People
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

  • The Fine Art of Handling Conflict for Business Officers This item is protected

    December 5, 2025
    This webinar will equip attendees with practical strategies to navigate disputes with clarity and confidence, and offers actionable insights on handling complaints and resolving conflict in ways that foster collaboration and strengthen relationships.
  • Tuition, Trends, Trouble: What College Closures Signal for Independent Schools This item is protected

    November 21, 2025
    Explore financial sustainability for independent schools by analyzing college closures. Learn strategies to navigate risks and build resilience based on what may be gleaned from higher ed’s warning signs.
  • Small School, Big Solutions: Navigating Mission, Money and Innovation This item is protected

    November 7, 2025
    The financial reality of a school can deeply inform its mission. Discover how a small school's inherent need for innovation sparks powerful, scalable solutions for schools of all sizes to be nimble when resources are limited.
  • Durable Campus Planning: Aligning Vision with Strategic Purpose This item is protected

    October 24, 2025
    Learn how The Governor’s Academy aligned educational priorities with campus development in a new campus planning process that engaged the school community. The resulting plan now guides the adaptive reuse of facilities and enhanced academic programs.
  • Cyber Breach Breakdown: Risk Mitigation Tactics for Independent K-12 Schools This item is protected

    September 26, 2025
    82% of K-12 schools have experienced a cyber incident. This webinar equips business and technology leaders with practical tactics for cyber threat detection, response, and prevention, safeguarding their schools' financial and reputational integrity.

Net Assets Articles