Membership Meeting August 2015 Fraud Risk Assessment & Prevention

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Membership Meeting

The Scope

Upcoming Conferences - Put them on your calendar now

October 26-28 2015 Annual Conference

Pittsburg, PA

See www.afwa.org For more details

In this Issue

Sept Meeting 1 Meet the President 2 Yearbook Update 3 From the Newsletter... 4

Trivia Night 4

Mentoring Program 5 Upcoming Dates 6 AFWA Links 6 Advertising Info 6 Celebrating Success 7

August 2015 – Fraud Risk Assessment & Prevention

Tuesday, August 18, 2015 11:30 am – Networking and Registration 11:45 am – 1:00 pm – Lunch and Program Location: Larkspur Menu: Chicken Milanese

904 E Douglas Pasta Primavera

Wichita, KS 67202 Red Skinned Mashed Potatoes Salad, Bread, Cookie, & a Beverage

$17 Members/$20 Non-Members/$9 Students

For any special dietary requests please e-mail: Lisa Nagabhushan at lisa.nagabhushan@us.gt.com or call 316-828-1834.

Please RSVP by Friday, August 14th at noon via the website at www.wichitaafwa.org by clicking on the Events link. Please include in your reservation your name, if you are a member or non-member, and what organization you represent. If you are paying at the meeting cash or checks are the only accepted forms of payment.

Please feel free to invite a guest!

Speaker Information:

Debbie Coan, CPA

Shareholder, Mayer Hoffman McCann P.C.

Director, CBIZ MHM, LLC

Debbie is based in the Wichita, KS office and specializes in providing services to companies in the not-for-profit, agriculture, retirement and welfare benefit plan, retail, financial institutions, and manufacturing industries. Debbie joined CBIZ MHM, LLC in January 1998.

Debbie is married, and the proud mom to a boxer named Abby. She enjoys Shocker Basketball and painting.

Administrative Policies: If you would like to make or cancel a reservation, please contact Kelley Benero at Kel- ley.benero@kbslp.com or by calling (316) 828-8915. Please note that no cancellations can be made after the RSVP deadline. Per chapter rules, if you register and do not attend, you will be charged the cost of the luncheon/dinner. For more information regarding administrative policies such as complaint and refund, please contact Wichita Chapter Mem- bership Chair, Lisbet Morales at lisbet.morales@invista.com or by calling (316) 828-1884.

Membership Director: CPE Information:

Lisbet Morales Program Title: Fraud Risk Assessment & Prevention INVISTA Learning Objectives & Program Content: Technical 4123 E 37^th Street North discussion of fraud risk assessment and prevention Wichita, KS 67220 Program Level: Basic

Program Prerequisites/Advance Preparation: None Instructional Delivery Method: Group Live

Recommended Amount of CPE Credit: 1 credit hour

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Meet the President

AFWA – Getting to Know your Board Angie Widener

Summit Materials Central Finance Group; Regional Controller Member of AFWA since: 2003

Involvement: KSCPA, involved with my church (Pathway) Married

Children: Caitlyn, 10 Evynn, 5 Finley, 15 months

Pets: Chevy (14 year old chocolate lab – 98 in people years)

Name your top three goals for the Wichita Chapter this year:

 raise more money for the scholarship fund

 increase membership and brand recognition

 more social/networking/community involvement events

Name three things on your Bucket List:

 family vacation to Hawaii,

 family vacation to Yellowstone

 week long beach trip (Exuma, Bahamas) with only my hubby!!

Name the last book you read: Gone Girl (that book is CRAZY!)

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The membership committee will be busy in the next month putting together the information for our annual Chapter Yearbook. The information is pulled from your member profile on afwa.org, so we would appreci- ate if you would take a few moments and look that information over. Please update any address changes, email changes, and employment information by Noon on September 15, 2015.

Don’t know where to go and update your profile? Go to www.afwa.org 1. Click on the member login at the top right of the screen

2. Click on the My Member Profile in the AFWA Members Portal Menu Make the necessary changes and make sure to SAVE them.

AFWA Wichita Members – please check your profile on AFWA.org.

The membership committee would also like to make this information available via a secured pdf file on the Wichita Chapter’s website. If you have any issues with that, please feel free to send your comments to Lizbet Morales, Program/Membership Chair. Her email address is lisbet.morales@invista.com . They would like to only print a limited number of paper copies so if you want a paper copy please email

lisbet.morales@invista.com.

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AFWA Wichita Chapter Needs Your Help!

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. You can call/email a board member or just write your suggestions down on the meeting evaluation forms – whichever you prefer. We want you to get the most out of your membership in AFWA!

AFWA Committee Requests

The chairs of the Public Relations and the Social Committee are looking for committee members. Please contact Kate Grant or Susan Barrett for more information. Please consider serving on one of these committees.

Trivia Night—A Huge Success !

From the Newsletter / Website Committee…

In the past we have tried to get the Newsletter out to the members one week before the meeting. In addition, we try to send at least 2 meeting announcements. We would like to try something new this year. We will continue to send out the meeting announcements, but we would like to delay the newsletter until the week after the meeting. That way we will be able to include a recap of the previous membership meeting while the topic is fresh in your minds and that will serve as the first meeting announcement for the next month. We will send another reminder about a week be- fore the event – just in case you forgot to make your reservations.

We ask for your patience and understanding while we try out this new process. If you have any questions, concerns, or comments please feel free to email Tina Johnson at tjohnson@equitybank.com. If this works out well, we will be making a change to our by-laws in the future.

60 people attended the Annual Trivia Night on July 28, 2015. Gross proceeds of

$1,200 were raised for the Scholarship fund. Jill Bryant—team captain of the

Taxinistas has now won a portion of each trivia night. Beware Jill - there will be a

special donation category for you next time! In June 2015 the Wichita Chapter

awarded 3—$1,000 scholarships.

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2014-2015 AFWA Mentor Program

The AFWA Mentor Program was developed and is administered by the Wichita Chapter AFWA Membership Committee. Below are details of the program.

Program Objective:

To facilitate the interaction between new and existing AFWA members in a one-on-one setting that may be more comfortable to new members than a larger group setting.

For existing members to mentor new members on career paths, work/life balance, or other topics.

To allow students and new members an additional networking opportunity that may assist in future career development.

To encourage new members to become involved in AFWA committees and attend events.

To serve as a “familiar face” at monthly meetings and other AFWA events. This may include the mentor sitting with their mentee during the first 1-2 program meetings.

Program Details:

All participation (by mentors and mentees) is strictly voluntary.

The Membership Director will oversee the Mentor Program and pair mentors with mentees based on certain factors (e.g. job type, career or personal interests, location).

As new members join, the Membership Director will ask that new member about their interest in their program. If new members are interested, they will be paired with a mentor that is “in queue.”

Once per year, the Membership Director will arrange a lunch for all members participating in the Mentor Program. This will not be a hosted lunch (cost to be covered by each individual, or mentor may choose to cover the cost for their mentee).

At the end of the program year, all mentors and mentees will be asked to complete a survey about the mentor program (likes, dislikes, suggestions, etc.)

If the mentor and/or mentee determine that their mentoring relationship is not beneficial, either person may stop participating at any time. A new mentor/mentee can be assigned if this is desired.

Program Requirements:

The mentor will be expected to reach out to their mentee within two weeks of mentor/mentee assignments.

The mentor and mentee will arrange their initial meeting at a date/time that works for both.

The mentor and mentee may agree to sit together at any upcoming program meetings, particularly if the mentee does not know any other members within the chapter.

It is recommended that the mentor and mentee meet quarterly (i.e. 4 times per year)

If you would like to participate in this program, please contact:

Lisbet Morales Membership Chair

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Please make sure that you have “Liked” our Page !

We’re on the Web!

www.wichtaafwa.org And Facebook

Accounting & Financial Women's Alliance - Wichita

Do You Have an Accounting or Finance Related Job that You Would Like to Post on the Website/

Newsletter?

This service is a free benefit if you are a Diamond sponsor, however, anyone can post an open accounting or finance related job for a fee of $60 which includes advertising the position on the website and newsletter for 1 to 60 days. Any profit from the job posting fees will benefit the AFWA Wichita Chapter Scholarship Fund. If interested contact Kris Culliton at newsletter@wichitaafwa.org.

Other Upcoming dates to note…

The next Board of Director’s Meeting will be on September 3, 2015. All mem- bers are welcome to attend. If you are interested in attending please contact Angie Wiedner at angie.wiedner@summitcfg.com. The location will be at Summit Materials.

If you have anything you would like to include in September’s newsletter, please submit to newsletter@wichitaafwa.org by September 3, 2015.

SAVE THE DATE—The next membership meeting will be Tuesday, September

15, 2015. The program topic will be an Accounting Update. Stay tuned for

more exciting details!!

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Celebrating Success

If you, or someone you know has had some recent success (promotion, new job, etc.), please share it with us!

With that person’s permission, we would love to share this exciting news with our membership!

Please fill out the form below and email it to Kate Grant at kate@kscpa.com or bring it to the next membership meeting and leave it on your table.

Celebrating Success

You may provide information about yourself or another worthy member in our Organization. Successes and accomplishments will be highlighted in the monthly Newsletters. Provide below any business accomplishments, such as promotions, new positions, certifications, etc.

Membership Meeting August 2015 Fraud Risk Assessment & Prevention