November 2017 Print

President's Report

The 2017 AFWA national conference in Alexandria, VA was packed full of great sessions and exciting networking events.  This was my first national conference but all the women who have been attending for years were very welcoming and made sure I had the best possible experience.  The event reinforced for me that AFWA goes beyond just professional and personal development to lifelong friendships.  It was also motivating to discuss ideas with other chapters across the country.  The Wichita chapter was recognized for 45 years as a chartered chapter and we donated $500 to the Foundation scholarship fund.  And to save the best news for last…the 2018 national conference will be in Kansas City!!!  I’m looking forward to it and hope you all will consider attending.  It would be amazing to see a big turnout from the Wichita chapter.  Watch for more information to come.  Let me know if you have any questions about the national conference.

Rachel Hoopes

AFWA Wichita Chapter President

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Community Service

On Thursday, November 2, 2017, PR Committee members: Kris Culliton, Laura Farney, Trisha Grosch, Marsha Helmer, and Lindsey Spiess met with the Junior and Cadette Girl Scout troops at St. Peter the Apostle Church in Schulte. Each group was assigned instructors that began teaching the Fiscally Fit program as developed by the Foundation of AFWA specifically for Girl Scouts. The girls were excited to begin working on their Financial Literacy badges by working on activities that covered topics including:

Identifying wants vs. needs
Why do you want what you want?
Identifying the difference between Spending, Saving, and Giving
Budgeting and Saving
Bank accounts – a basic introduction


Another session will be taught on Thursday, Nov 16, 2017, where the goal is to finish the work and complete the badges. If you would like to join in the fun, please contact a member of the PR Committee.

After the holidays and the Cookie Season, the team will be looking forward to working with the Brownies and Daisies on their Financial Literacy badges.


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Welcome New Members

Name: Amanda Corinne Baker
Hometown: Maize
Employer: Morrow & Co. LLC
How long in profession: about a year 
Kate [Grant] brought me to AFWA 


Let's welcome Amanda!


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Speaker Information

November Speaker information:

Chad Phipps has a knack for translating complex financial strategies and maneuvers into understandable, common language; helping our clients feel more confident about the choices they make. Chad has an extensive background as a small business owner in a variety of fields including construction and retail, but made the move to financial services in the beginning of 2008.

His cool, mild-mannered nature fades as he trades the office for the outdoors and spends his family time camping. That is, when not watching or coaching his kids in their respective sports.

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Getting to Know our Members

Congratulations to Trisha on her Lifetime Membership with AFWA!

She will be presented her pin at the November meeting!

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Getting to Know our Members - continued

Guess who is Retiring!

Kathy is merging her Financial Practice with 2 Waddell & Reed Financial Advisors and retiring on December 31, 2017.

Let's congratulate Kathy on her Retirement!



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Celebrate Success

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Scholarship Fundraiser

Show your support for the Scholarship fund!  Raffle tickets are still available!  Contact any board member to purchase/sell tickets!  Share with family, friends, and co-workers to help make this fundraiser a success!

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Save the Date

Christmas Trees will also be available for purchase at the November meeting for $5 and will be used to decorate the room on trivia night.  

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Committee Requests and Reminders

  • We want your feedback! If you have any ideas for upcoming meetings or a specific topic you would like to have covered in a meeting please let us know. If you know of a speaker or group that would be interested in speaking at one of our meetings, you can:
    • call/email any board member
    • email
    • write your suggestions down on meeting evaluation forms 

       We want YOU to get the most out of your membership in AFWA!

  • Do you have some personal news to share? A career change announcement?  We'd like to recognize your success!  Please submit anything you would like to include in the next newsletter to by November 30, 2017.
  • Interested in the Mentor Program?  For more information, please contact Janelle at
  • Volunteers needed to help with Financial Literacy program at Carpenter Place, dates to be determined.  If interested, contact committee chair, Trisha Grosch, at 


  • Volunteers needed to help select Board of Directors for the 2018-2019 year. Nominations will be requested at the November meeting. 

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Contests, Recaps, and Opportunities

“I’d like to welcome Anne Obermueller and Joy Free from Ernst and Young.  Anne is a senior manager in EY’s Wichita office. Anne has more than 13 years of experience serving large multinational, mid-size and small companies in both the public and private sector. Her client portfolio includes experience on manufacturing companies, chemical companies, and oil and gas companies.  Joy is a manager in EY’s Wichita office. Joy has more than 7 years of experience serving large multinational, mid-size and small companies in both the public and private sector. Her client portfolio includes experience in manufacturing, energy, and financial services industries.”

• Final standards – revenue recognition, leases, equity method, inventory measurement
• Proposed standards – variable interest entity (VIE), consolidations guidance, credit loss
• Considerations when accounting for effects of natural disasters – insurance proceeds, asset impairment, environmental issues,
business interruptions, deferred tax
• Other accounting standard updates

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Calendar of Events


November 14, 2017 - Financial Advising
January 16, 2018 - Internal Controls
February 20, 2018 - Economic Update
May 15, 2018 - Ethics
June 19, 2018 - Soft Skills
Board of Director Meetings are held on the 2nd Tuesday of each month.  All members are welcome.
(Dates subject to change)


AFWA offers webinars throughout the year to hear from inspirational female professionals and build critical competencies for success. Most webinars deliver 1 hour of CPE. All webinars are FREE for AFWA members and just $25 for non-members.

AFWA Members >> login now to register FREE for upcoming webinars (from the Members Portal homepage, select webinars in the sidebar navigation)

Non-Members/Guests >> Select the registration link below. Register for 4 webinars and your 5th will be free!

 All attendees will receive handouts and a recording of the webinar. Check back often for new webinars added. Questions? Contact

All times listed are Eastern

11/30/2017, 8pm – Savvy Series – Hey, I’m Over Here: 7 Tips to stay relevant (1 CPE, Personal  Development)

12/14/2017, 3pm – Savvy Series – Keep on Going: 6 Tips for increasing motivation (1 CPE, Personal Development)

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