Events

Major Donor/Bequest Society and VIP Reception with Cash Bar 5:45-6:45 General Reception with Cash Bar 5:30 -7:00 Dinner and Presentation 7-9:30

Fraud Prevention and Detection makes the business owner aware of internal and external fraud, corruption, asset misappropriation and financial fraud. We will also discuss the Fraud Triangle which are the components that lead to fraud. Steps to Prevention and Detection, (1) communication, (2) checks and balances, (3) follow through. Being aware of how and why fraud is committed can save the business ten’s if not hundreds of thousands of dollars. Fiduciary Fraud - Black's Law Dictionary defines fiduciary as, “a person who is required to act for the benefit of another person on all matters within the scope of their relationship; one who owes to another the duties of good faith, trust, confidence and candor; one who must exercise a high standard of care in managing another's money or property.” The presentation will (1) identify various contexts in which a fiduciary duty exists, (2) determine how the actions and inactions of a fiduciary can cause a breach of fiduciary duty, (3) recognize how breaches often lead to fraud, losses and damages, (4) recognize that civil breach of fiduciary duty claims can prove invaluable in preparing a criminal theft or embezzlement case. J. Richard Claywell, CPA, ABV, ASA, CBA, CVA, CM&AA, MAFF, CFD, ABAR richard@biz-valuation.com 281 488-7531

Lisa is the Director of Development for Shriner’s Hospital for Children in Galveston and has been an advancement professional in higher education, healthcare, community service and the arts for 30 years.  She is a graduate of the State University of New York at Oswego (Ah-swee-Go) and LeMoyne College in Syracuse, NY.

Lisa enjoys a long history in Rotary - Her father Richard was a Rotarian, her family hosted numerous exchange students and she too was a Rotary exchange student to Cape Town, South Africa.  Lisa was a member of the Cortland Rotary Club, co-chaired the youth exchange committee and subsequently served as club president in 2001.  She is now a member of the Galveston Rotary Club.  She moved to Texas nearly three years ago to join her brothers who have settled in Galveston.

Lisa is here today to share the powerful story of Shriner’s Hospital for Children and their mission of “Love to the Rescue!”

JuliAnna Jelinek serves as Executive Director of The Arbor School. Previous to assuming this role, she served as The Arbor’s Chief Development Officer for two years. As Executive Director, Ms. Jelinek is responsible for overall management of The Arbor including operations, brand management, business development, and public engagement. Prior to joining The Arbor, Ms. Jelinek spent over seven years in business development and fundraising for public policy and advocacy groups in Arizona, California, and Washington D.C.

Nicole Normandin currently serves as the Executive Director for Stuff the Sleigh, a nonprofit organization that supports the psychosocial and emotional needs of pediatric cancer and hematology patients and families. Over the last ten years, Nicole has worked with vulnerable populations in several capacities – most recently as a Clinical Social Worker at Texas Children’s Cancer and Hematology Centers and as a Community Outreach Specialist with the American Cancer Society.

Nicole has a Bachelor’s of Arts in Psychology and a Masters of Science in Social Work, both from the University of Texas at Austin. In May 2017, she completed the Rice University Leadership Institute for Nonprofit Executives. She has extensive work volunteering and serving others, including time as the President of Student Hope, a pilot program through the Pancreatic Cancer Action Network.

What she loves most about her role in Stuff the Sleigh is the ability to give each patient, sibling and parent a little something to make them smile despite the devastating circumstances around them. When Nicole’s father lost his 7-year battle to pancreatic cancer, her personal and professional passion for positively impacting the lives of cancer patients was reinforced, allowing her to lead the efforts made by Stuff the Sleigh.