2016 ALPFA Annual Convention Program Guide

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Empowering Latino Leaders

ALPFA’s mission is to empower and develop Latino men andwomen as leaders of character for the nation, in every

sector of the global economy.

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Letter f rom the Major of Grapevine 4

A Message from ALPFA’s Chairwoman 5

A Message from ALPFA’s CEO 6

Letter f rom EY 7

Letter f rom KPMG 8

Letter f rom MassMutual 9

Letter f rom RSM 10

Welcome KPMG Case Study Part ic ipants 11

Welcome Scholarship Recipients 12

ALPFA Convent ion Partners 13

ALPFA Execut ive Leadership 15

Women of ALPFA Day 29

CEO Round Tables 35

ALPFA Gala 39

Havana Night 40

Power Breakfast 43

CMO Panel 45

Veterans Panel 48

Scholarship Luncheon 49

Leadership Luncheon 53

Convent ion Agenda 60

Convent ion Floor Maps 62

Career Fair Map 65

Partner Recrui tment Focus 67

Professional Workshops 69

Management Leadership Development Workshops 70

Student Workshops 89

2016 Col legiate Lunch and Learns 91

ALPFA Board of Directors and Corporate Advisory Board 109

Table of Contents

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Letter from the Mayor of Grapevine

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Dear ALPFA Familia,

Each year when we gather at our Convention, it feels like a family reunion. Students,business leaders, corporate partners, and members of our community all gather around tocelebrate ALPFA’s numerous accomplishments.

ALPFA continues transforming and evolving the way it operates, improving our ability toserve ALPFA’s increasing membership base. Our staff and volunteers continue to meetthe challenges of our field and to excel despite setbacks. We should all be very proud of

where we are today and excited about where we are headed. As Americans and leaders, we are supporting theeconomic growth of our nation and ALPFA is very much part of it!

Allow me to give you a brief update on where we are today. Our 72,000-member-strong organization never ceasesto reach new heights. The past twelve months witnessed the founding of a new professional chapter in PuertoRico; the founding of ALPFA Solutions, which offers a sophisticated suite of leadership development programs forour members; new partnerships with Girl Scouts and Fortune Magazine; a new technology platform to enhancemembership; and the launch of a new chapter model in select cities… to name but a few!

This year’s Convention theme, “Latinos Driving Growth in the U.S. Economy,” focuses on the critical successneeded in our country. A Morgan Stanley research report finds that the aging of the population and the rise ofMillennials will continue to impact the consumer landscape over the next five years. The share of consumer walletscontrolled by the Hispanic population, however, will experience the fastest pace of growth, driven by the additionof 8.2 million individuals—or 52% of total U.S. population growth—and above-average per capita income growth.

Latinos’ purchasing power has been growing 70% faster than Americans’ as a whole since the late 1980s,according to the 2013 Multicultural Report from the Selig Center for Economic Growth at the University of Georgia.Additionally, Latinos are driving new-business creation in the U.S. According to a study by the Stanford LatinoEntrepreneurship Initiative, from 2007-12 Latino-owned net new-business formation increased 47% whilenon-Latino net new businesses declined by 2%. New businesses mean new jobs. As the largest Latino professionalassociation in the country, ALPFA’s mission is becoming increasingly relevant to the future of our nation. Let’s makesure we take time this convention to celebrate all we have created together that continues to make history andpave the way for future generations to come.

In addition to this important theme, we have in store an amazing variety of events, including: the Women of ALPFAday with power breakfast and riveting panels; a new Chief Marketing Officers panel; various luncheons headlinedby key Latino leaders; CEO speakers; a Havana Night White Night party; our always-exciting gala, during whichwe will raffle off a brand new Mercedes Benz vehicle; and, of course, our Career Fair, with dozens of top companieslooking to match with top talent.

I would like to thank each of you for attending this year’s convention and bringing your expertise and enthusiasmto our gathering. As leaders you have the vision, knowledge, resources, and experience to help create the blueprintof success for our nation. You truly are our greatest asset today and tomorrow, and we could not accomplish whatwe do without your support and leadership. Throughout this conference, I ask you to stay engaged, cherish yoursurroundings, and enjoy an amazing network you have built throughout this wonderful organization. After all, weare in this together! Shaping the future of ALPFA for America!

A Message from ALPFA’s Chairwoman

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Dear attendees;

I am delighted to be here at Grapevine after another exciting year of growth and transfor-mation, and want to personally welcome you to the 44th ALPFA National Convention.

These are thrilling times for ALPFA, and we continue to evolve as we are confronted withconstant political, and economic challenges around us. Today, the work that we doempowering and developing Latino men and women into leaders of character for the nationis more relevant than ever, and most importantly, necessary.

This year’s convention theme, “Latinos Driving Growth in the U.S. Economy” was derived with the intention to makeus come to the realization that “Latino” is not a “segment” anymore.

Latinos are the New Mainstream, and as such, it is our responsibility to provide upcoming Latino and Latina leaderswith the necessary skills that will position them to become a critical economic opportunity for this country.

So, I am excited to announce a new cloud-based mentoring exchange and learning center that will connectmentors and mentees around the country, and will also provide a leadership certification platform for members.

We also recognize that the future of our organization is in building a pipeline of new members and future leaders,so we hired a new President for Colleges and Universities, with the sole responsibility to grow our student chaptersacross the country.

We are excited about what lies ahead for ALPFA and thank you for being a part of the journey.

And as always, I encourage each and every one of you to say hello, introduce yourselves, and share your ideasfor ALPFA, as well as your stories about ALPFA’s impact in your life.

A Message from ALPFA’s CEO

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Welcome Letter from EY

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The partners and professionals of KPMG are pleased to welcome you to the 2016 ALPFA Convention.As the #1-ranked Big Four accounting firm among FORTUNE’s Best Companies to Work For, we’reproud to have supported ALPFA for nearly two decades, and to share its mission to empower and developthe Hispanic and Latino leaders of tomorrow.

This year, KPMG will hold two informative sessions on Saturday, August 6, including a professionalworkshop on the Updated COSO Framework: Creating and Managing Effective Internal System Controlsfrom 2:30-4:30 p.m.; and a special student workshop on Entry Level Survival Tips: Successfully Transitioningfrom College to the Working World from 2:15-3:45 p.m. In addition, on Monday, August 8, we’re excited toconduct the KPMG ALPFA Audit Case Study Competition, which will highlight the technical skills of theoutstanding students who will participate.

We hope you’ll make the most of your time at the convention, and encourage you to connect with ourprofessionals while you’re here so you can learn more about the unique programs and opportunities KPMGoffers to help our people succeed.

Enjoy the convention!

Welcome Letter from KPMG

Dear ALPFA Convention attendees,

Welcome to Dallas!

2016 marks the third year that MassMutual serves as host sponsor of ALPFA’s annual convention, andwe’re excited for this week’s events. We are a proud supporter of ALPFA because we believe in whatthe organization stands for: developing the next generation of Latino leaders.

ALPFA is all about empowering you. Through its extensive network and development opportunities, ALPFAprovides its members with the skills, exposure and support to advance their careers, creating the leaders of tomorrow who will drive our economy forward.

At MassMutual, we’re also about empowerment, especially when it comes to financial security. For the last165 years, we’ve dedicated ourselves to helping people secure their future and protect the ones they love. We’re proud of the work we’re doing to reach diverse communities including Latinos in meaningful waysthat demystify the world of personal finance and make it easy for people to protect their families and busi-nesses. Our partnership with ALPFA has enabled us to meet exceptional talent, build relationships and bet-ter support the Latino community.

Across the country, many of our financial professionals are active in their local ALPFA chapters. To continueto make a difference in the community, we need the varied perspectives and experiences that sparkinnovation. In short, we need you.

We invite you to learn more about our company – what we do for 5 million Americans and what we can dofor you as a MassMutual employee. We thank ALPFA for providing us with the opportunity to learn fromone another, and build stronger connections, and hope you leave here empowered, motivated and inspired.

Enjoy the convention!

Sincerely, Lorie Valle-Yañez Vice President, Chief Diversity OfficerMassachusetts Mutual Life Insurance Company

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Welcome Letter from MassMutual

Welcome Letter from RSM

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Dear ALPFA Convention attendees and friends,

Welcome to ALPFA 2016!

RSM US LLP (formerly McGladrey) is pleased to join ALPFA in welcoming you to the 44th ALPFA Annual Meeting,Convention and Career Fair. For the next four days, together we will be living this year’s theme: Latinos DrivingGrowth in the U.S. Economy. We are excited about your participation and what lies ahead this week.

Today’s leaders are growth-minded—seeing challenges as opportunities for growth and continuously expandingour capabilities. We strive to learn, empower and make meaningful contributions to our peers, community andeconomy. This week, as the ALPFA Convention focuses on leadership for students and professionals in theLatino community, we encourage you to attend our sessions and connect with our professionals from aroundthe United States.

About RSM – RSM is the leading provider of tax, audit and consulting services focused on the middle market.With 80 offices and more than 8,000 employees and partners nationwide, we have continued to meet thechallenges of our field to bring innovation, high performance and expertise to our clients. On October 26, 2015,McGladrey united with firms in our global network, RSM International, under a common brand name – RSM.Together, we are dedicated to delivering the power of being understood to entrepreneurial, growing organiza-tions around the world. The unified brand is part of an initiative to further RSM’s vision to be the first-choiceadvisor to middle market leaders globally. Similarly, our commitment to diversity and inclusion includes a longhistory as a proud ALPFA Sponsor.

What to expect at ALPFA –We would like to give you an idea of what you can expect from the ALPFA Conventionand what we hope to achieve over the next few days. Our RSM team will be participating in a variety of eventsand workshops, and we encourage you to join us:

We invite you to enter into the convention spirit, where everyone is both an expert and a learner. Please enjoy thevibrant city of Dallas, the beautiful weather and enriching networking. And, most of all, please take the time to ac-tively participate, as your commitment, energy, bold ideas and meaningful professional connections are whatmake this convention a success.

Every good wish for a great 2016 ALPFA Convention, Your friends at RSM US LLP

Student Resume Critique – Saturday morning – a great way to make sure you are prepared for Tuesday’sALPFA Career Fair and University Expo

Going from group to team…Can you think outside the block? – Sunday and Monday mornings –Professional and student workshops focused on teamwork

Make it Happen, Captain: Reel in the Catch – Sunday noon to 2 p.m. — a student lunch and learn offeringadvice on making a great first impression throughout the convention to secure your dream job

RSM booth at the Career Fair and University Expo – Tuesday – students are invited to share what makesthem unique and earn a chance to win a $1,000 scholarship

Sponsor Reception – Monday night – come meet our HOLA team members and learn more about RSM

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Welcome KPMG Case Study Participants

Student Case Study Competition

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Welcome Scholarship Recipients

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2016 Annual Convention Partners

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2016 Annual Convention Partners

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ALPFA Executive Leadership

In June 2014, Charlie Garcia was selected to lead the Association of LatinoProfessionals For America (ALPFA). He is a successful entrepreneur who foundedSterling Financial which he grew from three people to offices in seven countriesand $2 billion in assets prior to selling it in 2005. In less than 18 months, he grewALPFA’s membership from 12,000 to 76,000 students and professionals, with agoal of reaching a million members by 2020.

ALPFA Latino students gain the skills and mentors they need to move from theoutside of America’s economic mainstream to the center of it. Its proven model hasmade it the “go to” organization for companies seeking to recruit, retain, and

develop Latino professionals, including Bank of America, State Street, Wells Fargo, Boeing, PwC,Walmart, Deloitte, Microsoft, KPMG, and hundreds of other of our country’s largest employers.

In June 2015, he was elected to the national board of Junior Achievement (JA), who signed a strategicpartnership with ALPFA, the first such agreement with a national non-profit since its founding in 1919. JA isthe world's largest organization dedicated to entrepreneurship, financial literacy, and workforce readiness.Charlie is integrated JA’s successful work readiness programs into our 160 college chapters, pairing collegestudents with professional mentors from its 44 professional chapters, who together teach JA programs toLatino children in Title 1 schools. The mentoring and skills based learning from professional to college to highschool student is at the core of ALPFA’s impact.

With an expertise in finance, marketing, and strategy, he served for six years (until the company wassold in 2012) on the Board of Directors of Winn-Dixie Stores, a Fortune 500 supermarket in the southeast.Charlie was Chairman of the Board of Empire Avenue Inc., a privately held Canadian company that is inover 200 countries and one of the top 1,000 most trafficked websites, when it was sold to PeopleBrowsr,a San Francisco based global leader in social analytics.

Known as someone who thrives on building authentic relationships, Charlie was profiled by the HuffingtonPost as being one of the Top 20 most connected individuals in the world on LinkedIn which he leveragesfor the benefits of others. In 2016, he was ranked #75 on the Power 500 -- the 500 Most Influential CEOsin the world with the most inspiring social media accounts (Sir Richard Branson was #2).

Charlie has worked for four Presidents, both Democrat and Republican, and served on high profilefederal and state government boards. From 2006-2011, he was the Chairman of the Board of Visitors ofthe U.S. Air Force Academy, appointed by both President Bush and President Obama, to oversee alloperations at the Air Force Academy. The 15-member board includes four U.S. Senators, four membersof Congress, and seven Presidential appointees. In December 2011, the Secretary of the Air Forceawarded him the Distinguished Public Service Medal for leading “an historic transformation of theBoard of Visitors to ensure it operates more like a corporate board of directors”. From 2001-2005, heserved on the Florida State Board of Education, overseeing all public education with an annual budgetof $15 billion, where he led the Governor’s statewide reading task force. In the next ten years, Florida’sranking in reading for low-income fourth-graders on the National Assessment of Educational Progress,better known as “the nation’s report card,” moved from the national cellar to first in the nation.

Charlie has a J.D. from Columbia Law School and a B.S. from the U.S. Air Force Academy, where hewas awarded the Class of 1983 Honor and Ethics Trophy given to the graduate who “most personifiedthe ideals of personal integrity.” He was awarded a White House Fellowship by President Reagan,and he served in various high level positions in the federal government, receiving the CongressmanHenry B. Gonzalez Public Service and Integrity award. The book Hispanics in the USA: Making Historychose him as one of fourteen Latino role models for the nation. He has authored two best-sellingleadership books which are in over ten languages: A Message from Garcia (John Wiley, 2003) andLeadership Lessons of the White House Fellows (McGraw Hill, 2009).

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Charlie Garcia – ALPFA CEO

Raymond Arroyo is President of ALPFA Solutions, an organization that providescomplementary leadership development programming to corporate partners so thatthey can fully address the unique professional development needs of their Latinoemployees. Raymond’s extensive background includes 25 years of experiencewith Fortune 100 companies as a senior executive in both human resources andbusiness roles.

Raymond, a former chief diversity officer at Aetna, reporting to the CEO, wasrecognized as one of the 100 Most Influential Hispanic executives in the U.S. for two consecutive years.During his tenure, Aetna achieved a rating as one of the Top 20 companies for diversity, a markedimprovement from its previous altogether exclusion from the list. He was also recognized for creatingone of the top three employee resource group (ERG) programs in the country. Raymond’s work wasalso recognized for linking diversity goals to bottom-line business goals. He integrated diversity into allaspects of the organization’s infrastructure, including Human Resources, Marketing, Strategy and Plan-ning, Business Operations, Finance, Procurement, and Investments – at all levels, from the C-suite toentry level.

Raymond is also a managing director at Reffett Associates, a nationally recognized, fully retainedexecutive search firm.

As a volunteer, Raymond serves as Chairman of the Board of Directors of the U.S. Hispanic Chamberof Commerce and as a Senior Fellow of Plaza Institute, including being a member in its Global EnterpriseStudies program. He also served on ALPFA's Corporate Advisory Board; as Chairman of the CorporateAdvisory Board of NSHMBA (National Society of Hispanic MBAs); as President of PRIMER; as a memberof the Board of Regents of the University of Hartford; as Treasurer and Officer of the Wheeler ClinicBoard of Trustees; on the Board of the National Hispanic Medical Association; as a former chairman ofthe HACU's Corporate and Philanthropic Council; and as a member of HACU's Governing Board.

Raymond earned B.S. and M.S. degrees from New York University and a governance certificate fromHarvard University.

Raymond was also recognized by the National Society of Hispanic MBAs for the Corporate ExecutiveExcellence Brillante award; by PricewaterhouseCoopers as an exemplary alumnus and featured in itsKeyWord magazine; by Urban Professional magazine as one of the 100 Top Executives in CorporateAmerica; and was the feature cover story in Diversity Executive magazine.

Raymond enjoys public speaking, reading, riding motorcycles, skiing, playing tennis, and overall fitnessprograms. He lives in Avon, Connecticut with his wife, Susan, and their two teenage children, Amandaand Justin.

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Raymond Arroyo – President, ALPFA Solutions

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Selene Benavides is the Chief Financial Officer for ALPFA, Inc. (ALPFA) leadingthe non-profit organization in building a strong financial foundation leveragingsoftware applications while scaling finance operations more efficiently and reducingG&A expenses to allow for greater investment in driving and supporting top linegrowth for ALPFA. Prior to her new role, Ms. Benavides was the Chief FinancialOfficer/Chief Operations Officer for the National Society of Hispanic MBAs, locatedin Irving, Texas where she was responsible for helping its leadership define thestrategic direction of the organization, enhance its offerings and reduce its

expenses, all while overseeing the Operations, Finance, Legal, and IT functions of the business whichincludes 40 Chapters across the nation.

Previously, Ms. Benavides was a Senior Finance Consultant overseeing the Global Audit and Transformationbudget that included 300+ employees across the world. Also at Dell, she held roles as a RevenueRecognition leader for Services Accounting team, global lead analyst for the Consumer/Small-Mediumbusiness group and as a Senior Audit Consultant. Previous to her leadership at Dell, Ms. Benavidesworked for Farmers Insurance Group and BMC Software as a Project/Operations Manager. The formerTreasurer of the NSHMBA National Board of Directors and Chair of the Audit Committee, she fosterseducation and leadership as key attributes to one’s success and the prosperity of our future society. Ms.Benavides is an alumnus of the Corporate Achiever program with HACR and has participated in theHispanic Austin Leadership program sponsored by the Greater Austin Hispanic Chamber of Commercewhere they designed new initiatives to help the Hispanic community in the Central Texas Area.

Ms. Benavides received a B.S. in Mathematics from Texas A&M University and holds an MBA from TexasState University in San Marcos, Texas. During her spare time, Ms. Benavides enjoys volunteering to helpsmall businesses grow, doing yoga, running marathons, participating in triathlons and relaxing with herhusband traveling the world.

Selene Benavides – Chief Financial Officer

Mr. Carbonell is ALPFA’s first Chief Information Officer (“CIO”). He is responsiblefor the formulation and execution of the organization’s technology strategy insupport of its mission to empower and develop Latino men and women as leadersof character for the nation, in every sector of the global economy.

Prior to ALPFA, Mr. Carbonell was Senior Vice President and CIO of the AmericanSociety for the Prevention of Cruelty to Animals (ASPCA), a not-for-profit entitydedicated to the humane treatment of animals. As the ASPCA’s first CIO, he

developed the strategy and led the transformation of technology services to better align with the missionof serving victims of animal cruelty and of providing positive outcomes for at-risk animals. The organization’swide ranging activities afforded him the opportunity to deliver solutions in a variety of disciplines includinghealthcare, fundraising, disaster response, community services, law enforcement and many others.

Previously, Mr. Carbonell was Vice President of Information Technology at the Major League BaseballOffice of the Commissioner (MLB), where he led the strategic direction and evolution of technologyservices for MLB’s central offices and teams. During that time, he implemented a vast array ofenterprise-level programs designed to increase revenue, improve business processes and reduce costs.He was a member of the senior management team responsible for the centralization of the company’sthirty-one websites leading to the creation and launch of mlb.com. His general duties encompassed themanagement of all corporate technology products and services including business applications, clientservices, network communications, technical operations and infrastructure.

Prior to joining MLB, Mr. Carbonell was a Vice President & Product Manager with Citicorp InformationResources, a subsidiary of Citigroup, where he had responsibility for implementing their automatedinternational banking products across the U.S. Earlier positions included management roles with theNational Westminster Bank and the Irving Trust Company.

Mr. Carbonell speaks fluent Spanish and holds an accounting degree from the New York City College ofTechnology in Brooklyn, NY. He serves on various advisory boards including on the Hispanic InformationTechnology Executive Council (HITEC), where he has been frequently recognized on its list of MostInfluential Hispanics in Information Technology, on the Fairfield/Westchester chapter of the Society forInformation Management and on IBM’s Mid-Market Advisory Network.

A former Pedro Pan refugee, Mr. Carbonell is devoted to the goal of establishing a free Cuban societywith respect for human rights. He lives in Newtown, CT and has been a faithful supporter of the town’sresurgence from the massacre at the school where his four children spent their formative years. He isan avid sports enthusiast and spends his leisure time on whichever golf courses or tennis courts arewilling to accommodate his scoring handicaps.

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Julio Carbonell – Chief Information Officer

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Leni Delgado is an attorney with over a decade of experience. Commencing anddeveloping her career in New York City, Leni worked for two of the world’s premierelaw firms: O’Melveny & Myers, LLP and Hughes Hubbard & Reed, LLP, oftenrepresenting Fortune 500 companies, including trial matters. As an associate, sheobtained experience impressive in both depth and breadth, working in a variety ofareas, including: Latin America corporate, general commercial litigation, employmentcontracts and policies, intellectual property, securities, and antitrust. Leni alsoreceived accolades for her pro-bono work, providing free legal services to animal

welfare and battered women organizations, LGBT asylum seekers, and disabled Latinos seekinggovernment assistance. Subsequent to her time at OMM, Leni worked on matters involving privacy lawand consumer data, including one matter against Apple, Inc.

Leni received her juris doctor degree from Harvard Law School. While at Harvard, she was very activewithin the student body and served as class representative all three years. Her third-year paperaddressed the experience of Latinos in the legal profession. She also participated in Moot Court and inLa Alianza, the Latino students association.

She received her bachelor's degree in history from the University of Florida, where she graduated summacum laude with a 4.0 GPA (across her full four years of study at U.F.) and was involved in numerousacademic groups and honor societies. Her senior year thesis, refuting the claims of Holocaust deniersand exposing their anti-Semitism, was awarded highest honors.

Leni currently volunteers with the local animal shelter, and is passionate about dog welfare and animalrights advocacy. In her spare time, she enjoys writing about current affairs and pop culture. The daughterof Cuban exiles, Leni grew up in the Little Havana neighborhood of Miami, is a proud product of thepublic school system, and a fluent Spanish speaker (not learning English until first grade). She is alsoan avid fan of mixed martial arts and a medieval history buff.

Leni Delgado – General Counsel

Migdalia believes that with enough drive and the right connections you can doanything. As Chief Operating Officer of ALPFA her goal is to create a future whereany Latino can look in any direction, in any industry, and find a Latino role modelto emulate.

At the age of 19, faced with a future without an education, Migdalia enlisted in theConnecticut Army National Guard in order to pay for her education. She served foreight years as part of C Company, 280th Signal Battalion working in telephone

encryption and during that time learned the importance of teamwork and of working efficiently. It continuesto be the most empowering experience of her life.

She graduated with a B.S. in Accounting from the University of Connecticut and started her career withPricewaterhouseCoopers LLP (“PwC”) in the International Assignment Solutions group focusing onexpatriate taxation compliance and consulting. During her nine years at PwC she did a two yearinternational assignment in New Zealand before transferring to the Boston office. While in Boston sheworked for a partner who introduced her to ALPFA and created many opportunities for her to engagewith other Latinos within and outside of the organization; an experience that finally gave her a contextfor her culture in the professional world.

In 2007, searching for an opportunity to transition into consulting, she accepted a position with AIRINCwithin their tax consulting group. AIRINC is the leading authority on international mobility data since1954, focused on assisting companies with maintaining a global workforce by connecting their internationaltalent needs with their business and rewards strategies. Migdalia designed and worked with developersto create a cost projection tool which was the first tool at AIRINC to leverage complex tax logic. Thesuccess of this tool and the speed by which the project was completed under her leadership resulted inMigdalia being offered a position as the product manager for two suites of products and the priorityprojects manager for the company.

From October 2013 to September 2015, Migdalia served as the President of the Boston Chapter ofALPFA, one of ALPFA’s largest chapters with over 3,000 members and more than 40 corporate partners.In this role, Migdalia led the Board of Directors and worked with the Corporate Advisory Board andchapter staff to enhance program services, expand membership and ensure the chapter provided greatvalue to its members, corporate partners and the greater Boston community. Under her leadership thechapter was recognized in 2014 as the Lead Chapter of the year by ALPFA and was also honored by ElMundo for being the Community Partner of the year.

In the summer of 2014 Migdalia was asked to join Mayor Martin Walsh’s Women’s Commission and iscurrently working on an initiative focused on improving the portrayal of women in the media. In May of2015 Migdalia was recognized as one of the 100 most influential people for the Latino community ofMassachusetts in The Powermeter 2015 list. In February of 2016, Migdalia joined the board of JuniorAchievement of Northern New England.

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Migdalia Diaz – Chief Operating Officer

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Verna A. Greer, Senior Vice President of Strategic Partnerships at ALPFA, is aresults-driven Accredited Business Advisor and a Certified Fundraising Executive(CFE) with Business Development experience. She specializes in providingexecutive leadership and guidance to build new and existing organizations in thenot-for-profit and private sectors. She is consistently successful in increasingeffectiveness, productivity and profitability at all levels, while surpassing goals andexpectations.

At ALPFA, Ms. Greer serves on the Corporate Development team as a leader whose primary responsibilityis fostering corporate relationships and raising revenue for the organization nationally.

Prior to joining ALPFA, Verna was in charge of the Resource Development Department of the NationalAssociation of Black Accountants, Inc., as its Senior Director of Corporate Strategic Alliances andNational Programming. An experienced financial executive, Ms. Greer was responsible for generatingover 80% of the organization’s total revenue. She has perfected the art of generating diverse fundingsources and has secured millions of dollars in support throughout her career. In support of that effort,she has developed and implemented numerous targeted programs, specifically customized to meetstakeholder needs, including the Women of NABA Network workshops to train senior and middle-management female professionals in leadership and the essential skills needed to advance their careers.She also enhanced the Leadership Institute, which enlists some of the country’s most renownedUniversities such as Harvard and Georgetown Universities, to provide specialized training to seniormanagers and executives on how to advance to the c-suite and lead effectively.

Before working at NABA, Inc., Ms. Greer was Principal of ATC Services, Inc., a business and financialmanagement consulting group in Boston, where she built a thriving contract-based advisory firm thatworked with senior executives of small and medium companies to increase organizational efficiency,effectiveness, productivity and profitability. Ms. Greer served as the New England Regional Director forAccountants 4 Contracts (A4C) and as Vice President of Small Business, Mass Market Operations atFleet Boston Financial. In these roles, Ms. Greer has proven her ability to build cross-functional teamsthat create value and pave the way for corporate success. In the course of delivering superior results,she recruited, hired, trained, mentored, and evaluated staff in light of critical fundraising priorities alwaysproviding staff and volunteers with targeted training and professional development. She is an expertchange agent and transition manager, and has facilitated major leadership and program evolution, whilemaintaining high morale during high-stress cycles.

Ms. Greer received her Bachelor of Science degree with honors from Northeastern University and latergraduated among the top 10 in her class from the Northeastern Graduate School of Business where sheearned an MBA with an emphasis in Entrepreneurialism. Ms. Greer earned her CFE from New YorkUniversity in August of 2013 and received a Certificate from Georgetown University in Executive LeadershipDevelopment in June of 2014.

Verna A. Greer – SVP, Strategic Partnerships

Frank López has an extensive range of accomplished executive experiences in Corporate Diversity &Inclusion, Philanthropic Development, Fundraising, and Strategic Partnership Development. Frank ispassionate about what he does, as he loves to help people. For him, nothing is more fulfilling thanbeing part of a team with similar interests, of an organization that is philanthropic & mission-drivenand that values and pays tribute to its stakeholders and the communities it serves.

From a development & fundraising perspective, Frank has been successful in creating substantiveunderwriting support to develop and sustain innovative youth learning and entrepreneurship services.These programs, with corresponding financial support commitments from diverse funding sources,have produced an impressive array of community building benefits, such as:

Workforce Readiness & Leadership Development programs that enhance pathways of career advancement fortraditionally under-represented groups of professionals;

Youth Entrepreneurship Experiential Training Camps structured to build self-esteem & inspire youth to pursue life-long learning skills and to pursue entrepreneurial dreams and aspirations;

Mentoring & Coaching programs that connect aspiring youth with successful and experienced professionals to build pipelines of diverse talent in high-growth industries;

Community Based Technology & Wealth Building programs, including micro-lending strategies, to help increasesuccess rates for small businesses.

In the process of developing resources to implement the above programs, Frank has gained substantive ability to effectivelynavigate across different and very complex systems of philanthropic, corporate and public sector revenue sources. Some ofthese include, but are not limited to, the following:

Corporate Social Responsibility revenue & programmatic financial resources, to address the following pillars of Diversity & Inclusion:

Talent Acquisition & Career Skill Training, including Recruitment & Retention Priorities;

Supplier and Vendor Diversity Priorities, linked to maximizing efficiencies within Corporate & Business Supply Chains;

Community Engagement through Effective Marketing & Advertising tools intended to open up New Markets &Channels of Service/Product distribution;

Philanthropic Giving & Grant Acquisition Processes, including Corporate & Governmental sources of underwritingfinancial support, as well as through private Foundations.

His focus has been to be driven by the application of best practices, to develop measurable goal setting fundraising approaches.Frank has also focused on implementation of mutually beneficial business models, with balanced and equitable “win-win” valuepropositions that produce reciprocal beneficial returns to vested parties engaged in working together.

Currently, Frank serves as a Member of the U.S. Hispanic Council on Federal Employment that advises the Director of theU.S. Office of Personnel Management (OPM) on strategies for improving access of Latinos to the Federal workforce. Frankalso serves as a Founding Member of the National Hispanic Outreach Advisory Council established by the Intuit Corporation,with such a council composed of a group of National Latino Leaders that advise Intuit Senior Leadership on the developmentof strategies focused on Diversity and Inclusion & Expanded Penetration of Equitable Tax Filing Practices within growing LatinoCommunities across the country.

Frank is a former president and CEO of the U.S. Hispanic Chamber of Commerce (USHCC) Foundation, and during this tenure ofover six (6) years, he received numerous recognitions and awards for his development strategic service to Latino entrepreneursfrom across the nation.

Throughout his career, Frank has served on a number of philanthropic and social service governance boards, most recentlywith SourceAmerica, an organization created by Congress that manages over $2.5 billion in Federal employment producingcontracts administered locally by affiliated nonprofit agencies across the United States and Puerto Rico.

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Frank Lopez – SVP, Strategic Partnerships

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Radhames “Rad” Nova has been a member of ALPFA, the Association of LatinoProfessionals For America, since 2006. A proud lifetime member, his ALPFA storybegan as a volunteer, when he joined the Board of Directors of the ALPFA BostonChapter. In 2011, he joined the ALPFA staff as Executive Director of the BostonChapter. During his three year tenure, the chapter added over 3,000 new members,25 new corporate partners, tripled multi-year corporate partnerships, launchedseveral successful new programs and was recognized as Leading Chapter of theYear in 2013 and 2014. He currently serves as Senior Vice President of Strategic

Partnerships and is a member of the Executive Leadership Team. He works closely with ALPFA’s corporatepartners to establish strong and mutually beneficial partnerships. Rad also plans and executes strategicinitiatives, including key partnerships with organizations such as Junior Achievement.

Prior to joining ALPFA, Rad served as Senior Associate of Business Development at Metropolitan RealEstate Equity Management, a privately owned investment management firm that focuses on private realestate funds in the domestic and international markets. He previously worked at SCS Financial Servicesin Boston, where he led national sales for the firm’s fund-of-hedge-funds; at Fidelity InvestmentsCharitable Services covering business development in New England and the Midwest. He began hiscareer as a Peace Corps Volunteer in South Africa from 1998 to 2000.

Rad serves as a board member for the Boys & Girls Club of Lawrence, the Boys & Girls Club of Chelseaand the Massachusetts Society of CPAs Educational Foundation. He has been recognized by El PlanetaNewspaper as one of the most influential Hispanics in Massachusetts; by Diversity MBA Magazine’s Top100 Under 50 and by Merrimack Valley Business Magazine’s 40 Under 40. He was featured in HispanicExecutive Magazine, the Boston Business Journal’s Emerging Leaders segment, among other publications.

Rad obtained his B.A. from Middlebury College and his MBA from Boston University. Born in the DominicanRepublic, he immigrated to the United States in 1989 and currently lives in Salem, New Hampshire withhis wife Alexandra and three children.

Radhames Nova – SVP, Strategic Partnerships

25

As the lead ALPFA event producer, Emma Ocampo is a Senior Director of GlobalAccounts for HelmsBriscoe. Based in Houston, Texas, Emma has 20 years ofinternational experience in site selection, hotel sales and marketing, and inorganizing conferences and events from 200 to 22,000 people.

Emma’s site selection and complete meeting management services include diverseclients, ranging from associations, government and corporate. She aims to ensurethe best venues are chosen, based on client needs, audience, budget and desired

event experience. Her meeting planning experience includes providing operational expertise, time andstaff management, overseeing marketing, space allocations, vendor relations and banquet supervision.In her role as Site Selection expert, Emma helps clients create detailed RFP's to effectivelycommunicate business needs to hotels, convention centers and other suppliers. Emma is known in thebusiness for negotiating favorable contacts and helping save clients over $75,000 in attrition penaltiesthrough post-event negotiations and has secured a $1.14 million, multi-year, international contract forsite selection and destination management.

A nine-time President's Club recipient, Emma has demonstrated both expertise and success in siteselection, vendor negotiations, and customer service. Emma is fluent in Spanish and conversational inJapanese. She received a Bachelor of Arts in international relations from the University of Victoria inBritish Columbia, Canada. In addition to a full plate of clients Emma is able to balance the demands of3 daughters.

Emma Ocampo – SVP, Special Events

26

David Peña’s professional accomplishments are as varied as his career. He wasa candidate for political office for political office at the age of 23, began his careerin the insurance industry, transitioned to a business owner, lobbyist, and finallynon-profit executive. For over nineteen years he has worked for multiple non-prof-its in roles such as; Executive Director for the Valley Alliance of Mentors forOpportunities and Scholarships (VAMOS), Director of Advocacy (Lobbyist) for theAmerican Heart Association, Executive Director for the National Hispanic BusinessAssociation (NHBA), Senior Vice President of Programs for the Association of

Latino Professionals For America, (ALPFA), Founder/Consultant for the DPJ Consulting Group andPresident of the Greater Austin Asian Chamber of Commerce and Executive Director/CEO for the His-panic Dental Association (HDA).

During the past nineteen years he was recognized for his innovative programs by the American Societyof Association Executives, the American Heart Association and the National Society of Hispanic MBA’s.His civic involvement is as diverse as his work history. He has served on multiple boards andcommittees that include the full spectrum from cultural, service, business and health organizations thatserve the general public, the Asian, Hispanic and LGBT communities. He has been a member of theMcAllen, San Antonio and Austin Hispanic Chambers of Commerce, the Austin Gay & Lesbian Chamberof Commerce and the Texas Asian Chamber of Commerce.

He has been interviewed on multiple radio/television shows and has been quoted in several articlesand publications that include; the award winning book-Latinos In College, The Wall Street Journal,FirstJobs.org, Connect Meetings Intelligence Magazine, Latinos Unidos Blog Talk Radio, SpeakersAccess, Que Pasa Ohio State, Total Event Network, Hispanic Tips, and the Yale Daily News.

David is a 1990 Graduate of St. Edward’s University with a Bachelor of Arts in Political Science. Aftergraduating from St. Edward’s University he was an Alfred P. Sloan Fellow at the Graduate School ofPolitical Management in New York City, now part of George Washington University. He has conductedgraduate work at Northern Arizona University and the University of Texas Pan American. In addition tohis formal education he received a certificate in Non-Profit Management and Leadership from theUniversity of Texas at San Antonio. He is an active member of the American Society of AssociationExecutives and has been a Texas Notary Public for over 20 years.

David Peña Jr. – President, Colleges and Universities

27

Chief Branding Officer Lori Ruff is a Strategist and Evangelist for ALPFA. Lori is aTop 50 Most-Connected Professional on LinkedIn and a long-standing authority onbuilding engaged and loyal communities of fans, advocates, and influencers.

She is a LinkedIn Ambassador and Forbes has identified her in their Top 50 SocialMedia Power Influencers. She is ranked #7 Social Media Power Influencer Womanglobally by CEO World (in cooperation with Pew Research and Neilson). She isalso recognized as a Top 100 Community Manager, (American Genius Beat) Top

50 Industry Influencer, (WE Magazine) Top 101 Women in eCommerce, named twice to Moody’s 50Favorite People, and remains on Webbiquity’s #Nifty50 Top Twitter Women Writers.

An innovator, lifelong learner and advocate for professional and personal development, Lori helpedresearch, define and compile “Operations Standards for the Business Support Industry”, known todayas the Virtual Administrative (VA) Industry. She served as NC State Education & Certification Chair forthe International Association of Administrative Professionals (IAAP), and earned designation as aCertified Administrative Professional (CAP).

She’s a graduate of two Community Leadership and graduated in 2016 with an MBA-HR from LibertyUniversity: the Cabarrus Regional Chamber of Commerce and Lynchburg Regional Chamber ofCommerce. She was a certified facilitator for the Community Dialogue on Race and Racism for the Cityof Lynchburg, VA. She served on the boards of the Cabarrus Regional Chamber of Commerce, JuniorAchievement, Community Free Clinic, served the Mecklenburg County Women’s Commission, Habitatfor Humanity, the American Red Cross, NC State Student Ambassador program and the Kannapolis Boardof Adjustments. Some of her favorite volunteer service was in working seven years with a core group ofactive volunteers to rebuild the fledgling Cabarrus Mediation Center. They grew and rebranded as theConflict Resolution Center of Cabarrus County, a legal aid services and mediation agency also offeringTeen Court, a peer-to-peer alternative resolution program.

Lori is a suma cum laude graduate with a BA in Political Science from Pfeiffer University. She has beenawarded a Master’s Certificate in Management & Leadership and is expected to graduate Spring 2016with an MBA-HR from Liberty University, also with honors.

Her enthusiasm and sincerity link her to everyone she meets. Lori is a survivor (near-fatal motorcyclewreck in 2005 and afflicted with Rheumatoid Autoimmune Disorder and Fibromyalgia) making her bravelyopen and vulnerable about her insights. She serves as a celebrity ambassador for the Arthritis NationalResearch Foundation (www.CureArthitis.org).

Passionate about music and acting, Lori was active in Community Theater and the arts community inCharlotte, NC. She is a published author of eight books including Rock the World™ with your OnlinePresence, and “Suite Branding: The Ultimate Personal Branding Guide for Today’s Top Performers”. Sheis also a seasoned yet enthusiastic professional voice talent “bringing type to life”.

Lori Ruff – Chief Branding Officer

28

Luis Vargas’ unique background and experience originates from his belief that, intoday’s globally interconnected and complex business world, leaders need to getout of their comfort zones early in their careers, take risks, and pursue professionalexperiences in multiple industries and functional roles instead of being specialistsin one industry and/or one area of expertise.

As a result, for the last 20 years, Luis has had the good fortune to work forsome of the largest companies in the world, in a variety of industries and roles,and most recently, becoming an entrepreneur before his current role as ChiefMarketing Officer at ALPFA.

After obtaining his bachelor’s degree in Venezuela at Universidad Católica, he began his career inVenezuela as product manager for CIBA-Geigy pharma (now Novartis), managing a line of anti-hyper-tensive products. His passion for learning and expanding his career led him to emigrate to the U.S.where jobs were scarce at the time -- thus Luis spent the first two years working as a cashier at CVSPharmacy, and a Sears store, until he was able to obtain admission to the Northeastern UniversityCo-op MBA program in Boston.

Upon completing his MBA in Boston, Luis’s career took off in a variety of roles and companies. Hisexperience in corporate includes brand management at Bayer Consumer Care, international marketingand business development with H.J. Heinz, Hispanic marketing and U.S. Hispanic product innovationstrategy at Unilever, LATAM brand & category management at Novartis, Club & Dollar channel marketingand new product development at Del Monte Pet Products, Hispanic Marketing & Merchandising atWinn-Dixie grocery stores, and as Executive Director for Walmart’s Hispanic agency of record (AOR).

Following his assignment helping Walmart develop and execute its Hispanic marketing strategy, Luisseized an opportunity to become an entrepreneur and began a marketing & new product developmentconsultancy practice that saw him partnering with a Sri Lankan tea wholesaler to develop a new brandof high quality black and green tea for the U.S. market (in 7,000 stores at Family Dollar/Dollar Tree).He was also the founder and co-founder of two ongoing enterprises www.weconnectutilities4U.comand www.millennialsweddings.com.

Luis was named a “2011 Top 100 Under 50 Diverse Emerging Leaders” by Diversity MBA Magazine.He also serves on the Advisory Board of the Center for Hispanic Marketing Communications at FloridaState University, and is a member of the Corporate Executive Forum at the Hispanic Association onCorporate Responsibility (HACR.org).

Luis was born in Boston, raised in Venezuela, has lived in 4 countries, has traveled to 30+, and isfully bicultural.

Besides his MBA in Marketing and International Business from Northeastern University in Boston, MA,Luis also pursued international business studies at Groupe ESC in Reims, France.

In his free time, he is a cross-fit enthusiast, an active 3rd degree black belt Taekwondo instructor at hislocal YMCA, an experienced skydiver with 500+ solo jumps, a world-traveled snowboarder, and acceptedto briefly attended the Harris County Sheriff Office academy reserve officer volunteer program.

He is currently based in The Woodlands, TX (metropolitan Houston) where he lives with his wife andtwo young boys.

Luis Vargas – Chief Marketing Officer

29

ModeratorLaura Martinez

US Assurance Diversity LeaderPwC

Elizabeth BlanksSenior Vice President,Retail Card Compliance LeaderSynchrony Financial

Maria Juantorena TraftonRegional Managing Director Wells Fargo

Gabriela Gomez Deputy DirectorGates Foundation

Izzy DawoodChief Financial Officer Santander Consumer USA Inc.

Panelists

InvitationEvent Only

2016 Women of ALPFA Workshops

Saturday, August 6

WOA Early Career Panel Session: Best Career Advice I Never Got9:30AM – 11:30AMPartner: BNY Mellon, DTCC, PNC Financial Room: Grapevine DCPE Credits: 2.0Presenter(s): Kaplan Mobray (Moderator), Marisol Collazo (DTCC), Karolyn Ferris (BNYM),Giovanna M. Carrillo, Ph.D. (PNC Financial)Early professional Latinas should employ career strategies that allow for impactful experience,exposure and sponsorship. The timing of these activities is key to propel Latinas for senior rolesin corporate America. Hear from experts on the best career advice they never got.

WOA Mid-Career Panel Session: Power Up & Make Yourself Career Ready9:30AM – 11:30AMPartner: EY, Johnson & JohnsonRoom: Grapevine 1CPE Credits: 2.0Presenter(s): Debbie Storey (Moderator), Jessica Gonzalez (EY), Jenaya Allsop (Johnson & Johnson)As Latinas continue to represent large number of the U.S. Talent pool they have an opportunity to secureleadership positions of power. However, Latinas are over mentored and under sponsored resulting infewer leadership opportunities. Learn strategies for becoming sponsor ready through networking withpower and intention.

WOA Executive Career Panel Session: Expanding Latina Representationin the Boardroom9:30AM – 11:30AMPartner: AC Advisors, Korn Ferry, MassMutual, Pinnacle GroupRoom: Grapevine 6CPE Credits: 2.0Presenter(s): Victor Arais, CEO Korn Ferry (Moderator), Adela Cepeda (AC Advisors),Patricia Diaz Denis (MassMutual), Nina Vaca (Pinnacle Group)Latinas are critical to the $1.5 trillion U.S. Hispanic market boom and their perspective is needed inthe board room. Learn from experts on what it takes to have more women on boards and specificstrategies for gaining the necessary experience and exposure for board service.

31

WOA PresentationIleana Musa

Chair, ALPFA Corporate Advisory Board

Latina Excellence Award Recipient

Nely Galán Latina Media Mogul, Owner of Galan Entertainment, Author

EmceesMaria Ochoa

Charlotte Chapter President

Eduardo TobónChicago Chapter President

Women of ALPFAAwards

Latina Excellence Award

Woman of ALPFA Award

Nascent Star Award

ConventionHighlights

alpfa.org/conventionapp

34

Why Latino Workers are the Lifeblood of America’s Economic Future3:30PM – 5:00PM • Limited Capacity Monday, August 8, 2016

This panel presentation is an opportunity to examine and outline strategies to help mitigate against, whatwe at ALPFA believe to be, a demographic tsunami that threatens our nation. The panel will have theopportunity to contrast the perfect storm being experienced by America (e.g., over 3.7 million retiringBaby Boomers a year, rising longevity, and falling fertility), with the diversity explosion that leads us tothe conclusion that Latinos are the solution to America’s looming economic crisis. Following facts validatethis conclusion:

40% of employment growth over the next five years will come from Latinos;

From 2020 to 2032, Latinos will drive 75% of employment growth; and

The Latino labor force will grow 2.6% each year for the next 20 years, while growth in thenon-Latino working age population will be nearly flat

Looming threats. Big bets. Emerging trends. How leaders manage risk in avolatile world5:15PM – 6:45PM • CEO Panel Session (Open To All Convention Attendees)Monday, August 8, 2016

To succeed in today’s world, leaders have to welcome and embrace uncertainty. High-stakes uncertainty cantake many forms. It can be a new technology that is changing the business model of a mature business, anunpredictable geo-political landscape, or a crisis around the corner.

For the prepared organization, uncertainty can provide an opportunity to distinguish itself from its com-petitors. For individual leaders–it can make or break their careers.

Our panel of CEOs will share how they innovate to get ahead of disruption, prepare for a once in a lifetimecrisis that nobody saw coming, and use uncertainty to their advantage.

Mike Kearney, Deloitte’s Strategic Risk Managing Partner, will facilitate a conversation with CEOs whoare very familiar with what it takes to lead confidently in a volatile world.

EmceeRaymond ArroyoPresident, ALPFA Solutions

Raymond Arroyo is Presidentof ALPFA Solutions, anorganization that providescomplementary leadership de-

velopment programming to corporate partners sothat they can fully address the unique professionaldevelopment needs of their Latino employees.

39

Special Guest SpeakerDaniel SuárezJoe Gibbs Racing/ No. 19 ARRIS Toyota Camry

After several seasons spent accumulating victories in the NASCAR MexicoSeries and NASCAR K&N Pro Series East, Daniel Suárez made the transition tothe NASCAR XFINITY Series in 2015, driving the No. 18 ARRIS Toyota Camryfor Joe Gibbs Racing. During his rookie campaign, the 24-year-old Monterrey,

Mexico, native secured eight top-five and 18 top-10 finishes, while leading 83 laps en route tosecuring the 2015 Sunoco Rookie of the Year Honor. Suárez went on to finish fifth in the overallchampionship standings and led all XFINITY Series regulars with three qualifying pole awards.

EmceeMigdalia DiazCOO, ALPFA

Migdalia believes that withenough drive and the rightconnections you can doanything. As Chief Operating

Officer of ALPFA her goal is to create a futurewhere any Latino can look in any direction, in anyindustry, and find a Latino role model to emulate.

40

43

EmceeHector PerezPartner, New York LifePresident, Orlando Chapter and South Regional Director, ALPFAHector Perez is a Partner at New York Life. In his role, he leads a business unitfocused primarily on Transnational Planning for foreign investors and has additionaloversight of business development and recruitment within the Hispanic, Brazilian,African-American, and LGBT markets.

In his previous role with New York Life, Hector was part of the Hispanic Market Expansion Initiative, servingas Senior Manager for Hispanic and Brazilian markets in Central Florida. He led talent acquisition, businessdevelopment, and community partnership strategy in the 7-county area, was the cultural/demographicconsultant, and served as the spokesperson on behalf of the organization in the community.

ModeratorAlice Rodriguez Executive Vice President, JPMorgan Chase & Co.

Alice Rodriguez is the Consumer Banking Executive responsible for Banking &Wealth Management in the greater Texas metro areas. She is responsible for totaldeposits and investments of 70 billion dollars and 5,000 people.Alice has over 29 years of extensive banking experience with JPMorgan Chase and

its predecessors, starting in her native Texas. Alice holds a BBA in Management from the University ofTexas at Brownsville.

PanelistsRoberto EspinosaFinancial Advisor, Northwestern Mutual

Sam MascarenoPartner, Tax Services, RSM US

Patty ClementsDeputy Corporate General Auditor,Bank of America

44

45

ModeratorSol TrujilloFormer CEO of 3 Global CompaniesSolomon D. (“Sol”) Trujillo is an international business executive with three decades’experience as CEO of large market cap global companies in the US, the EU, and Asia-PAC – including US West (now CenturyLink), Orange (now France Telecom) andTelstra, the Australian media-communications company. Sol currently sits in corporateboards in the US, EU and China, including Western Union, ProAmerica Bank and WPP

Matt KistlerSenior Vice President, GlobalConsumer Insights and AnalyticsWalmart

Fernand FernandezVice President Global Marketingand Customer Experience -American Airlines

Panelists

Lee ApplbaumChief Marketing Officer, Patron Spirits International, AG

46

48

494949

Lee ApplbaumChief Marketing Officer, PatronSpirits International, AG

EmceeNancy MolinaAdvisory Talent Acquisition Leader, Grant Thornton, LLP, Houston Chapter President, ALPFANancy is currently the Advisory Talent Acquisition Leader at Grant Thornton, LLP. Shehas over 20 years of experience in talent acquisition, including in-depth knowledge offull-cycle recruitment (university and experienced hire), strategic sourcing anddiversity-focused recruitment.

EmceeJavier SuarezExecutive Producer of the Hispanic Choice Awards,Philadelphia Chapter President, ALPFAJavier Suarez is Executive Producer of the premier red carpet event honoring Latinoprofessionals in the region. He is also partner at C-Luxe Axiom, a firm focusing onstrategic event consulting.

From 2001 to 2011, Suárez served as president and CEO of the Hispanic Yellow Pages with individualpublications serving Philadelphia, Camden, Cumberland and Atlantic counties in New Jersey. In 2011 hesold the company to a local media firm.

Exclusive Interview withSol TrujilloFormer CEO of Three Global Companies

Solomon D. (“Sol”) Trujillo is an international business executive with three decades’experience as CEO of large market cap global companies in the US, the EU, and Asia-PAC – including US West (now CenturyLink), Orange (now France Telecom) and Tel-stra, the Australian media-communications company.

A digital pioneer with many "firsts" in the telecommunications, technology, and media space, Sol has beena long-time champion of high-speed broadband and a pioneer of smart phone innovation and its integrationwith the mobile Internet to stimulate productivity and innovation across all sectors of the economy. He hasmanaged operations in more than 25 countries – including developed and emerging markets from the EUand North America to China, South Asia, Africa and the Middle East.

50

Interviewed by Charlie Garcia

CEO, ALPFA

Learn about ALPFA’s exclusive new cloud-basedMentoring Exchange and Learning Center

What is it?It is a cloud-based next-generation leadership certification platform that apply metrics toassess skills and drive behavior change.

It engages mentors, coaches and learners in an ongoing process of progressive achievementthat drives practical application learning.

What does it do for our partners?This customizable tool “micro-credentials” students with digital badges where professionalmentors certify demonstrated competency, bringing their certified leadership skills to ourcorporate partners seeking highly qualified diverse talent.

Two Leadership Certification programs will be offered online:Habitudes, The Art of Self-Leadership. Used by KC Royals and SF GiantsLead to Inspire. Inspire higher levels of engagement and productivity with the people you lead and work with.

What does it do for students and professionals?LEARN. A series of short “Quests” combine activities, questions and puzzles with multi-mediacontent to drive knowledge acquisition and retention.

DO. User-uploading of task verification content. Task completion is validated by a “buddy” orpeer group.

INSPIRE. Research-based “Inspiration Triggers” and embedded tools are designed to drivehigh levels of collective learning, problem-solving, and innovation focused around the definedcontent and objectives, and to drive high social engagement and collaboration.

Learn more.Visit us at our designated booth during convention and watch a demo. Want to be a menteeor a mentor? Sign up and ask for details at the booth.

Every Latino Deserves a Champion and an Opportunity!!

Powered by strategic partners

Visit our boothlocated

by registration

53

ModeratorEd Cannizzaro Partner, KPMG

Ed Cannizzaro has over 30 years of experience with KPMG. Ed is a member of theBoard of Directors of KPMG LLP. He has served as Lead Engagement Partner andAccount Executive on a number of high-profile organizations, multinational and domestic.

Leadership PanelistsBrenda Lyons Executive Vice President State Street Global Services

Karl Gouverneur VP and Chief Technology OfficerNorthwestern Mutual

Andres BaquerizoDirector, Deloitte

ALPFA AwardsDaniel Zamora Student of the Year Award

Most Promising Business Professional Award

Executive of the Year Award

Servant Leadership Award

54

EmceeJessyca Feliciano Boston Chapter President

In her role at State Street as aSenior Diversity Sourcing Con-sultant, she supports business

partners within corporate functions to plan and di-rect strategies, programs and processes for attract-ing, selecting and onboarding top diverse seniorlevel talent across the organization.

EmceeOrlando CamargoNew York Chapter President

Orlando Camargo is a busi-ness and marketing executivewith over 25 years of global

experience in leading and working with multina-tional companies, governments and organizations.

55

AgendaMaps and Career Fair

60

Subject to Change – Consult Mobile App*

61


62

Gaylord Texan Main Lobby

63

Gaylord Texan Convention Center Floor

64

Gaylord Texan Main Convention Area

CAR

CAR

401

Nationwide

403

Hispanic Assocof Colleges &

Universities(HACU)

407

Universityof Notre

Dame

409

AICPA

413

20'

20'

NorthwesternMutual

419

SynchronyFinancial

423

20'

Johnson&

Johnson

429

20'

435

20'

20'

500

Ameriprise

501

FederalHousingFinanceAgency

502

U.S.Department

of State

503

PNCFinancial

506

Paychex

507

20'

20'

Toyota MotorNorth America508

RobertHalf

513

Santander

517

20'

20'

State StreetCorporation518

522

Aetna

523

20'

20'

Bank ofAmerica524

528

Proctor &Gamble

529

20'

20'Boeing

530

535

Dell

537

BCBS ofMichigan

600

BDO

601

30'

30'Walmart

609

30'

Wells Fargo

612 613

20'

20'

RSM USLLP

619

20'Deloitte

623

20'

20'KPMG

634

Du! &Phelps

636

Public CoAccountingOversight

Board (PCAOB)

713

20'Liberty Mutual

717

20'

20'PwC

723

20'

20'

Ernst &Young

732

20'

20'

801

20'

20'Mercedes

806

GrantThornton

807

20'

20'Prudential808

Microsoft

813

20'

20'

JPMorganChase

819

20'Target

823

20'

20'

829

20'

20'BNY Mellon

835

Moody’sCorp

837

FederalReserve Bank

Chicago

901Central

IntelligenceAgency

907

CroweHorwath,

LLP

909

DepositoryTrust &

Clearing Corp(DTCC)

913

GoldmanSachs

917

Emory University-GoizuetaBusiness

School

919

923

BeckerProfessional

Education

925

ConsumerFinancial

ProtectionBureau (CFPB)

929

20'

20'

Federal DepositInsurance

Corporation

934

Accenture

935

20'

20'936

FinancialInd Regulatory

Authority(FINRA)

1000

TIAA

1006

DartmouthCollege

1008

GuardianLife

Insurance

1012

MetLife

1016

DefenseContract

ManagementAgency

1018

Direct Energy-North USA

Energy Supply& Srv

1022

Citigroup

1024

ColumbiaSouthern

EducationGrp (CSEGroup)

800

ABBOTT

65

Career Fair Map

Entrance

67

Abbott BothAccenture BothAICPA Please visit boothAmeriprise BothBOA BothBCBS of Michigan Please visit boothBDO Primary Students, but bothBNY Mellon ProfessionalsBoehringer Ingelheim Please visit boothBoeing BothCIA BothCrowe Horwath StudentDell StudentDeloitte StudentDTCC BothEY ProfessionalsFDIC BothFed Reserve ChicagoFINRA BothGoldman Sachs StudentGrant Thornton BothJP Morgan Chase BothKPMG BothLiberty Mutual BothMetLife BothMicrosoft BothMoody's BothNationwide BothNorthwestern Mutual BothPaychex ProfessionalsP&G StudentPNC BothPrudential Please visit boothPCAOB Please visit boothPwC BothRSM BothRobert Half BothSantander BothState Street BothSynchrony BothTarget Primary Students, but bothTIAA-CREF BothToyota North America ProfessionalsUniveristy of Notre Dame StudentWalmart BothWells Fargo Both

Partner Recruitment Focus

ProfessionalWorkshops

70

Friday, August 57:00AM Breakfast

Followed by an ice-breaking, opening exercise

8:00AM Kick Off; Ground rules; Setting the ToneIntroductions Program Overview: Conference Objectives, Agenda Review

9:00AM Short presentation, to be recorded, by all participantsDebrief from presentations exercise

10:15AM Break

10:30AM Effective Strategies for Networking • Understand how difficult effective networking can be and ways to manage it effectively• Understand how important it is to one’s career

11:15AM Developing Your Executive Presence• Understand the fundamentals of Executive Presence• Recognize the 4 critical elements of First Impressions• Use Body Language to read between the lines• Discover personal leadership and negotiating styles

12:15PM PwC Partner / Executive Remarks

12:30PM Lunch ProgramProper dining etiquette

1:45PM Emotional Intelligence Assessment • Identify key management issues based on identified differences in styles and expectations• Understand the differences and how to leverage them • Be able to identify the strengths and areas which are a blindside

2:45PM Break

3:00PM Becoming a Strategic Minded Executive• What Got You Here May Not Get You There• Understanding the difference between strategy and tactics• Paradigm Shifts for Global Success• What do great leaders consistently do?

3:45PM Keys to Organizational Alignment• Understand the cross-functional path of enterprise goals• Cascade strategy, goals, and progress up and down the organization• Create meaningful metrics (not just many metrics)• Balance your internal views vs. the external marketplace realities

4:30PM Motivating and Inspiring• Understand why motivation is the key to success• Review the theory and how to apply Maslow’s Hierarchy of Needs, Herzberg’s Two-Factor Theory,and the Four Emotional Drives

• Learn why goal setting is essential to creating a motivational climate• Learn how to create a positive leadership climate

5:45PM Review Assessment - Coaching Hour (table coaching)

6:45PM Debrief from Today’s Session

7:00PM Informal Reception

2016 Management Leadership Development Workshop Session – Day 1 • Appaloosa 1


71

2016 Management Leadership Development Workshop Session – Day 2 • Appaloosa 1

Saturday, August 6

7:00AM Breakfast• Followed by a debrief from previous day

8:00AM Presentation Skill Exercise (to be recorded)• Practice effective platform skills • Learn to project your voice and effectively use your body to convey a confident message• Receive real-time feedback from coach and group

9:30AM Break

10:00AM Small Group Discussions with Coaches – Review assessment, part 2.Discuss career goals and skill gaps

11:00AM Effectively Managing Conflict• Understand how conflict can be managed and used for continuous leadership improvement• Learn about five starting strategies in managing stress and conflict• Learn how to establish a win-win environment• Learn six ways to prevent a conflict from recurring

12:00PM Lunch – Join Women of ALPFA Luncheon

2:30PM Leadership Action Plan• Identify 2 or 3 areas to leverage back at work• Discuss plan with classmates and coach

3:15PM (Break)

3:30PM Debrief • Share learnings and commitments with participants• Feedback• Take aways

4:00PM Summary and Close• Summarize experience and charge participants with duty to leverage new skills and

share them with direct reports back at work


73

Saturday, August 6

Tax Ethics8:15AM – 9:15AM Partner: AICPARoom: Grapevine 3CPE Credits: 1.0A review of one or more of the following: AICPA’s tax ethical standards (SSTSs); IRS’s Circular 230;Internal Revenue Code preparer penalties; tax quality control

International Financial Reporting Standards (IFRS)9:30AM – 11:30AM Partner: DeloitteRoom: Grapevine 2CPE Credits: 2.0An update on International Financial Reporting Standards for the current year

The Value of the CPA9:30AM – 11:30AM Partner: AICPARoom: Grapevine 3CPE Credits: 2.0Presenter(s): Florence Holland, Anthony NewkirkAn overview of the AICPA’s free tools and resources to help candidates conquer the new CPA Examand succeed in their careers. The session will also cover the many initiatives the AICPA is implement-ing to support diverse CPA candidates. This session is open to both professionals and students.

Moving People Beyond What's Possible: How Anyone, Anywhere CanMake a Positive Difference9:30AM – 11:30AM Partner: ToyotaRoom: Grapevine 4CPE Credits: 2.0Presenter: Javier MorenoAs you understand leadership with a “little l,” you realize there are small things each of us can doevery day to positively influence customers, colleagues and communities. In this session, Toyotaexecutives will share how “The Toyota Way” empowers every person in the organization – regardlessof title – to make a big impact. You’ll also learn how to encourage the breadth of perspectives andunique human experiences that allow teams and creativity to flourish.

2016 Professional Workshops


Saturday, August 6

The Art of Building Relationships9:30AM – 11:30AM Partner: Morgan StanleyRoom: Grapevine 5CPE Credits: 2.0Presenter(s): Erika Kelly (Moderator), Angel Lorente, Charlie Esquivel, Janet Woods,Benjamin FujiharaUnderstanding that increased awareness of relationship building is important for your career and life,this interactive workshop will give you an appreciation for what a more effective network looks likeand provide you with a practical roadmap for your meeting your relationship building goals.

Getting Results Without Authority2:30PM – 4:30PM Partner: BoeingRoom: Grapevine 5CPE Credits: 2.0Presenter(s): John Meersman, Zahra DedharYou do not have to be in charge to get results from others! The ability to adapt quickly and work withanyone to achieve desired results is crucial…especially when you do not have the authority to commandtheir cooperation. Learn ways to build your power base and the key elements to influence others.

Best Practices in Social Media Policy and Brand Compliance2:30PM – 4:30PM Partner: ALPFARoom: Grapevine 6CPE Credits: 2.0Presenter: Lori RuffAn unmanageable mess is waiting for companies that have not defined policies and procedures for socialmedia, or who have not had the bandwidth to monitor what’s been happening with their brand. Oftenthings get out of hand quickly and reining it in is difficult at best. In this session, Lori Ruff, Chief BrandingOfficer of a national professional membership association walks you through how to determine where tobegin and/or how to modernize your policies to meet the changing demands in the quickly changingenvironment of online networking, digital marketing and social media.


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Saturday, August 6

Updated COSO Framework: Creating and Managing Effective InternalSystem Controls2:30PM – 4:30PMPartner: KPMGRoom: Fort Worth 7CPE Credits: 2.0Presenter: Maria ArosteguyAny effective system of internal control must adapt to new challenges and changes. Today’s businessenvironment strains controls that were once sufficient. Internal control has given companies reason-able assurance around financial reporting. In this session, you’ll have an opportunity to discuss thedrivers for this change, hear how organizations are approaching the transition to the COSO Update,understand the benefits of conducting a review of your systems of internal control with the COSOUpdate and consider frequently asked questions by adopters.

Sunday, August 7

ALPFA Solutions Presents: Increasing Your Influence at Work8:15AM – 10:15AMRoom: Grapevine 5CPE Credits: 2.0Presenter: Diane CraigIncreasing Your Influence at Work is a two-hour workshop designed to equip future executives withthe tools they need today to communicate better, to increase their influence at work, and to conveysynchronized messages between their own words and their body language. We will cover the fourvariables of First Impressions, how body language can impact first impressions, how to commandand work a room, onstage presence and much more.

Compliance: I AM the Solution8:15AM – 10:15AMPartner: JPMCRoom: Grapevine 6CPE Credits: Non-CPEA discussion on core technical and transferrable skills that can be applicable to the diversediscipline of Compliance. Open to all persons including those interested in Risk Management,with direct relation to Assurance, Compliance, Controls, Legal and Risk disciplines.


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Sunday, August 7

Creating the Innovation Economy10:30AM – 12:30PMPartner: PwC Room: Grapevine 4CPE Credits: 2.0Presenter(s): Daniel Garcia, Sofia Matos-Desa, Karla Monterroso, Hemant RamanchandraIn 2016, US CEOs continue to invest in technology as the most direct path to meaningful innovationand operational efficiency. CEOs recognize that to move on the forefront of data-driven business,they must also tend to the less-glamorous plumbing—infrastructure, integration, and authentication.

• Hear from a leader in technology and the founder of CODE2040 on how business leadersstay ahead.

• Understand how the progression of technology from research concepts to application will increasecomplexity and risk

• Learn how combining strategies for technology innovation and attracting a new workforce will be crucial to success

Leveraging Inclusive Diversity10:30AM – 12:30PM Partner: Northwestern MutualRoom: Grapevine 5CPE Credits: 2.0Presenter: Jorge QuezadaIn a constantly changing marketplace, learning how to effectively leverage differences is key for realizinga competitive advantage for business success. By becoming more self-aware of one’s own differencesand the unique backgrounds and experiences of others, individuals can begin to create an inclusiveenvironment. In this workshop, individuals will be offered a skills based approach to navigating anydifferences in the workplace through building intercultural competence skills.


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Sunday, August 7

ALPFA Solutions Presents: Rethinking the Role of a Servant Leader inLearning, Inclusion & Engagement10:30AM – 12:30PMRoom: Grapevine 6CPE Credits: 2.0Presenter: Adam Arroyos, Ph.D.This session will provide participants with an overview of an innovative philosophy, GrandslamPerformance, and practice, serve2perform, for building sustainable communities of learning and highperformance at scale. Participants will also receive demonstrations of the training and technologyproperties available through ALPFA Solutions to help their organizations further their capacity toachieve increased collective impact while nurturing a collaborative environment.

Staying Visible While Telecommuting10:30AM – 12:30PMPartner: State StreetRoom: Fort Worth 7CPE Credits: 2.0While telecommuting is becoming a more widely accepted practice in the business world, professionalsstill find it difficult to get noticed. Learn ways to make an impact, demonstrate relevancy and stay visiblewithout physically being in the office.

MS Excel Functions10:30AM - 12:30PMPartner: MicrosoftRoom: Texas 5 & 6CPE Credits: 2.0Presenter: Wayne WinstonKnowledge of important Excel functions is vital to creating “the perfect spreadsheet.” In thissession we will cover the following important Excel functions.• VLOOKUP• Range Names and Tables• MATCH and INDEX functions• TEXT FUNCTIONS and FLASH FILL• COUNTIF, COUNTIFS, SUMIF, SUMIFS, AVERAGEIF AND AVERAGEIFS, functions• GOAL SEEK


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Sunday, August 7

The Female Millennial: A New Level of Talent2:30PM – 4:30PMPartner: PwC Room: Grapevine 3CPE Credits: 2.0Presenter(s): Jessica Casper, Anthony Curtis, Laura Martinez, Daniel PalosOrganizations are facing challenges that come with vast numbers of millennial talent entering andreshaping the workforce. Additionally, the gender leadership gap must drive parallel efforts that tackleenhanced leadership diversity. To get this right, organizations must better understand the femalemillennial talent.

• Learn about PwC’s research on the new era of female talent• Hear from millennials on their perspective of the data and key findings• Listen to leaders who are helping to make female leadership a reality

ERG/BRG: How to Improve Your Company's Bottomline While MobilizingYour Career2:30PM – 4:30PMPartner: Bank of New York MellonRoom: Grapevine 4CPE Credits: Non-CPEPresenter(s): Yau Cheng, Lee StephensGeared towards helping ERG/BRG leaders understand how to align their own professional aspirationswith company goals. This workshop is for experienced professionals with 7+ years of experience.

Hispanic Heritage as a Career Asset2:30PM – 4:30PMPartner: MassMutualRoom: Fort Worth 7CPE Credits: Non-CPEPresenter(s): Dr. Robert Rodriguez (Moderator), Eduardo Casas, Alexandra Espinoza, David Hufnagel, Katherine Piedra Join us for this informative and engaging panel discussion to hear the stories of successful professionalswho leveraged their Hispanic heritage to build successful careers. Come and learn how your culturalbackground can serve as an asset in developing your career in multiple key business areas like sales,marketing, recruiting and social media.

• Explore how Hispanic heritage can serve as a source of strength in conveying confidence, poise and authenticity

• Identify ways to articulate the business opportunity and value the Hispanic market offers• Learn how to nurture and cultivate your professional presence in “Corporate America”


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Sunday, August 7

MS Excel Data Analysis2:30PM – 4:30PMPartner: Microsoft Room: Texas 5 & 6CPE Credits: 2.0Presenter: Wayne WinstonIn this era where “big data” and “analytics” are becoming more important by the day we will teach youkey ways to summarize and analyze data including

• Conditional Formatting• Descriptive Statistics• Excel Statistical functions• The new histogram and Boxplot capabilities in Excel 2016• The Excel Trend Curve• PivotTables

Monday, August 8

Why having a global mindset, being culturally fluent and fostering aninclusive environment is important for today’s leaders8:15AM – 9:15AMPartner: Boehringer IngelheimRoom: Grapevine 3CPE Credits: 1.0Presenter: Betsy SilvaAs markets continue to be increasingly global and the workforce more inclusive, today's businessleaders have to develop an appropriate mindset, environment and fluency. But what does an inclusiveenvironment look like? What is a 'global mindset'? How can one become 'culturally fluent'? Enhanceyour leadership skills as you embrace the latest practices in diversity and inclusion.


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Monday, August 8

Women in Securities Regulation8:15AM – 9:15AMPartner: FINRA Room: Grapevine 4CPE Credits: 1.0Presenter(s): Audria Pendergrass Lee, Carolina RobertsIn today’s business environment and with changes in the financial services industry, businessprofessionals need to understand the impact of securities regulation and how women have played anintegral part in shaping the industry. Learn to promote and champion the growth, development andsuccess of women across the financial services industry and to develop their leadership skills to growpersonally and professionally.

Leading Virtual Teams8:15AM – 9:15AMPartner: Johnson & JohnsonRoom: Grapevine 5CPE Credits: 1.0Presenters: Diego PichardoThe onset of technology has created an environment where more and more business can be donevirtually. How can you effectively engage, motivate and lead team members in the current virtualenvironment?

Anatomy of a Breach8:15AM – 9:15AMPartner: Crowe HorwathRoom: Grapevine 6CPE Credits: 1.0Presenter: Christopher Wilkinson, CISSP, CRISC-PrincipalIn this session we will walk you through real world examples of how hackers breach organizations intoday’s cybersecurity landscape. Once inside, we will detail the methods used to identify and com-promise sensitive data, and how this data is exfiltrated from the network to the Internet. We will alsocover what steps your organization needs to take to effectively prevent and detect these techniques.


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Monday, August 8

Washington Tax Brief8:15AM – 9:15AMPartner: AICPA Room: Fort Worth 7CPE Credits: 1.0

An update on federal legislative and regulatory developments that are on our advocacy radar screen

The Path to the Boardroom9:30AM – 11:30AMPartner: TIAARoom: Grapevine 3CPE Credits: 2.0Presenter: Isela BahenaThis interactive session will provide you with insights to advancing your career and gaining accessto executive level positions within your organization. You will learn the essential attributes for everyaspiring leader.

• Learn important characteristics to develop for career advancement• Identify actions you should implement into your personal lives to advance your career• Learn why you need mentors and sponsors• Learn why getting out of your comfort zone is critical to career advancement• Hear testimonials of real life experiences from successful professionals

Fortune 1 Agility9:30AM – 11:30AMPartner: WalmartRoom: Grapevine 4CPE Credits: Non-CPEPresenter: Trent MillerThe best way to navigate change is to be nimble and agile when encountering it. Learn how the world'sFortune 1 company strives to be agile in an ever-changing market.


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Monday, August 8

Developing Executive Presence9:30AM – 11:30AMPartner: Bank of AmericaRoom: Grapevine 5CPE Credits: 2.0Presenter(s): Carla Molina, Grace Nystrum, Ron Rule, David SolisExecutive presence can often be the distinguishing factor between who ultimately makes it intothe C-Suite and who does not. But how exactly does one develop presence? Can 'presence' belearned? This workshop is designed to help you understand the art of presence and highlight waysto develop this soft skill.

Lean Into Change & Embrace the Possibilities9:30AM – 11:30AMPartner: Liberty MutualRoom: Grapevine 6CPE Credits: 2.0Presenter: Samantha SantiagoThe only constant we can expect in business is we will inevitably encounter change. What mighthappen if we embrace change instead of resist it?

Going from Group to Team: Can You Think Outside the Block?9:30AM – 11:30AMPartner: RSMRoom: Fort Worth 7CPE Credits: 2.0Presenter(s): Brett Friedman, Amy Turner, Sergio de la FeRelive your childhood of playing with blocks in this interactive workshop where you will learn aboutthe importance of effective communication, collaboration, and self-awareness in building a high-performing team.



Student Workshops

Saturday, August 6

Personal Finance12:00PM – 2:00PMPartner: Northwestern MutualRoom: Grapevine C & DPresenter: Samantha RosserAn average college graduate will earn $1M – $5M during his or her lifetime from earned income alone. Your financialfuture depends on your ability to manage money and to put money to work. Many people, however, lose controlof their finances because of obstacles that impede financial success. Without even realizing it, we make 6-10financial decisions every day, but most of us aren’t making the best long term decisions. Over 3/4 of Americansare still living paycheck to paycheck. This interactive session provides the information needed to begin developinga sound financial program including cash management, emergency savings, and retirement planning.

12:00PM – 2:00PMPartner: NissanRoom: Grapevine C & D • (View mobile app for workshop updates)

Sunday, August 7

Make it Happen, Captain: Reel in the Catch12:00PM – 2:00PMPartner: RSMRoom: Grapevine CPresenter(s): Brett Friedman, Amy TurnerMake a great first impression, get that interview and secure your dream job. During this Lunch & Learn you’lllearn the critical elements of an effective elevator pitch, business etiquette Do’s and Don’ts and what to dobefore and after an interview. You’ll leave with Advice & Action to catch decision makers’ attention.

12:00PM – 2:00PMPartner: Grant ThorntonRoom: Grapevine D • (View mobile app for workshop updates)

Tuesday, August 9

Be in The Know: Building a Successful Career in Accounting and Beyond12:00PM – 2:00PMPartner: BDORoom: Grapevine C & DPresenter(s): Alfredo Cepero, Ignacio GriegoGet a behind-the-scenes glimpse of what it takes to make a successful transition from student to workingprofessional through a conversation with speakers across different levels and business lines. You will discusstips for interviewing for a job, how to establish yourself as a new hire, and important steps you can take to setyourself up for long-term career progression. Come see why we believe that at its core, our business is not aboutnumbers or spreadsheets, dollars or cents, but about people working with, for, and in service of others.Don’tsand what to do before and after an interview. You’ll leave with Advice & Action to catch decision makers’ attention.

2016 Collegiate Lunch and Learns

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2016 Student Workshops

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Saturday, August 6

Planning Your Career: Internships and Beyond2:15PM – 3:45PMPartner: Wells Fargo

Room: Grapevine 1

Presenter(s): Leroy Clarke, Ruth Armendariz, Julie Kim, Mariano Portocarrero, Ruth PerezPreparing students for summer internships and educating them on recruitment cycles for variousindustries. Gain insight into how to strengthen your résumé, present yourself in interviews, andoptimize your campus resources to identify the perfect internship opportunity for you.

Entry-Level Survival Tips: Successfully Transitioning from College tothe Working World2:15PM – 3:45PMPartner: KPMG

Room: Grapevine 2Presenter: Lorena ManobandaTrading flexible class schedules for full-time job commitments can be challenging for studentsunexposed to the corporate world, particularly if they have no previous internship experience. Thisworkshop will provide essential survival tips to navigating that transition. Info will include how to startbeing a professional, establish a strong network, gain real world experience, and get the upper handin securing opportunities post-graduation.

Amp Up Your Interview4:00PM – 5:30PMPartner: PwC

Room: Grapevine 1Join PwC to learn how to tell your story and express the essence of who you are during an interview.You will hear how to build connections with prospective employers that will help them remember yourexceptional promise of value and make you stand out amongst your peers during the interview process.


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Saturday, August 6

An Introduction to Philanthropy4:00PM – 5:30PMPartner: Santander BankRoom: Grapevine 2Presenter: Samuelson DrummondInvesting in the community, match corporate giving and philanthropy to equal the impact that Latinoshave on the labor force and economy, this workshop is focused on providing an understanding ofhow philanthropy works and what students can do now to begin building a culture of philanthropyamongst themselves and in their community.

Sunday, August 7

Performance Feedback & Problem-Solving8:15AM – 9:45AMPartner: EYRoom: Grapevine 2Presenter(s): Sean Baker, Joe WehleIntroduce the process of performance feedback and problem-solving that business leaders implementdaily. Attendees will learn how to receive and respond to feedback and evaluations of their jobperformance which can be measured differently in the professional environment. Additionally, tipson critical thinking skills and development of a solutions-oriented mindset will be offered during thisinteractive session.

Leveraging Your Latino Identity in the Professional Landscape8:15AM – 9:45AMPartner: ALPFARoom: Grapevine 3Presenter: Orlando CamargoThis interactive discussion will explore the complexity of the Hispanic/Latino identity andthe impact cultural identity and experience on professional mobility. Through personalstories and examples speaker(s) will share strategies for overcoming the cultural factorsthat may be perceived as limiting careers and how to leverage your cultural identity as aroadmap for achieving success.

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Sunday, August 7

Going from Group to Team: Can You Think Outside the Block?10:00AM – 11:30AMPartner: RSMRoom: Grapevine 1Presenter(s): Brett Friedman, Amy Turner, Sergio De La FeRelive your childhood of playing with blocks in this interactive workshop where you will learn aboutthe importance of effective communication, collaboration, and self-awareness in building a high-performing team.

Powerful Presence10:00AM – 11:30AMPartner: WalmartRoom: Grapevine 2Presenter: Vickie ChincharLearn how to make your presence powerful whether in your chapter, community, or individually inyour career search!

3 Keys to Ethical Leadership10:00AM – 11:30AMPartner: State StreetRoom: Grapevine 3

Ethical leadership can be thought of as the act of influencing people through shared values that embracean organization’s beliefs. These guiding principles are the foundation of the business, its leadership andall employees. Spend time with State Street exploring these theories and the impact they have onsuccess as an individual and an organization.


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Sunday, August 7

Primp Your Profile2:15PM – 3:45PMPartner: Dell Room: Grapevine 1Presenter(s): Chelsea Rigney, Michael KenneyLet us help you “Primp your Profile” on LinkedIn …From your first job to your next job, let LinkedInwork for you.

• Help educate students and graduates on the importance of LinkedIn• Provide them with the tools and tips needed to maximize their personal brand• Equip attendees with knowledge around how to stand out to employers and effectively network

on LinkedIn

Navigating Social Situations: Professional Etiquette2:15PM – 3:45PMPartner: Johnson & JohnsonRoom: Grapevine 2Presenter: Jazmen Bratton, Kim MillsStudents learn the dynamics of socializing in a professional environment (domestic and international).

Creating Your Professional Image4:00PM – 5:30PMPartner: JPMorgan ChaseRoom: Grapevine 1Presenter(s): JPMC Campus Recruiting TeamExplore common characteristics of currently successful company brands and personal brands of fa-mous individuals, and reasons for their popularity. Define personal branding, learn how to create apersonal brand statement, and how to reinforce your brand with others.

Dare to Be Prepared – Tap Into You4:00PM – 5:30PMPartner: DeloitteRoom: Grapevine 2Whether you are looking for the internship, a job opportunity or you have already secured a position,you have skills and attributes that you can tap into to be prepared. Whether it’s the simple handshake,leading a meeting, or social media, we all need to be prepared for our career aspirations.


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Monday, August 8

The Brand of YOU8:15AM – 9:45AMPartner: PrudentialRoom: Grapevine 1Presenter: Steven DupréPrudential is pleased to present at the 2016 ALPFA conference. Prudential’s workshop will focus onpreparing college students to better compete for internships and full-time jobs. During this engagingand highly interactive session, students will learn about and practice successful techniques to ensurethe right first impression with prospective employers, engage with other students and professionals,obtain hands-on experience, and receive feedback. Hot topics include: Creating a personal brand,building and leveraging a professional network, how to prepare for and ace your job interviews. Thesession will conclude with time to practice interviewing skills, feedback and Q&A.!

Entrepreneurship vs. Intrapreneurship: Finding a Career That Fits YourProfessional Goals8:15AM – 9:45AMPartner: ALPFARoom: Grapevine 2Presenter: Selene Benavides, Luis VargasDeep down, both entrepreneurs and intrapreneurs are motivated to make an impact on theirbusinesses or organizations. But motivation comes in many forms for many people. If you seeyourself as someone who is motivated by things such as money, personal achievement or fulfillinga lifelong dream, you might be fit to be an entrepreneur. But if your primary motivation is financialstability, love of what you are doing and putting others ahead of you, perhaps becoming anintrapreneur is a better fit. Deciding to become an entrepreneur can be a very rewarding as it offersa variety of perks related to schedule flexibility and control in making decisions. Meanwhileintrapreneurs who work hard for a company often enjoy additional resources, financial stabilityand greater responsibilities. At the end of the day, deciding on entrepreneurship versus intrapreneurshipas a career path can be a tough decision. It’s important to be thinking about which path best matchesyour dreams, interests and aspirations.



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Monday, August 8

Examining Your Leadership Style: What’s My Communication Style?10:00AM – 11:30AMPartner: CIARoom: Grapevine 1Presenter: Nicole CruzInsight into everyday communication, what drives your behavior and the behavior of others, identifyown personal communication style, learn how to identify the styles of others and discover how to im-prove their everyday interaction.

Financial Savviness for College Students10:00AM – 11:30AMPartner: FDICRoom: Grapevine 2Presenter: Paola Diaz, FDICLearn how to enhance your financial management skills and achieve your financial goals. Be equippedwith necessary debt management and budgeting skills to make wise decisions that will positivelyimpact your future. Gain exposure to the nationally renowned financial education curriculum theFederal Deposit Insurance Corporation has developed for individuals and entrepreneurs.

How to Succeed in Finance2:15PM – 3:45PMPartner: Bank of AmericaRoom: Grapevine 1Presenter(s): Malini Agarwal, Steven BowMany organizations and institutions are feeling the crunch of the economic downturn and facinghurdles to advance through the competition. Hence, it is imperative for candidates to equipthemselves with the right skillsets for them to tackle what can seem like an impenetrable joblandscape. Given the challenges finance professionals face, such as coping with heavierworkloads and implementing change through new processes and systems, there is a demand forwell-rounded finance professionals. The mastery of soft skills is becoming more of a priority whilstthere remains an urgency to continuously develop technical skills. This session will cover howyoung professionals looking to succeed in finance can gain experience and enhance their resume.


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Monday, August 8

Interviewing Skills: An Insider’s Guide2:15PM – 3:45PMPartner: TargetRoom: Grapevine 2CPE Credits: Non-CPEPresenter: Jim HoarBehavioral Event Interviewing: Would you like to get better at job interviewing? Whether you arenew in your career journey or a seasoned pro, everyone can get better at interviewing. How wouldyou like an insider’s view at how a Fortune 30 company interviews talent for their top positions?

Your Roadmap to Career Success: A Professional Development Bootcampfor Millennials4:00PM – 5:30PMPartner: TargetRoom: Grapevine 1CPE Credits: Non-CPEPresenter: Carrie SmithTips to get your resume to the top of the pileDiscuss ways to network and have success at Career FairsIdentify ways to ace your interview

Professional Networks4:00PM – 5:30PMPartner: TargetRoom: Grapevine 2CPE Credits: Non-CPEPresenter: Jim HoarWhat is a skill everyone thinks is important, but few actually enjoy doing? Networking

Everyone wants to have a network of people that matter. Creating an effective network can forwardyour career, give you a sounding board for new ideas, and create a rich web of relationships that gofar beyond the working world.

• But how do you start?• How do you approach people and start a conversation that has purpose?• Why does the word “networking” have such a negative connotation in the business world today?


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LIVE, WORK & PLAYConsidered one of the most beautifulplaces in New England. Hanover, NH, thehome to Dartmouth was recognized asCNN & Money Magazine top 10 places inthe country to live where culture andrecreation are woven into our daily lives.

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Ileana Musa, ChairMerrill Lynch Wealth Management

Josefina BonillaColor Media Group

Jim CronanCAO

Ixchell C. Duarte CNL Financial Group

Manny FernandezKPMG

Karl GouverneurNorthwestern Mutual

Joseph KosinskiAbbott Laboratories

Paul McDonaldRobert Half

Joe MellaGoldman Sachs

Kaplan MobrayKaplan Mobray, Inc.

Niloufar MolaviPricewaterhouseCoopers LLP

Svetlana MostovskyCatalyst

Jorge OrtegaBurson-Marsteller

Federico PapaSantander Bank NA

Alison QuirkState Street Corporation

Sheila Rivera-FathallahAbbott Laboratories

Mike RollingsVanguard

Eva SeijidoDeloitte Tax LLP

Eduardo TobonSpencer Stuart

Hector TundidorErnst & Young LLP

Gilbert VasquezVasquez & Company

Maria Villanueva SessionsZimmer Biomet

Albuquerque, New MexicoAtlanta, Georgia

Austin, TexasBoston, Massachusetts

Charlotte, North CarolinaChicago, IllinoisColumbus, Ohio

Dallas, TexasDelaware

Denver, ColoradoEl Paso, Texas

CT, ConnecticutHouston, Texas

Indianapolis, IndianaLas Vegas, Nevada

Los Angeles, CaliforniaMiami, Florida

MichiganMilwaukee, WisconsinNashville, Tennessee

Nebraska New Jersey

New YorkNorthwest Arkansas

Orange County, CaliforniaOrlando, Florida

Philadelphia, PennsylvaniaPhoenix, Arizona

Pittsburgh, PennsylvaniaPortland, OregonPuerto Rico-West

Puerto RicoRhode Island

Salt Lake City, UtahSan Antonio, Texas

San Diego, CaliforniaSan Francisco, California

Seattle, WashingtonSilicon Valley, California

St. Louis, Missouri Tampa Bay, Florida

Tucson, ArizonaTwin Cities, Minnesota

Washington, D.C.

Yvonne GarciaChairwoman

Gabriel Rodriguez, Jr.Vice President/Treasurer

Hector V. PerezPast Chairman

Daniel VillaoSecretary

Elizabeth DiepFinance Committee

Avec O’BrienFinance Committee

Raynaldo GonzalezRisk Committee

Marcela Aldaz-MatosGovernance and Nominations Committee Chair

Tracy Laflamme OrtegaGovernance and Nominations Committee

Daniel J. YipGovernance and Nominations Committee

Nerelys OrtizGovernance and Nominations Committee

Damarius (Dee) Garcia-SchneiderHuman Resources Committee Chair

Genaro Perez, Jr., CPAHuman Resources Committee

Josuel PlasenciaStudent Director

ALPFA Board of Directors

ALPFA Corporate Advisory Board

ALPFAProfessional Chapters

®

Empowering Latino Leaders

Los Angeles Office801 South Grand Avenue, Suite. 400 Los Angeles, CA 90017

New York Office55 Broad St., 15th FloorNew York, NY 10004(646) 695-4200 / Fax: (646) 695-4201

Executive TeamCharlie GarciaChief Executive [email protected]

Raymond AroyyoPresident, ALPFA [email protected]

Selene BenavidesChief Financial [email protected]

Julio CarbonellChief Information [email protected]

Leni DelgadoGeneral [email protected]

Migdalia DiazChief Operating [email protected]

Verna GreerSVP, Strategic [email protected]

Frank LopezSVP, Corporate [email protected]

Radhames NovaSVP, Strategic [email protected]

David PeñaPresident, Colleges & [email protected]

Lori RuffChief Branding [email protected]

Luis VargasChief Marketing [email protected]

Professional TeamMona AsraDirector of Chicago Chapter [email protected]

Janis BentleyDirector of Chapter [email protected]

Sally BerverenaVice President, Strategic [email protected]

Jonathan CifuentesInformation Technology [email protected]

Ann MarquezVice President, Strategic [email protected]

Carlos PerezCreative [email protected]

Fernanda PintoDirector of Human Resources and Executive Assistant to the [email protected]

Katie SchlomannDirector, ALPFA Membership and New York Chapter [email protected]

ALPFA Staff

2016 ALPFA Annual Convention Program Guide

Leadership & Management