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CONTENTS

Pre-Convention Highlights! Top 10 Reasons To Attend Schedule At-A-Glance Platinum (Lifetime) Members Helpful Info

Women of ALPFA ALPFA’s Got Talent Gala Award Winners Career Fair

13 Top 6 Tips for Maximizing Professional Development

9

by Robert Half

In Every Issue

Disability Facts that Might Surprise You by MassMutual

10

Professional Impact

29

ALPFA Chairwoman Message

5

Student Impact

45

New ALPFA CEO Announcement

7

Contact Us

51

Follow and Connect with ALPFA! ALPFA is on Facebook, Twitter and LinkedIn. Follow us to find out the latest news and connect with other members For more information visit us at: www.alpfa.org


ALPFA CHAIRWOMAN: YVONNE GARCIA

Focusing on Global Impact of Hispanics The Latino community in America is growing faster than expected, and that growth is creating a tremendously positive impact on business, education, and culture. This trend is driven not only by Latinos in the U.S., however, but also by Latin American countries. We have all heard about the growing buying power of Latinos, which is some place upwards of $1.5 trillion for U.S. Hispanics. But what some may not be aware of is the critical role the global Hispanic market plays in the U.S. economy. In fact, while China’s undeniable trading importance is most discussed, and it represents 15% of America’s total trade, did you know Mexico is closing in, accounting for a staggering 13.5% of our trade? If we look at Mexico as an example of this global Latino impact, we realize: • Mexico is the 2nd largest market for our own exports ($240 billion), and the U.S. is the largest

ALPFA National Board Yvonne Garcia Chairwoman Gabriel Rodriguez, Jr., CPA Vice Chairman Hector V. Perez, CPA Past Chairman Daniel Villao Secretary Nerelys Ortiz, CPA, CGMA Treasurer Adriana Rojas Garzon Director Avec O’Brien, CPA Director Reynaldo Gonzalez Director Javier A. Reyes Director Damarius (Dee) Garcia-Schneider Director Elizabeth (Liz) Diep Director Genaro Perez, Jr., CPA Director Marcela Aldaz-Matos Director ALPFA Inc. Charlie Garcia, CEO

market for Mexican exports ($294 billion). • Trade in goods and services totals almost $1.5 billion per day between the two countries. • Approximately 6 million U.S. jobs, spread across every state in the union, depend on trade with Mexico.

ALPFA Corporate Advisory Board Josefina Bonilla Color Media Group, LLC Robert Bard LATINA Style, Inc.

To further underscore the dependency of the U.S. economy on the global Latino community, let us compare

Ken Bouyer Ernst & Young

the trade with China with that of Latin America overall. The importance of the aforementioned trade with

Ixchell C. Duarte CNL Financial Group

China is well touted, yet our total trade with Mexico, the Central America region, and South America in 2014 was approximately $567 billion … vs. $590 billion with China. As one analyst observed, “It’s no exaggeration to say Latin American trade is critical to our survival as an economic superpower.” This snapshot demonstrates that Latinos are playing an indispensable role on the global economic stage.

Manny Fernandez KPMG LLP Frances Garcia Retired - U.S. Government Accountability Office Karl Gouverneur Northwestern Mutual Joseph Kosinski Abbott Laboratories

But while the U.S. Hispanic market represents the largest high-growth market opportunity, despite the

Paul McDonald Robert Half International

impressive figures, many retailers, marketers and corporations, including large e-commerce companies, fail

Joe Mella Goldman Sachs

to address or target this market that has grown almost 50% in the last five years alone!

Louis P. Miramontes KPMG LLP Niloufar Molavi PwC

We know it will take clearheaded leadership for this world-class economic power community not only to be catered to, but also to correct the sectors that are making these types of erred decisions. That is where ALPFA comes in. We develop leadership to steer America and its top corporations. ALPFA is also scaling its efforts in order to expand the ranks of top leadership to include Latino leaders.

“It’s no exaggeration to say Latin American trade is critical to our survival as an economic superpower.”

Edgar A. Morales, Jr. Pinnacle Insurance & Financial Services, LLC. Svetlana Mostovsky Catalyst Ileana Musa Bank of America - Merrill Lynch Federico Papa Santander Bank Alison A. Quirk State Street Corporation

Part and parcel of this is tapping into our millennial membership’s

Toni L. Riccardi The Conference Board

disruptive tendency through entrepreneurship. To this end, ALPFA has launched the Latino Business 500,

Sheila Rivera-Fathallah Abbott Laboratories

an innovative program connecting entrepreneurs, providing development and unique connections from

Mike Rollings MassMutual Financial Group

which may emerge the next must-have app or blockbuster startup.

Eva Seijido Deloitte Services, LLP

Latinos have grown in economic power and electoral power – that is indisputable. But we still lag significantly

Chris Simmons PwC

behind in representation in management, C-Suites, corporate boards, and the overall top ranks of

Maria Villanueva Sessions General Electric

organizations, agencies, and the corporate world.

Eduardo Tobon Diners Club International

We believe this puts our nation and our industries at risk and we endeavor to address this… for the good of

Hector Tundidor Ernst & Young

all. Latinos are the product of a global market and a global melting pot – harnessing this power only makes

Lorie Valle-Yanez MassMutual Financial Group

America grow stronger and sounder.

Gilbert Vasquez Vasquez & Company, LLP

Ask yourselves: In today’s global world, how will you help galvanize Latinos’ impact? Join us in leading

Steve Whaley Walmart

the way.

John Zamora Deloitte, LLP

ALPFA IMPACT 5


CEO LETTER: CHARLIE GARCIA

Helping Latinos Means Helping America The future of America depends on the future of America’s Latinos. The statistics are clear: numbering nearly 60 million, Latinos are the fastest growing segment of the American population, tripling in strength over the past 25 years. Meanwhile, our nation has significant workforce and entrepreneurial gaps to fill. As a result, there is no better way for America to succeed than to support the success of the Latino community, enabling millions of hard-working, motivated, capable Latinos to fill those gaps. But first we must invest in Latinos, and invest in the kind of mentoring, guidance,

®

Empowering Latino Leaders

WHO IS ALPFA? Founded in 1972, the Association of Latino Professionals For America (ALPFA) supports over 48,000 Latino students, professionals, and entrepreneurs

through

its

43

networking, and support that it takes to develop powerful contributors and leaders. America’s Latinos

professional chapters across the

deserve the opportunity to lead, our nation needs them to lead, and, with your support, ALPFA will ensure

country and more than 145 student

that Latinos’ path to leadership is a real and strong one.

chapters at major colleges and universities.

ALPFA’s mission is to empower and develop Latino men and women as leaders of character for the nation, in every sector of the global economy. We open doorways for Latinos to gain access to guidance, networks, careers, and capital, while simultaneously creating the pipeline of leaders that our economy demands.

MISSION And we have an approach that works. At a time when the business community is desperately seeking talent, and America’s young Latinos are desperately seeking opportunity, ALPFA has helped thousands of Latino professionals gain the skills and connections they need to move from the outside of America’s economic mainstream to the center of it. Connecting gifted employees to terrific employers, ALPFA’s

To empower and develop Latino men and women as leaders of character for the nation, in every sector of the global economy.

proven model has made it the “go to” organization for companies seeking Latino talent. We have also served as a proven growth accelerator for Latino entrepreneurs, helping them to build networks, access capital, and scale much more rapidly and successfully than they otherwise could have. As America experiences explosive growth in our Latino population, there is an opportunity and an imperative for ALPFA to play a critical role in ensuring that we make the most of that growth. So we will proudly empower career-ready college students, placing thousands of Latino college students in top internship and employment opportunities; proudly develop the next generation of Latino professionals (watch us grow our 48,000 membership base even larger!); proudly catalyze the growth of Latino entrepreneurs; and proudly implement innovative, strategic partnerships with other leading organizations,

SHARED VALUES Professional Growth Integrity Culture Relationship Building Service Inclusiveness Teamwork

such as Junior Achievement USA and Management Leadership for Tomorrow, connecting Latino professionals with the best leadership development opportunities available in our country. ALPFA works. ALPFA facilitates authentic, long-lasting change. ALPFA has a real impact. I thank you for being

ALPFA OFFICES

part of that impact and ask you to join us on this continued adventure for Latinos’ – and America’s -- future. 801 S. Grand Avenue Suite 400 Los Angeles, CA 90017 (213) 243-0004

Saludos,

55 Broad Street 15th Floor New York, NY 10004 Telephone: (646) 695-4200 63 Franklin St, Lower Level Boston, MA 02110 Telephone: (857) 250-2148

Charles P. Garcia

1 South Orange Ave Orlando, FL 32801

Chief Executive Officer ALPFA IMPACT 7


MASSMUTUAL

Disability Facts that Might Surprise You courtesy of Massachusetts Mutual Life Insurance Company (MassMutual)

In times like these, good decisions matter. And when it comes to protecting a portion of your income from disability risks, it’s important to base your decision on the facts. In the case of disability, some of those facts might surprise you. For example, more than one-quarter of today's 20 year-olds will become disabled before they retire.1 And if you are covered by a group disability income policy through your employer, you might not know about the likely gap between your policy’s benefits and your family’s actual needs. To start with, the typical group plan only covers 50-70% of income.

disability income insurance policy. Because you own it, you can

And benefits are often taxable, have maximum limits, and don’t

take it with you throughout your career.

cover bonuses, commissions or 401(k) contributions. In some cases, worker’s compensation helps bridge the gap, but less than 5% of disabling accidents and illnesses are work related. If you run a business, your insurance protection should help cover its operating costs, possibly provide the funds for a partnership buyout, and protect a portion of lost earnings – either yours or your employees’.

And the best way to make a good decision about that policy is to work with a trusted, trained financial professional. No surprise there. When it comes to protection insurance, you deserve an experienced provider. That's why we're excited to tell you that through your membership with ALPFA you have access to discounted Disability Income Insurance and certain other protection products issued by Massachusetts Mutual Life Insurance Company (MassMutual).

The most common way to reduce the gap between existing

Learn more by contacting a MassMutual financial professional or

coverage and actual needs is to obtain a supplemental individual

visiting www.MassMutual.com/ALPFA.

1 Social Security Administration, Fact Sheet April 2, 2014 2 Council for Disability Awareness, Long-Term Disability Claims Review, 2014

http://www.disabilitycanhappen.org/research/CDA_LTD_Claims_Survey_2014.asp

ALPFA IMPACT 9


ROBERT HALF

Top 6 Tips for Maximizing Professional Development by Robert Half International

If there’s one thing every employer appreciates, it’s a worker who demonstrates a desire for self-improvement. One of the best ways to sharpen your skills and stay on top of accounting trends is through continual professional development. When you take the time and make the effort to keep learning, you’ll help the company

move forward while rising to the top of your professional game. There are several options for maximizing professional development. Use one, several or all of these ways to grow as a finance and accounting specialist:

1. Professional certifications Enrich yourself and your skills by working toward an in-demand designation. A CPA, CMA or another professional certification goes a long way toward bolstering your professional development. It also shows your employer you’re eager to add value to the company and better serve clients. An added bonus: You could negotiate a higher salary after you’ve received your credential. According to the 2015 Salary Guide from Robert Half, new hires can expect to earn 5 to 15 percent more if they have a professional certification or graduate degree.

2. Brown-bag talks Maximize the time you have in the office by attending a lunchtime discussion. It’s a fast and easy way to learn from experts, expand your knowledge and keep on top of industry trends. In fact, research from Robert Half’s The People Puzzle found that among CPAs surveyed, on-site workshops or brown-bag sessions were the preferred method of receiving training. Besides professional development, lunchtime talks give you the opportunity to network in-house and deepen relationships with colleagues.

10 ALPFA IMPACT


ROBERT HALF

3. Mentoring Many companies have formal programs that match up junior employees with midlevel or senior staff. Being involved in a mentoring relationship is a great way to get career advice, learn from a finance veteran and expand your existing skill set. If your organization has such a program, take advantage of it. If it doesn’t, you can find your own mentor at work. It may take more effort and boldness, but the friendship and professional development that comes with this type of relationship is well worth it.

4. Online courses and conferences Virtual conferences are great resources for professional development as they offer lectures, interactive workshops and panel discussions you can access from the comfort of your desk. Some even offer credits you can apply toward earning or maintaining professional certifications. Another benefit of the virtual conference or summit is that the fee typically includes access to an online resource, which means the information presented in the sessions is easily retrievable. If you’re looking to focus on a particular topic, you can sign up for webinars and online courses. Some are free, while others require a fee. Many companies cover the cost of virtual training, so be sure to ask your manager if the company will pay for it.

5. Off-site conferences Although the Internet is a great tool for professional development, there are many benefits to attending off-site conferences and seminars in person. Though they cost more money and require travel time, conventions have the buzz and energy not found with most online sessions. They also allow you to interact with vendors to learn about new products and services, and see live demos. In addition, off-site events allow you to enlarge your professional network, both quantitatively and geographically. Face-to-face discussions with new contacts can expose you to new tools and practices applicable to your job.

6. Performance development planning While your supervisor may suggest professional development opportunities, sometimes you need to take matters into your own hands. As part of career progression and goal setting, develop your own performance development plan. List a few skills you would like to develop or hone, then outline the necessary steps to accomplish your goals. When you’re ready, present this plan to your boss and explain how the training will make you a more valuable employee. The People Puzzle found that surveyed employees want to improve their abilities in management, public speaking, valuation, Excel, financial analysis, SQL, budgeting and auditing. You’re in charge of your own career, so make it a priority to invest in your skill set. Only when you get the professional development you need will you reach your full potential. Online courses, mentoring and additional training are just a few of the ways to help you get there.

This article is provided courtesy of Robert Half, parent company of Accountemps, Robert Half Finance & Accounting and Robert Half Management Resources. Robert Half is the world’s first and largest specialized staffing firm placing accounting and finance professionals on a temporary, full-time and project basis.

ALPFA IMPACT 11


Pre-Convention Highlights

TOP 10

Reasons Why You Should Attend The ALPFA Annual Convention offers a unique experience to develop new leadership skills through workshops and insightful panel discussions with senior executives.

1 2

3

Latino CEO Roundtable – First Annual CEO Summit – 10 Fortune 500 CEOs Confirmed to Attend! This highly visible and impactful event that enables CEO’s to share their experience and learnings on relevant topics with ALPFA Convention attendees. The event will be a closed-door roundtable discussion with CDOs and a general session. This will also be an invite-only reception.

Powerful Professional Development Workshops ALPFA offers numerous workshops tailored for professional and student audiences. These are presented by Fortune 500 companies and Business Learning Institute. Many offer CPE credits.

Career Fair/University Expo Attendees can meet with top level employers in an less formal setting and learn more about job and internship opportunities offered by companies, government agencies, and non-profit organizations where you might like to work.

14 ALPFA IMPACT


Pre-Convention Highlights

4

Latino Comedy Night

ALPFA is proud to present Latino Comedy Night, one of a series of special events. Held at Gotham Comedy Club, one of New York City's most famous comedy venues and home of Comedy Central's Live at Gotham and NBC's Emmy-nominated series "Last Comic Standing". Confirmed Comedic performances by Gina Brillon and Angelo Lozada.

5

An 8-Hour MBA? Yes, It Exists! Designed for managers and professionals, join Greg Conderacci, Senior Fellow at the Business Learning Institute, Thursday August 6 for "Greg's Eight-Hour MBA - Positioning Yourself Ahead of the Pack".

6 7 8

®

ALPFA Gala Awards Come dressed to impress and join us as we honor and recognize ALPFA members who have helped promote the mission of the organization. You might also be the winner of the Grand Prize Mercedes Benz and get called LIVE at dinner! The grand finale will be a sneak peek to what’s in store for next year so prepare yourself for a memorable evening!

Day 2015

This is where our Senior and Executive level professionals can engage in peer-topeer networking and business development opportunities. Important trends and initiatives with a focus on women are discussed. Our corporate partner senior representatives are invited to participate as part of this captive audience.

ALPFA’s Got Talent Approximately 3,000 attendees are expected and the excitement is reaching new levels for this year’s Convention and the ALPFA’s Got Talent Competition.

10

9

ALPFA Social Events The convention is a great time to see the ALPFA familia at its best – Many have made lifelong friendships with members from all over the U.S.

Rob O’Neill – One of the Most Decorated Veterans Alive Learn to Lead High Performance Teams from a former Navy SEAL whose actions were featured in three Hollywood movies.

ALPFA IMPACT 15


Pre-Convention Highlights

43rd ALPFA Annual Convention • August 6-10

SCHEDULE  AT - A - GLANCE Hilton Midtown New York 1335 Avenue of the Americas, New York, NY 10019 For the latest information, visit us at:

convention.alpfa.org

Thursday, August 6, 2015

Sunday, August 9, 2015

7:00AM – 6:00PM

Registration

7:00AM – 7:00PM

Registration

8:00AM – 4:30PM

Professional Workshops

8:30AM – 5:15PM

Professional & Student Workshops

10:00AM – 11:30AM

Latino Consumer Insights Panel

12:00PM – 2:00PM

ALPFA Scholarship Luncheon

2:30PM – 4:00PM

ALPFA Veterans’ Panel

8:00AM - 5:00PM

ALPFA/KPMG Case Study Competition**

6:30PM – 9:00PM

Private Sponsor Receptions**

10:00PM – 11:00PM

Latino Comedy Night

(Including MLD Leadership tracks) 11:00AM - 1:00PM

Chapter President’s Meeting with CEO

4:30PM - 6:45PM

CEO/CDO Panels**

6:45PM - 8:30PM

CEO Reception**

Friday, August 7, 2015 7:00AM – 7:00PM

Registration

8:00AM – 2:00PM

Student Orientation, ALPFA/Deloitte Student Roadshow and additional Student events

9:00AM – 4:45PM

Professional and Leadership Workshops

11:00AM – 1:00PM

Plenary Session (National Speakers Series)

1:30PM – 3:00PM

Multi-Firm Sales Panel

3:30PM – 5:30PM

ALPFA Chapter Leaders Reception

5:30PM – 6:30PM

ALPFA Convention Welcome

6:30PM – 8:00PM

Welcome Reception

Saturday, August 8, 2015

Monday, August 10, 2015 7:00AM – 6:00PM

Registration

7:30AM – 9:30AM

Power Breakfast**

7:30AM – 12:00PM

Career Fair & University Expo (Closed during Luncheon)

12:00PM – 2:00PM

ALPFA Leadership Luncheon

2:30PM – 4:30PM

Career Fair & University Expo

6:00PM – 7:00PM

ALPFA Pre-Gala* VIP Reception**

6:00PM – 7:00PM

ALPFA Pre-Gala* Reception

7:00PM – 10:00PM

ALPFA Awards Gala*

10:00PM – 12:00AM

Post-Gala Celebration

7:00AM – 7:00PM

Registration

7:00AM – 9:00AM

Women of ALPFA Power Breakfast**

*Black tie event – tuxedos optional for students.

8:30AM – 5:15PM

Professional & Student Workshops

**By invitation only.

9:30AM – 11:30AM

Women of ALPFA Workshops & Panels

12:00PM – 2:00PM

Women of ALPFA Luncheon

2:30PM – 4:30PM

ALPFA/PwC Amp Up Your Resume and Interview Skills

2:30PM – 5:00PM

ALPFA/EY Student Leadership Program**

1:00PM – 5:00PM

ALPFA/KPMG Case Study Orientation**

6:00PM – 9:00PM

ALPFA Networking Reception & ALPFA’s Got Talent

ALPFA IMPACT 17


Pre-Convention Highlights

ALPFA would like to acknowledge its lifetime members.

Thank you for your continued support!

Luis Abad

Alfonso Bernon

Karina Chavez

John Dudley

Frances Garcia

Dora Abreu

Ismael Berumen

Matthew Chebatoris

Leanne Eberle

Yvonne Garcia

Claudia Acosta

David Bigler

Polly Choi

Ingrid Eckstein

Deborah Garcia

Rosalin Acosta

Kathryn Birkhead

Jonathan Cifuentes

Alejandro Escalante

Eduardo Garza Mora

Joe Acosta

Latanga Blair

Kevin Cifuentes

Lupita Espinoza

Tanya Garzon

Lindy Agron

Andrew Boccio

Valerie Colimon

Meghan Espinoza

Stephany Gavela

Zoraya Aguilar

Erica Bolden

Yovani Colon Gerena

Manuel Espinoza

Swapna Gigani

Joey Aguirre

Patricia Boshuizen

Lissette Contes

Manny Espinoza

Muhammad Gigani

Maria Alaniz

Allen Boston

Susana Corona

Paul Estrada

Elana Givens

Gabriel Alejandro

Ken Bouyer

Antonio Corona

Luis Fabiani

Hubert Glover

Scott Allen

Marletta Boyd

Camila Cote

Gene Falcon

Pedro Goitia

Greg Almieda

Erika Boza-Marquez

Andreas Coumides

George Famalett

Solskin Gomez-Krogh

Alexander Almonte

Holger Briones

Joanna Couto

Wensi Fang

Gustavo Gonzales

Fernando Alonso

Michael Brodsky

Jovan Cruz

Mauricio Feldman

Victor Gonzales

Alicia Alvarez

Nina Broumand

Roger Cude

Gary Ferrier

Ray Gonzalez

Carlos Amargos

Emily Bunder

Nadya Cueto

Miriam Filip

Fabian Gonzalez

Alitza Araiza

Adriana Burnett

Leticia Culajay

Alberto Flores

Jeremiah Gonzalez

Esperanza Arana

Brigette Bustos

Anthony Curtis

Daisy Flores

Steven Gonzalez

Marcela Arce

Tony Byers

Joneil Custodio

Julio Flores

Cristina Gonzalez

Sandra Aresti

Jorge Caballero

Marcos Cuzco

Carriea Flowers

John Grace

Teresa Arnold

Jacqueline Caceres

Adam D'Angelo

Melvin Flowers

Emma Granados

Raymond Arroyo

Carlos Calderon

George De Cervantes

Erby Foster

Phyllis Griego Keller

Jessica Asencio

Jovonne Cameron

Sergio De la Fe

Shari Fox

Michael Griffith

M. Carolina Avellaneda

Eugene Campbell

Gabriel De La Rosa

Jessenia Francisco

Camilo Guerra

Billy Ayala

Jose Campos

Bradley Deckert

Paul Francisco

Manuel Guerrero

Nicole Ayala Fouron

Fabio Campos

Paul Dejesus

Brett Friedman

Luis Guerrero

Manuel Azuara

Juan Ramon Cancio Vela

David Delgado

Abdessamad Gada

Stacey Guillen

Diego Baca

Jose Cantero

Alberto Dent

David Gamboa-Rivas

Lorraine Guzman

Ana Baldeon

Michael Cardenas

Sybil Desangles

Isaac Gaona

Julio Guzman

Patricia Ballesteros

Santiago Carmona

Fernando Diaz

Mark Garces

Luis Guzman-Barron

Andres Baquerizo

Christopher Cary

Stefanie Diaz

Sean Garcia

Sarah Guzman-Cantero

Claudia Barrera

Karen Casa

Carlos Diaz Negron

Ray Garcia

Lori Hammond

Roosevelt Barros

Alex Castaneda

Maria Diaz Velazquez

Benjamin Garcia

David Harrison

Angela Batista

Maria Castanon-Moats

Elizabeth Diep

Roberto Garcia

Taylor Hawes

Dolores Bautista

Jenny Cepeda

Margaret Dillon

Marisa Garcia

John Hernandez

Domingo Belliard

Alfredo Cepero

Rodolfo Dominguez

Zulema Garcia

Robert Hernandez

Milca Beltre

Rick Cerda

Luis Donoso

Charlie Garcia

Mayra Herrera

Moroni Bento Rodrigues

Vincent Chapa

Linda Doubrava

Catherine Garcia

Conrad Herrera

Violeta Bermudez-Pardo

Amanda Chavez

Bill Driscoll

Bernardo Garcia

Carlos Herrera

18 ALPFA IMPACT


Pre-Convention Highlights

Marcos Hidalgo

Ivan Madera

Elvia Novak

Kenneth Rios

John Sims

Angel Hinojosa

Christopher Mager

Manuel Ocasio

Araceli Rios

Walter Smith

Bavan Holloway

Sampheas Mak

Helen Oduber

Jaime Risco Velasquez

Dillan Sneutz

Paul Horace

Oscar Malcolm

Oscar Oliveros

Nisaini Rivera

Luz Steege Filis Suarez

Yi Huang

Sonia Manzur

Gloria Olvera

Shanina Rivera

Rafael Hurtado

Jill Maradiaga

Jim Oneill

Sheila Rivera-Fathallah

Alfredo Suarez

Pablo Ismael

Monica Marquez

Richard Orellana

Robert Rivers

Shane Sutton

Cynthia Izzo

Robert Marquez

Carlos Orozco

William Robalino

Joey Tackett

Guido Jaramillo

Viola Marshall

David Ortega

Natalie Roberts

F. Javier Taranoff

Mabel Jimenez

Amber Martinez

Gabriela Ortigoni

Marie Robles

Christie Tenorio

Fernando Jimenez

Adan Martinez

Felicia Ortiz

Steve Rodriguez

Mike Thibeault

German Jimenez

Eric Martinez

Nerelys Ortiz

Herman Rodriguez

Allen Thomas

Peter Jimenez

Laura Martinez

Carlos Otero

Elwin Rodriguez

Heather Thomas

Felix Jimenez

Luis Pedro Martinez

Joe Pacheco

Isabelle Rodriguez

Eduardo Tobon

Juan Roberto Job

Christopher Martins

Raul Palacios

Pete Rodriguez

Ana Tolentino

Natasha Johnson

Harold Mateo

Luis Pantoja Rodr

Marcos Rodriguez

Ricky Tompkins

Kimberly Jones

Martha Maugh

Gabriela Parcella

Wilfredo Rodriguez

Manuel Torres

Walter Jovel

Malik Mccluskey

Karen Patel

Janet Rodriguez

Emily Torres

Letyushka Juan

Cherrie Mccoy

Ivan Paulino

Frank Rodriguez

Ronald Torres

Leyla Kafie Galicia

Aric Mckinnis

Fatima Pearn

Danny Rojas

Theresa Torres

Vimal Kansara

Adriana Mckinnis

Alfred Peguero

Alberto Rojas

Jefrey Triana

Matt Kapszukiewicz

Jesus Mears

Agustin Pena

Jane Rojas

Zameer Upadhya

Maya Khosbayar

Ana Medina

Alexander Perdomo

Adriana Rojas Garzon

Jacqueline Valdez

Loan Kim

Joel Medina

Hector Perez

Emily Rollins

Maria Valentin

Moses Kiwanuka

Lizette Medina

Genaro Perez

Ricardo Romanach

Robert Vallejo

Chris Kleckner

Diva Mejias

Lynnette Perez-Santos

Danelson Rosa

Vanessa Vargas

David Kopsch

Joe Mella

Valerie Peyton

Jose Rosado

Gilbert Vasquez

Paola Korlaske

James Melucci

Gineth Pineda

Pedro Rosario

Cecilia Velazquez

Joseph Kosinski

Steven Mendez

Rodolfo Pittaluga

Aidamaris Rovira

Henry Ventura

Eugene Kublanov

Zenaida Mendoza

Gina Plata-Nino

Giselle Rubiano

Damaryd Vera

Madeline Landrau

Lucia Mendoza

Emanuel Pleitez

Habibe Rubio

Rosemarie Vergara

Jack Lane

Armando Mieles

Raquel Polanco

Denis Rudder

Luis Villafana

Dennis Langwell

Jennifer Mighty

Chris Pryor

Maritza Rudisil

Cynthia Villamar

Tony Lani

Louis Miramontes

Phil Quezada

Lori Ruff

Daniel Villao

Sharon Lassar

Kaplan Mobray

Miguel Quezada

Robert Ruiz

Dennis Villon

Lisandra Lassen

Niloufar Molavi

Felipe Quezada

Claudia Sachs

Fernando Viteri

Leslie Leal-Gauna

Faustino Montero

Marcel Quiroga

Michael Salazar

Daryl Walker

Wayne Lee

Denisse Montoya

Edgar Quiroz

Ray Salazar

Andrew Wallace

Margarita Lenk

Edgar Morales

Ben Ramirez

Leonard Sanchez

Lydia Washington

Natalie Llorente

Juan Carlos Morales

Adriana Ramirez

Loretta Sanchez

Roy Weathers

Graciela Londono

Angel Morales Lebron

Ed Ramos

Carol Sanchez-Novak

Diane Webster

Suzette Longfellow

Elizabeth Mossad

Cintya Ramos

George Sandoval

Maria Wehle

Helio Lopez

Rodrigo Mota

Cynthia Ramos

Maria Santiago

Joseph Wehle

Tracie Lopez

Edward Moy

Denzel Randle

Jan Pierre Santiago

Steve Whaley

Jackie Lopez

Manuel Munguia

Pamela Ravare-Jones

Elizabeth Scarpelli

Lydia White

Ascension Lopez

Maria Murillo

Maurice Redhead

Louis Schioppo

Christopher Williams

Camila Lorca

Carolyn Murray

Gina Rengifo

Damaris Schneider

Jason Windscheffel

Angel Lorente

Ileana Musa

Aleksandr Restrepo

Mark Sessions

Joanna Wojtaszek

Cesar Lostaunau

Helena Nance

Javier Reyes

Maria Sessions

Giselle Yannelli

Javier Luevano

Camille Napa

S. Miguel Reyna

Mark Settles

Maria Yip

Francisco Lugo

Mark Nash

Manuel Reyna

Tommy Shi

zDaniel Yip

Christopher Lui

Ramon Navarro

Ilan Reznikov

Scott Shipper

Daniel Yip

Dianne Lystlund

Diana Navas

Toni Riccardi

Michael Silva

John Zamora

Pablo Machado

Sofia Nicot

Andrea Ricker

Chris Simmons

Nebojsa Zlatic

Leroy Macias

Radhames Nova

Jaime Riesche

Ariana Simmons

Euclid Zurbaran

ALPFA IMPACT 19


 



We are a proud sponsor of ALPFA V43rd Annual Conference The commitment of the Association of Latino Professionals for America to provide the best support, mentoring and training to talented leaders like you is critical to your future development and our business. We are honored to be part of this effort and look forward to many more years of working together and helping talented individuals reach the goals to which they aspire.

jpmorganchase.com/careers

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran. Š2015 JPMorgan Chase & Co. All rights reserved.


Pre-Convention Highlights

Helpful Info Hotel Accomodations Hotel Registration Information Check-in: 3:00 pm Check-out 12:00 pm Self-parking: not available Valet: $55.00 ($55 standard. $67 SUV) CLICK HERE TO RESERVE YOUR ROOM

Student Hotel Promo Code If you are an active student we have a small block of discounted rooms at a rate of $309 for up to 4 students. Please use the following code: ALPSTU0715614

Airfare Information Special ALPFA Convention flight pricing is available NOW!

New York Hilton - Midtown 1335 Avenue of the Americas, New York, New York, 10019, USA +1-212-586-7000 +1-212-315-1374

Just enter promo code NMLUQ for discount of up to 10% or call 800-328 – 1111 Mon-Fri 7am-7pm CDT to book your convention flight reservations. CLICK HERE TO BOOK YOUR FLIGHT ALPFA IMPACT 21


We We build build le leaders. aders. There is a place where people drive success. Where every person has the opportunity to demonstrate their strengths, have an impact, and achieve their goals. It’s KPMG LLP. Where leadership is encouraged, and rewarded. kpmgcareers.com

© 2015 KPMG LLP, a Delaware limited liability partnership and the U.S. member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in the U.S.A. The KPMG name, logo and “cutting through complexity” are registered trademarks or trademarks of KPMG International. NDPPS 371024


Pre-Convention Highlights

ALPFA IMPACT 23


Pre-Convention Highlights

ALPFA IMPACT 25


Pre-Convention Highlights

ALPFA IMPACT 27


PROFESSIONAL IMPACT Professional development and career-building opportunities are the focus of ALPFA activities for Latino professionals.


PROFESSIONAL IMPACT

ALPFA Charlotte and The University of North Carolina celebrated their success of their second mentorship program by Favio C. Osorio, Chair of Student Mentorship

On April 27th, 2015, ALPFA Charlotte and The University of

Genesis Nunez, Vice President of the Student Chapter said:

North Carolina at Charlotte (UNCC) celebrated the conclusion of

“The fact that students are matched with a mentor who has past

their second collaborative mentorship program. The program,

experience, or, who is currently working in the career the

launched last Fall by the recently formed UNCC ALPFA Charlotte

student would like to pursue makes things so much easier to be

student chapter, provides UNCC students with the opportunity to

able to get answers to questions regarding that specific field.”

get direct exposure to ALPFA Charlotte’s network of professional

Nunez goes on to say, “Being able to connect with these

members and sponsors. Considering many of the Latino student body at UNCC are first or second generation college students, they are often without guidance during the transition from student to professional. Therefore, this mentorship program becomes a most valuable resource by connecting UNCC students with local professional

mentors reassured me of my career goals. I am so glad that I have been part of such a great program and

I would

recommend it to every student who joins ALPFA. “ The North Carolina based professional chapter wishes to continue strengthening the partnership with UNCC as well as establish new mentorship programs with other local universities in Charlotte in order to continue making an impact.

members who work at companies such as NYL, TIAA-CREF, Red Ventures, Deloitte, Wells Fargo, Bank of America, BB&T and E&Y, and, who can mentor with their professional real-world advice as well as share their network.

ALPFA IMPACT 31


PROFESSIONAL IMPACT

ALPFA Chicago collaborated with NABA Chicago for 2nd Annual Women’s History Month Event by Henry R Montoya, Vice President of Communications, ALPFA Chicago Chapter On March 19th, 2015 ALPFA Chicago collaborated with NABA

financial goals, and who have adopted work/life integration

Chicago for the 2nd Annual Women’s History Month Event. The

practices that have allowed them to be impactful on a greater

event, titled “Women Impacting the Workplace and Beyond” was

scale within their communities. Eight strong diverse professional

generously sponsored by J.P. Morgan Chase and held at the

women spoke throughout the night!

Chicago Chase Towers, with almost 200 attendees! New York Life and the Chicago Symphony Orchestra also attended as affiliate sponsors. The evening began with networking which was then followed by 3 workshops that focused on work/life integration, with topics that included: Career Development, Becoming a Superhero, and also, a Working Moms Fireside Chat. The event concluded with a main panel discussion that highlighted women of influence who are leaders in their community, financially savvy in planning future

The IMPACT message at this event was empowerment of our members with professional development opportunities so that they were able to could create open dialogue discussions at all levels of their career and family life. Members enjoyed the event networking opportunities along with the event content in particular, the workshops. Leadership overheard a lot of buzz that the “Becoming a Superhero workshop was by far the best one, since attendees were really were able to focus on their current career goals.

ALPFA IMPACT 33


PROFESSIONAL IMPACT

ALPFA Dallas Fort Worth held their 2015 ALPFA Summit and Career Fair Submitted by Gloria Cano, EVP – Strategy, ALPFA Dallas Fort Worth On March 27, 2015, ALPFA DFW held their 2015 ALPFA Summit

panelists talked about their role in financial operations including the

and Career Fair at Southern Methodist University Cox School of

conduct of monetary policy, compliance with regulations and laws,

Business. Lia Nanez, ALPFA Southern Methodist University

learning from the past, keeping up with new standards, and

Chapter President, kicked off the summit by thanking everyone for

managing risk.

their participation. Dan Barron, ALPFA DFW Chapter President and the Partner at Grant Thornton then welcomed everyone. Mr. Barron was elated with attendance and recognized Ricardo Buitron with Ernst and Young (EY) for his efforts in the planning of the panel discussion. He also recognized SMU staff for their hospitality.

They also discussed the importance of getting the right tools to accomplish career goals. Mr. Beukema talked about Thomson Reuters’

Checkpoint

Learning,

a

series

of

professional

development training courses and BISK CPA Exam Review Training. Mr. Martinez-Crespo talked about Becker Professional

Ricardo Buitron, a Banking Services Professional with EY and

Education’s series of training for certifications including CPA exam

panel moderator, introduced the panel discussion topic - “Key

review training.

Market Trends Regional and National Financial Operations” along with the panelists who all are experts in financial operations. The

The Career Fair and Networking components of the summit continued after the professional development presentations.

ALPFA IMPACT 35


PROFESSIONAL IMPACT

ALPFA Houston partners with My Harvest Field Independent Insurance and Financial Advisors for Annual Post Busy Season Networking Event by Daniel Arredondo, Membership Director Houston, Texas – On Thursday, April 16, 2015, ALPFA Houston

our own field that we harvest. For some of us it is done through our

partnered with My Harvest Field Independent Insurance and

professions as teachers, engineers, attorneys, entrepreneurs, line

Financial Advisors to host its Annual Post Busy Season Networking

workers, retailers, and doctors. Whatever your profession, we know

Event at The Springbok Restaurant in Downtown Houston.

that you work very hard to build your harvest and provide for your

Rocio Saldana, chapter Director of Events, kicked off the program with welcoming remarks and introduction of My Harvest Field’s Co-Founder and Managing Partner, Zameer Updahya. Mr. Updahya then kicked off an icebreaking event that separated everyone in attendance into groups. The groups were then provided My Harvest Field literature and asked to share their own personal experiences with wealth management amongst their groups. Everyone who attended the event consistently praised this unique icebreaker

family. This is your harvest field. Our job is to help you protect your financial assets through appropriate insurance coverage and to grow them with sound financial planning. Thus the name My Harvest Field; we are here to help you manage your financial harvest,” said Zameer Updadhya.

My Harvest Field assists

Individuals and Business Owners “Protect their Financial Assets”. Mr Updadhya advises clients with financial planning that includes insurance protection, investment allocation, and estate planning.

approach which allowed them to meet and learn from each

The event wrapped up with an update from Daniel Arredondo,

other’s experiences.

chapter Membership Director, regarding the status of ALPFA’s new

Thereafter, Mr. Upadhya spoke to the group and explained the background behind the name “My Harvest Field”. “A farmer makes his living by the harvest that he grows in his fields. Each of us has

membership model. ALFPA Houston thanks My Harvest Field for hosting our event, the Springbok Restaurant for providing the venue, and all board members and members for making this event the success that it was.

ALPFA IMPACT 37


PROFESSIONAL IMPACT

ALPFA Philadelphia: Professional Networking Receptions Rock and Roll Style Submitted by Jon Pierre • Photo Credit: Azpek Media

This year, ALPFA Philadelphia has been making a positive impact

President, Javier Suarez, as well as various special announcements

on Latino professionals throughout Greater Philadelphia, as well as

from the Executive Board, a key message of the event is the

surrounding areas with a monthly Professional Networking

importance of visibility for Latinos in the Delaware Valley. As a

reception at the local Hard Rock Cafe. The after-work mixers

community, Latino successes can often go unnoticed without strong

provides an opportunity for leaders of the organization to personally

avenues for forging connections and celebrating with like-minded

communicate with members face-to-face, while also connecting

individuals.

them to a diverse set of special guests and speakers from the corporate world who offer advice and encouragement. In addition, the event, which regularly draws sellout crowds, serves as a successful outreach platform for the chapter’s membership drive efforts, with inquisitive new faces leaving with a deeper understanding of and excitement for ALPFA’s brand and mission. The events have allowed ALPFA Philadelphia to effectively pursue

Furthermore, the events play a vital role in ALPFA’s ongoing commitment to uplifting students. Each month, the Professional Networking Reception invites leaders from various Student Chapters as well as other college students—and even high school students—interested in the benefits of mingling with our exceptional crowd and becoming members of the ALPFAmilia! Thank you to The Hard Rock Cafe for allowing the ALPFA

its organizational commitment to developing Latino and Latina

organization to meet in the exclusive Philadelphia Room as well as

leaders with the help of key sponsors, including, New York Life.

enjoy a complimentary food and cocktails.

Through introductory messages from ALPFA Philadelphia Chapter

ALPFA Philadelphia's Professional Networking Reception at Hard Rock Cafe.

Immediate Past President Patricia Boshuizen with current Board President Javier Suarez.

Director of Student Relations Francisco Michaud is joined by leaders from ALPFA's Student Chapter at Saint Joseph's University.

A representative from sponsoring New York Life poses at Hard Rock Cafe with Membership Director Ariel Anaya.

Screens at ALPFA Philadelphia's monthly mixer highlight event hashtags, taking the conversation to social media.

ALPFA IMPACT 39


PROFESSIONAL IMPACT

ALPFA St. Louis Launches the newest Professional Chapter Submitted by Ana Laura Bolanos, Saint Louis Chapter President

On Tuesday November 18th, 2014, The St. Louis Professional Chapter of ALPFA held their Launch Ceremony to commemorate the establishment of a professional ALPFA Chapter to the Show Me State. The event, hosted by Monsanto, was a great success. Attendance totaled about 40 attendees consisting of members, prospective members, and speakers of the sponsoring companies. Each of the sponsoring companies: The Boeing Company, The Monsanto Company, Edward Jones Investments, and PWC had representatives present to show their support for ALPFA. Radhames Nova, Executive Director of the Boston Chapter, visited St. Louis to deliver inspirational words to the newly incepted chapter. The Board of Directors is very excited to begin operations as a new chapter. Chapter President, Ana Bolanos, has set high expectations and is very excited to see this new chapter grow and prosper.

Radhames Nova, Executive Directo of the Boston Chapter & The St Louis ALPFA Board of Directors

ALPFA IMPACT 41


PROFESSIONAL IMPACT

ALPFA Twin Cities Learns How to Utilize LinkedIn with Forbes Top 50 Social Media Power Influencer Mike O'Neil On Saturday April 11th, ALPFA Twin Cities, in collaboration with Mike

that everyone in the audience could

O’Neil- a Forbes Top 50 Social Media Power Influencer and LinkedIn

benefit from them. The diverse

Authority- conducted a comprehensive half-day workshop on utilizing

demographic of the audience, ranging

LinkedIn to its fullest potential. Mr. O’Neil led the presentation, which

from all age groups and professions,

took place on the University of St. Thomas campus in downtown

proved to make the discussion

Minneapolis. Refreshments and raffle prizes were generously

even more thought-provoking. The

provided by Target Corporation and delicious Latin-inspired gourmet

workshop was geared toward helping

treats were donated by Minneapolis-based Marcelita’s Cookies.

every individual in attendance take

After an overview of LinkedIn “Key Do’s and Don’ts” was followed by an in-depth review of how to best leverage the website’s available profile-building and networking features, and finally; attendees were given tips on how to build a unique profile that will help them market

away valuable lessons to apply to their

Mike O’Neil

LinkedIn footprint and reap the most benefit from this multifaceted tool. ALPFA members and guests had

themselves to stand out from the crowd. According to Mike, “It is best

overwhelmingly positive feedback;

to dive in and build your profile now and not wait until

much of it being focused around

unemployment.” By building a network through connecting with

Mike’s passion for LinkedIn and

individuals and joining groups geared toward areas and industries of

subject matter knowledge. Other guests commented on how they

interest, access to hiring managers and professionals at a variety of

benefitted from a setting that consisted of people from different stages

companies is more readily available than ever before. The interactive

of their careers and industries and the chance to share and learn from

discussions during the presentation ranged from LinkedIn tools and

one another. ALPFA Twin Cities members were able to walk away

functionality that the audience was previously unaware of, to several

and immediately put into action what they learned at the workshop,

‘what if’ scenarios and how Mike, as a seasoned networking

with one member reporting back the very next week to say, “I have

professional and LinkedIn aficionado, would tackle them. One of the

already made several updates to my LinkedIn profile based on the

key areas of impact from the event was Mike’s ability to connect with

workshop and I look forward to partnering with Mike on future events!”

the audience one on one while expounding upon those lessons, so

LtoR: Claudia Rodriguez, Javier Casillas, Agum Puri, Ana Espitia, Ana Maya, Andres Reza, Mike O'Neil, Rachelina del Moral, Marianella Cardenas, Zach Shapiro, Elisa Baral, Matt Maus & Dylan Brooks.

ALPFA IMPACT 43


STUDENT IMPACT

ALPFA Valencia College visits BNY Mellon’s New York City HQ Written and submitted by David Martinez, CAO, ALPFA New York Chapter

ALPFA Valencia College visits BNY Mellon’s Financial District HQ.

message panels providing visitors with news on market conditions

On the week of April 6th, 2015, fourteen student leaders from the

and developments at BNY Mellon. Needless to say, “The students

newly formed ALPFA Valencia College chapter made the trek from

were engaged, curious, gracious, and professional. I was impressed.

Orlando, Florida up to New York City for 3 days of sight-seeing,

A fine testament to the efforts of the Orlando Chapter to facilitate

exploration, and discovery – the majority having never previously

opportunities for their students to develop into leaders of character,

visited New York City. Leaders of the ALPFA Orlando Chapter

truly in line with ALPFA’s mission nationwide.” This opportunity would

thought it would be a good idea for these students to head down to

not have been possible without BNY Mellon’s enduring vision and

the Financial District in order to visit the offices of this year’s ALPFA

aspiration for Global Diversity and Inclusion; to promote an inclusive

Convention sponsor host – BNY Mellon. Upon getting the call, and

environment that leverages diversity and differences, and recognizes

as a proud employee of BNY Mellon, I needed to ensure these

and advances top talent through a culture of meritocracy. BNY Mellon

students received the best possible experience and so what better

is and continues to be a tremendous supporter of ALPFA and

way than to give them a tour of our brand new trading floor – a

promises this year’s Convention to be the most grand yet.

marvelous showplace for BNY Mellon’s strategic commitment to leadership in e-trading services. The new Global Markets trading floor extends 12 feet into the atrium, with a distinctive gold glass wall framed both above and below by two, 20-inch-high definition

ALPFA IMPACT 47


CONTACT US (Alphabetical Order) Leni Delgado Chief of Staff and Deputy General Counsel leni.delgado@national.alpfa.org

Suri Surinder

Migdalia Diaz

Lauro Valdovinos Chief Financial Officer lauro.valdovinos@national.alpfa.org

Chief Learning Officer suri.surinder@national.alpfa.org

Gary DeVera Director of Finance gary.devera@national.alpfa.org

Empowering Latino Leaders

Chief Operating Officer Los Angeles Office 801 South Grand Avenue, Suite. 400 Los Angeles, CA 90017 (213) 243-0004 / Fax: (213) 243-0006

migdalia.diaz@national.alpfa.org

New York Office 55 Broad St., 15th Floor New York, NY 10004 (646) 695-4200 / Fax: (646) 695-4201

Development

Verna Greer Senior Vice President, Corporate verna.greer@national.alpfa.org Frank Lopez Senior Vice President, Corporate

Boston Office 63 Franklin St, Lower Level Boston, MA 02110 (857) 250-2148 Orlando Office 1 South Orange Ave Orlando, FL 32801

Julio Carbonell Chief Information Officer julio.carbonell@national.alpfa.org

Janis Bentley Director of Corporate Relations janis.bentley@national.alpfa.org

Development frank.lopez@national.alpfa.org Radhames Nova radhames.nova@national.alpfa.org

Chief Marketing Officer jorge.ortega@national.alpfa.org Lori Ruff SVP Marketing and Chief Branding Officer lori.ruff@national.alpfa.org

anita.gonzalez@national.alpfa.org Clare Holzer Staff Accountant clare.holzer@national.alpfa.org Ann Marquez Vice President, Member Engagement and Special Events ann.marquez@national.alpfa.org

Sally Berverena VP of Corporate Development sally.berverena@national.alpfa.org

SVP Strategic Initiatives

Jorge Ortega Executive Team Charlie Garcia Chief Executive Officer charlie@national.alpfa.org

Staff Billy Ayala Director of Chapter Operations, Boston billy.ayala@national.alpfa.org

Anita Gonzalez VP of Advisory Services

Carmen Cardenas Director, Student Affairs carmen.cardenas@national.alpfa.org

Carlos Perez Art Director carlos.perez@national.alpfa.org Katie Schlomann Director of Chapter Operations, NY

Sonja Carranza Staff Accountant accounting@national.alpfa.org

katie@national.alpfa.org

Jonathan Cifuentes Information Technology Specialist jonathan.cifuentes@national.alpfa.org

Staff Accountant

and Corporate Development

Vania Yarijanian vania.yarijanian@national.alpfa.org

ALPFA Impact is published for informational purposes only. Views represented by contributing

Copy Editor

Creative Designer

writers do not necessarily reflect the views of ALPFA. Submission of a story or photo constitutes

Alicia Gonzalez Project Manager

Carlos Perez Art Director

(Volunteer Staff)

(Staff)

permission to run but does not guarantee publication. All articles are subject to editing, space availability and modification and publisher has final say in content.

ALPFA IMPACT 51


Host Partners

Platinum Partners

* Partial List

convention.alpfa.org


Summer 2015