Summer 2015
53
description
Pre-Convention Issue
Transcript of Summer 2015
Professional Impact
Student Impact
Contact Us
In Every Issue
Follow and Connect with ALPFA! ALPFA is on Facebook, Twitter and LinkedIn. Follow us to
find out the latest news and connect with other members
For more information visit us at: www.alpfa.org
Disability Facts that Might
Surprise Youby MassMutual
Top 10 Reasons To Attend
Schedule At-A-Glance
Platinum (Lifetime) Members
Helpful Info
Women of ALPFA
ALPFA’s Got Talent
Gala Award Winners
Career Fair
Top 6 Tips for Maximizing
Professional Development by Robert Half
CONTENTS
Pre-Convention Highlights!
13
9 10
ALPFA Chairwoman Message
New ALPFA CEO Announcement
5
7
29
45
51
ALPFA National Board
Yvonne GarciaChairwoman
Gabriel Rodriguez, Jr., CPAVice Chairman
Hector V. Perez, CPAPast Chairman
Daniel Villao Secretary
Nerelys Ortiz, CPA, CGMA Treasurer
Adriana Rojas Garzon Director
Avec O’Brien, CPA Director
Reynaldo Gonzalez Director
Javier A. Reyes Director
Damarius (Dee) Garcia-Schneider Director
Elizabeth (Liz) Diep Director
Genaro Perez, Jr., CPADirector
Marcela Aldaz-Matos Director
ALPFA Inc.
Charlie Garcia, CEO
ALPFA Corporate Advisory Board
Josefina BonillaColor Media Group, LLC
Robert BardLATINA Style, Inc.
Ken Bouyer
Ernst & Young
Ixchell C. Duarte
CNL Financial Group
Manny Fernandez
KPMG LLP
Frances Garcia
Retired - U.S. Government Accountability Office
Karl Gouverneur
Northwestern Mutual
Joseph Kosinski
Abbott Laboratories
Paul McDonald
Robert Half International
Joe Mella
Goldman Sachs
Louis P. Miramontes
KPMG LLP
Niloufar Molavi
PwC
Edgar A. Morales, Jr.Pinnacle Insurance & Financial Services, LLC.
Svetlana Mostovsky
Catalyst
Ileana Musa
Bank of America - Merrill Lynch
Federico Papa
Santander Bank
Alison A. Quirk
State Street Corporation
Toni L. Riccardi
The Conference Board
Sheila Rivera-Fathallah
Abbott Laboratories
Mike Rollings
MassMutual Financial Group
Eva Seijido
Deloitte Services, LLP
Chris Simmons
PwC
Maria Villanueva Sessions
General Electric
Eduardo Tobon
Diners Club International
Hector Tundidor
Ernst & Young
Lorie Valle-Yanez
MassMutual Financial Group
Gilbert Vasquez
Vasquez & Company, LLP
Steve Whaley
Walmart
John Zamora
Deloitte, LLP
ALPFA CHAIRWOMAN: YVONNE GARCIA
ALPFA IMPACT 5
Focusing on Global Impact of Hispanics
The Latino community in America is growing faster than expected, and that growth
is creating a tremendously positive impact on business, education, and culture.
This trend is driven not only by Latinos in the U.S., however, but also by Latin
American countries.
We have all heard about the growing buying power of Latinos, which is some place
upwards of $1.5 trillion for U.S. Hispanics. But what some may not be aware of is
the critical role the global Hispanic market plays in the U.S. economy. In fact, while
China’s undeniable trading importance is most discussed, and it represents 15% of
America’s total trade, did you know Mexico is closing in, accounting for a staggering 13.5% of our trade? If
we look at Mexico as an example of this global Latino impact, we realize:
• Mexico is the 2nd largest market for our own exports ($240 billion), and the U.S. is the largest
market for Mexican exports ($294 billion).
• Trade in goods and services totals almost $1.5 billion per day between the two countries.
• Approximately 6 million U.S. jobs, spread across every state in the union, depend on trade with Mexico.
To further underscore the dependency of the U.S. economy on the global Latino community, let us compare
the trade with China with that of Latin America overall. The importance of the aforementioned trade with
China is well touted, yet our total trade with Mexico, the Central America region, and South America in 2014
was approximately $567 billion … vs. $590 billion with China. As one analyst observed, “It’s no exaggeration
to say Latin American trade is critical to our survival as an economic superpower.”
This snapshot demonstrates that Latinos are playing an indispensable role on the global economic stage.
But while the U.S. Hispanic market represents the largest high-growth market opportunity, despite the
impressive figures, many retailers, marketers and corporations, including large e-commerce companies, fail
to address or target this market that has grown almost 50% in the last five years alone!
We know it will take clearheaded leadership for this world-class
economic power community not only to be catered to, but also to
correct the sectors that are making these types of erred decisions.
That is where ALPFA comes in. We develop leadership to steer
America and its top corporations. ALPFA is also scaling its efforts in
order to expand the ranks of top leadership to include Latino leaders.
Part and parcel of this is tapping into our millennial membership’s
disruptive tendency through entrepreneurship. To this end, ALPFA has launched the Latino Business 500,
an innovative program connecting entrepreneurs, providing development and unique connections from
which may emerge the next must-have app or blockbuster startup.
Latinos have grown in economic power and electoral power – that is indisputable. But we still lag significantly
behind in representation in management, C-Suites, corporate boards, and the overall top ranks of
organizations, agencies, and the corporate world.
We believe this puts our nation and our industries at risk and we endeavor to address this… for the good of
all. Latinos are the product of a global market and a global melting pot – harnessing this power only makes
America grow stronger and sounder.
Ask yourselves: In today’s global world, how will you help galvanize Latinos’ impact? Join us in leading
the way.
“It’s no exaggeration to
say Latin American
trade is critical to our
survival as an economic
superpower.”
WHO IS ALPFA?
Founded in 1972, the Association
of Latino Professionals For America
(ALPFA) supports over 48,000
Latino students, professionals, and
entrepreneurs through its 43
professional chapters across the
country and more than 145 student
chapters at major colleges and
universities.
MISSION
To empower and develop Latino
men and women as leaders of
character for the nation, in every
sector of the global economy.
SHARED VALUES
Professional Growth
Integrity
Culture
Relationship Building
Service
Inclusiveness
Teamwork
ALPFA OFFICES
801 S. Grand Avenue Suite 400
Los Angeles, CA 90017
(213) 243-0004
55 Broad Street
15th Floor
New York, NY 10004
Telephone: (646) 695-4200
63 Franklin St, Lower Level
Boston, MA 02110
Telephone: (857) 250-2148
1 South Orange Ave
Orlando, FL 32801
®
Empowering Latino Leaders
CEO LETTER: CHARLIE GARCIA
ALPFA IMPACT 7
The future of America depends on the future of America’s Latinos. The statistics
are clear: numbering nearly 60 million, Latinos are the fastest growing
segment of the American population, tripling in strength over the past 25
years. Meanwhile, our nation has significant workforce and entrepreneurial gaps
to fill. As a result, there is no better way for America to succeed than to support
the success of the Latino community, enabling millions of hard-working,
motivated, capable Latinos to fill those gaps.
But first we must invest in Latinos, and invest in the kind of mentoring, guidance,
networking, and support that it takes to develop powerful contributors and leaders. America’s Latinos
deserve the opportunity to lead, our nation needs them to lead, and, with your support, ALPFA will ensure
that Latinos’ path to leadership is a real and strong one.
ALPFA’s mission is to empower and develop Latino men and women as leaders of character for the nation,
in every sector of the global economy. We open doorways for Latinos to gain access to guidance, networks,
careers, and capital, while simultaneously creating the pipeline of leaders that our economy demands.
And we have an approach that works. At a time when the business community is desperately seeking
talent, and America’s young Latinos are desperately seeking opportunity, ALPFA has helped thousands of
Latino professionals gain the skills and connections they need to move from the outside of America’s
economic mainstream to the center of it. Connecting gifted employees to terrific employers, ALPFA’s
proven model has made it the “go to” organization for companies seeking Latino talent. We have also
served as a proven growth accelerator for Latino entrepreneurs, helping them to build networks, access
capital, and scale much more rapidly and successfully than they otherwise could have.
As America experiences explosive growth in our Latino population, there is an opportunity and an
imperative for ALPFA to play a critical role in ensuring that we make the most of that growth. So we will
proudly empower career-ready college students, placing thousands of Latino college students in top
internship and employment opportunities; proudly develop the next generation of Latino professionals
(watch us grow our 48,000 membership base even larger!); proudly catalyze the growth of Latino
entrepreneurs; and proudly implement innovative, strategic partnerships with other leading organizations,
such as Junior Achievement USA and Management Leadership for Tomorrow, connecting Latino
professionals with the best leadership development opportunities available in our country.
ALPFA works. ALPFA facilitates authentic, long-lasting change. ALPFA has a real impact. I thank you for being
part of that impact and ask you to join us on this continued adventure for Latinos’ – and America’s -- future.
Saludos,
Charles P. Garcia
Chief Executive Officer
Helping Latinos Means Helping America
MASSMUTUAL
ALPFA IMPACT 9
Disability Facts that Might Surprise Youcourtesy of Massachusetts Mutual Life Insurance Company (MassMutual)
In times like these, good decisions matter. And when it comes to protecting a portion of your income from disability risks, it’s important to base
your decision on the facts. In the case of disability, some of those facts might surprise you.
For example, more than one-quarter of today's 20 year-olds will become disabled before they retire.1 And if you are covered by a group disability
income policy through your employer, you might not know about the likely gap between your policy’s benefits and your family’s actual needs.
To start with, the typical group plan only covers 50-70% of income.
And benefits are often taxable, have maximum limits, and don’t
cover bonuses, commissions or 401(k) contributions. In some
cases, worker’s compensation helps bridge the gap, but less than
5% of disabling accidents and illnesses are work related.
If you run a business, your insurance protection should help cover
its operating costs, possibly provide the funds for a partnership
buyout, and protect a portion of lost earnings – either yours or your
employees’.
The most common way to reduce the gap between existing
coverage and actual needs is to obtain a supplemental individual
disability income insurance policy. Because you own it, you can
take it with you throughout your career.
And the best way to make a good decision about that policy is to
work with a trusted, trained financial professional. No surprise there.
When it comes to protection insurance, you deserve an experienced
provider. That's why we're excited to tell you that through your
membership with ALPFA you have access to discounted Disability
Income Insurance and certain other protection products issued by
Massachusetts Mutual Life Insurance Company (MassMutual).
Learn more by contacting a MassMutual financial professional or
visiting www.MassMutual.com/ALPFA.
1 Social Security Administration, Fact Sheet April 2, 2014
2 Council for Disability Awareness, Long-Term Disability Claims Review, 2014
http://www.disabilitycanhappen.org/research/CDA_LTD_Claims_Survey_2014.asp
Top 6 Tips for Maximizing Professional Developmentby Robert Half International
If there’s one thing every employer appreciates, it’s a worker who
demonstrates a desire for self-improvement. One of the best ways
to sharpen your skills and stay on top of accounting trends is
through continual professional development. When you take the
time and make the effort to keep learning, you’ll help the company
move forward while rising to the top of your professional game.
There are several options for maximizing professional development.
Use one, several or all of these ways to grow as a finance and
accounting specialist:
1. Professional certifications
Enrich yourself and your skills by working toward an in-demand designation. A CPA, CMA or another professional certification goes a long
way toward bolstering your professional development. It also shows your employer you’re eager to add value to the company and better
serve clients. An added bonus: You could negotiate a higher salary after you’ve received your credential. According to the 2015 Salary Guide
from Robert Half, new hires can expect to earn 5 to 15 percent more if they have a professional certification or graduate degree.
2. Brown-bag talks
Maximize the time you have in the office by attending a lunchtime discussion. It’s a fast and easy way to learn from experts, expand
your knowledge and keep on top of industry trends. In fact, research from Robert Half’s The People Puzzle found that among CPAs
surveyed, on-site workshops or brown-bag sessions were the preferred method of receiving training. Besides professional
development, lunchtime talks give you the opportunity to network in-house and deepen relationships with colleagues.
ROBERT HALF
10 ALPFA IMPACT
3. Mentoring
Many companies have formal programs that match up junior employees with midlevel or senior staff. Being involved in a mentoring
relationship is a great way to get career advice, learn from a finance veteran and expand your existing skill set. If your organization has
such a program, take advantage of it. If it doesn’t, you can find your own mentor at work. It may take more effort and boldness, but the
friendship and professional development that comes with this type of relationship is well worth it.
4. Online courses and conferences
Virtual conferences are great resources for professional development as they offer lectures, interactive workshops and panel
discussions you can access from the comfort of your desk. Some even offer credits you can apply toward earning or maintaining
professional certifications. Another benefit of the virtual conference or summit is that the fee typically includes access to an online
resource, which means the information presented in the sessions is easily retrievable. If you’re looking to focus on a particular topic, you
can sign up for webinars and online courses. Some are free, while others require a fee. Many companies cover the cost of virtual
training, so be sure to ask your manager if the company will pay for it.
5. Off-site conferences
Although the Internet is a great tool for professional development, there are many benefits to attending off-site conferences and
seminars in person. Though they cost more money and require travel time, conventions have the buzz and energy not found with most
online sessions. They also allow you to interact with vendors to learn about new products and services, and see live demos. In addition,
off-site events allow you to enlarge your professional network, both quantitatively and geographically. Face-to-face discussions with new
contacts can expose you to new tools and practices applicable to your job.
6. Performance development planning
While your supervisor may suggest professional development opportunities, sometimes you need to take matters into your own hands.
As part of career progression and goal setting, develop your own performance development plan. List a few skills you would like to
develop or hone, then outline the necessary steps to accomplish your goals. When you’re ready, present this plan to your boss and
explain how the training will make you a more valuable employee. The People Puzzle found that surveyed employees want to improve
their abilities in management, public speaking, valuation, Excel, financial analysis, SQL, budgeting and auditing.
You’re in charge of your own career, so make it a priority to invest in your skill set. Only when you get the professional development you
need will you reach your full potential. Online courses, mentoring and additional training are just a few of the ways to help you get there.
This article is provided courtesy of Robert Half, parent company of Accountemps, Robert Half Finance & Accounting and Robert Half Management Resources. Robert Half is the
world’s first and largest specialized staffing firm placing accounting and finance professionals on a temporary, full-time and project basis.
ROBERT HALF
ALPFA IMPACT 11
14 ALPFA IMPACT
ALPFA offers numerous workshops tailored for
professional and student audiences. These are
presented by Fortune 500 companies and Business
Learning Institute. Many offer CPE credits.
2Powerful ProfessionalDevelopment Workshops
3
1 This highly visible and impactful event that enables CEO’s to share their
experience and learnings on relevant topics with ALPFA Convention
attendees. The event will be a closed-door roundtable discussion with
CDOs and a general session. This will also be an invite-only reception.
The ALPFA Annual Convention offers a unique experience to develop new leadership
skills through workshops and insightful panel discussions with senior executives.
TOP 10Reasons Why You Should Attend
Career Fair/University Expo
Attendees can meet with top level employers in an
less formal setting and learn more about job and
internship opportunities offered by companies,
government agencies, and non-profit organizations
where you might like to work.
Pre-Convention Highlights
Latino CEO Roundtable – First Annual CEO Summit
– 10 Fortune 500 CEOs Confirmed to Attend!
ALPFA IMPACT 15
9
6ALPFA Gala Awards
5
8ALPFA’s Got Talent
7
The convention is a great time tosee the ALPFA familia at itsbest – Many have made lifelongfriendships with members fromall over the U.S.
ALPFA Social EventsApproximately 3,000 attendees
are expected and the excitement is
reaching new levels for this year’s
Convention and the ALPFA’s Got
Talent Competition.
Rob O’Neill – One of the Most
Decorated Veterans Alive
Learn to Lead High Performance Teams
from a former Navy SEAL whose actions
were featured in three Hollywood movies.
10
Latino Comedy NightALPFA is proud to present Latino Comedy Night, one
of a series of special events. Held at Gotham Comedy
Club, one of New York City's most famous comedy
venues and home of Comedy Central's Live at Gotham and NBC's
Emmy-nominated series "Last Comic Standing". Confirmed
Comedic performances by Gina Brillon and Angelo Lozada.
4
Designed for managers and professionals, join Greg Conderacci,
Senior Fellow at the Business Learning Institute, Thursday August 6
for "Greg's Eight-Hour MBA - Positioning Yourself Ahead of the Pack".
An 8-Hour MBA? Yes, It Exists!
Day 2015
This is where our Senior and Executive level professionals can engage in peer-to-
peer networking and business development opportunities. Important trends and
initiatives with a focus on women are discussed. Our corporate partner senior
representatives are invited to participate as part of this captive audience.
Pre-Convention Highlights
®
Come dressed to impress and join us as we honor and recognize ALPFA members
who have helped promote the mission of the organization. You might also be the
winner of the Grand Prize Mercedes Benz and get called LIVE at dinner! The grand
finale will be a sneak peek to what’s in store for next year so prepare yourself for a
memorable evening!
43rd ALPFA Annual Convention • August 6-10
SCHEDULE AT - A - GLANCEHilton Midtown New York
1335 Avenue of the Americas, New York, NY 10019
For the latest information, visit us at: convention.alpfa.org
Sunday, August 9, 2015
7:00AM – 7:00PM Registration
8:30AM – 5:15PM Professional & Student Workshops
10:00AM – 11:30AM Latino Consumer Insights Panel
12:00PM – 2:00PM ALPFA Scholarship Luncheon
2:30PM – 4:00PM ALPFA Veterans’ Panel
8:00AM - 5:00PM ALPFA/KPMG Case Study Competition**
6:30PM – 9:00PM Private Sponsor Receptions**
10:00PM – 11:00PM Latino Comedy Night
Monday, August 10, 2015
7:00AM – 6:00PM Registration
7:30AM – 9:30AM Power Breakfast**
7:30AM – 12:00PM Career Fair & University Expo
(Closed during Luncheon)
12:00PM – 2:00PM ALPFA Leadership Luncheon
2:30PM – 4:30PM Career Fair & University Expo
6:00PM – 7:00PM ALPFA Pre-Gala* VIP Reception**
6:00PM – 7:00PM ALPFA Pre-Gala* Reception
7:00PM – 10:00PM ALPFA Awards Gala*
10:00PM – 12:00AM Post-Gala Celebration
Thursday, August 6, 2015
7:00AM – 6:00PM Registration
8:00AM – 4:30PM Professional Workshops
(Including MLD Leadership tracks)
11:00AM - 1:00PM Chapter President’s Meeting with CEO
4:30PM - 6:45PM CEO/CDO Panels**
6:45PM - 8:30PM CEO Reception**
Friday, August 7, 2015
7:00AM – 7:00PM Registration
8:00AM – 2:00PM Student Orientation, ALPFA/Deloitte Student
Roadshow and additional Student events
9:00AM – 4:45PM Professional and Leadership Workshops
11:00AM – 1:00PM Plenary Session (National Speakers Series)
1:30PM – 3:00PM Multi-Firm Sales Panel
3:30PM – 5:30PM ALPFA Chapter Leaders Reception
5:30PM – 6:30PM ALPFA Convention Welcome
6:30PM – 8:00PM Welcome Reception
Saturday, August 8, 2015
7:00AM – 7:00PM Registration
7:00AM – 9:00AM Women of ALPFA Power Breakfast**
8:30AM – 5:15PM Professional & Student Workshops
9:30AM – 11:30AM Women of ALPFA Workshops & Panels
12:00PM – 2:00PM Women of ALPFA Luncheon
2:30PM – 4:30PM ALPFA/PwC Amp Up Your Resume and
Interview Skills
2:30PM – 5:00PM ALPFA/EY Student Leadership Program**
1:00PM – 5:00PM ALPFA/KPMG Case Study Orientation**
6:00PM – 9:00PM ALPFA Networking Reception
& ALPFA’s Got Talent
*Black tie event – tuxedos optional for students.
**By invitation only.
ALPFA IMPACT 17
Pre-Convention Highlights
Luis Abad
Dora Abreu
Claudia Acosta
Rosalin Acosta
Joe Acosta
Lindy Agron
Zoraya Aguilar
Joey Aguirre
Maria Alaniz
Gabriel Alejandro
Scott Allen
Greg Almieda
Alexander Almonte
Fernando Alonso
Alicia Alvarez
Carlos Amargos
Alitza Araiza
Esperanza Arana
Marcela Arce
Sandra Aresti
Teresa Arnold
Raymond Arroyo
Jessica Asencio
M. Carolina Avellaneda
Billy Ayala
Nicole Ayala Fouron
Manuel Azuara
Diego Baca
Ana Baldeon
Patricia Ballesteros
Andres Baquerizo
Claudia Barrera
Roosevelt Barros
Angela Batista
Dolores Bautista
Domingo Belliard
Milca Beltre
Moroni Bento Rodrigues
Violeta Bermudez-Pardo
Alfonso Bernon
Ismael Berumen
David Bigler
Kathryn Birkhead
Latanga Blair
Andrew Boccio
Erica Bolden
Patricia Boshuizen
Allen Boston
Ken Bouyer
Marletta Boyd
Erika Boza-Marquez
Holger Briones
Michael Brodsky
Nina Broumand
Emily Bunder
Adriana Burnett
Brigette Bustos
Tony Byers
Jorge Caballero
Jacqueline Caceres
Carlos Calderon
Jovonne Cameron
Eugene Campbell
Jose Campos
Fabio Campos
Juan Ramon Cancio Vela
Jose Cantero
Michael Cardenas
Santiago Carmona
Christopher Cary
Karen Casa
Alex Castaneda
Maria Castanon-Moats
Jenny Cepeda
Alfredo Cepero
Rick Cerda
Vincent Chapa
Amanda Chavez
Karina Chavez
Matthew Chebatoris
Polly Choi
Jonathan Cifuentes
Kevin Cifuentes
Valerie Colimon
Yovani Colon Gerena
Lissette Contes
Susana Corona
Antonio Corona
Camila Cote
Andreas Coumides
Joanna Couto
Jovan Cruz
Roger Cude
Nadya Cueto
Leticia Culajay
Anthony Curtis
Joneil Custodio
Marcos Cuzco
Adam D'Angelo
George De Cervantes
Sergio De la Fe
Gabriel De La Rosa
Bradley Deckert
Paul Dejesus
David Delgado
Alberto Dent
Sybil Desangles
Fernando Diaz
Stefanie Diaz
Carlos Diaz Negron
Maria Diaz Velazquez
Elizabeth Diep
Margaret Dillon
Rodolfo Dominguez
Luis Donoso
Linda Doubrava
Bill Driscoll
John Dudley
Leanne Eberle
Ingrid Eckstein
Alejandro Escalante
Lupita Espinoza
Meghan Espinoza
Manuel Espinoza
Manny Espinoza
Paul Estrada
Luis Fabiani
Gene Falcon
George Famalett
Wensi Fang
Mauricio Feldman
Gary Ferrier
Miriam Filip
Alberto Flores
Daisy Flores
Julio Flores
Carriea Flowers
Melvin Flowers
Erby Foster
Shari Fox
Jessenia Francisco
Paul Francisco
Brett Friedman
Abdessamad Gada
David Gamboa-Rivas
Isaac Gaona
Mark Garces
Sean Garcia
Ray Garcia
Benjamin Garcia
Roberto Garcia
Marisa Garcia
Zulema Garcia
Charlie Garcia
Catherine Garcia
Bernardo Garcia
Frances Garcia
Yvonne Garcia
Deborah Garcia
Eduardo Garza Mora
Tanya Garzon
Stephany Gavela
Swapna Gigani
Muhammad Gigani
Elana Givens
Hubert Glover
Pedro Goitia
Solskin Gomez-Krogh
Gustavo Gonzales
Victor Gonzales
Ray Gonzalez
Fabian Gonzalez
Jeremiah Gonzalez
Steven Gonzalez
Cristina Gonzalez
John Grace
Emma Granados
Phyllis Griego Keller
Michael Griffith
Camilo Guerra
Manuel Guerrero
Luis Guerrero
Stacey Guillen
Lorraine Guzman
Julio Guzman
Luis Guzman-Barron
Sarah Guzman-Cantero
Lori Hammond
David Harrison
Taylor Hawes
John Hernandez
Robert Hernandez
Mayra Herrera
Conrad Herrera
Carlos Herrera
18 ALPFA IMPACT
Pre-Convention Highlights
ALPFA would like to acknowledge its lifetime members.
Thank you for your continued support!
Marcos Hidalgo
Angel Hinojosa
Bavan Holloway
Paul Horace
Yi Huang
Rafael Hurtado
Pablo Ismael
Cynthia Izzo
Guido Jaramillo
Mabel Jimenez
Fernando Jimenez
German Jimenez
Peter Jimenez
Felix Jimenez
Juan Roberto Job
Natasha Johnson
Kimberly Jones
Walter Jovel
Letyushka Juan
Leyla Kafie Galicia
Vimal Kansara
Matt Kapszukiewicz
Maya Khosbayar
Loan Kim
Moses Kiwanuka
Chris Kleckner
David Kopsch
Paola Korlaske
Joseph Kosinski
Eugene Kublanov
Madeline Landrau
Jack Lane
Dennis Langwell
Tony Lani
Sharon Lassar
Lisandra Lassen
Leslie Leal-Gauna
Wayne Lee
Margarita Lenk
Natalie Llorente
Graciela Londono
Suzette Longfellow
Helio Lopez
Tracie Lopez
Jackie Lopez
Ascension Lopez
Camila Lorca
Angel Lorente
Cesar Lostaunau
Javier Luevano
Francisco Lugo
Christopher Lui
Dianne Lystlund
Pablo Machado
Leroy Macias
Ivan Madera
Christopher Mager
Sampheas Mak
Oscar Malcolm
Sonia Manzur
Jill Maradiaga
Monica Marquez
Robert Marquez
Viola Marshall
Amber Martinez
Adan Martinez
Eric Martinez
Laura Martinez
Luis Pedro Martinez
Christopher Martins
Harold Mateo
Martha Maugh
Malik Mccluskey
Cherrie Mccoy
Aric Mckinnis
Adriana Mckinnis
Jesus Mears
Ana Medina
Joel Medina
Lizette Medina
Diva Mejias
Joe Mella
James Melucci
Steven Mendez
Zenaida Mendoza
Lucia Mendoza
Armando Mieles
Jennifer Mighty
Louis Miramontes
Kaplan Mobray
Niloufar Molavi
Faustino Montero
Denisse Montoya
Edgar Morales
Juan Carlos Morales
Angel Morales Lebron
Elizabeth Mossad
Rodrigo Mota
Edward Moy
Manuel Munguia
Maria Murillo
Carolyn Murray
Ileana Musa
Helena Nance
Camille Napa
Mark Nash
Ramon Navarro
Diana Navas
Sofia Nicot
Radhames Nova
Elvia Novak
Manuel Ocasio
Helen Oduber
Oscar Oliveros
Gloria Olvera
Jim Oneill
Richard Orellana
Carlos Orozco
David Ortega
Gabriela Ortigoni
Felicia Ortiz
Nerelys Ortiz
Carlos Otero
Joe Pacheco
Raul Palacios
Luis Pantoja Rodr
Gabriela Parcella
Karen Patel
Ivan Paulino
Fatima Pearn
Alfred Peguero
Agustin Pena
Alexander Perdomo
Hector Perez
Genaro Perez
Lynnette Perez-Santos
Valerie Peyton
Gineth Pineda
Rodolfo Pittaluga
Gina Plata-Nino
Emanuel Pleitez
Raquel Polanco
Chris Pryor
Phil Quezada
Miguel Quezada
Felipe Quezada
Marcel Quiroga
Edgar Quiroz
Ben Ramirez
Adriana Ramirez
Ed Ramos
Cintya Ramos
Cynthia Ramos
Denzel Randle
Pamela Ravare-Jones
Maurice Redhead
Gina Rengifo
Aleksandr Restrepo
Javier Reyes
S. Miguel Reyna
Manuel Reyna
Ilan Reznikov
Toni Riccardi
Andrea Ricker
Jaime Riesche
Kenneth Rios
Araceli Rios
Jaime Risco Velasquez
Nisaini Rivera
Shanina Rivera
Sheila Rivera-Fathallah
Robert Rivers
William Robalino
Natalie Roberts
Marie Robles
Steve Rodriguez
Herman Rodriguez
Elwin Rodriguez
Isabelle Rodriguez
Pete Rodriguez
Marcos Rodriguez
Wilfredo Rodriguez
Janet Rodriguez
Frank Rodriguez
Danny Rojas
Alberto Rojas
Jane Rojas
Adriana Rojas Garzon
Emily Rollins
Ricardo Romanach
Danelson Rosa
Jose Rosado
Pedro Rosario
Aidamaris Rovira
Giselle Rubiano
Habibe Rubio
Denis Rudder
Maritza Rudisil
Lori Ruff
Robert Ruiz
Claudia Sachs
Michael Salazar
Ray Salazar
Leonard Sanchez
Loretta Sanchez
Carol Sanchez-Novak
George Sandoval
Maria Santiago
Jan Pierre Santiago
Elizabeth Scarpelli
Louis Schioppo
Damaris Schneider
Mark Sessions
Maria Sessions
Mark Settles
Tommy Shi
Scott Shipper
Michael Silva
Chris Simmons
Ariana Simmons
John Sims
Walter Smith
Dillan Sneutz
Luz Steege
Filis Suarez
Alfredo Suarez
Shane Sutton
Joey Tackett
F. Javier Taranoff
Christie Tenorio
Mike Thibeault
Allen Thomas
Heather Thomas
Eduardo Tobon
Ana Tolentino
Ricky Tompkins
Manuel Torres
Emily Torres
Ronald Torres
Theresa Torres
Jefrey Triana
Zameer Upadhya
Jacqueline Valdez
Maria Valentin
Robert Vallejo
Vanessa Vargas
Gilbert Vasquez
Cecilia Velazquez
Henry Ventura
Damaryd Vera
Rosemarie Vergara
Luis Villafana
Cynthia Villamar
Daniel Villao
Dennis Villon
Fernando Viteri
Daryl Walker
Andrew Wallace
Lydia Washington
Roy Weathers
Diane Webster
Maria Wehle
Joseph Wehle
Steve Whaley
Lydia White
Christopher Williams
Jason Windscheffel
Joanna Wojtaszek
Giselle Yannelli
Maria Yip
zDaniel Yip
Daniel Yip
John Zamora
Nebojsa Zlatic
Euclid Zurbaran
ALPFA IMPACT 19
Pre-Convention Highlights
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ALPFA IMPACT 21
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Pre-Convention Highlights
ALPFA IMPACT 23
Pre-Convention Highlights
ALPFA IMPACT 25
ALPFA IMPACT 27
Pre-Convention Highlights
PROFESSIONAL IMPACTProfessional development and career-building opportunities are the focus
of ALPFA activities for Latino professionals.
On April 27th, 2015, ALPFA Charlotte and The University of
North Carolina at Charlotte (UNCC) celebrated the conclusion of
their second collaborative mentorship program. The program,
launched last Fall by the recently formed UNCC ALPFA Charlotte
student chapter, provides UNCC students with the opportunity to
get direct exposure to ALPFA Charlotte’s network of professional
members and sponsors.
Considering many of the Latino student body at UNCC are first
or second generation college students, they are often without
guidance during the transition from student to professional.
Therefore, this mentorship program becomes a most valuable
resource by connecting UNCC students with local professional
members who work at companies such as NYL, TIAA-CREF,
Red Ventures, Deloitte, Wells Fargo, Bank of America, BB&T and
E&Y, and, who can mentor with their professional real-world
advice as well as share their network.
Genesis Nunez, Vice President of the Student Chapter said:
“The fact that students are matched with a mentor who has past
experience, or, who is currently working in the career the
student would like to pursue makes things so much easier to be
able to get answers to questions regarding that specific field.”
Nunez goes on to say, “Being able to connect with these
mentors reassured me of my career goals. I am so glad that I
have been part of such a great program and I would
recommend it to every student who joins ALPFA. “
The North Carolina based professional chapter wishes to
continue strengthening the partnership with UNCC as well as
establish new mentorship programs with other local universities
in Charlotte in order to continue making an impact.
ALPFA Charlotte and The University of North Carolina celebratedtheir success of their second mentorship programby Favio C. Osorio, Chair of Student Mentorship
PROFESSIONAL IMPACT
ALPFA IMPACT 31
On March 19th, 2015 ALPFA Chicago collaborated with NABA
Chicago for the 2nd Annual Women’s History Month Event. The
event, titled “Women Impacting the Workplace and Beyond” was
generously sponsored by J.P. Morgan Chase and held at the
Chicago Chase Towers, with almost 200 attendees! New York
Life and the Chicago Symphony Orchestra also attended as
affiliate sponsors.
The evening began with networking which was then followed by 3
workshops that focused on work/life integration, with topics that
included: Career Development, Becoming a Superhero, and also,
a Working Moms Fireside Chat. The event concluded with a main
panel discussion that highlighted women of influence who are
leaders in their community, financially savvy in planning future
financial goals, and who have adopted work/life integration
practices that have allowed them to be impactful on a greater
scale within their communities. Eight strong diverse professional
women spoke throughout the night!
The IMPACT message at this event was empowerment of our
members with professional development opportunities so that
they were able to could create open dialogue discussions at all
levels of their career and family life.
Members enjoyed the event networking opportunities along
with the event content in particular, the workshops. Leadership
overheard a lot of buzz that the “Becoming a Superhero workshop
was by far the best one, since attendees were really were able to
focus on their current career goals.
ALPFA Chicago collaborated with NABA Chicago for 2nd Annual
Women’s History Month Eventby Henry R Montoya, Vice President of Communications, ALPFA Chicago Chapter
PROFESSIONAL IMPACT
ALPFA IMPACT 33
On March 27, 2015, ALPFA DFW held their 2015 ALPFA Summit
and Career Fair at Southern Methodist University Cox School of
Business. Lia Nanez, ALPFA Southern Methodist University
Chapter President, kicked off the summit by thanking everyone for
their participation. Dan Barron, ALPFA DFW Chapter President and
the Partner at Grant Thornton then welcomed everyone. Mr. Barron
was elated with attendance and recognized Ricardo Buitron with
Ernst and Young (EY) for his efforts in the planning of the panel
discussion. He also recognized SMU staff for their hospitality.
Ricardo Buitron, a Banking Services Professional with EY and
panel moderator, introduced the panel discussion topic - “Key
Market Trends Regional and National Financial Operations” along
with the panelists who all are experts in financial operations. The
panelists talked about their role in financial operations including the
conduct of monetary policy, compliance with regulations and laws,
learning from the past, keeping up with new standards, and
managing risk.
They also discussed the importance of getting the right tools to
accomplish career goals. Mr. Beukema talked about Thomson
Reuters’ Checkpoint Learning, a series of professional
development training courses and BISK CPA Exam Review
Training. Mr. Martinez-Crespo talked about Becker Professional
Education’s series of training for certifications including CPA exam
review training.
The Career Fair and Networking components of the summit
continued after the professional development presentations.
ALPFA Dallas Fort Worth held their 2015 ALPFA Summit
and Career FairSubmitted by Gloria Cano, EVP – Strategy, ALPFA Dallas Fort Worth
PROFESSIONAL IMPACT
ALPFA IMPACT 35
Houston, Texas – On Thursday, April 16, 2015, ALPFA Houston
partnered with My Harvest Field Independent Insurance and
Financial Advisors to host its Annual Post Busy Season Networking
Event at The Springbok Restaurant in Downtown Houston.
Rocio Saldana, chapter Director of Events, kicked off the program
with welcoming remarks and introduction of My Harvest Field’s
Co-Founder and Managing Partner, Zameer Updahya. Mr. Updahya
then kicked off an icebreaking event that separated everyone in
attendance into groups. The groups were then provided My Harvest
Field literature and asked to share their own personal experiences
with wealth management amongst their groups. Everyone who
attended the event consistently praised this unique icebreaker
approach which allowed them to meet and learn from each
other’s experiences.
Thereafter, Mr. Upadhya spoke to the group and explained the
background behind the name “My Harvest Field”. “A farmer makes
his living by the harvest that he grows in his fields. Each of us has
our own field that we harvest. For some of us it is done through our
professions as teachers, engineers, attorneys, entrepreneurs, line
workers, retailers, and doctors. Whatever your profession, we know
that you work very hard to build your harvest and provide for your
family. This is your harvest field. Our job is to help you protect your
financial assets through appropriate insurance coverage and to
grow them with sound financial planning. Thus the name My
Harvest Field; we are here to help you manage your financial
harvest,” said Zameer Updadhya. My Harvest Field assists
Individuals and Business Owners “Protect their Financial Assets”.
Mr Updadhya advises clients with financial planning that includes
insurance protection, investment allocation, and estate planning.
The event wrapped up with an update from Daniel Arredondo,
chapter Membership Director, regarding the status of ALPFA’s new
membership model. ALFPA Houston thanks My Harvest Field for
hosting our event, the Springbok Restaurant for providing the
venue, and all board members and members for making this event
the success that it was.
ALPFA Houston partners with My Harvest Field Independent Insurance
and Financial Advisors for Annual Post Busy Season Networking Eventby Daniel Arredondo, Membership Director
PROFESSIONAL IMPACT
ALPFA IMPACT 37
This year, ALPFA Philadelphia has been making a positive impact
on Latino professionals throughout Greater Philadelphia, as well as
surrounding areas with a monthly Professional Networking
reception at the local Hard Rock Cafe. The after-work mixers
provides an opportunity for leaders of the organization to personally
communicate with members face-to-face, while also connecting
them to a diverse set of special guests and speakers from the
corporate world who offer advice and encouragement. In addition,
the event, which regularly draws sellout crowds, serves as a
successful outreach platform for the chapter’s membership drive
efforts, with inquisitive new faces leaving with a deeper
understanding of and excitement for ALPFA’s brand and mission.
The events have allowed ALPFA Philadelphia to effectively pursue
its organizational commitment to developing Latino and Latina
leaders with the help of key sponsors, including, New York Life.
Through introductory messages from ALPFA Philadelphia Chapter
President, Javier Suarez, as well as various special announcements
from the Executive Board, a key message of the event is the
importance of visibility for Latinos in the Delaware Valley. As a
community, Latino successes can often go unnoticed without strong
avenues for forging connections and celebrating with like-minded
individuals.
Furthermore, the events play a vital role in ALPFA’s ongoing
commitment to uplifting students. Each month, the Professional
Networking Reception invites leaders from various Student
Chapters as well as other college students—and even high school
students—interested in the benefits of mingling with our
exceptional crowd and becoming members of the ALPFAmilia!
Thank you to The Hard Rock Cafe for allowing the ALPFA
organization to meet in the exclusive Philadelphia Room as well as
enjoy a complimentary food and cocktails.
ALPFA Philadelphia: Professional Networking Receptions Rock
and Roll StyleSubmitted by Jon Pierre • Photo Credit: Azpek Media
PROFESSIONAL IMPACT
ALPFA IMPACT 39
Immediate Past President Patricia Boshuizen
with current Board President Javier Suarez.
A representative from sponsoring New York Life poses at Hard Rock Cafe with Membership
Director Ariel Anaya.
Director of Student Relations Francisco Michaud is joined by leaders from ALPFA's Student Chapter
at Saint Joseph's University.
Screens at ALPFA Philadelphia's monthly mixer highlight event
hashtags, taking the conversation to social media.
ALPFA Philadelphia's Professional Networking Reception at Hard Rock Cafe.
On Tuesday November 18th, 2014, The St. Louis Professional Chapter of ALPFA held their
Launch Ceremony to commemorate the establishment of a professional ALPFA Chapter to
the Show Me State. The event, hosted by Monsanto, was a great success. Attendance totaled
about 40 attendees consisting of members, prospective members, and speakers of the
sponsoring companies. Each of the sponsoring companies: The Boeing Company, The
Monsanto Company, Edward Jones Investments, and PWC had representatives present to
show their support for ALPFA. Radhames Nova, Executive Director of the Boston Chapter,
visited St. Louis to deliver inspirational words to the newly incepted chapter.
The Board of Directors is very excited to begin operations as a new chapter. Chapter
President, Ana Bolanos, has set high expectations and is very excited to see this new chapter
grow and prosper.
ALPFA St. Louis Launches the newest Professional ChapterSubmitted by Ana Laura Bolanos, Saint Louis Chapter President
PROFESSIONAL IMPACT
ALPFA IMPACT 41
Radhames Nova, Executive Directo of the Boston Chapter & The St Louis ALPFA Board of Directors
On Saturday April 11th, ALPFA Twin Cities, in collaboration with Mike
O’Neil- a Forbes Top 50 Social Media Power Influencer and LinkedIn
Authority- conducted a comprehensive half-day workshop on utilizing
LinkedIn to its fullest potential. Mr. O’Neil led the presentation, which
took place on the University of St. Thomas campus in downtown
Minneapolis. Refreshments and raffle prizes were generously
provided by Target Corporation and delicious Latin-inspired gourmet
treats were donated by Minneapolis-based Marcelita’s Cookies.
After an overview of LinkedIn “Key Do’s and Don’ts” was followed
by an in-depth review of how to best leverage the website’s available
profile-building and networking features, and finally; attendees were
given tips on how to build a unique profile that will help them market
themselves to stand out from the crowd. According to Mike, “It is best
to dive in and build your profile now and not wait until
unemployment.” By building a network through connecting with
individuals and joining groups geared toward areas and industries of
interest, access to hiring managers and professionals at a variety of
companies is more readily available than ever before. The interactive
discussions during the presentation ranged from LinkedIn tools and
functionality that the audience was previously unaware of, to several
‘what if’ scenarios and how Mike, as a seasoned networking
professional and LinkedIn aficionado, would tackle them. One of the
key areas of impact from the event was Mike’s ability to connect with
the audience one on one while expounding upon those lessons, so
that everyone in the audience could
benefit from them. The diverse
demographic of the audience, ranging
from all age groups and professions,
proved to make the discussion
even more thought-provoking. The
workshop was geared toward helping
every individual in attendance take
away valuable lessons to apply to their
LinkedIn footprint and reap the most
benefit from this multifaceted tool.
ALPFA members and guests had
overwhelmingly positive feedback;
much of it being focused around
Mike’s passion for LinkedIn and
subject matter knowledge. Other guests commented on how they
benefitted from a setting that consisted of people from different stages
of their careers and industries and the chance to share and learn from
one another. ALPFA Twin Cities members were able to walk away
and immediately put into action what they learned at the workshop,
with one member reporting back the very next week to say, “I have
already made several updates to my LinkedIn profile based on the
workshop and I look forward to partnering with Mike on future events!”
ALPFA Twin Cities Learns How to Utilize LinkedIn with Forbes Top 50
Social Media Power Influencer Mike O'Neil
PROFESSIONAL IMPACT
ALPFA IMPACT 43
Mike O’Neil
LtoR: Claudia Rodriguez, Javier Casillas, Agum Puri, Ana Espitia, Ana Maya, Andres Reza, Mike O'Neil, Rachelina del Moral, Marianella
Cardenas, Zach Shapiro, Elisa Baral, Matt Maus & Dylan Brooks.
ALPFA Valencia College visits BNY Mellon’s Financial District HQ.
On the week of April 6th, 2015, fourteen student leaders from the
newly formed ALPFA Valencia College chapter made the trek from
Orlando, Florida up to New York City for 3 days of sight-seeing,
exploration, and discovery – the majority having never previously
visited New York City. Leaders of the ALPFA Orlando Chapter
thought it would be a good idea for these students to head down to
the Financial District in order to visit the offices of this year’s ALPFA
Convention sponsor host – BNY Mellon. Upon getting the call, and
as a proud employee of BNY Mellon, I needed to ensure these
students received the best possible experience and so what better
way than to give them a tour of our brand new trading floor – a
marvelous showplace for BNY Mellon’s strategic commitment to
leadership in e-trading services. The new Global Markets trading
floor extends 12 feet into the atrium, with a distinctive gold glass
wall framed both above and below by two, 20-inch-high definition
message panels providing visitors with news on market conditions
and developments at BNY Mellon. Needless to say, “The students
were engaged, curious, gracious, and professional. I was impressed.
A fine testament to the efforts of the Orlando Chapter to facilitate
opportunities for their students to develop into leaders of character,
truly in line with ALPFA’s mission nationwide.” This opportunity would
not have been possible without BNY Mellon’s enduring vision and
aspiration for Global Diversity and Inclusion; to promote an inclusive
environment that leverages diversity and differences, and recognizes
and advances top talent through a culture of meritocracy. BNY Mellon
is and continues to be a tremendous supporter of ALPFA and
promises this year’s Convention to be the most grand yet.
ALPFA Valencia College visits BNY Mellon’s New York City HQWritten and submitted by David Martinez, CAO, ALPFA New York Chapter
STUDENT IMPACT
ALPFA IMPACT 47
CONTACT US (Alphabetical Order)
ALPFA Impact is published for informational purposes only. Views represented by contributing
writers do not necessarily reflect the views of ALPFA. Submission of a story or photo constitutes
permission to run but does not guarantee publication. All articles are subject to editing, space
availability and modification and publisher has final say in content.
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