Download the Candidate Profiles!
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February 9, Scott Davison, CEO, OneAmerica
OneAmerica: The 138 year old company you thought you knew
OneAmerica has been around a long time – 138 years to be precise. It’s known locally as a stable company, an exceptional community partner and for its iconic sign boards on Capital and Illinois streets.
But there is a lot to the story you may not know. For example, did you know the company is six times larger than it was 10 years ago? Did you know that in just the last two years it has doubled in size and increased its workforce by a third? Did you know it has a national reputation as the most innovative player in the Long Term Care insurance market?
President and CEO Scott Davison will share the story of a small regional life insurance carrier that has transformed itself into a large, diversified, financial services organization capable of competing against the giants in the industry and his views on the future of OneAmerica.
Mr. Davison is a board member of Indiana University Health, Indiana Chamber of Commerce, Central Indiana Corporate Partnership, LIMRA/LOMA LL Global, Million Dollar Roundtable Foundation and is a trustee of The American College. He previously served as director and Chairman of the Board of Camptown, Inc., an Indianapolis youth serving non-profit.
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Rotarian, Elaine Bedel and her company, Bedel Financial Consulting recognized!
Rotarian Elaine Bedel and her company, Bedel Financial Consulting Selected for Financial Planning’s Top 150 RIAs List for 2016
Financialplanning.com recently released its Top RIAs list for 2016. It’s the fifth year Financial Planning has published this list, and Bedel Financial Consulting is the only Indianapolis-based firm to be included. The 150 are a select group of RIAs (Registered Investment Advisors) who provide fee-only services. According to research firm Aité Group, there were 59,422 independent RIAs at the end of 2014, managing $2.7 trillion in assets of high net-worth individuals and institutional investors.
“I’m honored and delighted to be ranked among the top 150 RIAs in the U.S.,” said Elaine E. Bedel, CFP®, CEO and president of Bedel Financial. “Being an independent fee-only RIA is challenging in today’s rapidly changing financial environment. But I strongly believe our independence and fee-only business model offers the highest and most ethical service to our clients.”
New Jersey-based Discovery Data, which collects data on the financial industry, compiled the rankings for Financial Planning based on the amount of discretionary and nondiscretionary assets managed by the RIAs. To be included, the RIAs must be based in the U.S. and truly independent—free of affiliations with broker-dealers, insurance, firms, banks and large outside investors. Furthermore, individuals had to comprise 50 percent or higher of their client base.
Bedel’s expertise as a financial advisor is frequently requested for speaking engagements and for interviews. She’s featured on WTHR Channel 13’s Your Money show every Wednesday and has authored a weekly financial planning column for Inside Indiana Business’s newsletter, “The Inside Edge,” since 2003.
Bedel Financial is a wealth management firm providing fee-only financial planning and investment management services. Bedel founded the firm, which has since grown to 19 employees, in 1989. Bedel Financial actively manages more than $900 million in client investments.
For more information, visit Bedel Financial. -
Natalie Sutton – Executive Director, Susan G. Komen® Central Indiana
Susan G. Komen Central Indiana is celebrating the 25th Annual Race for the Cure on April 16, 2016. Learn how thousands of volunteers, participants and small donations come together each year to create a big impact on our community and the lives of local women affected by breast cancer. The presentation will touch on advances in the breast cancer movement and the complex issues and challenges Susan G. Komen is addressing today.
Natalie Sutton joined Susan G. Komen® Central Indiana as the Executive Director in January 2014. A native Hoosier, Natalie has more than a decade of experience working locally, regionally and nationally for voluntary health organizations. Her prior roles include Senior Development and Corporate Relations Officer at the Alliance for a Healthier Generation, Division Vice President for the American Liver Foundation and Campaign Director for the Leukemia & Lymphoma Society Indiana Chapter. She is a 2003 graduate of DePauw University and earned a Master of Public Affairs in Nonprofit Management from the Indiana University School of Public and Environmental Affairs in Indianapolis.
Natalie is proud to be a part of the Susan G. Komen Central Indiana family and to lead an organization made up of so many devoted volunteers, supporters and breast cancer survivors. She is committed to Komen’s Promise to save lives and end breast cancer.
Natalie grew up in the small town of Haubstadt, Indiana (a one-stoplight town just north of Evansville). When she is not working at Komen, you will find Natalie with her son Henry and husband Caleb at the park or The Children’s Museum. She also enjoys sewing, home improvement projects, listening to NPR and reading nonfiction business books.
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Rotary Video Spotlight – Lisa Treadwell and Paul Raikes
The Rotary Club of Indianapolis membership is a diverse and treasured group. Check out this video spotlight on Rotarians, Lisa Treadwell and Paul Raikes. Are you interested in becoming a member of our club? Get started here!
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January 26, Kevin Brinegar, Indiana Chamber of Commerce
The Indiana Chamber of Commerce has been representing the state’s business community and their employees for more than 90 years. Learn a little about the Chamber and its 2016 advocacy efforts as part of its mission to cultivate a world-class environment which provides economic opportunity and prosperity for the people of Indiana and their enterprises.
Kevin joined the Indiana Chamber’s lobbying team in November 1992, became the chief lobbyist and senior vice president of government affairs in 1997 and president and CEO in 2002.
Previously, Kevin served nine years as a financial analyst for the Finance Committee of the Indiana Senate and three years as a management analyst for the Legislative Services Agency.
Kevin is recognized as an expert in the areas of business taxation, property taxation, local government, state budget and school finance.
Kevin received his bachelor’s of science degree from Indiana University. He holds a master’s degree in public administration, with majors in public financial administration and labor relations, as well as a master’s degree in business administration (with a major in corporate finance), both from Indiana University.
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January 19, Marc Konesco
CEO/Founder, Tack
A Sabbatical from the Corporate Life:
A family of 5 sails the ocean for 2 years
In February 2014, Marc took a mid-career sabbatical and embarked on a sailing and serving adventure with his family, wife Jen and their three children then-8-year-old Joellen, 7-year-old Camden and 2-year-old Maria. Marc will talk about fulfilling this lifelong dream, the 15-goals they set as a family and their 17-month life on their sailboat, Adagio.Marc Konesco is currently the CEO and Founder of Tack, an executive coaching firm that focuses on discovering your course, achieving your goals and making it matter.
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Feb 27, Gleaners Day of Service
Rotarians and friends helped pack food for the hungry on Saturday, February 27! There is a serious hunger crisis in Indiana. According to the most recent census estimates, there are 242,435 people living in poverty in Gleaners’ 21-county central Indiana service area, an increase of 57% since 2000. -
Mbita, Kenya
Rotary Indianapolis granted The Village Cooperative a grant to install a rain catchment system at our primary school in the rural village of Mbita, Kenya. We are undertaking a huge push to improve the lives of the widows in our program, their families, and the kids at the school. We have built over 40 new homes, provided clean water filters, built new latrines, and are in the process of installing rain catchment systems for each widow. The grant Rotary provided was a huge step for us…now the 100+ kids at the school, the teachers, and the administrators have access to rain water they can store and purify…drastically improving the health of the children. It takes many partners and much coordination to undertake a program of this side and we are proud to have Rotary has one of our partners.
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Ceylan, Guatemala
Rotary Indianapolis granted The Village Cooperative a grant to be used in our food distribution program to the elderly and malnourished in the rural village of Ceylan, Guatemala. This is a project we have a hard time getting funding for, so this means a great deal to us and to the community. Each month we provide over 50 participants with nutritious, long lasting food supplies to help improve their standard of living. Many of our participants have been abandoned by their families and have no other means to eat. The rice, sugar, tea, pastas, beans, etc we provide is truly life saving. We truly appreciate Rotary’s support of this program.
