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Welcome 2009 ALPFA Seattle’s News and Events Gateway V O L U M E

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ALPFA Seattle: Setting The Latino

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Professional Standard in the Northwest  ALPFA Seattle: Setting the Latino Professional in the Northwest  ALPFA Seattle Board  Member Spotlight: Marilu Cruz  Sponsor Spotlight: Dwyer, Pemberton & Coulson P.C.  Lumana Credit Update  From Our Sponsor’s Desk: Rebuilding your financial confidence .  Events  Announcements  Recruiting Members

Dear ALPFA Members It is with great excitement that I am announcing changes in leadership in ALPFA Seattle, as Maria and I are transitioning our roles as President and Vice President, respectively. Yaneth Gonzalez and Mario Villa have been elected to serve as your president and vice president for the 2010 and 2011 fiscal years. I am very excited for this change, as we are bringing onboard two highly motivated, highly qualified and seasoned professionals. Yaneth and Mario served both as Directors of Partner Relations the past few years, successfully securing mutually beneficial relationships between the local chapter and our local sponsors, in addition to the funding for the quality networking and professional events ALPFA Seattle offers to its members. As many of you are aware, both Yaneth and Mario have been active board members since the ALPFA Seattle’s chapter inception in 2005. Yaneth has been instrumental in designing and leading landmark events, such as our student summit, as well our galas. Mario has been extremely active in designing our corporate sponsorship packages, as well as our main point of contact with key past and present key sponsors such as Weyerhaeuser and the Boeing Company. Furthermore, I would like to announce three new appointments to our board. Gineth Pinedo-Junco will be serving as the new treasurer, while Natalia Giefer and Yanira QuirozSanchez will be serving as Director of Event Planning and Co-Director of student outreach, respectively. These three individuals have attended local universities and have strong ties with the professional and student Latino community in the Northwest. We are looking forward for their fresh approach and

contribution to the local chapter. The past two years have been of incredible lessons and achievements for ALPFA Seattle. We were key in the multiyear commitment from Microsoft to both ALPFA National and ALPFA Seattle, as well as we increased the number of ALPFA professional members within local companies, including Microsoft, and Boeing. From our student efforts perspective, we have helped student leaders to successfully transition into the professional world in companies such as KPMG, and Ernst and Young. We have also brought recent graduates to become active professionals and interns in the area through the rotational programs offered by our sponsors. Last, but certainly not the least, we conducted Women of ALPFA events, which recognize the leadership of female leaders in corporate America. Such events wouldn’t be possible without the support and guidance from Prudential. I am looking forward to these next two years, under new leadership, as well as to serve as Director of Strategy, focusing on strengthening our corporate relationships and community footprint. Maria will serve as a direct advisor the Executive Board, as immediate past president. Come join me in welcoming our new leaders, president and vice president. I look forward to seeing you at the 2009 Student Summit event on November 14.

Luis P. Martinez Former Vice-President| Director of Strategy


Welcome 2009 ALPFA Seattle’s News and Events Gateway V O L U M E

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ALPFA SEATTLE CHAPTER BOARD OF

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DIRECTORS  ALPFA Seattle: Setting the Latino Professional in the Northwest  ALPFA Seattle Board  Member Spotlight: Marilu Cruz  Sponsor Spotlight: Dwyer, Pemberton & Coulson P.C.  Lumana Credit Update  From Our Sponsor’s Desk: Rebuilding your financial confidence .

Executive Directors

Board Members

President: Yaneth González president@seattlealpfa.org

Director of Membership: Amy Loftis membership@seattlealpfa.org

Immediate Past President: Maria Villa-Walsh pastpresident@seattlealpfa.org

Director of Event Planning: Natalia Giefer events@seattlealpfa.org

Vice President: Mario Villa vicepresident@seattlealpfa.org

Director of Student Outreach: Jacob Brownfield students@seattlealpfa.org

Treasurer: Gineth Pineda Junco treasurer@seattlealpfa.org

Director Fundraising & Partner Development Frank Fagoaga partnerrelations@seattlealpfa.org

Director of Communications: Marcela Negrete communications@seattlealpfa.org

Director of Public Relations: Roseana Fernandez publicrelations@seattlealpfa.org

 Events  Announcements  Recruiting Members

Director of Strategy Luis Pedro Martinez strategy@seattlealpfa.org

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Welcome 2009 ALPFA Seattle’s News and Events Gateway V O L U M E

IN THIS ISSUE:

 ALPFA Seattle: Setting the Latino Professional in the Northwest  ALPFA Seattle Board  Member Spotlight: Marilu Cruz  Sponsor Spotlight: Dwyer, Pemberton & Coulson P.C.  Lumana Credit Update  From Our Sponsor’s Desk: Rebuilding your financial confidence .  Events  Announcements  Recruiting Members

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Member Spotlight KPMG intern Marilu Cruz was honored on Saturday, August 8, with the 2009 Medal of Inspiration Award at the National Beta Alpha Psi (BAP) Conference in New York. The award, which is presented by BAP and the American Institute of Certified Public Accountants, recognizes students who have “overcome extreme adversity to achieve remarkable success” or “engaged in an activity that has had significant positive impact” on others. Cruz overcame many challenges on her way to becoming an intern in KPMG’s Seattle office this summer. Her mother moved from the family’s home in Mexico to the United States to find work after Cruz’s father was one of several civilians killed during fighting between the government and rebels when she was six years old. Cruz remained behind with her grandparents until she was 11 years old, when she joined her mother in Wapato, Washington. The joy of being reunited with her mother was quickly overshadowed by the difficulty of adapting to a different culture and learning to read, write, and speak English. She credits a high school English teacher and a UW accounting professor with providing her the support she needed to be successful. Now a student at the University of Washington (UW), Cruz expects to receive her accounting degree next spring. She was also a participant in KPMG’s Future Diversity Leaders (FDL) Program that provides training, internship, and scholarship opportunities to outstanding minority undergraduate business students. In addition to receiving the Medal of Inspiration Award, Cruz competed with a UW team in the Association of Latino Professionals in Finance and Accounting (ALPFA)/KPMG Case Study Competition, which was held at the 2009 ALPFA

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National Convention in Boston, on Sunday, August 9. Marilu was an instrumental part of the University of Washington’s 2009 ALPFA/ KPMG Case Study Competition team. From the very beginning, Marilu took charge and acted as one of the team’s leaders. She helped organize practice sessions, coordinated with professionals to attend practices, and took ownership of the overall final product of the presentation. As a result of her and her team’s hard work and dedication, the group gave a phenomenal presentation at the National Convention and represented both the Seattle ALPFA chapter and the University of Washington in a very positive manner. Marilu did a fabulous job with the Case Study Competition and we are proud to have her as part of the Seattle ALPFA family.


Welcome 2009 ALPFA Seattle’s News and Events Gateway V O L U M E

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Member Spotlight

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 ALPFA Seattle: Setting the Latino Professional in the Northwest  ALPFA Seattle Board  Member Spotlight:

“We would like to extend our congratulations to the 2009 University of Washington KPMG case competition team! They did an excellent job in presenting their accounting case in the annual case competition. “

Marilu Cruz  Sponsor Spotlight: Dwyer, Pemberton & Coulson P.C.  Lumana Credit Update  From Our Sponsor’s Desk: Rebuilding your financial confidence .  Events  Announcements  Recruiting Members

Left to Right: Vicente Silva, Jonathan Metz, Vincent Gonzalez, Marilu Cruz, Santerra Holler and Donna Onevathana

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Welcome 2009 ALPFA Seattle’s News and Events Gateway V O L U M E

IN THIS ISSUE:

 ALPFA Seattle: Setting the Latino Professional in the Northwest  ALPFA Seattle Board  Member Spotlight: Marilu Cruz  Sponsor Spotlight: Dwyer, Pemberton & Coulson P.C.  Lumana Credit Update  From Our Sponsor’s Desk: Rebuilding your financial confidence .  Events  Announcements  Recruiting Members

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Dwyer Pemberton & Coulson, P.C Dwyer Pemberton & Coulson, P.C. is a locally owned firm in Pierce County consisting of six shareholders and twenty-six additional professionals and support staff. The firm is the largest Tacoma-based practice, serving clients primarily located in the South Puget Sound, although we do serve a handful of clients in Seattle and Oregon. Our client base is comprised of a large number of clients in a wide range of industries. Thus, our shareholders and professional staff posses the necessary experience and education to address all of our clients' audit, accounting and tax related needs. We offer services in the areas of accounting, audit, tax compliance, tax planning and litigation support, as well as management advisory services. Since 1936, Dwyer Pemberton & Coulson, P.C. has built a reputation for exemplary service via controlled growth --which ensures that we are small enough to recognize that each of our clients is vitally important, yet large enough to provide all the services required by each client. This balance of personalized service, diverse, highly trained staff, and expertise, creates a climate where both parties can efficiently share information and prosper. Dwyer Pemberton & Coulson, P.C. has been a proud sponsor of ALPFA since the inception of the Seattle Chapter in March 2005. Ed Ramos is one of ALPFA Seattle’s co-founders and he has gained invaluable leadership experience by serving on ALPFA Seattle’s executive board. Ed Ramos joined the shareholder group at Dwyer Pemberton & Coulson, P. C. on January 1, 2009. “As Dwyer Pemberton & Coulson’s newest shareholder, I would like to encourage the

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continued support – in both time and resources - of ALPFA Seattle’s current sponsors as well as other locally owned CPA firms in Washington State. Without the support of my firm, I would not have been able to provide ALPFA with the time commitment that was needed to help get the Seattle chapter started.” - Ed Ramos


Welcome 2009 ALPFA Seattle’s News and Events Gateway V O L U M E

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Lumana team update

 ALPFA Seattle: Setting the Latino Professional in the Northwest  ALPFA Seattle Board  Member Spotlight: Marilu Cruz  Sponsor Spotlight: Dwyer, Pemberton & Coulson P.C.  Lumana Credit Update  From Our Sponsor’s Desk: Rebuilding your financial confidence .  Events  Announcements  Recruiting Members

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Mia oja mia wezor! ( Hello and welcome to all!) Ghanaians are warm and friendly people who have welcomed us to their land and life. Everyday as we walk home from our work space, the Atorkor Basic School we are bombarded with invitations to join a family for a bite to eat as they sit on their porch and enjoy some banku, a traditional fermented corn dish, served with a savory stew. Seafood is a daily staple in Ghanaian cuisine; the rich sea provides locals with abundant shrimp, crab and fish. Tilapia is a coveted product from the lagoons and sporadic treat at the majority of villager’s households. Different sized shrimp are used for a variety of purposes, leaving the large lobster-like prawns for the gourmet Accra market, the medium for sale in the local Anloga or Keta market.and a large amount of the miniature shrimp to be commercialized after being smoked and crushed into powder that is used around the country as a condiment. Nothing goes to waste when it comes to their immediate resources. Our observations in the field have made us realize the stark difference between the way locals use their personal resources and the way they view and take advantage of their environment. When it comes to making the best use of the food they buy and the space they are given, villagers are very proficient at “chewing things down to the bone”. However, they seem to make less effort to use their shared resources extensively. Lumana’s plan includes organizing them to collectively strategize ways in which they can better use their environment to improve their lives. An example of this would be using compostbeds for natural fertilizer production.

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There are two factors that make us believe that this would be a viable and highly beneficial project. One, the land in the area lacks nutrients given the constant nutrient erosion and sand content in the soil. This negatively affects not only the quality of the crops but the yield and diversity of crops that they can produce. Two, the majority of the food that the villagers eat is organic, prime raw material for composting. Our solution is a plan to motivate our borrowers to engage in development projects such as community composting beds. We have come up with “Top Up Your Village”, a program to reward villagers for their commitment to our microfinance initiative with small grants that they can apply towards a community development project of their choice. They can achieve this through a one-time charitable donation to an existent development project or as seed money for a social enterprise. This complementary project is currently under development, but we believe that harnessing the enterprising nature of our borrowers and channeling it towards community centered plans is the best way to empower them. In the past two months, the Lumana team has made a big effort to get acquainted with the culture in the village, to understand (and in many cases learn to tolerate) some of the inefficiencies inherent to the existing informal systems. We find the different concept of timeliness and time efficiency one of the biggest challenges of working in Ghana. A good example of this is the time it takes for a simple bank transaction at the local rural bank where a routine cash


Welcome 2009 ALPFA Seattle’s News and Events Gateway V O L U M E

IN THIS ISSUE:

 ALPFA Seattle: Setting the Latino Professional in the Northwest  ALPFA Seattle Board  Member Spotlight: Marilu Cruz  Sponsor Spotlight: Dwyer, Pemberton & Coulson P.C.  Lumana Credit Update  From Our Sponsor’s Desk: Rebuilding your financial confidence .  Events  Announcements  Recruiting Members

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Lumana team update withdrawal takes an average of 35 minutes after at least 5 approval signatures. This difference in time perception affects the pace at which we do business, but luckily we have been fortunate enough to work and collaborate with people that are committed to our work here and are responding to our scheduling and helping to meet our expectations. Meetings are scheduled one hour ahead so that they start on time, and we plan additional time to greet people that we see on the street and to play with the children that run to us yelling “yavu, yavu” an affectionate term for a “white person”. The past two weeks have been mainly focused on our high level expansion efforts and on the entrepreneurship training at the field level. We have started conversations with the chiefs of two villages in the region: Anloga and Dzeta. They have welcomed our proposal and have expressed their interest to implement our program in their villages. Only one thing is holding us back from expansion in the area: lack of funding. Which reminds us that we must continue to work hard to make sure that we are continually raising enough money to fund these enterprising women. We are also excited about our new 80 prospective borrowers. They have been attending their classes for two hours a day and are now more than half way through the curriculum required for loan application. We rest assured that our fundraising efforts for the past year yielded enough resources to at least fund their business ideas or desires for expansion. After this week, our team will be put hard at work to evaluate their participation in the program, assessing their timeliness, class

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involvement, business plan idea and loan amount requested. We have formalized a system of loan application evaluation, the “Lumana 98”, an analytical tool that is tailored to primarily incentivize our clients to practice responsible savings and prompt repayment habits. There are no words to describe how excited we are to watch these women , like our other clients, use their loans to help their families and steer their lives towards a better future. Exciting things are happening over here, we’ll make sure to keep you updated. Remember to follow us on the website to learn more about our clients and the businesses we serve. Amana nyo nau, myo dogo ( Have a good day, see you later!)

Lumana Team in Ghana www.lumanacredit.org


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Marilu Cruz  Sponsor Spotlight: Dwyer, Pemberton & Coulson P.C.  Lumana Credit Update  From Our Sponsor’s Desk: Rebuilding your financial confidence .  Events  Announcements

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Rebuilding Your Financial Confidence Don’t let financial fears paralyze you into a state of indecision; it’s time to take the reigns and regain control of your financial future.

 ALPFA Seattle Board  Member Spotlight:

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 ALPFA Seattle: Setting

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With unemployment statistics hovering near 10% across the nation according to the Bureau of Labor Statistics, 6/2009, a highly volatile  stock market and nationwide housing crises impacting families everywhere, even the most unflappable among us have been losing sleep. Feeling as though you’ve lost control, especially in the face of a job loss or other crises, is common. To regain a sense of purpose and empowerment, here are some practical steps to help halt a downward spiral and help begin getting your fiscal future back on track: 

 Recruiting Members

Evaluate your financial health: Prepare  an updated list of your income, expenses, assets and liabilities. When circumstances change due to job loss or financial hardship, many of us don’t change our spending habits until savings have been depleted. If you’ve planned ahead and have the suggested six to eight months of emergency cash stashed away, now is good time to really pinch pennies to make sure that money is there when you need it Analyze your spending habits: many people don’t realize how much they spend on weekly trips to the market, afternoon  lattes or dry cleaning. Aim to eliminate a portion of these expenses – start with maybe cutting back by 25% - more if you’re willing. And be honest about what you really can live without. Brewing your

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favorite cup o’ joe at home may not be as fun as a frothy latte from the corner café, but shaving four dollars a day from your food budget adds up to $120 a month in savings. Call your creditors before you fall behind. Many people avoid calling their lenders and credit card companies until the default notices start piling up. But these days many companies are willing to work with you, even deferring or temporarily lowering payments while you look for employment. Make those calls as soon as you suspect money will get tight and explore all of your options. Re-define your financial goals: Even if previous plans have taken a detour due to financial hardship or job losses, taking a moment to redefine where you see yourself in five, 10 or 15 years will help stave off discouragement and empower you to look forward. You may not be able to retire when you expected to, or pay outright for a four-year college, but instead of saying “I can’t afford it” begin looking for new goals and asking the question: “How can I afford it.” Meet with a licensed financial professional. Even if you’ve done this in the past, getting professional advice about investment losses, financial products, insurance coverage and


Welcome 2009 ALPFA Seattle’s News and Events Gateway V O L U M E

the Latino Professional in the Northwest  ALPFA Seattle Board  Member Spotlight: Marilu Cruz  Sponsor Spotlight: Dwyer, Pemberton & Coulson P.C.  Lumana Credit Update  From Our Sponsor’s

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other important issues is essential. You need to know how you can help meet your goals and objectives keeping in mind your present and future resources.

When you experience a financial loss, the emotional toll can be as high the monetary one. While indecision and fear are common responses, the fact is tough times call for tough decisions; forcing yourself to face your circumstances and make choices based on your new reality will go a long way towards rebuilding your self confidence and your bottom line.

financial confidence .  Events

 Recruiting Members

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Rebuilding Your Financial Confidence

Desk: Rebuilding your

 Announcements

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 ALPFA Seattle: Setting

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Provided courtesy of Prudential Financial Planning Services. For more information, contact Ben Bear, Financial Planner, CFP®, CLU, ChFC, who offers investment advisory services through Prudential Financial Planning Services, a division of Pruco Securities, LLC. He can be reached at 3380 146th Pl Se, #100 Bellevue,WA 98007 (425) 641-6148.

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Welcome 2009 ALPFA Seattle’s News and Events Gateway V O L U M E

IN THIS ISSUE:

 ALPFA Seattle: Setting the Latino Professional in the Northwest  ALPFA Seattle Board  Member Spotlight: Marilu Cruz  Sponsor Spotlight: Dwyer, Pemberton & Coulson P.C.  Lumana Credit Update  From Our Sponsor’s Desk: Rebuilding your financial confidence .  Events  Announcements  Recruiting Members

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Events **** At the 2009 ALPFA National Conference in Boston, MA, attendees enjoyed CPE training, interactive workshops and panel discussions along side professionals and students from around the country. ALPFA-Seattle Chapter had over 30 representatives at the conference of over 2,200 participants. Attendees created lasting memories with new friends and colleagues. Thank to our local Corporate Partners for your support at the ALPFA National Convention: Prudential, Boeing, Microsoft, State Farm, PwC, Deloitte, E&Y and KPMG.

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**** On Thursday, August 27th, the ALPFA-Seattle Chapter hosted, "The Finance Industry: Overcoming Turbulent Times," in Seattle, WA. Panelists included: Andres Sanchez, R&D Sr. Controller of Microsoft Windows Finance; Vance Bader, Finance Manager Estimating and Pricing of Boeing; and Nathan Walters, Managing Director, Prudential Financial. The event was a success with over 45 attendees. The panelists brought tremendous industry experience and insight to the discussion on how to navigate through these difficult times as finance and accounting professionals. Thank you for our lead sponsor Prudential for their commitment and support to the ALPFA-Seattle Chapter


Welcome 2009 ALPFA Seattle’s News and Events Gateway V O L U M E

IN THIS ISSUE:

 ALPFA Seattle: Setting the Latino Professional in the Northwest  ALPFA Seattle Board  Member Spotlight: Marilu Cruz  Sponsor Spotlight: Dwyer, Pemberton & Coulson P.C.

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Announcements

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Congratulations to our Director of Membership Amy

Congratulations to our Director of Communications Marcela.

Soon to be parents: Matthew Mason and Amy Loftis Expected delivery date: Nov 1st, 2009 Baby’s name: Sophia Linn Mason Parents are looking forward to welcoming the new arrival into such a wonderful community of people-nuestra familia ALPFA

Marcela Negrete and Antonio Bautista were married on August 29, 2009. Both the ceremony and reception took place outdoors at Fontaine Estates Winery in Naches, WA. The couple honeymooned in Maui, HI.

 Lumana Credit Update  From Our Sponsor’s Desk: Rebuilding your financial confidence .  Events  Announcements  Recruiting Members

***If you would like to have any announcements included in the January issue of La Cuenta please submit 3-5 lines to: publicrelations@seattlealpfa.org.

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Welcome 2009 ALPFA Seattle’s News and Events Gateway V O L U M E

IN THIS ISSUE:

 ALPFA Seattle: Setting the Latino Professional in the Northwest  ALPFA Seattle Board  Member Spotlight: Marilu Cruz  Sponsor Spotlight: Dwyer, Pemberton & Coulson P.C.  Lumana Credit Update  From Our Sponsor’s Desk: Rebuilding your financial confidence .

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Recruiting members

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Are you interested in being a leader in the community? Do you want to develop the following skills, leadership, presentation, communication, and networking skills? We are seeking individuals that have an interest in working closely with the ALPFA Seattle board to promote our mission. 'To create opportunities, add value, build relationships for our members, the community and business partners, while expanding Latino Leadership in the global workforce.' Responsibilities include; o Managing and leading a committee o Participating in implementing committee and chapter goals o Assisting with signature and key events o Representing and marketing ALPFA at key events and media We welcome you to join any of our committees. You will have the opportunity to develop your team, improve your leadership skills and to be part of one of Seattle's premier professional association. If you are interested, please e-mail president@seattlealpfa.org.

 Events  Announcements

We are currently recruiting members to join the following committees:

 Recruiting Members

The Event Planning Committee The Event Planning Committee is responsible for the overall planning and execution of professional development, CE workshops, and marquee events, including the Women of ALPFA program within the Seattle Chapter. They collaborate closely with the other chapter committees to ensure members attend value-added events and programs throughout the year. Email: events@seattlealpfa.org The Membership Committee The Membership Committee functions in a team environment creating and implementing strategies to increase and retain talented and qualified members. As a team member, you would help to attract new members by supporting membership initiatives such as referral programs and membership drives. Email: membership@seattlealpfa.org The Public Relations Committee The Public Relations Committee is responsible for the development and nurturing of relationships both internally and externally in the surrounding Seattle community. As a team member, you would contributing to the quarterly newsletter and fostering new relationships with professional organizations in the area. Email:publicrelations@seattlealfpa.org

Fall 2009  

ALPFA Seattle Newsletter 2009

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