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

Net Assets Articles

  • Healthy Alternatives: Creating a MEWA This item is protected

    January 29, 2026
    Pooled benefit strategies can smooth renewal volatility, though shared governance means individual employers may need to compromise on coverage choices.
  • Congratulations to the 2026 NBOA Award Recipients!

    January 27, 2026
    This year’s recipients have elevated school financial strategy, advanced groundbreaking compensation research and pioneered AI frameworks for school business operations.
  • Byte-Size AI: Planning, Integrating Systems and Predicting This item is protected

    January 26, 2026
    Pine Crest School has saved two weeks’ worth of work in the business office through automating just two processes, and that’s just the beginning.
  • Byte-Size AI: Automating Processes, Elevating Strategy This item is protected

    January 26, 2026
    Aspen Academy’s business office has gained significant time savings through AI, which has allowed staff to focus on higher-level strategy.
  • Byte-Size AI: Building Your Own GPT This item is protected

    January 20, 2026
    Sarah Hanawald, executive director of Association for Academic Leaders, shares how school leaders across the U.S. have been building their own bots.