Winter 2014
description
Transcript of Winter 2014
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Professional Impact 20
Graduate Resources 36
Contact Us 38
In Every Issue
Changing Jobs? Take Your 401(k)and Roll With It!PNC Wealth Management
For more information visit us at: www.alpfa.org
10
Job Hunting Tips for the New YearRobert Half 8
What’s Your ALPFA Story?
TM
Building Latino Business Leaders
ALPFA National President’s Message 3
Manny’s Letter 4
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
11
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ALPFA IMPACT 3
ALPFAPRESIDENT’S LETTER: YVONNE GARCIA
ALPFA: Change Through Collective Impact
Happy New Year to the ALPFA family members, staff and corporate
partners from the island of Puerto Rico to the San Francisco coast!
I am most excited this year about the leadership transformation process that we
have initiated with the board and the support of all of you. We are poised to provide
you, our members and corporate partners, with incredible opportunities that match
your respective needs and further our purpose as an organization. One of ALPFA’s
undeniable strength has always been our commitment to a common agenda; our
collective action towards profoundly impacting i the lives of our talented professionals, dedicated staff and the
corporate partners that provide us with not only guidance, but a demand for talent that we strive to meet.
Together we make a ‘collective impact’ on our society and our corporations.
The concept of “Collective Impact” (CI) was first articulated in the 2011 Stanford Social Innovation Review article
Collective Impact, written by John Kania, Managing Director at FSG, and Mark Kramer, Kennedy School at Harvard
and Co-founder FSG. ALPFA has always reflected the essences of this concept. Collective Impact in short is “the
commitment of a group of actors from different sectors to a common agenda for solving a complex social
problem.” The goal of this being to create a lasting solution on a large-scale to problems that society faces. These
problems have broad adverse effects across different segments of our society, thus necessitating the need to
coordinate efforts and work together around a clearly defined goal. This is exactly the ALPFA way.
When I first started my journey with ALPFA I was a new Latina professional like much of the population across
America that had yet to find ALPFA. I did not really know where to turn for guidance nor did I know the real
value that my Latina culture brought to the table, especially given how the global shift in demographics was
impacting all areas of business. At the time, I did not have much of a network. Sure I knew people, but few in
positions of influence that could help me guide my career and even fewer with real decision making authority who
could sponsor me and connect me with opportunities. In addition, the overwhelming face of success was male.
The lack of women in top positions made it a challenge to be considered on par with other top leaders. This holds
true for Latinos as well. It is a chronic situation that aspiring Latinas face at most large corporations. The diversity
of thought and cultural experiences I brought were, back then, unrealized assets.
I was fortunate to have found ALPFA. It was smaller then, but every bit as committed to developing Latino leaders
and connecting them to opportunities. ALPFA’s members took me in and guided me. They taught me how to get
through glass doors and introduced me to the most incredible people. I learned to advance, not get stuck on the
sticky floor and most importantly, ALPFA allowed me to express my leadership to create solutions not only for
the next generation of talented Latinas and Latinos, but for major corporations. I am proud that I can say to those
corporations, without reservation: ALPFA will connect you with superior leaders.
Today, with your support, I am working on creating more networks so that we have a system of success that finally
bridges the Latino leadership gap and ends the discussion of ceilings or limits of any kind for Latinas. I am confident
that collectively, we can retire old assumptions and transform the barrier mindset to a new and innovative
perspective that will take society, our industries and our companies to new heights.
For ALPFA to achieve this collective impact, we will need to amplify the implementation of our mission. One of
the ways we could do this is by reaffirming our commitment to a common agenda for all ALPFA nation
stakeholders. We are fortunate that our staff, sponsors and members share in the vision of the change that needs
to occur in our institutions and corporations. I believe we have an opportunity to build a deeper common
understanding of the situation from each of our perspectives and develop a collective strategy that acknowledges
our specific challenges. This will allow us to craft solutions that rely on our partnership to implement agreed upon
actions and to cultivate the inspiring opportunity that addressing the Latino Leadership Gap presents. Imagine the
immense impact, if we worked collectively to move the needle forward and filled 10% of Fortune 500 boards with
at least one Latina.
ALPFA National Board
Yvonne Garcia
President
Gabriel Rodriguez, Jr., CPA
Vice President
Hector V. Perez, CPA
Immediate Past President
Adriana Rojas
Secretary
Nerelys Ortiz, CPA
Treasurer
Paul Francisco
Director
Patricia Ballesteros
Director
Rick Cerda
Director
Kaplan Mobray
Director
Reynaldo Gonzalez
Director
Avec O’Brien, CPA
Director
Erika Rodriguez
Director
Daniel Villao
Director
Julio Ramirez
Director
Javier A. Reyes
Director
ALPFA National
Manny Espinoza, CEO
ALPFA Corporate Advisory Board
Edgar A. Morales, Jr., Chair
Pinnacle Insurance & Financial Services LLC
Joseph Kosinski
Abbott
Ileana Musa, WOA Chair
Bank of America
Frank A. Rodriguez
Corporate Creations
Carlos PerezJohn Zamora
Deloitte LLP
Ken BouyerOscar Suarez
Ernst & Young
Dr. Sharon Lassar
University of Denver
Mark D. Settles
Gardner Rich, LLC.
Joe Mella
Goldmn Sachs
Louis Miramontes
Kathy Hannan
KPMG, LLP
Tommy Shi
Mercedes Benz, USA
Niloufar Molavi
Chris Simmons
PwC
Alison Quirk
State Street Corporation
Toni Riccardi
The Conference Board
Frances Garcia
U.S. Government Accountability Office
Gilbert Vasquez
Vasquez & Company LLP
Steve Whaley
Walmart
Eugene Campbell
Walt Disney Parks & Resorts
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Happy New Year and I hope everyone had the time to spend some quality
time with your family during the holidays. I know we always talk about our
extended ALPFA family and sometimes we forget to thank our personal
family for their support so
that we can spend time with
our extended family. I
personally want to thank the
spouses, special others, and
the children of our ALPFA members for supporting the work
we do at ALPFA during the year and its always great seeing
some of you at the convention.
As we start 2014 I thought we might touch on some important updates on 2014 events. We are already in
the process of planning for our convention in Orlando this year. The Walt Disney Company always has
some major surprises that delight our attendees. We expect record attendance, great motivational
speakers, tremendous opportunities for networking and above all a chance to meet over 100 companies at
our career fair. Mickey can’t wait to make it a magical moment
for everyone. Please make sure you put August 2-5 on your
calendars. This will my 18 consecutive convention that I have
attended and I must say that every year it continues to get
better and provides ALPFA a platform to connect over 3,000
attendees and to create an atmosphere that inspires everyone
to do great things.
During the last few months I have spent more time in not only directing the operations of the ALPFA
Institute but also being part of the advisory team and I am impressed with its growth and quality of the
services it provides. We should all take our hats off to Suri Surinder and his team which continues to
impress our corporate partners with their content and impact. I strongly believe that the ALPFA Institute
will continue to be a major component of the future success of ALPFA. You will hear more about the
ALPFA Institute and the programs it provides, and I am looking for a banner year from them.
Late last year I announced that I would be stepping down as ALPFA’s CEO in 2014. In my role as CEO I
not only had a chance to see the organization grow to a size that many would not have imagined back in
1999 when I became your National President, but also see a level of success that I myself could not have
predicted. I have met so many great individuals that have committed so many hours to the accomplishment
of ALPFA’s mission. I want to thank
every single one of them. Being your
CEO has been a privilege and honor.
ALPFA has allowed me to pursue my
personal ambition of creating Latino
business leaders. I have been blessed
in working with a great team of
people, including our chapter leaders,
our national Board and Corporate Advisory Boards and especially our staff. I am excited about helping with
the transition to identify the new CEO and have all the confidence that your new leadership team will
continue to drive ALPFA to great heights.
2014 Updates To Come For ALPFAALPFA
Building Latino Business Leaders
Who Is ALPFA?ALPFA is a national nonprofit
membership organization for Latino
business professionals and students.
ALPFA is dedicated to enhancing
opportunities for Latinos in business,
accounting, finance and related
professions. ALPFA is the proud
successor of AAHCPA(American
Association of Hispanic Certified
Public Accountants) founded in 1972.
In 2001, the name was changed to
ALPFA (Association of Latino
Professionals in Finance and
Accounting) to expand the reach of
the organization. In 2009, the tag line
was officially removed to reflect the
broader make-up of ALPFA
members including all business
professionals. Today, with a nation-
wide network of professional and
student chapters, and over 22,000
members, ALPFA stands for an
organization committed to creating
leaders, opportunities and more
diversity and will continually work to
ensure the association stays relevant
and adds value to its members,
community and corporate partners.
VISIONALPFA is the premier business
organization for expanding
opportunities for Latino
leadership in the global market.
MISSIONALPFA creates opportunities,
adds value, builds relationships
for its members, the community
and its business partners while
expanding Latino leadership in
the global workforce.
SHARED VALUESProfessional Growth
Integrity
Culture
Relationship Building
Service
Inclusiveness
Teamwork
NATIONALHEADQUARTERS
801 S. Grand Avenue Suite 650
Los Angeles, CA 90017
(213) 243-0004
www.alpfa.org
TM
4 ALPFA IMPACT
ALPFA MANNY’S LETTER
In my role as CEO I not only had a chance to see the
organization grow to a size that many would not have imagined
back in 1999 when I became your National President, but also
see a level of success that I myself could not have predicted.
I personally want to thank the spouses,
special others, and the children of our
ALPFA members for supporting the
work we do at ALPFA during the year
and its always great seeing some of you
at the convention.
We expect record attendance, great
motivational speakers, tremendous
opportunities for networking and
above all a chance to meet over 100
companies at our career fair.
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Visit alpfacareercenter.com today!
Visit our online National Career Center, FREE to members!
Members can log on using their ALPFA user name and password to
• view job postings
• update your profile
• upload a resume with the option to make public/private
• apply for jobs and more!
Have a job posting? Consider the ALPFA Career Center – visited bymembers daily, and giving your job posting nationwide visibility to ourtalented members!
Don’t forget to visit the Career Resources which continues to providecareer-building resources such as articles, resume tips and salary guidesthrough ALPFA’s national partnership with Robert Half International.
CAREER CENTERTM
Building Latino Business Leaders
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December 2013, Salt Lake City, Utah – On Tuesday, December 3rd, ALPFA lunched its 41st professional chapter at a reception at the Goldman
Sachs headquarters in downtown Salt Lake City. The chapter will be recognized as ALPFA Salt Lake City and has already established its board
of directors with Goldman Sachs as a corporate and founding sponsor. The event was broadcast live via a webcast to all members of ALPFA,
and a rebroadcast can be seen at SLC Launch.
The event, which attracted over 100 attendees, was an opportunity to introduce ALPFA to the community and discuss how it will further the
organization’s mission of creating opportunities, adding value and building relationships while expanding Latino Leadership. The chapter aims to
impact both professionals and students and there are already two student chapters in the area at Brigham Young University and the University
of Utah. Speaking at the event was Alejandro Reyna, president of the chapter, David Lang, Head of Goldman Sachs Salt Lake City Office and Joe
Mella, Goldman Sachs Controllers Chief of Staff and member of the ALPFA Corporate Advisory Board.
“There is a lot of professional Latino talent in our community looking for ways to get involved and to advance in their careers… you see this in
every corner of Salt Lake City. ALPFA SLC offers this and more. We offer strategy, execution and service to our members and sponsors, with
a vision of becoming the largest Latino professional business network focused on leadership and career development in the State of Utah. Our
goals are ambitious, but we have all the talent and support to make it happen.” said Alejandro Reyna, Salt Lake City Chapter President.
“It is always exciting to launch a new chapter of ALPFA”, commented Zenaida Mendoza, ALPFA National Chief Creative Officer, “It is not only
an opportunity to further our mission and build more Latino leaders, but also an opportunity to offer a solid professional networking structure
and impact the local community.
ALPFA Launches its 41st Chapter in Salt Lake City
6 ALPFA IMPACT
ALPFA NATIONAL NEWS
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December 2013, Salt Lake City, Utah – On Tuesday, December 3rd, ALPFA lunched its 41st professional chapter at a reception at the Goldman
Sachs headquarters in downtown Salt Lake City. The chapter will be recognized as ALPFA Salt Lake City and has already established its board
of directors with Goldman Sachs as a corporate and founding sponsor. The event was broadcast live via a webcast to all members of ALPFA,
and a rebroadcast can be seen at SLC Launch.
The event, which attracted over 100 attendees, was an opportunity to introduce ALPFA to the community and discuss how it will further the
organization’s mission of creating opportunities, adding value and building relationships while expanding Latino Leadership. The chapter aims to
impact both professionals and students and there are already two student chapters in the area at Brigham Young University and the University
of Utah. Speaking at the event was Alejandro Reyna, president of the chapter, David Lang, Head of Goldman Sachs Salt Lake City Office and Joe
Mella, Goldman Sachs Controllers Chief of Staff and member of the ALPFA Corporate Advisory Board.
“There is a lot of professional Latino talent in our community looking for ways to get involved and to advance in their careers… you see this in
every corner of Salt Lake City. ALPFA SLC offers this and more. We offer strategy, execution and service to our members and sponsors, with
a vision of becoming the largest Latino professional business network focused on leadership and career development in the State of Utah. Our
goals are ambitious, but we have all the talent and support to make it happen.” said Alejandro Reyna, Salt Lake City Chapter President.
“It is always exciting to launch a new chapter of ALPFA”, commented Zenaida Mendoza, ALPFA National Chief Creative Officer, “It is not only
an opportunity to further our mission and build more Latino leaders, but also an opportunity to offer a solid professional networking structure
and impact the local community.
ALPFA IMPACT 7
ALPFANATIONAL NEWS
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Hit the gym more often. Spend less money. Cut back on the empty calories. Find a new job. These are four common New Year's resolutions,
but the last one is likely to be particularly popular this year.
Accounting and finance professionals, especially top performers, are growing more confident in their career prospects and exploring their
options, according to the 2014 Salary Guide from Robert Half. Many employees feel that modest salary gains in recent years haven't kept up
with the increased value of their contributions or their expanded workloads.
How can you stand out in a crowded field of competitors who've also decided to use the dawn of a new year as motivation to pursue greener
pastures? Following are job-hunting tips to boost the odds you land interviews and your career resolution becomes a reality:
Refresh and Customize Your Resume
The traditional resume remains the go-to document for employers; don't give it short shrift. If it's been awhile since you updated your resume,
start by doing a thorough inventory of your talents. You want to make sure to include any recent professional accomplishments or newly
acquired skills or certifications that will add to your appeal.
In addition, quantify your contributions. Instead of leading with a self-focused objective statement, consider writing a strategically crafted
professional summary that emphasizes results over responsibilities. Doing so can quickly convey that you're a polished, bottom-line-oriented
professional worthy of further consideration.
In terms of circulating your resume, don't view it as only a numbers game. Rather than sending the same cookie-cutter resume to every
company with an opening, research prospective employers and then target your pitch directly to them. You're more likely to attract attention
if you play up your selling points most pertinent to each specific position. Help your cause by mirroring the language used in the job ad ¬(as
long as those keywords accurately describe your skills and experience, of course).
While you don't need to start from scratch every time a new job posting catches your eye, a little resume tailoring can make a big difference
in how you are perceived.
Write a Cover Letter
Add punch to your resume by complementing it with an equally targeted cover letter. Many of your fellow job seekers falsely believe the cover
letter has become obsolete, which means submitting one is an easy way to demonstrate initiative and distinguish yourself. In fact, according to
a survey by our firm, 91 percent of the executives we polled said cover letters are valuable when evaluating job candidates.
A cover letter enables you to provide context for your resume by expanding upon notable accomplishments and abilities. Just remember that
more isn't necessarily better. There's no need to share your life story; you simply need to pique the interest of time-strapped employers. So,
keep your letter to four clear and concise paragraphs. Highlight how you can address some of the employer's unique needs, demonstrate your
knowledge of the company and open position, and share an anecdote or two that illustrates your impact.
With both your cover letter and resume, it's essential that you proofread diligently. Even just one or two typos can leave employers wondering
what errors you'd make if hired.
Spread the Word About Your Job Search
You never know who might provide an invaluable job lead or referral, but people can't help you if they're unaware of your career goal. Mention
your job search to friends, extended family members, neighbors, former colleagues, even the barista at your favorite coffee shop. A well-written
resume, compelling cover letter and a completed LinkedIn profile are all very important self-promotional tools, but finding a job often comes
down to your connections. And you can never predict which ones will provide that critical link that leads to a new position.
In addition to leveraging online networking sites, make time for face time. Even in today's highly digital age, old-fashioned in-person networking
is still critical. Be bold and fortify key relationships by asking your most well-connected contacts to lunch. Expand your network by stepping
up your involvement with professional associations. Attend seminars, training workshops and networking events whenever possible.
Partnering with a specialized staffing agency is another smart approach. If you're conducting a discreet job search, a recruiter can confidentially
distribute your resume and cover letter on your behalf. In many cases, staffing professionals are aware of unadvertised job openings you
wouldn't hear about otherwise. They can help you to target your search efforts to the most promising opportunities and fine-tune your
job-hunting tactics too.
Want more insights into today's job market? Visit Robert Half's Finance & Accounting Salary Center for information on the latest hiring
trends, the hottest industry jobs and skills, starting salary range projections for 2014 and much more.
Job Hunting Tips for the New Year
8 ALPFA IMPACT
ALPFA ROBERT HALF
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Hit the gym more often. Spend less money. Cut back on the empty calories. Find a new job. These are four common New Year's resolutions,
but the last one is likely to be particularly popular this year.
Accounting and finance professionals, especially top performers, are growing more confident in their career prospects and exploring their
options, according to the 2014 Salary Guide from Robert Half. Many employees feel that modest salary gains in recent years haven't kept up
with the increased value of their contributions or their expanded workloads.
How can you stand out in a crowded field of competitors who've also decided to use the dawn of a new year as motivation to pursue greener
pastures? Following are job-hunting tips to boost the odds you land interviews and your career resolution becomes a reality:
Refresh and Customize Your Resume
The traditional resume remains the go-to document for employers; don't give it short shrift. If it's been awhile since you updated your resume,
start by doing a thorough inventory of your talents. You want to make sure to include any recent professional accomplishments or newly
acquired skills or certifications that will add to your appeal.
In addition, quantify your contributions. Instead of leading with a self-focused objective statement, consider writing a strategically crafted
professional summary that emphasizes results over responsibilities. Doing so can quickly convey that you're a polished, bottom-line-oriented
professional worthy of further consideration.
In terms of circulating your resume, don't view it as only a numbers game. Rather than sending the same cookie-cutter resume to every
company with an opening, research prospective employers and then target your pitch directly to them. You're more likely to attract attention
if you play up your selling points most pertinent to each specific position. Help your cause by mirroring the language used in the job ad ¬(as
long as those keywords accurately describe your skills and experience, of course).
While you don't need to start from scratch every time a new job posting catches your eye, a little resume tailoring can make a big difference
in how you are perceived.
Write a Cover Letter
Add punch to your resume by complementing it with an equally targeted cover letter. Many of your fellow job seekers falsely believe the cover
letter has become obsolete, which means submitting one is an easy way to demonstrate initiative and distinguish yourself. In fact, according to
a survey by our firm, 91 percent of the executives we polled said cover letters are valuable when evaluating job candidates.
A cover letter enables you to provide context for your resume by expanding upon notable accomplishments and abilities. Just remember that
more isn't necessarily better. There's no need to share your life story; you simply need to pique the interest of time-strapped employers. So,
keep your letter to four clear and concise paragraphs. Highlight how you can address some of the employer's unique needs, demonstrate your
knowledge of the company and open position, and share an anecdote or two that illustrates your impact.
With both your cover letter and resume, it's essential that you proofread diligently. Even just one or two typos can leave employers wondering
what errors you'd make if hired.
Spread the Word About Your Job Search
You never know who might provide an invaluable job lead or referral, but people can't help you if they're unaware of your career goal. Mention
your job search to friends, extended family members, neighbors, former colleagues, even the barista at your favorite coffee shop. A well-written
resume, compelling cover letter and a completed LinkedIn profile are all very important self-promotional tools, but finding a job often comes
down to your connections. And you can never predict which ones will provide that critical link that leads to a new position.
In addition to leveraging online networking sites, make time for face time. Even in today's highly digital age, old-fashioned in-person networking
is still critical. Be bold and fortify key relationships by asking your most well-connected contacts to lunch. Expand your network by stepping
up your involvement with professional associations. Attend seminars, training workshops and networking events whenever possible.
Partnering with a specialized staffing agency is another smart approach. If you're conducting a discreet job search, a recruiter can confidentially
distribute your resume and cover letter on your behalf. In many cases, staffing professionals are aware of unadvertised job openings you
wouldn't hear about otherwise. They can help you to target your search efforts to the most promising opportunities and fine-tune your
job-hunting tactics too.
Want more insights into today's job market? Visit Robert Half's Finance & Accounting Salary Center for information on the latest hiring
trends, the hottest industry jobs and skills, starting salary range projections for 2014 and much more.
ALPFAROBERT HALF
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. Follow
Robert Half on Twitter at twitter.com/roberthalf.
ALPFA IMPACT 9
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Tips: Changing Jobs? Take Your 401(k) and Roll With It!
ALPFA PNC Wealth Management
Why a new employer's 401(k): A rollover to your new
employer's 401(k) plan may provide greater creditor
protection. Most 401(k) plans receive unlimited protection
from your creditors under federal law. Your creditors
(with certain exceptions) cannot attach your plan
funds to satisfy any debts, regardless of whether
you've declared bankruptcy. If your
distribution includes Roth 401(k)
contributions and earnings, you can
roll those amounts over to
either a Roth IRA or your
new employer's Roth
401(k) plan (if
it accepts
rollovers).
A Bureau of Labor Statistics report stated that the median number of years that wage and salary employees worked in their current job is 4.6 years.
For Hispanics, that number is only 4.2 which mean an individual will likely have multiple contribution accounts.
Consolidating by rolling over either to an IRA or a new employer’s 401(k) plan is recommended. It reduces the amount of fees required with
multiple accounts and tracking is a lot easier.
Leaving the job? If you leave your job (voluntarily or involuntarily), you'll be entitled to distribution of your vested balance. Your vested balance
includes your own contributions (pretax, after-tax and Roth), any company match and investment earnings. It's important to understand your
particular plan's vesting schedule because you could forfeit any employer contributions that haven't vested by the time you leave your job. If you're
on the cusp of vesting, it may recommendable to wait a bit before leaving if you have that luxury.
Don't spend it! If you take and spend a distribution you'll be taxed at ordinary rates on the entire amount of your account except for any after-
tax or Roth 401(k) contributions you've made. In most cases an additional 10 percent penalty may apply to the taxable portion of your payout if
you are under age 59 1/2.
401(k) or IRA?
Roll over to an IRA: There are more investment choices with an IRA plan. With a Roth IRA, taxes are paid on the amount that is rolled over minus
any after-tax contributions made, but any qualified distributions from the Roth IRA in the future may be tax free.
Roll over to a new employer's 401(k) plan: A rollover to a new employer's 401(k) plan may provide greater creditor protection. If a distribution
includes Roth 401(k) contributions and earnings, these amounts may be rolled over to a new employer's Roth 401(k) plan, if they are offered.
Which to choose?
Why an IRA: Typically there are more investment choices with
an IRA plan as dollars can be freely allocated among different
options and you may have more flexibility with distributions.
Your distribution options depend on the terms of that plan.
With an IRA, the timing and amount of distributions is
generally at your discretion.
You may also roll over to a Roth IRA. You'll
have to pay taxes on the amount you
roll over (minus any after-tax
contributions you've made),
but any qualified
distributions from the
Roth IRA in the
future will be
tax free.
10 ALPFA IMPACT
by Lori Craig, PNC Wealth Management
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What’s Your ALPFA Story?
This yearly special feature gives our members the opportunity to share how ALPFA has created an impact in their lives.
These stories also illustrates how the impact of ALPFA reaches beyond their experiences and into the larger story of
creating more success in the Latino community.
Members Share the IMPACT of ALPFA
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12 ALPFA IMPACT
MY ALPFA STORY
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ALPFA IMPACT 13
MY ALPFA STORY
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14 ALPFA IMPACT
MY ALPFA STORY
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ALPFA IMPACT 15
MY ALPFA STORY
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16 ALPFA IMPACT
MY ALPFA STORY
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ALPFA IMPACT 17
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18 ALPFA IMPACT
MY ALPFA STORY
NATIONAL HIGHLIGHTSALPFA
ALPFA New York would like to
congratulate Aleksandr Restrepo, our
VP of Veteran Affairs, on his
graduation from the FDNY Fire Academy. Alek first joined
ALPFA as a student in 2003 where he was a leader at the Pace
University – NYC chapter. He has an extensive career in
finance and has served for our country while in the armed
forces. Aleksandr joined the NY board in 2012 to lead our
veteran programs/initiatives and believes that “there is nothing
more powerful than the ability to leverage the professional
network of business leaders from a premier organization like
ALPFA.” Through Alek’s leadership and guidance NY has made
tremendous progress with our local veteran community.
Aleksandr became a proud lifetime member of ALPFA in
December.
Congratulations to
Aleksandr Restrepo on
his graduation from the
FDNY Fire AcademyBetty Francisco is a true leader in every sense
of the word. She’s a mentor, a business savvy
lawyer, she helps others, is incredibly well
networked, and is a wonderful person with a
great personality. Therefore, I thought other women could benefit
from Betty’s insight.
Tell me about your background and how you arrived at being
an in-house corporate lawyer?
I am originally from New York City, where I studied art in high school
and then History at Bard College. I became interested in law and
landed a role at the Manhattan DA’s Office coordinating an innovative
arrest program for three years.
I then came to Boston in 1994 to attend Northeastern Law School,
where I obtained a JD/MBA. Read full article at:
Rising Up in Your Career –Betty Francisco feature interview
article in “The Woman’s Book”
http://www.thewomensbook.com/Blog-Spot/October-2013/Rising-Up-in-Your-Career/
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PROFESSIONAL IMPACTProfessional development and career-building opportunities are the focus of
ALPFA activities for Latino professionals.
TM
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20 ALPFA IMPACT
ALPFA PROFESSIONAL IMPACT
For the past eleven years, ALPFA Boston has celebrated Latino
leadership through its Annual Executive Leadership Summit. This
year’s summit took place on November 20 and united more than
500 professionals to address how much of a driving force Latinos
are in the changing face of Massachusetts.
The summit began with a networking reception at the prestigious
Boston Marriott Copley Place. Radhames Nova, Executive Director
of the Boston Chapter, provided opening remarks about the
Chapter’s many accomplishments in 2012-2013 and thanked
sponsors and volunteers for their support. Pamela Ravare-Browne,
COO of ALPFA National, followed Radhames with a welcome
message from ALPFA National.
The night took on a celebratory tone, as the chapter awarded
Alberto Vasallo, President and CEO of El Mundo Newspaper, with
the Excellence in Service to the Community Award; Bob Rivers,
President and Chief Operating Officer of Eastern Bank, with the
Diversity Leadership and Service Award; and Rene Jarquin, Vice
President and Senior Portfolio Manager at BNY Mellon, with the
Lifetime Achievement Award.
The Education Supporter Award, sponsored by Steward Health
Care, was presented to Bryan Muñoz of Northeastern University
and ALPFA member Filipe Zamborlini received a Harvard
Extension School Scholarship from Bill Cain of Harvard University.
Following dinner, ALPFA National President Yvonne Garcia
provided remarks about how far the Boston Chapter has come and
the important role ALPFA plays in building Latino business leaders
in Massachusetts and across the United States. She then moderated
a panel discussion between U.S. Attorney Carmen Ortiz, Former
U.S. Senate Candidate Gabriel Gomez and Eastern Bank
President/COO Bob Rivers. The panelists shared their struggles,
both professional and personal, as they navigated throughout their
careers, and discussed how much Latinos have changed the state in
positive ways.
Yvonne Garcia then proudly introduced Migdalia Diaz as the new
President of ALPFA Boston. Migdalia, excited about this amazing
leadership opportunity, gave heartfelt thanks towards the many
responsible for introducing her to ALPFA and gratitude to an
executive from AIRINC who has helped her climb the ladder at the
company and supported her ALPFA endeavors. She then provided
her vision for the chapter which included a call to action for
corporate partners and members to engage in bringing ALPFA
Boston to the next level.
ALPFA Boston’s 11th Annual Executive Leadership Summit DiscussesLatino Leadership in the Changing Face of Massachusetts
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ALPFA IMPACT 21
PROFESSIONAL IMPACT ALPFA
ALPFA Chicago’s Eighth Annual Leadership Summit – Classical Leadership
ALPFA Chicago’s Eighth Annual Leadership Summit took place on
Wednesday, November 20, 2013 at the Chicago Symphony
Orchestra. The event was attended by close to 200 ALPFA members,
friends and corporate partners, representing 59 organizations and 5
universities.
The Summit featured Jose Luis Prado, President of Quaker North
America as the keynote speaker, and was followed by a panel
discussion on classical leadership, moderated by Joseph Kosinski,
Director, Corporate Manufacturing Accounting, Abbott and member
of ALPFA’s National Corporate Advisory Board. The panel included
Gustavus Bahr, Managing Director, and Head of Insurance and Leasing
Finance Coverage Teams of PNC Bank, Stephen Cornejo, Director of
Inclusive Diversity Allstate Insurance Company, Teresa Olson, Vice
President and Controller of McDonald’s USA, and Dr. Tanesha
Pittman, CEO of Universal Kingdom Enterprises.
From the event I wanted to share three characteristics of classical
leadership we could all apply to our current roles. Remember, you
do not need to wait until you are a supervisor or manager to lead.
You can lead from where you are right now!
1. When you accomplish what nobody else wants to do, you will be
noticed. See an unattractive project/task for what it truly is – an
opportunity to showcase your talent. You do not have to be the
subject matter expert, but work with others to get the project/task
at hand done. This may be seen as a risk to some, but soon enough
you will be trusted with more.
2. Demonstrate clarity in communication and strategy. A mistake
some leaders make is to “run ahead of their army.” People have very
different communication styles and the same term can mean different
things to different people based on their background and experiences.
Make sure you are confirm understanding with your team, because
when your vision is not clear to them, costly mistakes are made.
3. Personal courage is an attribute that all speakers agreed is
important. All your ideas will not be embraced from the start. If you
are a true visionary and see the world differently from others, you
cannot give up if at first you do not get everyone’s buy-in. You have
to demonstrate patience – not passive patience, but active patience,
where you are exhibiting characteristics 1 and 2. When the opportune
time comes, you’ll be ready to take action.
I am glad I had the opportunity to listen to the voice of experience. I
am incorporating the behaviors associated with these characteristics
to my leadership style. I would encourage you to do so as well.
by Beatriz Quiñones Manchester, Division Manager, Customer Experience & Retention Compliance, Allstate Insurance
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22 ALPFA IMPACT
ALPFA PROFESSIONAL IMPACT
On Thursday, October, 19th 2013, at the Federal Reserve Bank of
Philadelphia, ALPFA Philadelphia hosted its yearly Leadership Summit
with special guests, Richard Negrin, Deputy Mayor for Administration
and Coordination and Managing Director of the city; Jerry Maginnis,
Office Managing Partner of KPMG; Yvonne Garcia, President of ALPFA
national, and our key note speaker; Alejandro Jaramillo, President of
Data Means who was joined by a group of executive panelists from
various sectors.
This year’s Leadership Summit focused on Big Data and Data Analytics.
Executives from many different industries attended this event to learn
how to address this ever-increasing volume of data called “Big Data”.
The demand and need to manage large volumes of data within an
organization is no longer an option, but a necessity, said an attendee.
Richard Negrin in his opening remarks reminded the audience that
technology is not readily available to all. The digital divide gap is wide
among those who are economically disadvantaged. As result the city
of Philadelphia is working to change this by using cell phones as a tool
to deliver technology to those without access to computers.
Patricia Boshuizen, President of ALPFA Philadelphia, welcomed all of
the attendees, and spoke about the importance of the Leadership
Summit in bringing business executives together to discuss key trends
in business. She also shared a video by Intel on Big Data to set a
common understanding of what is “Big Data”.
Alejandro Jaramillo, the keynote speaker, set the basis by defining the
concept of Big Data and Data Analytics, maturity model, trends,
technologies, challenges and opportunities. He discussed the
challenges an organization faces in developing a culture that embraces
data analytics and provided a suggested strategy for overcoming these
obstacles.
During intermission, the ALPFA Board announced the winner of the
2013 ALPFA CARES Scholarship. Skyler Longsdon, student of Drexel
Le Bow Business School was awarded with a $10,000 scholarship and
a year of mentorship with the sponsors, Boeing and KPMG. Yvonne
Garcia, President of ALPFA National, joined the award ceremony and
provided some insight into ALPFA and the scholarship program.
The conference continued with a panel discussion with panelist
representing multiple industries including: Jeanne Johnson, Partner of
Advisory Services and Global Business Intelligence at KPMG; Bill
Schury, Director of IT audit at Campbell Soup Company; Srinivas
Rapthadu, Product Manager SAP HANA at SAP Americas; Patricia
Schmidt, Senior Manager Finance for Boeing; and Vijay Dondeti, MBA
Student Intern at Comcast.
The panelist responded to questions on a variety of data analytics
topics. These engaging conversations around data analytics continued
at the luncheon where guests had an opportunity to meet the speakers
and network.
ALPFA Philadelphia would like to thank our Lead sponsors KPMG and
hosting sponsor the Federal Reserve Bank of Philadelphia.
ALPFA Philadelphia Leadership Summit: Big Data and Data Analytics
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ALPFA IMPACT 23
PROFESSIONAL IMPACT ALPFA
ALPFA Pittsburgh Continues to Innovate and Build Leaders
ALPFA Pittsburgh, 2013 developing chapter of the year, has grown
significantly over the past five years through the leadership of a
committed board. The chapter has attracted talent, strengthened
education around leadership and has contributed greatly to the
broader Pittsburgh community. A key component of their success has
been ongoing partnerships with strategic sponsors and like-minded
organizations focused on building diverse talent in the region.
This October 16th, ALPFA Pittsburgh partnered with their platinum
sponsor, BYN Mellon and their Employee Resource Group, WIN
(Women’s Initiative Network) to host a half day leadership summit
featuring a keynote presentation by Aradhna Oliphant, CEO of
Leadership Pittsburgh, Inc. who offered an inspirational discussion
evoking actionable steps and strategies to strengthen confidence, gain
favor, and powerfully influence in any situation. Aradhna, raised and
educated in India, shared her personal life journey of overcoming
physical, cultural, and emotional barriers to aspire to a leader of
substance being recognized regionally with numerous awards and as
one of Pittsburgh’s “40 under 40”. Aradhna’s message of “Lead from
Within” was not only moving, but also powerful, receiving a standing
ovation.
Following the keynote address, attendees participated in two breakout
sessions of their choosing; topics included negotiating, cultivating
networks, managing a crisis, exploring generational factors, leveraging
the benefits of board leadership, and fostering innovation. Invited
speakers were Ms. Ayana Ledford, PROGRESS Executive
Director/Carnegie Mellon Heinz School, Ms. Alyson Lyon, Executive
Leadership Coach, Mr. Hector Perez, Immediate Past President,
ALPFA National, Mr. Virun Rampersad, Head of Global Innovation,
BNY Mellon, Ms.Christy Uffelman, Partner, Align Leadership, LLC, and
Ms. Allison White-McKinley, Senior Manager, Accenture.
On December 5th, ALPFA Pittsburgh co-hosted a half day Vibrant
Leaders Summit with Vibrant Pittsburgh and the Allegheny Conference
on Community Development. A local gold sponsor, PNC, provided a
venue for the summit which sought to guide young leaders in
navigating their careers while soliciting feedback on improvements that
could be shared with local companies on how to better reach young,
diverse professionals.
The keynote address by Dr. Freeman A. Hrabowski, III of the
University of Maryland, Baltimore County inspired participants to
evaluate their passions, pursue a continued and well rounded self
education and use their ‘true grit’ to get ahead in the workforce.
Marsha Jones, Chief Diversity Officer at PNC provided closing
remarks and facilitated the Q&A session focused on building trust as
part of your personal brand.
A panel discussion hosted by ALPFA Pittsburgh brought together
prominent local leaders from strategic partners – UPMC, a gold
sponsor, and the Pittsburgh Metropolitan Hispanic Chamber of
Commerce (PMHCC). Sammi Soriano, a Recruiter at UPMC; Pam
Arroyo, a Program Director at UPMC; and Ron Alvarado, founder and
president of Novus Group, LLC and Chairman of the PMHCC to
share their experiences and perspectives on personal branding. The
moderated panel discussion covered everything from generational
differences to cultural differences between the corporate environment
and small businesses, as well as offered insights into elements of
building a strong personal brand and steps to ensure long term career
success.
Following the speaker sessions, Melanie Harrington, CEO of Vibrant
Pittsburgh facilitated a session for the attendees to give feedback on
their experiences and impressions of Pittsburgh.
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24 ALPFA IMPACT
ALPFA PROFESSIONAL IMPACT
On Thursday, September 26, 2013, ALPFA Hartford hosted its
4th Annual Leadership Summit and Awards Ceremony, celebrating
Hispanic Heritage Month by honoring our local Latino business
leaders. The Summit took place at the Ramada Plaza in downtown
Hartford.
The evening kicked off with ALPFA members networking, both
professionals and students, and business leaders mingled and
exchanged business cards and resumes. Networking was followed by
the main event, dinner and keynote presentation by John Turgeon,
CPA, HCS. John, a partner with CohnReznick, offered personal
insights and accounts from his life and career. He spoke genuinely
about his experiences, inspiring the audience to consider how they
might make an impact, regardless of where their unique talents and
education might lead them. After the keynote presentation, ALPFA
awarded two professional members and one local sponsor, during
our annual awards ceremony. Three students from our UConn
Chapter were given Book Awards, sponsored by XL Group plc, for
their dedication to education and the community, as well as their
involvement in ALPFA.
The awards ceremony closed with a literal passing of the [plastic]
torch from President, Stefanie Diaz, to President-Elect, Lisandra
Bonilla Lassen. The two ladies congratulated each other on a job well
done and job to be well done and invited the audience to get
involved with the new leadership by joining the local board.
Thank you to our event Gold Sponsor, MassMutual Financial
Group, and our event Bronze sponsor, State Farm. Support from
these great organizations is what allows ALPFA Hartford to deliver
on it promises!
Congratulations to this year’s ALPFA Hartford honorees!
Professional Honorees:
Most Promising Business Professional – Ana Gonzalez
Outstanding Service to ALPFA – Anitress Rivera
Student Honorees:
Shantaye Taylor, UConn
Julian Cuervo, UConn
Akanksha Singh, UConn
Business Partner Honoree:
Outstanding Corporate Partnership Award – MassMutual Financial Group
ALPFA Hartford Leadership Summit: Leading the Way – The Power ofYour Presence
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ALPFA IMPACT 25
PROFESSIONAL IMPACT ALPFA
HOUSTON – ALPFA Houston
partnered with Massachusetts
Mutual Life Insurance
Company (Mass Mutual) to
host the Setting the
Foundation for Financial
Literacy event that included a
private reception and panel
discussion addressing the
company’s findings on
Hispanic-owned businesses.
According to the U.S. Census
Bureau’s Survey of Business
Owners, the number of
Hispanic-owned businesses in
Houston increased approximately 40 percent between 2002 and
2007. MassMutual conducted a research entitled “Business Owner
Perspectives: 2011 Insights in an Uncertain Economy.” The
MassMutual study found that many Hispanic business owners in the
Houston area are lacking knowledge of and access to tools and
resources that would help them create a more solid future. The
panel discussion at ALPFA Houston’s event focused on these finding.
Pablo Valle, Program Manager for Metropolitan Transit Authority of
Harris County, mentioned that the main reason Hispanics lack this
knowledge is because they do not reach out for financial guidance.
Valle attributed this to Hispanics’ “cultural aspect” of not trusting
others. Dr. Laura Murillo, President and CEO of Houston Hispanic
Chamber of Commerce, added that the best way to combat the lack
of information and understanding is by “truly understanding the
culture and building trust.”
Mass Mutual looks to address this by focusing on recruiting top
professional Hispanic talent that can relate to Hispanic business
owners and build enough trust to teach them financial literacy. At the
beginning of the ALPFA Houston event, Mass Mutual hosted a private
reception aimed at recruiting this top talent.
“Many ALPFA members are business owners so I know this event
was truly beneficial to them, now they are aware of the resources
that are available to them that can help build and maintain a
successful business,” said Maria Carrillo, ALPFA Houston’s Marketing
Director. “It is also great to see that ALPFA has high-achieving
professionals who can lead the change in educating Hispanic business
owners and build a greater Houston community”.
ALPFA Houston: Mass Mutual Strives to set a Strong Foundation forFinancial Literacy
To learn more about the Mass mutual’s findings visit:http://www.massmutual.com/planningtools/research-insights/businessorganizations/perspectives
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26 ALPFA IMPACT
ALPFA PROFESSIONAL IMPACT
MIAMI, FLORIDA – On Thursday, November 14, ALPFA Miami
hosted its Inaugural Domino Night at Bongos Cuban Café.
Representing the initial marquee event of the ALPFA Cares
program for the ALPFA Miami chapter, this inaugural event
featured a domino tournament and a raffle, with proceeds
benefiting Radio Lollipop. More than 50 people attended the event
“This event shows once again how much ALPFA Miami cares for
its community,” said Brett Friedman, ALPFA Miami President,
“With our mission being to build leaders, one aspect of leadership
is social responsibility. Our Inaugural Domino Night is and will be
one of our featured events of our ongoing program of social
responsibility.”
After the chapter president kicked
off the event, representatives from
Radio Lollipop explained the mission
of its organization and its current
charitable activities within the South
Florida region. Radio Lollipop is an
international children’s charity
providing care, comfort, play, and
entertainment to sick children in
hospitals. In the South Florida region, Radio Lollipop can be found
at the Miami Children’s Hospital.
Everyone who attended the event consistently praised the unique
take on a charitable event as hosted by ALPFA Miami. Striving to
implement different takes on its effective programming, the chapter
board of directors chose to use a domino tournament as an
entertaining way of engaging the event’s guests while generating
donations for Radio Lollipop at the same time. Twenty people
participated in the tournament, and medals were awarded to the
winners of first, second, and third place. Complementing the
domino tournament, the event included opportunities for guests to
interact with and learn from the representatives from both Radio
Lollipop and Miami Children’s Hospital.
ALPFA Miami thanks Bongos Cuban Café for hosting our event, the
South Florida Domino Association for managing the domino
tournament, and Radio Lollipop for partnering with us for our
ALPFA Cares program. The chapter invites non-profits and
charitable organizations to capitalize on partnering opportunities
with ALPFA nationally and with ALPFA Miami locally to promote
social responsibility and volunteerism.
ALPFA Miami Hosts Its Inaugural Domino Night
“This event shows
once again how much
ALPFA Miami cares for
its community,”
– Brett Friedman,
ALPFA Miami President
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28 ALPFA IMPACT
WOMEN OF ALPFA
In December 2013, Women of ALPFA (“WOA”) announced the launch of the 2014 Women of ALPFA program, Using the Power of YOU to
Transform Latina Leadership. Focused on the development of a number of competencies that are essential at all levels of leadership, the 2014
program is the most natural and logical next step, after a successful 2013 year of building a strong foundation of Advancing Latina Leaders
Through the Power of Influence.
The 2014 WOA program is the result of a successful partnership between WOA and the ALPFA Institute, which has created an advanced
cutting-edge curriculum designed to develop and train Latina professionals on how to influence others. Based on proprietary research of the
ALPFA Institute, the 2014 program is focused on advancing leadership by Earning Respect, Acquiring Credibility, and Building Trust, all of which
will be primarily learning outcomes through the following three tracks:
In Partnership with
Using the Power of YOU to Transform Latina Leadership
Prepared by Gloria Rosal, WOA Strategy Development Committee,
Portfolio Manager, Vice President, RBS Citizens Bank
Earning Respect by Enhancing Resources will focus on the development of 10 capabilities that research indicates are
correlated to earning respect from their team members, peers, and superiors. This track focuses on is important
for entry-level talent professionals within organizations who need to demonstrate superior, relevant resources.
Acquiring Credibility by Delivering Results will focus on the development of 10 capabilities that research indicates
are correlated to building credibility with their team members, peers, and superiors. This track focuses on mid-level
professionals within organizations who need to demonstrate and deliver distinctive, consistent results.
Building Trust by Expanding Relationships will focus on the development of 10 capabilities that research indicates
are correlated to acquiring trust from their team members, peers, and superiors. This track focuses on senior
executives within organizations who need to demonstrate dependable, caring relationships.
The number of Latina women with Bachelor’s degrees, Master’s degrees and Doctoral degrees have not only increased, but also surpassed
those of their male counterparts in recent years. Yet, Latinas still represent a significantly under recognized and untapped talent pool by
American corporations and government. “We are confident that our 2014 focus and three year umbrella theme will provide our Latina
members the opportunity to learn about influence, impact and intention, which are key competencies that enable strategic thinking,
followership and results”, says Ileana Musa, Chair of the WOA Corporate Advisory Board.
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ALPFA IMPACT 29
WOMEN OF ALPFA
"Women of ALPFA is one of the most
impactful and motivational programs in
our organization and is one of the
reasons why I currently lead the Atlanta
chapter. The WOA events and initiatives
empower our members by exposing
them to Latina leaders' experiences and challenges. I am excited
about the new 2014 initiative "Using the Power of YOU to transform
Latina leadership" and the impact it will have in our members,
partners, and the community. I cannot wait to start putting together
our next local WOA event!"
Sonia Camacho Smith
President
ALPFA Atlanta Chapter
“As a lifetime member of ALPFA this
year's WOA theme hits very close to
home. As my career is transitioning I
have looked to my fellow ALPFA
Women for guidance and support! I
look forward to providing the same
mentorship and guidance other Latina Leaders through the
WOA program.”
Felicia Ortiz
President
ALPFA Las Vegas Chapter
The 2014 Program will be presented through a series of local and national highly interactive learning sessions, inspirational speaker series,
power breakfast & luncheons, mentoring sessions, and networking opportunities. We invite you to stay tuned to your local chapter for 2014
WOA activities and events as well as with ALPFA at Large to learn more about the WOA Day at the 2014 National Convention.
We look forward to a successful year of learning, developing and taking Latina leadership to the next level, while connecting Latina
professionals and students through mentoring and networking opportunities. Most importantly, together we will work towards understanding
how the Power of YOU can transform Latina leadership.
“We are confident that our 2014 focus
and three year umbrella theme will
provide our Latina members the opportunity
to learn about influence, impact and intention,
which are key competencies that enable strategic
thinking, followership and results”
– Ileana Musa, Chair of the WOA Corporate Advisory Board.
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30 ALPFA IMPACT
WOMEN OF ALPFA
ALPFA Miami Advances Latina Leaders through Women of ALPFA
MIAMI, FLORIDA – On Thursday, October 3, ALPFA Miami
hosted its annual Women of ALPFA marquee event, with the
theme of “Advancing Latina Leaders through the Power of
Influence”. More than 75 people attended the event at the Coral
Gables Country Club in Coral Gables, Florida, and were inspired
by two amazing and successful female business leaders in their
respective industries.
Ileana Musa (Head of International Credit & Banking, Bank of
America; Chairperson of ALPFA’s National Women of ALPFA
Corporate Advisory Board) provided insight as to ALPFA’s goals
with its Women of ALPFA program. By providing a unique focus
on Latinas, the goal of the program is to build Latina leaders, who
represent a viable, dynamic, and influential constituency not only
within ALPFA but also in the community at large. “In order to be
influential, you need to be honest, trustworthy, and open to
becoming a change agent,” said Musa in her introduction for the
event.
Claire Babineaux-Fontenot (Senior Vice President and Chief Tax
Officer, Wal-Mart Stores), who was the keynote speaker for the
event, continued from and advanced Ileana’s theme. Claire inspired
the audience to “find themselves” as the starting point for
influencing others. Knowing who you are, accepting who you are,
and “leaning” into who you are (through enhancement and
promotion) – she offered these as the three key steps for finding
oneself. By being honest about ourselves and what we want and
need, Claire put forth the idea that the person who can do that
can achieve incredible success.
Afterwards, Claire provided immediate feedback regarding the
event, commenting that “the informal discussions after my
presentation only underscored why such investments are
worthwhile. In finance speak, I have received a great ROI.” Such
words from the keynote speaker serve as a reminder and a call to
action to continue the development, maturation, and promotion of
the WOA program as a means of influencing our membership and
partners.
ALPFA Miami thanks Deloitte and New York Life for sponsoring
the Women of ALPFA marquee event. The success of the event
was made possible by their contributions and support of our
chapter, its mission, and its membership.
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ALPFA IMPACT 31
WOMEN OF ALPFA
Ana Ruano, an emerging professional who recently joined ALPFA and attended a WOA Breakfast in Miami tells us about her
own experience:
As a new ALPFA member, what is the most significant
message you learned during this event?
“Listening to Latinas leaders from large and well-established
companies is very powerful. The message to be authentic, to be who
you are, and to be yourself, gave me the confidence to use the power
that I have within myself. Also, through an insightful discussion, I
realized that I am not alone and that I don’t have it all wrong…
Because sometimes you try to figure out if you are on the right path.”
What did you learn about Leadership through the Power
of Influence?
“A lesson that I learned during this breakfast is that it doesn’t
really matter what job title you have, or what role in the
organization you have, you can always exercise the power of
influencing others, if you are authentic, able to build trust, and
bring people together and work through issues. That is what really
matters. It is also important to recognize that Latinas are very
important to the continued development of our country in most
part because, as women, we are more naturally inclined to seek
win-win situations.”
How do you plan to implement the lessons learned in your
daily job and responsibilities?
“As an executive recruiter myself, the themes discussed during the
panel resonated with me, as I work with candidates that are in
CEO and executive level positions. I have to build trust with them
and be able to structure a story that will convince them to hear
me and to have them think about their next career opportunity.”
Overall, how do you describe your WOA Breakfast
experience?
“This experience was powerful and impactful for me! I am
extremely happy to have joined an organization that focuses on
building Latina leaders. This type of professional events really helps
me and inspires me to become a better professional and a more
effective leader. I learned a great deal from amazing speakers and
I can absolutely relate to each of them. I look forward to attending
many more WOA future events.”
Members like Ana have enjoyed events, panel discussions, ‘power’ breakfasts, networking events and professional workshops across the
country. All of these events with one important goal: to connect Latinas and help them advance through the Power of Influence. Now, we
prepare for another year of great expectations and enthusiasm as we continue to build the platform towards a legacy of Latina leadership.
A Member’s Experience: Ana Ruano at Miami’s Women of ALPFAby Adriana McKinnis, WOA Strategy Development Committee, Marketing Team
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32 ALPFA IMPACT
WOMEN OF ALPFA
ALPFA Tampa Bay – What is Authentic Leadership?
The ALPFA Tampa Bay
Chapter hosted its Women
of ALPFA Summit on
November 14, 2013 at the
Centre Club in Tampa,
Florida. A keynote speaker
and panel defined “Authentic
Leadership” and shared the
personal experiences that
shaped their definitions. The
panel was composed of
keynote speaker and panelist,
Sandra Callahan, Senior Vice
President – Finance &
Accounting and CFO for
TECO Energy; panelist, Missy Escribano-Newlin, Director of
Education and Partner Relations for Raymond James; and panelist
Maureen Greene James, Human Capital Leader for PwC.
Our speakers all agreed that in order to lead with authenticity, a
leader must lead with her head, heart, and guts. Leading with the
“head” means getting things done, or rethinking new possibilities.
Leading with the “heart” means balancing business needs and people
needs. Leading with “guts” is about taking risks, and balancing risks
and rewards. Sandra Callahan stressed that “leadership is important
for all organizations, but it is absolutely essential to have authentic
leadership for great organizations to succeed”. All the panelists
agreed that self-awareness and a sense of direction to better one-
self constantly are keys to authentic leadership. Empathy was also
emphasized in the discussion – leaders who not only get things done
but also who genuinely connect and care for the people that work
with them. “To be authentic to me is also to be transparent,” shared
Maureen Greene James. It is important to show to others your true
self and not fear looking weak. To be authentic also means to take
challenges and risks, Missy Escribano-Newlin shared her experience
of changing career paths and taking a chance.
The three panelists and their experiences filled the night with great
advice and an inspirational message to the audience on being
authentic and growing as a leader, one that leads with head, heart,
and guts – a leader who is essential in order to move great
organizations in the direction of success.
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ALPFA New York held their 9th annual Women of ALPFA Summit
hosted by Goldman Sachs on September 13, 2013. The keynote
address was made by Caroline Carr, EMEA head of Global
Leadership and Diversity of Goldman Sachs. She reflected on this
year’s theme, Advancing Latina Leaders through the Power of
Influence, by stating that “If your knowledge happens to coincide
with your passion that is where you can have influence”. This year
NY recognized its first ever New York Chapter Woman of ALPFA
Honoree, Dana Galin, who truly exemplifies that statement. Dana
Galin, the CEO of Defineum and member of the Corporate
Advisory Board for ALPFA NY, has utilized her vast knowledge
and experience of leading transformative leadership development
programs for corporations, individuals and universities to aid the
NY chapter.
The keynote was followed by a panel of extraordinary female
executives from BNY Mellon, Citi, Goldman Sachs, Thomson
Reuters and TIAA-CREF. This exceptional event also had various
workshops which focused on Latinas evolving role in the
corporate world. Elizabeth Agosto, the Vice President at Barclays
ran a workshop called “Personal Branding: The Importance of
Building and Maintaining Your Brand” which dealt with the
importance of discovering and building your professional
reputation. Minue Yoshida-Aydelott, Corporate Vice President
from New York Life Insurance Company hosted an interactive
workshop called “The Latina Power: Unleash Your Inner Wonder
Woman in 7 Easy Steps”. This workshop talked about the creation
of the ‘women’s market’ in the best companies and how women
need to ‘Woman-Up!’- realize and use the power of what you do,
what you expect, and even what you wear to dictate what you get
in the end. Sandra Altine, Senior Vice President of Moody’s,
presented the “Power of Mentorship: Managing Your Relationships
to Maximize Your Success” workshop which was designed to
provide tips for managing professional relationships and sustaining
networks that would contribute to long-term professional success.
The New York Chapter would like to thank Goldman Sachs for
their continued support of the Women of ALPFA program not
only as our national corporate partner but locally as the host for
our summits for the last three years.
ALPFA New York 9th Annual Women of ALPFA Summit by Lina Garzon and Janitza Solarte
ALPFA IMPACT 33
WOMEN OF ALPFA
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WOMEN OF ALPFA
Women of ALPFA Indianapolis is proud to announce the success of
their fourth annual Women of ALPFA event held on October 23,
2013, at the McDonalds Regional Headquarter in Indianapolis.
McDonalds has partnered with ALPFA Indy and sponsored this event
since it was first held in 2010. In line with the National Women of
ALPFA objective of strengthening Latina’s leadership skills, this year’s
event promoted entrepreneurial leadership skills through
experiences shared by keynote speaker Margarita (Marge) Szydlo,
who began as a part-time cashier at McDonalds and went on to
become the owner/operator of five successful McDonalds
restaurants. Her motivational story captured and inspired our
members and guests.
After Marge’s speech, attendees were divided into breakout groups.
Each group was led by a business professional and included industry
leaders Maria Quintana, Executive Vice President of Government,
Not for Profit and Health Care for JP Morgan Chase, Tania Deng,
Senior Vice President, Commercial Relationship Manager for
Huntington Bank, and Liliana Gehring, Director of Project
Management and Operations for Eli Lilly. The session leaders
discussed authentic leadership, building trust and change
management in a one-on-one environment with attendees. Each
group presented their observations and conclusions at the end of the
breakout sessions. The event was very successful, with over 60
members in attendance. The format of this event provided an
opportunity for attendees to connect with business leaders in a
setting that invited them to engage in a small group conversation.
Attendees enjoyed the evening and we look forward to partnering
with McDonalds for future Women of ALPFA events!
Indianapolis – 2013 Women of ALPFA Event
Ford Motor Company has a long history of recognizing the accomplishments of women in our society. Ford held and exclusive
dinner reception honoring five Hispanic women for their contributions to the Latino community in the tri-state area. The five
legendary women selected represent some of the 22 million exceptional Latinas in the U.S. that are making a difference in the
workplace, their homes, the environment and the community. These extraordinary women were honored through Ford’s
‘Mujeres Legendarias de Ford” campaign.
Jessenia Francisco from ALPFA NY was honored as the ‘Latina Trailblazer’. Jessenia is an example of a Latina that breaks
barriers and works to improve the quality of life of Latinas in the U.S. When asked what it means to her to be a Trailblazer,
Jessenia said “First it’s a privilege to be named a Trailblazer for Latinas in the U.S., being able to lead and empower at the
forefront for an entire community and more so my community. I want to create an environment where all Latinos can evolve
past cultural stigmas and professional obstacles to achieve their career fulfillment. I feel that a trailblazer is simply a person
who believes in the power of numbers and has the ability to mobilize a group to work towards a goal. Certainly, I am honored
to collaborate with and lead great individuals from a wide range of ages and walks of life in my current role. A large part of being an impactful leader
is the ability to establish trust within my relationships and provide a transparent intent in how we
collaborate towards a goal. It’s through my interactions and intent that I find inspiration and passion to
grow our chapter and spread our influence.
According to Jessenia, Latinas are uniquely qualified to be leaders. “Latinas are leading across all industries.
I find that we bring a unique perspective of biculturalism and determination to what we set our minds to.
We as women have a natural ability to lead by cultivating relationships and serving families, clients, peers,
and the community because of our cultural upbringing. The secret to success is being cognizant of our
unique attributes and being able to identify cultural tendencies to our advantage.
Jessenia Francisco from ALPFA New York honored as a “Latina Trailblazer”
34 ALPFA IMPACT
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36 ALPFA IMPACT
ALPFA GRADUATE RESOURCES
I consider myself to be a southern girl with
big dreams and a lot of faith that they
would come true,” said Pamela Ravare
Browne regarding the career journey she
embarked on before joining ALPFA as the
Chief Operating Officer in 2010. She
continued, “I have been very blessed as an
executive leader with over twenty years of
professional experience to utilize my skills
and talents in the non-profit sector.”
Ravare Browne was born in California, but spent her early childhood
in Germany. “This was my first introduction to the
international world and where I gained the perspective that
the world is truly larger and more diverse than what we
typically see,” she recalled. After growing up overseas, Ravare
Browne returned to the United States and completed her
undergraduate degree in Marketing at SU and graduate school
education at Louisiana State University, earning an MBA with a
concentration in Marketing and International Business.
A Unique Career Path
“I recognized my desire to pursue higher education and later became very passionate about it after being one of the few members of my family
to complete an MBA degree,” said Ravare Browne. She continued, “I worked in the corporate arena at General Motors, IBM, and Proctor and
Gamble in the marketing division at each firm.” While Ravare Browne felt very privileged to be working at these Fortune 100 companies, she
felt like she needed to tap into her true passion. She explained, “There was something from a personal standpoint that was still missing for
me and I wanted to bring them all together - I love diversity, I love education and I love advancement.”
After spending some time in China, Ravare Browne came back to the United States and accepted
a visiting professor position at the University of Miami-Ohio and began to consider the option of
returning to school herself to pursue a Ph.D. “I realized that I enjoyed sharing knowledge and giving
back to the younger generation who need guidance and mentoring,” she said. Ravare Browne
continued to pursue her teaching career, accepting positions at other universities across the
country, including the University of Dallas. Here, she became the Director of the Pre-MBA program
interacting with international students from over ninety countries.
In a short time, Ravare Browne was promoted to become the Executive Director of International Relations at the University of Dallas. This
appointment set the stage for Ravare Browne to spend a lot of time working abroad in different countries facilitating the process of recruiting
international students to the United States for graduate education. She worked with several US embassies and was the guest of Presidents and
Vice-Presidents of countries delivering on poverty reduction strategies via education. “This was such a rewarding experience; I was so humbled
to travel and touch so many lives while working in the non-profit and academic arena,” said Ravare Browne.
Once again, she started thinking about the possibility of furthering her own education by
earning a doctorate, but these plans were placed on the backburner when she was
approached by The National Society of Hispanic MBAs, ALPFA’s sister organization,
where she accepted a position in the office of the CEO. Ravare Browne was eventually
approached by ALPFA, and nearly four years ago, she moved out to their headquarters in
Los Angeles to serve as the Senior VP of Strategic Initiatives and was quickly promoted
to her current position as Chief Operating Officer. She said, “My journey has been an
amazing blend of corporate America, academia, and non-profit.” She attributes her
success to the cross-functional skills acquired in business school, but ultimately Ravare Browne knew she would be the most effective in the
industry for which she is the most passionate. “I found my niche in the non-profit sector because I had the desire to give back,” she explained.
“This was such a rewarding
experience; I was so humbled to
travel and touch so many lives
while working in the non-profit
and academic arena,”
The Benefits of an Advanced Education – My Journey to ALPFA
Pamela Ravare BrowneALPFA Chief Operating Officer
“Learning how to network as a professional
in a room can be intimidating for anyone. It
is a common anxiety, but a very real one that
can hold someone back in their career if they
don’t master these skills.”
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ALPFA IMPACT 37
GRADUATE RESOURCES ALPFA
Career Advancement Tools for Latino Business Leaders
According to Ravare Browne, it is not uncommon for any non-dominant group to face challenges in their professional careers. The mission of
ALPFA is to equip Latino business leaders with the tools they need to advocate for themselves and move forward in their careers.
“Communication and relationship building are two obstacles that our student members often encounter” said Ravare Browne. “Learning how
to network as a professional in a room can be intimidating for anyone. It is a common anxiety, but a very real one that can hold someone back
in their career if they don’t master these skills.”
One of ALPFA’s goals is to have a positive impact on the percentage of Latino leaders at the highest corporate levels. Ravare Browne said,
“ALPFA helps to strengthen these networks and help members facilitate valuable business relationships and connections.”
She places a lot of emphasis on the importance of sponsors to the career advancement of high potential talent, and this is a message she works
hard to deliver to the members of ALPFA. “Many of our members don’t have that inside edge, so we provide mentoring and coaching in addition
to connecting them with individuals who will be sponsors for them within their own companies,” explained Ravare Browne. She continued, by
creating this mentoring and sponsorship concept within the organization, it helps them to see the importance of having both in order to advance
in their career.”
Looking ahead, Ravare Browne is confident that ALPFA will continue to grow and evolve as a leading Latino membership based organization. By
continuing to focus on offering strong leadership programs, ALPFA will be increasingly instrumental serving as a catalyst to bring strong Latino
business leaders through the leadership pipeline over the next 40 years and beyond. Obtaining an advance degree is one of the many ways our
members will suceed in pushing the ALPFA mission forward.
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Benefits for All Members
• Nationwide network of events,professional business leaders andcareer opportunities
• Online Career Center• Post your resume, search job
listings • Industry and career articles
• Opportunity to serve on local/nationalboards and committees to buildleadership and management skills.Engage in presentations and publicspeaking opportunities
• Recruitment opportunities foremployers
• Continuing professional educationcourses
• Digital subscription to ALPFA's Nationalnewsletter
• Digital subscription to DiversityIncmagazine
• Members enjoy discounts on selectedALPFA events such as the AnnualConvention, chapter events, affiliateprogram discounts and reduced rateson select professional developmentresources.
Professional Development
• Women of ALPFA ProgramProvides best in class educationalprograms and creating opportunitiesfor them to network, demonstrateleadership and influence others.
• Global Leadership ProgramFocuses on global leadershipdevelopment to build Latino leadershipthrough pre-professional executivemanagement.
• ALPFA Cares ProgramKnowledge sharing, informal mentoringand role modeling.
• Veteran InitiativeCreated to connect veterans to
corporate America and enhance theirprofessional development.
Lifetime Membership
All Member Benefits Plus:
• Exclusive benefits at the National
Annual Convention
• VIP registration check-in
• ALPFA Lifetime member lapel pin
• VIP access areas at select receptions
• Recognition at the Leadership
Luncheon
• Recognition in A LPFA Impact andwebsite
MBA and UndergraduateStudentsAll Member Benefits Plus:
Graduates:
• Discounted membership rate forfull-time graduate students
• Regional and national scholarshipopportunities
• Invitations to graduate school fairs andbusiness visits
• Access to workshops and onlineresources for GMAT test-preparationmaterial
• Access to various graduate degreeresources on the ALPFA web page andImpact newsletter
Undergraduate Students:
• ALPFA Regional Student Symposiums• Educational workshops
• Networking and luncheons
• Career Fair
• ALPFA’s Annual Scholarship Program
• Targeted workshops at the AnnualConvention
• ALPFA/KPMG Case Study CompetitionStudents from over 30 schools competeto solve complex accounting cases andpresent their findings to KPMG andALPFA professionals at the AnnualConvention.
CONTACT US
MEMBERSHIP REQUIREMENTS For membership information visit ALPFA.org
GENERAL IMPACT INFORMATIONA LPFA Impact is published for informationalpurposes only. Views represented by contributingwriters do not necessarily reflect the views ofALPFA. Submission of a story or photo constitutespermission to run but does not guaranteepublication. All articles are subject to editing, spaceavailability and modification and publisher has finalsay in content. Good quality color photos or highresolution digital files are required but, regrettably,cannot be returned. Download our media kit atwww.alpfa.org.
To submit to the newsletter, email:Zenaida Mendoza, Editor in [email protected]
Advertisement supported applications:Quark Xpress, Adobe Photoshop, Adobe
Illustrator and Adobe Acrobat.
SUPPORTED FILE TYPES: EPS, PDF, TIF
AD SPECSPublication Trim Size: 8.5 x 11Full Page: 8 x 10Full Page with bleed: 8.75 x 11.25Half Page Trim Size: 3.875h x 5wQuarter Page Trim Size: 4.875h x 3.875wDigital Files: Must be CMYK or Grayscale, 300 dpi files.
Next Deadline (subject to change)Summer Issue 2013Materials Deadline: Friday, May 30Advertising space must be reserved by Friday, May 23
ALPFA cannot be held responsible for the quality
of reproduction if these specifications are not
adhered to. Ads and article submissions received
after deadline may not publish in the desired issue.
ALPFA will not be held responsible for changes
the Production department must make in an ad
that is inadequate or fails to adhere to the Digital
Ad Specifications. ALPFA is not liable for the final
output if no Contact Proof / Fax is supplied for
reference.
National Office
801 South Grand Avenue, Ste. 650
Los Angeles, CA 90017
(213) 243-0004 / Fax: (213) 243-0006
New York Office
55 Broad St., 15th Floor
New York, NY 10004
(646) 695-4202 / Fax: (646) 695-4201
Manny Espinoza
Chief Executive Officer
Los Angeles
Pamela Ravare Browne
Chief Operating Officer
Zenaida Avelar Mendoza
Chief Creative Officer
Mark Weischedel
Chief Information Officer, Interim
Rick Cerda
Chief Financial Officer, Interim
Carlos Perez
Art Director
Carmen Cardenas
Director of Student Affairs
Clare HolzerAccounting [email protected]
Vania YarijanianAccounting [email protected]
Zitlalic LeyStudent Chapters & [email protected]
Janis BentleyExecutive Assistant/ Chapter [email protected]
New YorkSantiago R. CarmonaVP of Corporate [email protected]
Cindy Saad
Director of Corporate Development
Jessenia Francisco
Executive Director, NY Chapter
Ariana Simmons
Membership and Chapter Operations
Manager, NY Chapter
Jonathan Cifuentes
Information Technology Specialist
NY Chapter
Boston
Radhames Nova
Executive Director, Boston Chapter
Billy Ayala
Chapter Operations Manager,
Boston Chapter
Chicago
Solskin Gomez-Krogh
Executive Director, Chicago Chapter
Washington D.C.
Anita Nuñez
Director of Corporate Development
ALPFA Institute
Suri Surinder
Chief Operating Officer
Anita Gonzalez
VP of Advisory Services
James Lascano
Director of Operations
Jackie Sandoval
Finance Manager
Arkansas
Viviana Pagan
Director of Programs
ALPFA MEMBERSHIP BENEFITS
38 ALPFA IMPACT
ALPFA
TM
Building Latino Business Leaders
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ALPFA IMPACT 39
Name Title
Company
Student School
Address City State Zip
Phone Phone 2
Fax Email
Chapter
Payment Method (mark one): Credit card: ___ Visa ___ MC ___ AmEx ___ Check Payable to ALPFA
Credit Card Number Expiration Date
Signature Date
Mail this form with payment to: ALPFA National • 801 South Grand Avenue, Suite 650 • Los Angeles, California 90017-4646If paying with credit card, you may also fax this form to 213.243.0006. For questions about registration, please call 213.243.0004 or email [email protected]
Convention Refund Policy: Full refunds less a $60.00 administration fee ($40.00 for students) will be issued upon written request if received by June 30, 2014. After this date, no refunds will be issued; amount will be used as a credit toward future convention.
Mr./Mrs./Ms.
Packages DO NOT include airfare or hotel accommodations.
Please check off your purchases:
Membership ____ Professional ($120.00 per year / $300 3 yrs. / $1,200.00 Lifetime) ____ Student ($20.00) ______ Graduate student ($30.00)
Convention Full Registration ____ Professional Member ____ Professional Non-Member ____ Student Member ____ Student Non-Member
Total To Be Charged: __________
$ 750 $ 1000 $ 1250$ 950 $ 1200 $ 1450
8.1.13 - 12.31.13Best Registration
Rate
1.1.14 - 7.18.14Early Registration
Rate
7.19.14 - 8.3.14Regular Rate
Member
Non-Member
Students
Student, non-member
$ 250$ 300
Join us as we host the ALPFA Annual Convention in Lake Buena
Vista, Florida. Don’t miss a minute of the best event you can
attend for your career; get inspired, get motivated and transform
your leadership!
Social Events and Receptions
Career Fair/University Forum
ALPFA Awards Gala Dinner
ALPFA Annual ConventionAugust 2-5, 2014 • Lake Buena Vista, Florida
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ALPFA Annual ConventionAugust 2-5, 2014 • Lake Buena Vista, Florida
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