October 12 2021 Meeting Report
Read our latest club updates about Zach Gebert of Corporate Guardians, Road Rally, environmental clean-up day, our grant plans and much more!
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October is Economic and Community Development month.
2021-22 RI President Shekhar Mehta - using the Theme, Serve To Change Lives.
Lisa Werner is our District Governor 2021-2022.
Today's Program
Chair – Lori Zimney invited Zach Gebert, Program Manager for Corporate Guardians. Zach began his presentation by outlining the path to his current position as head “guardian.” Zach joined Corporate Guardians as Program Manager in 2020. In this role, he supports the staff and agency by developing and refining internal processes and by directing marketing and strategic planning. Zach holds a Master of Divinity degree and has 8 years of experience as a pastor.
Corporate Guardians of Northeast Wisconsin, Inc. exists to expertly and ethically safeguard and manage the lives and resources entrusted to their care with a client-focused and solution-driven approach to guardianship, fiduciary care, healthcare management and advocacy. The agency was incorporated in 2006 and was approved by the State of Wisconsin to provide guardianship services.
Since that time, they have grown to serve over 45 counties throughout the State of Wisconsin and are currently approved to serve 800 individuals under guardianship. They employ over 20 full-time staff and offer services including but not limited to: guardian of estate, guardian of person, conservatorship, trustee/agent relationships, guardianship consulting, estate functions, power of attorney and case management.
They currently have five office locations; the global corporate office in Two Rivers and satellite offices in Beaver Dam, Richland Center, Lacrosse and Kenosha.
Since that time, they have grown to serve over 45 counties throughout the State of Wisconsin and are currently approved to serve 800 individuals under guardianship. They employ over 20 full-time staff and offer services including but not limited to: guardian of estate, guardian of person, conservatorship, trustee/agent relationships, guardianship consulting, estate functions, power of attorney and case management.
They currently have five office locations; the global corporate office in Two Rivers and satellite offices in Beaver Dam, Richland Center, Lacrosse and Kenosha.
Club Operations
- Road Rally Review – Jean A. shared the report of a great day and a good trip for the 16 registered cars. Appreciation was expressed for the hard work provided to make this an enjoyable event with success being measured by the experience not the numbers!
Survey Says – a review of member input yielded the following report.
- Rose Sale format – pricing will be increased to $20/dz. Optional purchase participation by members was endorsed. A communication will be prepared to define numbers for both member rose commitment ($20) and ticket commitment (club profit of $10). A final number is needed by October 25th.
- Environmental Day – Member interest in a community cleanup was expressed. Members are asked to gather at Harborview Park this Saturday, Oct. 16th at 9am. We will “police” the grounds at the park and a couple of other locations needing attention.
- Preliminary thoughts for a Spring Annual Dinner – This is the time for recipient concepts to be raised and vetted.
Club Events/Service Opportunities
Signups are provided in the binder
- World Polio Day is October 24th – The club is making local plans for observation.
- Ivy Tunnel for Arboretum - Grant plans to apply our successful $3000 grant award with a site selection and construction report were outlined by Jim L. With the “footings’ underfoot, we can now fulfill our Club’s service commitment. This work has been organized into three task groups – each with a need for volunteers.
- First up is a painting party with a group of 6 needed later this week or early next week.
- Next up is the assembly of the structure calling for a group of 8 needed with scheduling within the next month.
- Finally, is the preparation and planting of the ivy…TBD. All of this work is considered “light” needed willing hands for completion. A communication confirming the plans will be sent this week.
District Activities
- Environmental Days of Service: To kickoff the addition of ‘Supporting the Environment’ as Rotary International’s newest Area of Focus, Districts 6220, 6250, and 6270 are banding together for a week of service focused on the environment October 4th-10th, 2021.
- World Polio Day is October 24th
- Foundation report – Our Club’s Woodland Dunes commitment has been fulfilled through Garden Party raised funds and our Club coffers. Next Foundation board meeting is being scheduled.
Happy Bucks (Member News)
The opportunity is given for each member to share their personal “quips and quotes” of experiences over the past week. A number of accolades for the Road Rally “pit crew” were shared.
Birthday/Anniversary Report – Birthdays: Stanley Palmer (10/22); Jean Andrews (10/28 – pending a successful landing) Anniversaries: Jeff Zimmerlee (16 yrs); Brian Jensen (28 yrs); and Jim Lester (56 yrs).
Looking ahead…
- Next week’s program: Chair is Jean Andrews who has Cathy Green, the director of the Wisconsin Maritime Museum to speak in person at our meeting about the Wisconsin Shipwreck Sanctuary Coast.
- Future program idea – web site primer
Reminder: Read your Rotarian and Visit our Club’s website…every member, every week.