David Lee

David Lee

Partner, Assurance Services

Smith + Howard

David Lee has been with the firm since 2005 and is a Partner in our Assurance Practice. He is also a member of our nonprofit and employee benefit plan teams. He leads our independent school practice and manages audits of many of the firm's nonprofit engagements. David is a frequent speaker on topics related to employee benefit plans and independent school operations. In 2024, he spoke on 403(b) plan operations, best practices with capital campaigns and improving business office operations. He has been a featured speaker at various MISBO events throughout the years. David earned a Bachelor of Business Administration in Accounting from Georgia State University. He is a member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. He is a member of Fernbank Museum of Natural History’s Corporate Leadership Council.

Online Courses

Past Webinars

  • Enrollment Forecasting as a Strategic Financial Tool This item is protected

    May 8, 2026
    This webinar presents a strategic approach to enrollment forecasting that blends the enrollment team’s relational insights with financial analysis and data modeling. Learn how to strengthen projections using internal data alongside external signals.
  • There's More Room for Change Than You Think This item is protected

    April 24, 2026
    To stay competitive in today’s educational landscape, independent schools should modernize spaces by aligning with evolving pedagogical trends and technology advancements. Learn how existing spaces can be transformed to better serve a campus community.
  • Effortless Efficiency: Payroll to Performance This item is protected

    April 13, 2026
    Efficiency is paramount through the entire Human Resources function. In this webinar, HR leaders and business officers will explore how to streamline workforce management from payroll processing to performance evaluation.
  • Mission (and Margin) Possible: Leveraging Campus Assets This item is protected

    March 30, 2026
    From summer programs and rentals to strategic partnerships, schools can unlock new income streams. This webinar explores practical strategies to maximize underutilized assets, assess operational readiness, and design sustainable initiatives.
  • Blending Respect and Efficiency in the Business Office This item is protected

    February 20, 2026
    Join members of NBOA’s volunteer Human Resources Council for a practical discussion on strategies to safeguard your working hours without compromising collegial relationships —all while saving time.

Net Assets Articles