972) 702-8262

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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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Heather Flabiano

Forvis Mazars
Director, Advisory Services
[email protected]

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Heather is the Director of Advisory Services at FORVIS. Prior to her work at FORVIS, Heather was VP of Finance and Operations at the Dallas Foundation, and VP of Finance and CFO for the University of Health Sciences and Pharmacy in St. Louis. Heather earned her PhD in Public Affairs from the University of Texas at Dallas and her MBA at Southern Methodist University.

About Our Presenter

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Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network.