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.

Michael Roney, J.D., is a Senior Managing Consultant with over 10 years of experience in professional services. He sits in Forvis Mazars’ federal tax specialty service practice, where he focuses exclusively on New Markets Tax Credits. Michael has spent his career helping organizations utilize various tax credit financing sources. Prior to joining Forvis Mazars, Michael spent eight years at a Big Four firm focused on assisting clients navigate the complex world of monetizable tax credits, including the New Markets Tax Credit Program. During his time, he evaluated countless projects, helped secure and close over $200M in New Markets Tax Credit financing, and assisted clients with all aspects of the NMTC process, including CDE certification, applications, program compliance, and mergers & acquisitions. Michael is a frequent speaker on the New Markets Tax Credit Program.

Michael is a 2008 graduate of the Farmer School of Business, Miami University with a B.S. degree in business economics. Michael also holds a Juris Doctor degree from Capital University Law School where he graduated Cum Laude, Order of the Coif and Order of the Barristers. He is licensed to practice law in Ohio.

Michael is based in Cleveland, Ohio, and is an avid reader and sports enthusiast.