FINANCIAL SERVICESCoordinators and Advisers InstituteLori CarlsonMarch 2014

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

Team Update | 6

FINANCIAL ROADMAP

WE ARE HERE

THE FUTURE OF ROTARY

Team Update | 7

FINANCIAL ROADMAP: BUILDING FINANCIAL SUSTAINABILITY

Financial Sustainability

Safety Net - Rainy Day

Fund

Having enough every

year