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.

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.

David D. Center, CFA serves as a senior vice president and advisor at FEG, managing client relationships with a wide variety of clients. David also provides technical expertise, leadership, and guidance for other consultants. He is a member of FEG’s Responsive Investing Committee; Diverse Manager Committee; Diversity, Equity & Inclusion Committee; and also participates in the firm’s internal mentorship program. Notably, he was heavily involved in the creation of FEG’s annual Community Foundation Survey, which launched in 2015. David also presents regularly at industry conferences on a wide range of topics.