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

  • AI in Independent Schools: Navigating Legal Risks While Embracing Innovation This item is protected

    October 22, 2026
    Artificial intelligence is reshaping independent schools. Explore key legal and risk considerations, including privacy, intellectual property, cybersecurity, discrimination, vendor contracts, and regulation, with practical guidance for policy development.
  • Culture and Compensation: How to Empower Your Faculty This item is protected

    October 9, 2026
    Discover how a school transformed faculty compensation from a traditional salary scale to an innovative banded system. Learn how they secured buy-in, sustained momentum over 9 years, and created a model that supports faculty growth, agency, and feedback.
  • 2026’s Back-to-School Legal & Regulatory Update This item is protected

    September 30, 2026
    Join independent school legal experts as they review recent changes to the law and answer your questions about how they may impact your school.
  • Grants Management for Independent Schools This item is protected

    May 26, 2026
    Designed for business officers who manage or oversee grants, this webinar provides actionable tools and templates to strengthen financial stewardship and enhance mission impact through effective grants administration.
  • 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.

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