financial services coordinators and advisers institute lori carlson march 2014
TRANSCRIPT
Team Update | 2
FINANCIAL SERVICES TEAM
Lori O. Carlson Chief Financial
Officer & General Manager, Financial
Services
Jeanette HamiltonDirector of
Investments & Treasury
Dave Stumpf
Controller
Ahmed KhanInternational Operations
Financial Support Manager
Julita BrzozowskaRisk Management
Manager
Hank RaleighFinancial Systems
& Process Manager
Bernadette Knight
Director of Financial Business Support
Team Update | 3
FINANCIAL SUSTAINABILITY
Strong financial
governance
Financial roadmap
for the future
Stewardship
of funds
Team Update | 4
FINANCIAL GOVERNANCE
Rotary International
The Rotary Foundation
Joint Cost Allocation Committee
Audit Committee
Investment Committee
Board of DirectorsFinance Committee
Treasurer
Board of TrusteesFinance Committee
Stewardship Committee
Operations Review Committee
Risk Advisory Committee
Team Update | 5
STEWARDSHIP
Stewardship begins with the receipt of Rotarian dues and donations and continues through payment and use of funds
Dues and donations
Investments
Payments for
programs and
operations