Associations and member-based organizations play a pivotal role in their communities. The ongoing challenges in shifting membership engagement and expectations, along with optimizing limited resources, can create seemingly insurmountable obstacles.
This session will provide insights and best practices to overcome these challenges and steer a path toward long-term sustainability and growth. Join us to explore proven strategies and innovative approaches that help associations and member-based organizations reach their full potential.
Learning Objectives:
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.
Forvis Mazars
Director of Non-Profit Advisory Services
[email protected]
Matt Jones is the Director of Non-Profit Advisory Services at Forvis Mazars, focused on destination and association consulting. He has over two decades of C-level experience helping businesses reach their next level of success.
Previously, Mr. Jones founded Directions Consulting Group, where he worked with organizations in both the private and public sectors, across the country and around the world. He also served as the COO/CFO for Visit Dallas where, under his tenure, the budget more than tripled and performance increased five-fold. In addition, he's served as Undersecretary for the Louisiana Department of Culture, Recreation, and Tourism under two Lieutenant Governors, where he helped manage the administration and strategy of the state’s libraries, museums, parks, arts, historic preservation, film, and tourism activities.
Mr. Jones received his Bachelor of Science degree in Marketing and his Masters in Public Administration from Louisiana State University. He has also served on multiple association and service organization boards in the Dallas area.
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