ALPFA National President’s Message 5

New ALPFA CEO Announcement 7

Professional Impact 33

Student Impact 53

National Highlights 65

Contact Us 67

In Every Issue

5 Ways to Overcome Recruiting Difficulties When Filling Accounting Jobsby Robert Half

Lead Sponsor

August 2-5Lake Buena Vista, Florida

ALPF

A Annual Convention

®

AAAuguuust 2-555LLLakeee BuenaVVVista Floriiidda

AALPF

AA Annual Coonveention

®

Transforming the Landscape of Latino Leadership

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

Basic Business Strategies YouShould Ask Yourselfby MassMutual

9

Homeownership andMillennials by PNC Mortgage

10

13

Lead Sponsor

Upcoming Convention Highlights

Top 10 Reasons To Attend

Schedule At-A-Glance

Helpful Info

Women of ALPFA

Gala Award Winners17

2014 ALPFA Annual

Cargill at a Glance by Cargill

15

ALPFA National Board

Yvonne Garcia

President

Gabriel Rodriguez, Jr., CPA

Vice President

Hector V. Perez, CPA

Past President

Daniel Villao

Secretary

Nerelys Ortiz, CPA

Treasurer

Paul Francisco

Treasurer

Patricia Ballesteros de Bernal, CISA

Director

Rick Cerda

Director

Kaplan Mobray

Director

Reynaldo Gonzalez

Director

Avec O’Brien, CPA

Director

Erika Rodriguez, CPA

Director

Javier Reyes

Director

Julio C. Ramirez

Director

ALPFA National

Charlie Garcia, CEO

ALPFA Corporate Advisory Board

Edgar A. Morales, Jr.

Pinnacle Insurance & Financial Services LLC

Joseph Kosinski

Abbott

Ileana Musa

Bank of America-Merrill Lynch

Carlos Perez

John Zamora

Deloitte LLP

Eduardo Tobon

Diners Club International

Ken Bouyer

Ernst & Young

Joe Mella

Goldman Sachs

Louis Miramontes

Kathy Hannan

KPMG, LLP

Mike Rollings

Mass Mutual

Niloufar Molavi

Chris Simmons

PwC

Paul McDonald

Robert Half

Federico Papa

Santander Bank NA

Miguel Lozano

Starbucks Corporation

Alison A. Quirk

State Street

Toni Riccardi

The Conference Board

Toni Riccardi

Gilbert Vasquez

Vasquez & Company LLP

Steve Whaley

Walmart

Eugene Campbell

Walt Disney Parks & Resorts

Anyone that has ever gone to an ALPFA national convention can tell you, it’s

truly a magical time! The convention personifies the power of community, family

gathering together to connect, to develop, and to grow and provides opportunities to

grow professionally and personally. You will connect with peers and meet industry

leaders that are there to help you succeed. The convention binds us as members of

a proud heritage with a bright future. A future that ALPFA is helping expand by giving members a wide range of

opportunities to lead. And what could be more magical than being in the Magic Kingdom? This convention will

be a transformative moment for those that attend and for the ALPFA nation.

Why, you ask? Well you see, when we gathered as a family in our nation’s capital for our 2013 Convention, I

asked you to imagine with me the future of ALPFA. I asked you to look through your mind’s eye and see what

the future might bring and where ALPFA would take us. Little could I have imagined, how prophetic that

conversation would be. Since that moment, ALPFA has needed to meet the challenge of selecting its second ever

CEO. In order to do this we brought onboard an executive search firm to assist us with finding the very best

candidates for the CEO position. We had a commitment to our members and our stakeholders to continue its

phenomenal growth. And as I have said many times before, in order to be a going concern we must adapt, grow

and improve. I firmly believe we have yet to tap our fullest potential. Together with you, our members, our

corporate partners, our dedicated volunteers and our incredible staff, we will move this organization to the next

level of excellence and set the standard for others to follow. This thought is what guided us through our

extensive CEO search and succession planning. I am happy to inform you that ALPFA, on Tuesday June 3rd

announced that the search is over and we have selected a new CEO to take the reins and lead ALPFA to its next

level of growth and prosperity. The board and I are happy to welcome on board Charlie P. Garcia. Just to tell

you a little about him, Charlie has made a mark in business, government, the military, and education – and as a

role model to the Hispanic/Latino community. He is a graduate of the U.S. Air Force Academy and earned a

master’s degree in public administration from the University of Oklahoma as well as a law degree from Columbia

Law School. Charlie founded a global business from his broom closet and led it to be ranked eighth in the country

on Inc. Magazine’s list of 500 fastest-growing privately held companies. Hispanic Business also identified him as

one of the 100 most influential Hispanics in the United States, and Univision Television selected him for their

series Orgullo Hispano (Hispanic Pride). One of the great things I found in talking to Charlie is that from his

stories about his childhood, growing up in Latin America, to his years in Washington D.C., Charlie always came

across as deeply authentic with an earnest commitment to public service, and with a contagious zest for life. You

can read more about Charlie on our web page www.alpfa.org. However, even better, join us at this year’s

national convention and meet him in person!

In the coming years, with Charlie’s leadership, ALPFA has an even brighter future in store for you. We will work

even hard to provide new and challenging opportunities for you to develop your leadership skills, connect with

colleagues, mentors and corporate partners. We will work diligently to continuously add value for our members,

corporate partners, student members, volunteers and our society. ALPFA needs engaged members ready and

willing to lead. Come to the convention to share your thoughts and ideas with us, as well as to give a warm

ALPFA welcome to Charlie.

This is our organization and it is up to all of us to make it succeed, by being connectors and ambassadors of

ALPFA in our families, in our schools and in our companies. This is core to the growth of the ALPFA family, so

bring your friends and family with you and experience the magical kingdom of ALPFA!

It’s an exciting time for ALPFA and to be an ALPFA member, help us to grow for the next 40 years!

PRESIDENT’S LETTER: YVONNE GARCIA

ALPFA IMPACT 5

The New ALPFA:

A Transformative Milestone

NEW YORK (May 27, 2014) – The Board of Directors of ALPFA (pronounced

Alpha), one of the nation’s largest and most established Latino professional

organizations, selected Charlie P. Garcia as its new chief executive officer to

succeed longtime CEO Manny Espinoza.

“After an extensive search, we are thrilled to welcome Charlie, who is passionate about our mission of

developing Latino business leaders and driving value to our constituency. Our organization will truly benefit

from his experience as a Fortune 500 board member, leadership at the highest levels of government and

success as an entrepreneur focused on Hispanic consumers,” said ALPFA’s National Chairwoman Yvonne

Garcia.

ALPFA is a 42 year-old organization that began as an association of finance and accounting professionals which

today supports Latinos in all industries through its 41 chapters across the country and more than 100 student

chapters at major colleges and universities.

Mr. Garcia succeeds Manny Espinoza, whose 12 years of outstanding leadership propelled ALPFA to its highest

membership numbers. ALPFA’s mission is to create life-long professional opportunities for its 23,000

members and business partners through leadership development, networking, mentorship and community

engagement.

“Manny leaves a true legacy of outstanding service to the Latino community. I look forward to continuing the

great work he did and enhancing the value we provide to Latino professionals in all sectors of the American

economy.” Mr. Garcia said.

Most recently Mr. Garcia served as CEO of Garcia Trujillo Holdings LLC, a merchant banking, private equity,

and consulting firm where he was recognized as one of the leading advisors to companies that do business in

the global Hispanic market. Prior to that role, he was the CEO of the fastest growing Hispanic-owned business

in the U.S. with 60 offices in seven countries and $2 billion in assets. He is also a Columbia Law School

graduate, a former White House Fellow and a bestselling author of two leadership books.

“America's baby boom generation is retiring at the rate of 10,000 a day for the next 18 years, while during

that same time period over 1 million Latino youths will turn 18 each year,” said Mr. Garcia. “Indeed, more

than one-in-four children in the U.S. under age 18 today is Latino and the strength of Americas' future

economy is linked to the promise of these younger professionals that ALPFA seeks to develop into leaders

of character for the nation.”

Mr. Garcia has held a number of leadership roles in both the private and public sector. Garcia, a U.S. Air Force

Academy graduate, is a highly decorated military officer who was appointed by both the Obama and Bush

administrations to oversee all Air Force Academy operations as Chairman of the Board of Visitors. After five

years of service, the Secretary of the Air Force awarded him the Distinguished Public Service Medal for leading

“a historic transformation of the Board of Visitors and increasing candidate diversity at all service academies.”

In recognition of his contributions to expanding Latino influence and reputation, Hispanic Business, Latino

Leaders and PODER magazines have all recognized Mr. Garcia as one of the most influential Hispanics in the

U.S. Additionally, Univision Network selected him for their series "Orgullo Hispano," a feature that spotlights

Hispanics who have made an exceptional impact on the culture and life of American society, and the book

Hispanics in the USA: Making History featured him as one of 14 Hispanic role models for the nation.

Mr. Garcia will be formally introduced at ALPFA’s National Convention in Orlando, Florida in August.

ALPFA Names Charlie P. GarciaChief Executive OfficerPress Release by Jorge A. Ortega, Newlink America

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 23,000

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

CEO LETTER: CHARLIE GARCIA

ALPFA IMPACT 7

MASSMUTUAL

ALPFA IMPACT 9

Basic Business Strategies You Should Ask Yourselfby Chris Mendoza, DBA, LUTCF – Vice President of Multicultural Market Development at MassMutual

Many Hispanics see their businesses as a way to achieve the American Dream and passing their business along to family. However, without appropriate

strategies in place, you can put those dreams and goals in jeopardy. Here are some basic questions you should ask yourself in the early stages of

your business. We can summarize these questions into basic categories:

What would happen to you, your family or business if you became disabled? Imagine that a 45-year-old business owner who is paying themselves

$100,000 per year was hurt or sick and couldn’t work, yet the owner would need to withdraw $2 Million from the business over the next 20 years.

Would the business be able to survive? If not, perhaps the business owner should consider some form of disability income insurance.

Key Person.

If the business can afford to continue to pay the business owner even

after a disability, is the survival of the business then contingent on

one or more key person or employees? If so, what would happen

to the business if that key person became disabled or died? Perhaps

it would make sense to look at Disability Income or Life Insurance

on one or more of those key employees.

Succession and Retirement.

Here we are thinking about the future of the business and how the

business will fit into the business owner’s retirement planning.

Often, it is easy to think that the business owner will pass the

business along to family, making it important for the business owner

and family to begin the conversation early. To start, think about who

could continue the business at your retirement and then meet with

your advisors and financial professional to make sure that your

wishes are properly documented and funded.

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

MassMutual.com/ALPFA.

Insurance products issued by MassMutual (Springfield, MA 01111) and its subsidiaries, C.M. Life Insurance Co. and MML Bay State Life Insurance Co. (Enfield, CT 06082).

5 Ways to Overcome Recruiting Difficulties When Filling Accounting Jobs

by Robert Half International

The competition for skilled workers in accounting jobs is intensifying.

The unemployment rate in the financial sector has dropped from a

recent high of 6.9 percent in 2010 to 4.3 percent for the first four

months of this year, according to the U.S. Bureau of Labor Statistics.

Correspondingly, salaries are on the rise, and finance and accounting

employees’ confidence level is at a seven-year high. It’s no wonder

that companies today are worried about recruiting and keeping skilled

talent. Sixty-three percent of the more than 2,100 CFOs polled in a

recent Robert Half survey said it’s difficult to find skilled candidates

for their professional-level accounting and finance jobs.

Consider In-House Talent

Before investing time and energy into recruiting, consider the staff you already have. Do you have employees who are able and willing to take

on the extra work – and possibly qualify for a raise or promotion? Would additional training prep them for greater responsibilities? As a manager,

your ultimate goal is to get the job done. If you can do that with your present staff without overburdening them, then you’ve just saved yourself

the time of recruiting and training – not to mention the potential headache of a bad hire. This also buys you additional time to consider the best

steps to take going forward. And remember: Whether you’re promoting from within or hiring externally, always take the time to look at the

big picture; it’s smarter to fill real needs rather than offices and cubicles that happen to be empty.

Practice Non-Urgent Recruiting

No manager wants to be in a position where there’s too much work and not enough workers. To find the best people to fill finance and

accounting jobs, make recruiting an ongoing goal. “A pipeline of potential candidates can speed up the hiring process and prevent problems

associated with being short-staffed, like burnout of key employees,” says Paul McDonald, Robert Half senior executive director.

ROBERT HALF

ALPFA IMPACT 10

Take Advantage of Your Network

Tap your friends and acquaintances when recruiting for accounting jobs. To deepen your candidate pool, spread the word in person, including at

professional networking events, and email contacts about vacancies. Put job postings on LinkedIn, Facebook and Twitter, and encourage your

network to share and retweet them.

Be Smart About Hiring Strategy

Top-tier candidates for accounting jobs are in high demand, and they can receive multiple offers and counteroffers. To attract the best talent, let

them know why your company is a great place to work. Call attention to sought-after benefits like generous time off, flexible scheduling options

(including telecommuting) and respect for work-life balance. Make sure your compensation is above average. Consult the Robert Half 2014 Salary

Guide for the starting wages of more than 350 positions in accounting, banking and financial services. Above all, once you’ve found the right person,

don’t dither on making the official job offer.

Get Outside Help

Agencies that specialize in accounting and finance jobs understand the

kind of candidates you’re looking for. With their deep and wide

networks, they can often quickly provide a short-list of contenders.

They’re also skilled at helping out in each step of the hiring process,

from creating an airtight job description and vetting candidates to

negotiating a compensation package.

With an average of four weeks to hire a staff-level finance worker and

five weeks for management, companies that can’t wait that long can use

recruiting firms to speed up the process. Another benefit: Recruiters

have access to accounting and finance professionals who may not be

actively seeking a new job, but might consider the right opportunity.

No company can afford a bad hire, especially small businesses with their

fewer layers of management. To minimize the risk, consider bringing in

interim employees on a temporary-to-full-time basis. This ensures an

employee is a match for the company before extending a job offer.

Trying out a new employee this way also allows you to bring someone

new onboard in matter of days instead of weeks.

Don’t let a shortage of qualified candidates stymie your recruiting

efforts. There are several strategies at your disposal to fill accounting

jobs, even specialized in-demand positions. By tapping in-house talent,

recruiting constantly, networking, hiring smart and using a recruiting

firm, you’ll be able to find and onboard just the right staff quickly,

efficiently and painlessly.

This article is provided courtesy of Robert Half, parent company of A ccountemps, Robert Half Finance & A ccounting 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

PNC

ALPFA IMPACT 13

Millennials Still Covet the American Dream of Homeownership

by Todd Matthews, PNC Mortgage

Homeownership is often called the American dream, but most

twenty-something’s say it’s just a dream.

Only 23 percent of millennials own a home or are actively looking,

according to a new “financial independence” survey by The PNC

Financial Services Group. Overall, the survey found financial

independence – being able to pay living expenses and establish a

household – is even more elusive than it was two years ago for 20-

something’s coming of age amid global economic uncertainty.

Although the housing market has recently picked up, many still prefer

to rent rather than own a home, according to the U.S. Census Bureau.

So is Gen Y holding back the housing recovery? Only a bit.

Nearly a third of millennials surveyed say they are saving for a home

or thinking about it, so this generation of Americans may not be

completely ready just yet, but they are still preparing to take the leap

to homeownership.

Achieving home ownership can be challenging. However, learning

about the home buying process can make the dream of moving into a

home come true.

Understanding the Mortgage Process

Potential homebuyers, from Gen Y and beyond, are poised to take one of the biggest financial

steps in their lives. Here are some “need to know” basics before jumping into the housing market:

Know what you can afford. A good rule of thumb is that the home

price should be no more than 2.5 to 3 times annual income.

The next step is equally important: Calculate debt-to-income

ratio: Take total monthly debt payments, add anticipated monthly

mortgage payment (including taxes and hazard insurance) and

divide into monthly income, with debt not exceeding 36 percent.

Online calculators, such as www.pnc.com/homelendingcenter, can

help too.

Don’t forget to get a pre-approval from a mortgage lender before

you begin searching so you know how much you can afford.

Buyers will take you more seriously.

Research the types of mortgages that work best for you - fixed or

variable rate, and length of mortgage repayment.

Know all the costs of your chosen home including down payment,

closing costs, taxes, insurance, utilities, repairs/maintenance and

homeowner association dues or assessments.

Make an offer! And once accepted, request a title search to

determine if there are any outside claims on the property, and a

certified home inspection to see if the structure is free of

problems, code violations or other potential concerns.

The Closing: Well before you close, you’ll need to provide a

number of documents to verify personal financial circumstances

including income, employment, down payment funds and

creditworthiness but you may do it again right before the closing

to confirm nothing has changed. Conversely, lenders will provide

a great deal of information so you understand all aspects of the

loan and closing costs. You’ll also get to meet all the parties

involved at the closing when you make it official by signing the

documents and get the KEYS!

•

•

•

•

•

•

•

Todd Matthews is vice president and regional manager of PNC Mortgage in Florida, a division of PNC Bank, N.A. He can be reached at todd.matthews@pnc.com.

PNC is a registered service mark of The PNC Financial Services Group, Inc. ("PNC"). PNC Mortgage is a division of PNC Bank, National Association, a subsidiary of PNC. Thisinformation is provided for informational only purposes. All loans are provided by PNC Bank, National Association and are subject to credit approval and property appraisal. ©2014 ThePNC Financial Services Group, Inc. All rights reserved.

CARGILL

ALPFA IMPACT 15

18 ALPFA IMPACT

ALPFA will offer numerous workshops designed forprofessionals and students. Workshops are presented byrepresentatives from Fortune 500 companies. ContinuedProfessional Education (CPE) credit is available for allprofessional workshops.

1Professional Development

2

3Networking Luncheons

Three powerful luncheons during the convention: Scholarship Luncheonhonoring our scholarship winners, The Leadership Luncheon featuringindustry executives in a panel discussion and the Women of ALPFA luncheonthat recognizes our Latina leaders.

The ALPFA Annual Convention offers a unique experience by providing a forum for professionals andstudents to learn, network, reconnect and continue to grow the ALPFA family. This 5-day event offers

several opportunities to expand your knowledge and sharpen those skills necessary in becoming leaders.

TOP 10Reasons to Attend

Career Fair/ University Expo

The morning kicks off with a continental breakfast to getyou ready to meet and greet nearly 100 sponsoringcompanies. Learn about career and MBA opportunities,or just expand your network!

ALPFA IMPACT 19

9

6ALPFA Gala Awards Sponored by

5

8ALPFA’s Got Talent

7

The convention is a great time to seethe ALPFA familia at its best – Manyhave made lifelong friendships withmembers from all over the U.S.

ALPFA Social Events

The ALPFA’s Got Talent Competitionwill be happening this year in Orlandoat our Annual Convention!

Visit Orlando, Florida

This year, we have teamed up with Orlando Convention Aid to help you make the most of yourtime in Orlando. Available discounts include restaurants, golf, attractions, nightlife, shopping andmuch more. Each listing offers detailed information and discount coupons that can be printed.

10

ALPFA 2014 National Raffle

The winning ticket could score you a brand new

2014 Mercedes-Benz!

Come dressed to impress and join us as we honor and recognize ALPFA members who havehelped promote the mission of the organization. You might also be a winner too if you’re holdingthe winning raffle ticket to a Mercedes-Benz and get called LIVE at the dinner! The grand finalewill be a sneak peek to what’s in store for next year so prepare yourself for a memorable evening!

4

Join us at the opening session to kick-off the 2014 ALPFA Annual Convention as we pay tributeto Manny Espinoza’s legacy and welcome ALPFA’s new CEO Charlie Garcia!

Opening Session

Winner of the Mercedes-Benz will be called

LIVE from the Gala, Tuesday, August 5th!

Welcome Reception

“What’s your Disney Side? It’s the side you simply can’t wait to share. It’s the side ofyou that laughs more, screams more, and just plain lives life to the fullest. It’s the side ofyou that comes out to play the moment you and your family step through the gates of aDisney theme park.”

*2014 Models shown as illustration only.

Lake Buena Vista, F

ead SponsorL

ista, Florida

42nd ALPFA Annual Convention • August 2-5

SCHEDULE AT - A - GLANCEDisney’s Coronado Springs Resort

1000 West Buena Vista Drive • Lake Buena Vista, Florida 32830-8403For the latest information, visit us at: convention.alpfa.org

Monday, August 4, 2014

7:00AM – 7:00PM Registration

9:00AM – 12:00PM Professional & Student Workshops

10:00AM – 11:30AM Latino Consumer Insights Panelsponsored by The Clorox Company

12:00PM – 2:00PM ALPFA Scholarship Luncheon sponsored by E&Y

3:00PM – 4:30PM ALPFA Veterans’ Panel sponsored by JPMorgan Chase & Co.

3:00PM – 5:00PM Professional & Student Workshops

TBD ALPFA KPMG Case Study Competition**

6:00PM – 10:00PM Private Sponsor Receptions **

Tuesday, August 5, 2014

7:00AM – 6:00PM Registration

7:30AM – 9:30AM Executive Series: Power Breakfast **

7:30AM – 12:00PM Career Fair & University Expo

(Closed 12:30-2:30pm)

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*sponsored by Deloitte

10:00PM – 12:00AM Post-Gala Celebration

Friday, August 1, 2014

3:00PM – 6:00PM Registration

6:00PM – 9:00PM National Leadership Dinner sponsored by ComcastNBC Universal **

Saturday, August 2, 2014

7:00AM – 7:00PM Registration

8:00AM – 9:30AM Student Orientation

9:30AM – 11:00AM Deloitte Road Show – Student Program

10:00AM – 5:00PM Professional Workshops

11:30AM – 2:00PM Student Resume Critique

3:30PM – 5:00PM ALPFA Chapter Leaders Reception** sponsored by Northwestern Mutual

5:00PM – 8:00PM ALPFA Opening Session and Welcome Reception

Sunday, August 3, 2014

7:00AM – 7:00PM Registration

7:30AM – 9:00PM Lifetime Member Breakfast**

9:00AM – 5:00PM Professional & Student Workshops

9:00AM – 11:30PM Women of ALPFA Workshops

12:00PM – 2:00PM Women of ALPFA Luncheon sponsored by Bank of America

2:30PM – 4:30PM Women of ALPFA Panel Sessions

2:30PM – 5:00PM ALPFA Ernst & Young Student Leadership

Program**

TBD ALPFA KPMG Case Study Competition**

6:00PM – 9:00PM ALPFA Networking Reception sponsored by PwC

ALPFA’s Got Talentsponsored by PwC

*Black tie event – tuxedos optional for students.

**By invitation only.

ALPFA IMPACT 21

Luis AbadDora MariaAbreuRosalin AcostaJoe AcostaLindy AgronZoraya AguilarAndrea AguirreJoey AguirreEgill AgustssonMaria AlanizGabriel AlejandroEloisa AlfonsoScott AllenSylvia AlmanzaGreg AlmiedaAlexander AlmonteFernando AlonsoEdgar AlvaradoAlicia AlvarezFerdinand AlvaroCarlos AmargosAna AmatoAlitza AraizaEsperanza AranaDaniel ArceSandra ArestiRadina ArnaudovaTeresa ArnoldRaymond ArroyoM. Carolina AvellanedaBilly AyalaNicole Ayala FouronManuel AzuaraDiego BacaAna BaldeonPatricia BallesterosAndres BaquerizoSandra BarreraClaudia BarreraRoosevelt C BarrosDolores BautistaMarcela BautistaDomingo BelliardMilca BeltreMoroni Bento RodriguesVioleta Bermudez-PardoAlfonso BernonIsmael BerumenDavid BiglerKathryn BirkheadAndrew BoccioPatricia BoshuizenAllen BostonKen BouyerMarletta Boyd

Holger BrionesMichael BrodskyAdriana BurnettBrigette BustosTony ByersJorge CaballeroYesenia CabreraJacqueline CaceresCarlos CalderonEugene CampbellJose CamposFabio CamposGloria CanoNora Cano TijerinaJose CanteroMichael CardenasSantiago CarmonaChristopher CaryKaren CasaMaria Castanon-MoatsAlfredo CeperoRick CerdaVincent ChapaAmanda ChavezKarina ChavezMatthew ChebatorisJonathan CifuentesKevin CifuentesIsalys ClaudioValerie ColimonYovani Colon GerenaLissette ContesMaria Contreras-SweetSusana CoronaAntonio CoronaRodrigo CortezCamila CoteAndreas CoumidesJoanna CoutoJovan CruzJuan CruzRoger CudeJavier CuellarNadya CuetoAnthony CurtisJoneil CustodioMarcos CuzcoAdam D'AngeloGeorge de CervantesSergio De la FeGabriel de la RosaMaribel De La Rosa-RangelBradley DeckertPaul DeJesusDavid G. Delgado

Alberto DentSybil L Desanglesfernando DiazStefanie DiazMaria Diaz VelazquezElizabeth DiepMargaret DillonLuis DonosoLinda DoubravaBill DriscollIxchell DuarteJohn DudleyLeanne EberleIngrid EcksteinElena EinsteinAlejandro EscalanteSujerly EscobarManny EspinozaLupita EspinozaManuel EspinozaMeghan EspinozaBrian EstizPaul EstradaLuis J. FabianiGeorge FamalettPablo FedericoMauricio FeldmanManuel FernandezJoseph FernandezRoseana FernandezPablo Fernandez AlvarezGary FerrierGreg FloresJulio FloresAlberto FloresPaola FloresCarriea FlowersMelvin FlowersTerry FollmerErby L. Foster Jr.Paul FranciscoJessenia FranciscoBrett FriedmanIsaac GaonaYvonne GarciaJose GarciaSean GarciaRoberto GarciaBenjamin GarciaRay R. GarciaBernardo GarciaZulema GarciaCatherine GarciaMichael GarciaRafael Garcia

Marisa GarciaAlicia GarciaVictor GarciaFrances GarciaAlejandro Garcia-AmayaEduardo Garza MoraTanya GarzonMuhammad GiganiSwapna GiganiElana GivensHubert GloverPedro GoitiaClaudia GomezSolskin Gomez-KroghVictor GonzalesGustavo GonzalesRay GonzalezSteven GonzalezAnita GonzalezFabian GonzalezYaneth GonzalezPhyllis Griego KellerMichael GriffithCamilo GuerraLuis GuerreroManuel GuerreroEdward GuerreroStacey GuillenDanerys GutierrezJulio GuzmanLorraine GuzmanLuis Guzman-BarronSarah Guzman-CanteroLori HammondDavid HarrisonMichael HartzellTaylor HawesJose HernandezJohn HernandezRobert HernandezJohn HernandezDiana HernandezConrad HerreraMayra HerreraMarcos HidalgoAngel HinojosaBavan HollowayPaul HoraceRafael HurtadoPablo IsmaelCynthia IzzoCarol JacksonGerman JimenezPeter JimenezMabel Jimenez

Fernando JimenezFelix JimenezEdgar JimenezJuan Roberto JobNatasha JohnsonKimberly JonesLetyushka JuanLeyla Kafie GaliciaMatt KapszukiewiczChris KlecknerNathan KolmodinDavid KopschPaola KorlaskeJoseph KosinskiEugene KublanovMadeline LandrauDennis LangwellJames LascanoSharon LassarLisandra LassenAdriana LauNathalie LaureanoWayne LeeProf. Margarita Maria LenkGraciela LondonoSuzette LongfellowJackie LopezMaria LopezHelen LopezLuis LopezHelio LopezAscension LopezTracie LopezCamila LorcaAngel LorenteCesar LostaunauJavier LuevanoChristopher LuiDianne LystlundPablo MachadoLeRoy MaciasChristopher MagerSampheas MakOscar MalcolmJanet MaldonadoSonia ManzurJill MaradiagaRobert MarquezViola MarshallRoxanne MartinezJuan MartinezAmber MartinezEric MartinezLaura MartinezAdan Martinez

ALPFA would like to acknowledge its lifetime members.

Thank you for your continued support!

ALPFALifetime Members

22 ALPFA IMPACT

2014 Lifetime Member Breakfast*

Luis Pedro MartinezElizabeth MartinezChristopher MartinsMartha MaughJames McAndrews IIIMalik McCluskeyCherrie McCoyDuret McGoughAric McKinnisAdriana McKinnisGualberto MedinaDiva MejiasJose MelendezJoe MellaJames MelucciSergio MenachoSteven MendezZenaida MendozaLucia MendozaFrancisco MichaudArmando MielesBruce MillsLouis MiramontesKaplan MobrayNiloufar MolaviNancy MolinaSteven MonacoArianna MonserratFaustino MonteroHenry MontoyaDenisse MontoyaJuan Carlos MoralesEdgar MoralesAngel Morales LebronRicardo MorenoElizabeth MossadRodrigo MotaEdward MoyManuel MunguiaJohn MurilloMaria MurilloCarolyn MurrayIleana MusaHelena NanceJosue NapaCamille NapaMark Nash

Ramon NavarroDiana NavasLinh NguyenRadhames NovaElvia NovakAnita NunezAvec O’BrienManuel OcasioHelen OduberOscar OliverosVictor OlmosGloria OlveraRichard OrellanaCarlos OrozcoAdam OrtegaDavid OrtegaGabriela OrtigoniFelicia OrtizNerelys OrtizCarlos OteroJoe PachecoRaul PalaciosGabriela ParcellaIvan PaulinoAlfred PegueroAgustin PenaJess B. PenillaAlexander PerdomoCarlos PerezGenaro PerezHector PerezDiana PerezElizabeth PerezHector PerezLynnette Perez - SantosValerie PeytonGineth PinedaRudy PittalugaEmanuel PleitezRaquel PolancoMarco PulidoPhil QuezadaFelipe QuezadaMiguel Quezada-CardenasMarcel QuirogaEdgar QuirozZoyla Rabie

Jovani RamirezBen RamirezAdriana RamirezJuan RamirezCésar RamirezCynthia RamosCintya RamosEd RamosBeatriz RangelPamela Ravare-JonesMaurice RedheadGina RengifoAleksandr RestrepoJavier ReyesS. Miguel ReynaManuel E. ReynaMerlix ReynoldsToni RiccardiAndrea RickerJaime RiescheAraceli RiosKen RiosNisaini RiveraShanina RiveraSheila Rivera-FathallahRobert RiversWilliam RobalinoMarie RoblesRobert RodriguezMarcos RodriguezHerman RodriguezErika RodriguezSteve RodriguezLaura RodriguezFrank RodriguezIsabelle RodriguezMario RodriguezGabriel RodriguezWilfredo RodriguezTiffany RodriguezDomingo RodriguezJanet RodriguezPete RodriguezAlberto RojasDanny RojasJane RojasAdriana Rojas Garzon

Emily RollinsDanelson RosaPedro RosarioAidamaris RoviraGiselle RubianoHabibe RubioDenis RudderMaritz RudisilRobert RuizCindy SaadClaudia SachsBrian SalazarRay SalazarMichael SalazarLeonard SanchezLoretta SanchezMaritza SanchezCarol Sanchez-NovakGeorge SandovalMaria SantiagoJan Pierre SantiagoMichael ScannellElizabeth ScarpelliLouis SchioppoDamaris SchneiderJoe SchwingerMaria SessionsMark SessionsMark SettlesMeena SharmaTommy ShiScott ShipperMichael SilvaAriana SimmonsChris SimmonsWalter Smith Oscar SuarezAlfredo SuarezSuri SurinderJoey TackettMara TalanF. Javier TaranoffChristie TenorioMike ThibeaultHeather ThomasAllen ThomasKimberley Thompson

Christian TinderEduardo TobonJasdomin TolentinoAna TolentinoRicky TompkinsEmily TorresTheresa TorresManuel TorresJefrey TrianaKshitiz TrivediZameer UpadhyaJacqueline ValdezMaria ValentinRobert VallejoVanessa VargasGilbert VasquezJessica VelazquezMichael VelazquezCecilia VelazquezHenry VenturaDamaryd VeraRosemarie VergaraMaria VillaLuis VillafanaDaniel VillaoWalter VillelaDennis VillonAndrew WallaceDouglas WaltersLydia WashingtonAlejandro WashingtonIvan WatanabeRoy WeathersDiane WebsterJoseph WehleMaria WehleSteve WhaleyChristopher WilliamsGiselle YannelliMaria YipDaniel YipJohn ZamoraAlbert ZapantaNebojsa ZlaticEuclid Zurbaran

ALPFA IMPACT 23

2014 Lifetime Member Breakfast*

Tuesday, August 6 • 7:30AM – 9:00AMSpecial Guest Speaker: Dr.Tony Byers – Director of Global Diversity Inclusion, Starbucks Coffee Company

*By invitation only.

Join our new CEO at the Lifetime Breakfast

Helpful Info

Disney’s Coronado Springs ResortLake Buena Vista, Florida 32830-8403

Room Rates$165 – Professionals

$119 – Students

CLICK HERE TO RESERVE YOUR ROOM

NotesYou will receive an Online Confirmation followed by the actualResort Confirmation (This may take up to five days business days).

The dates offered on the site for room reservations are Jul 29 toAugust 09, 2014. If you’d like to book nights that fall before or after,you will need to call to inquire about availability.

If you need to make changes or special requests, you will need to haveyour Resort Confirmation. Any changes, requests or cancellationsmust be made by calling 407-939-4686.

Reservation Deadline: Wednesday, July 2, 2014. Reservationssecured after the deadline are not guaranteed the ALPFA Room Rate

Simply call 1-866-211-0831 and select Option 1 to place your order.

(Monday – Friday 9AM – 8PM CST • Saturday 9AM – 6PM CST).

Once the tuxedo rental department has placed your order, you will

need to provide a credit card for processing your tuxedo payment in

full. You will then receive a confirmation via email.

For Men’s Wearhouse or MW Tux locations near you, visit www.mwtux.com.

Pre-ordered tuxedos will be delivered to the Disney Coronado Springs Resort.

Ground Transportation

Get to the Convention in style! Disney’s Magical Express will takeyou from the airport to the Coronado Springs Resort as acomplimentary service! Make your reservations by visiting here orby calling (407) 827-6777 with your flight information and yourResort Confirmation email.

Orlando Airport Shuttle Companies

Disney’s Magical Express (407) 827-6777

Airport Ground Transportation Info Click Here

Airfare Information

ALPFA IMPACT 25

Tuxedo Rentals

Hotel Accomodations

This year, we have teamed up with Orlando Convention Aid to helpyou make the most of your time in Orlando. Available discountsinclude restaurants, golf, attractions, nightlife, shopping and muchmore. Each listing offers detailed information and discount couponsthat can be printed. They can also make your dinner reservation, bookyour group dinner party or event. This web site will help you planyour time during your stay in Orlando.

Just click on the golden ticket to:

Be sure to check out the coupons available and just call us at(407) 248-8629 if we can help you in any way!

Purchase, discounted attraction tickets!

Receive, discounts to fantastic restaurants and make dinner reservations!

Enjoy complimentary cocktails at some of Orlando’s best nightlife!

Play great golf at a discount!

Shop at Orlando’s most exclusive stores and outlets with discounts!

Rent cars and make use of other great services all with fantasticdiscounts!

This web site will help you plan your time in Orlando and SAVE MONEY!

Orlando Convention Aid

Orlando Int’l Airport (MCO) 19 miles

CLICK HERE TO BOOK YOUR FLIGHT

ALPFA IMPACT 27

ALPFA IMPACT 29

ALPFA IMPACT 31

PROFESSIONAL IMPACTProfessional development and career-building opportunities are the focus of

ALPFA activities for Latino professionals.

PROFESSIONAL IMPACT

ALPFA IMPACT 35

On Thursday, January 23, ALPFA Boston presented Diversity in the

Boardroom: Securing a Seat at the Table, an event dedicated to the

importance of diversity in corporate and non-profit boards and how

individuals can participate on these boards. Hosted by Bingham

McCutchen and sponsored by Eastern Bank, the event exposed

attendees to a panel of successful women with extensive board

experience. Bob Rivers, President & Chief Operating Officer at

Eastern Bank, welcomed attendees by sharing the bank’s

commitment to diversity on its corporate board and how it helps the

bank better reflect the communities it serves. He also introduced

Carol Fulp, President and CEO of The Partnership, as the moderator

for the evening.

Carol introduced the award-winning documentary Insider Game I by

the Hispanic Association on Corporate Responsibility (HACR);

which captures a group of Hispanic leaders struggling with the lack of

gains in corporate boardrooms over the last 30 years. Dr. Lisette

Garcia, Director of the HACR Research Institute, explained how the

video is "taking the conversation [of diversity] to the next level,

ensuring our voices are heard. These conversation are now

happening in public forums, where we are not only the topic of the

discussion but an important part of them."

Panelists, Phyllis Barajas, Founder & Executive Director of Conexión;

Dr. Garcia; Betty Francisco, EVP, Corporate Relations and General

Counsel Millennium Partners Sports Club Management LLC; and

Laila Abou-Rahme, Partner at Bingham; discussed their experience as

members of corporate and non-profit boards and provided useful

advice to attendees on how to join a board.

Radhames Nova, Executive Director of ALPFA Boston, and Chris

Gabrieli from Empower Schools, concluded the event with current

board opportunities within ALPFA Boston and a description of the

Empower Schools Pilot Board Service Fellowship, a pilot program

that will help place emerging Latino business leaders on boards of

leading educational organizations in Greater Boston. To read the full

event recap visit www.alpfaboston.org

ALPFA Boston: Diversity in the Boardroom Event

To read the full event recap visit www.alpfaboston.org

PROFESSIONAL IMPACT

ALPFA IMPACT 37

The Seattle ALPFA Chapter launched the year with an amazing

networking reception at the W Hotel. The Annual Kick-Off was held

on January 23rd, 2014 and was well attended - with over 115 guests

and with the presence from most of the chapter’s business partners

including Microsoft, Boeing, Northwestern Mutual, Starbucks,

Deloitte, and PwC among others.

At the Kick-Off, the chapter had the pleasure to introduce the

upcoming board, present on the value, mission and benefits of

becoming a new member. This year, our goal was not just to

network but instead to get to know our clients; members and

sponsors. The board members strategically split and networked

among our members and sponsor to understand their needs, learn

why they joined ALPFA and what were they hoping to get out 2014’s

Programming.

A portion of the evening’s program also featured an ALPFA Cares

partner: Community for Youth (CfY). CfY is local non-profit

focused on creating mentorship relationships between professionals

and high school students. It was very encouraging and exciting to

hear about such a great organization whose goal is to decrease the

high school drop-out rates and the high number of young people

headed to jail. Many of our members were very interested in such a

great community service program and are now serving as mentors to

many high school students in the Seattle Area.

As the night was coming to an end you could hear the excitement

from all our members and sponsors for our upcoming events. They

were most excited about our first Latin Night event, a

social/fundraising event aimed at raising money for the student aid

fund. The chapter was also able to sign up five new members and get

multiple members engaged in helping the board as well as becoming

volunteers for upcoming events.

Overall, with great representation from all our sponsors as well as

the number of attendees we can agree that this was a successful

event and a great way to start 2014!

ALPFA Seattle: Annual Kick-Off Networking Reception

ALPFA CARES

ALPFA IMPACT 39

ALPFA Cares is one of the key programs offered by ALPFA Boston.

With a focus on education, its mission is to give back to the local

communities and connect members with other non-profit

organizations for the opportunity to engage in community service

activities. On Saturday, January 25, it did just that.

Twenty-two, seventh and eighth grade girls, gathered excitedly at

Esperanza Academy's auditorium for the Latinas del Futuro: Pathway

from Promising Student to Latina Leader event. The academy is a

tuition-free, independent middle school in the Episcopal tradition

that welcomes girls of diverse faiths, races and cultures from

Lawrence. Chris Wilson, Head of the School, welcomed the more

than 15 ALPFA Boston volunteers and introduced Yvonne Garcia,

President of ALPFA National.

Yvonne began the event by offering the girls a road map to success.

She explained how “being Latina is the coolest thing” and how the

girls should embrace their heritage and use it to propel them into

greatness.

To further reinforce these messages, Yvonne introduced Stephanie

Aragon, Vice President of ALPFA Cares who was instrumental in

planning this event. Stephanie has been working with the school for

several months and was eager to moderate a panel of five

professional Latinas.

Migdalia Diaz, President of ALPFA Boston, Shany Porras, Information

Protection Manager at KPMG, Sara Suarez, News Director at

Univision, Adriana Rojas, Counsel at Bain Capital, and Rossemary

Calderón, Senior International Marketing Consultant for Sun Life

Financial, shared their challenges and triumphs in their paths to their

success. “Take risks,” “Follow your dreams,” “Listen to your parents

who have your best interest in mind,” “Live on campus when you

attend college and study abroad,” “Study hard, prepare, challenge

yourself,” were just a few of the statements shared by the panelists

as the keys to succeed.

The event also included roundtable discussions with more

professional ALPFA women who shared their own success stories

and answered one of one questions from the girls. In the end, ALPFA

Cares volunteers left overjoyed with their interactions with the

promising students, and in turn, the girls left empowered to take on

the world and achieve their dreams.

ALPFA Cares: Esperanza Academy Event

ALPFA IMPACT 42

We look forward to seeing you at the 2014 ALPFA National

convention this summer in Orlando, Florida and hope that you will

join us for the Women of ALPFA Day on Sunday, August 3rd.

As a participant in the WOA Day, you will enjoy a full day of highly

interactive workshops and moderated panel discussions where

you will gain insights on Latina leadership and how to apply specific

core competencies on Influence, Impact and Intention. Applying

these competencies will accelerate your ability to think

strategically, lead others and deliver results, which in turn will

provide you with opportunities for advancement.

For the first time since its inception, the WOA Day will offer four

highly interactive morning workshops, followed by the Women of

ALPFA Luncheon which will include a series of 'Ted Talks'. The

afternoon program will include three concurrent moderated panel

discussions based on a specific track of our 2014 Women of

ALPFA focus on "Using the Power of YOU to Transform Latina

Leadership” and will be tailored to different professional levels:

Track I - Earning Respect By Enhancing Resources

During this track, participants will earn the first currency of great leaders with a focus on Influence by building Credibility, Trust & Respect. Areas

of development will include gaining knowledge on industry, company, functional, cross-functional, job, competition, customers, people, processes,

platforms. This track is targeted for entry level talent.

Track II - Acquiring Credibility by Delivering Results

During this track, participants will build the second asset of great leaders with a focus on gaining Impact by building Results & Resources. Areas of

development will include envisioning, planning, target-setting, managing, and decision-making. This track is targeted for mid-level professionals.

Track III – Building Trust by Expanding Relationships

During this track, participants will earn the third currency of great leaders of Intention by building Capabilities, Character & Competence. Areas of

development will include ability to be transparent, reliable, caring, aligned, balanced, even-keeled, team-player, authentic, honest, and giving.

Dear ALPFA members:

ALPFA IMPACT 43

The success of the 2014 focus has been the result of WOA’s strategic

partnership with the ALPFA Institute to develop a robust framework.

In addition, we have been working closely with all ALPFA chapters

nationwide to make the program accessible to all members across the

country. We are thrilled to share that 100% of local chapters have/will

deliver the 2014 WOA program before the end of 2014.

The 2014 ALPFA National Convention will mark the second year

since WOA launched its three-year umbrella theme of “Building a

Legacy of Latina Leadership”. ALPFA women leaders across the

country immediately identified themselves with this mission and

strongly committed to what became a tipping point for this strategic

women's initiative.

We encourage you to identify the tracks that are of interest to you and

to follow us on our social media outlets (below) and newly launched

WOA Blog (below) where you will find detailed information on the

tracks, background on presenters, and steps to sign up in advance for

the breakout sessions. Finally, we will unveil next year's program

theme so you won't want to miss joining us for the day!

I would like to recognize the Strategy Development Committee for

their tremendous effort and contribution to the WOA Day program.

We look forward to seeing you at the WOA Day of the 2014 Annual

National Convention.

Ileana Musa, Chair, WOA Corporate Advisory Board

Women of ALPFA

Strategy Development Committee

Marcela Aldaz-Matos

Chair

Yaneth Gonzalez

Co-Chair

Erika Rodriguez

Advisor

Lynnette Perez-Santos

Corporate Development Lead

Marie Robles

Programs Lead

Gloria Rosal

Marketing and PR Lead

ALPFA IMPACT 44

It was a missed appointment that lead Maritza Montiel to meeting

with a recruiter one afternoon and that lead to a 40-year career

with Deloitte. Maritza has served in several leadership positions

including Regional Managing Partner, CEO of the Federal Practice

and, Deputy Chief Executive Officer and Vice Chairman, making

her the highest-ranking Latina at Deloitte. Maritza was also

appointed to lead the Learning and

Development design and implementation

of Deloitte University. She attributes her

success to having a strong family, being

willing to take risks, and having a passion

to develop leaders.

Dare to be ExtraordinaryMaritza Montiel, Vice Chairman, Deputy CEO at Deloitte shares some of her personal journey inbecoming the highest-ranking Latina at Deloitte and also a Latina leader.

How did you choose accounting as your field of study at University of Miami?

Growing up I always wanted to be a doctor. Unfortunately, my Dad died during my senior year in high school making that not an option financially

for our family. In high school I scored very well in mathematics so I chose accounting because it was the closest to a business degree with numbers!

I also had a bookkeeping class in high school and was mentored by a great teacher, so the decision was easy.

In the 1970s, accounting was not an industry with many women, and few of those women were Hispanic. Entering a field with so few women meant

not having a female role model or mentor to go to for guidance. Back then, at Deloitte, you were assigned a career counselor and it was usually a

white male due to the typical population of a large accounting firm. But it was by luck that I was assigned to a wonderful counselor, Leon Mayshak,

who ended up being my mentor and great friend who really helped me in my formative years.

How did Leon mentor you?

Well first, he talked me out of quitting several times! But Leon also took the time to get to know me as a person and we found we had a lot in

common; we identified with the underdog, we had a personal mission to help people, and we both came from humble beginnings. He took a personal

interest in my career and wanted me to succeed. When I would get passed up for an assignment, he would say, ‘It’s because you’re a girl.’ But

instead of letting me feel sorry for myself, he would tell me to get over it, speak and act like the person who wanted and deserved that assignment.

At the time I thought he was being a little harsh, but it’s exactly what I needed to hear and advice that helped me to vocalize my merits, and ask

for what I wanted. His famous saying was always “hang in there” so I did!

And speaking up did not end with just advocating for yourself.

Yes, it’s true. I have always felt the responsibility to speak up for those who, at times, may have no voice or are misunderstood or unfairly judged.

Many years ago, two colleagues were up for partner. Colleague one was a little less polished but showed great intellect and potential and, some

would say, more drive than colleague two who was more polished, handsome, and also very smart. I got the news the decision had been made to

admit colleague two to the partnership and defer colleague one to the following year. I knew this was wrong and felt there was no business reason

for the decision. In my opinion, it was purely based on what I perceived to be unintentional bias; therefore, I had to speak up and I was willing to

risk my own career for that. I told the leadership of the organization what a bad decision that was and that either both of them were admitted or

I was out. It was a BIG risk, but when you are acting out of the right principle, it’s an easy decision. Both ended up being admitted, and look how

well Joe did, he is now CEO!

Maritza Montiel

ALPFA IMPACT 45

How do you help others become better leaders?

As a leader, by definition, part of your many roles is to help develop and grow those who you work with. I believe if you invest in people and help

them succeed and deal with barriers, help them get better and to accomplish their dreams, everything in life becomes so much easier. As a leader,

my philosophy has always been …. you can get what you want if you help others get what they want! It takes time and a willingness to do it but

it’s so great when others you have seen struggle or be challenged flourish and do extraordinary things!

How did Leon mentor you?

Well first, he talked me out of quitting several times! But Leon also took the time to get to know me as a person and we found we had a lot in

common; we identified with the underdog, we had a personal mission to help people, and we both came from humble beginnings. He took a personal

interest in my career and wanted me to succeed. When I would get passed up for an assignment, he would say, ‘It’s because you’re a girl.’ But

instead of letting me feel sorry for myself, he would tell me to get over it, speak and act like the person who wanted and deserved that assignment.

At the time I thought he was being a little harsh, but it’s exactly what I needed to hear and advice that helped me to vocalize my merits, and ask

for what I wanted. His famous saying was always “hang in there” so I did!

There has been so much said and written about “Lean In”; as someone who has successfully broken the glass

ceiling, is the book giving women enough advice?

It’s hard to argue with many elements of the book or the success of Sheryl Sandberg. What I have seen is a pattern of women trying so hard to be

a team player that they sometimes are afraid to speak up in meetings or be direct about their aspirations so that they are creating a disadvantage

for themselves. If you are only raising your hand you are still waiting for someone to call on you and it may not happen, especially in a room full of

highly competitive men! Leaning in may, at times, not be enough; sometimes you have to dive for the ball and maybe even throw a body block!

The pace of competition in business and available leadership positions are very limited if that’s what you desire,… if you want to be CEO or COO

or the leader of the group you need to be fully prepared to compete for the role. That requires you do many things to get noticed, but also be

prepared to share why you think you are the best person for that role! You have to believe in yourself before others do! So my challenge to you

is to Dare to be Extraordinary in everything you do in life and professionally!

You have done so much; not just in breaking barriers, but showing that you can stay true to yourself, and still

succeed. And now you are retiring! How do we keep this momentum going when there are still too few women

in positions like yours?

Well I am retiring from Deloitte not life! I feel energized and excited for the new adventures that may come my way. I hope to serve on public

company boards as a director, be involved in executive coaching, spend more time with family and travel to new exciting places! I have been blessed

by the Lord and hope to be able to be involved in things to make the world a better place!

A s used in this document, “Delo itte” means Delo itte LLP and its subsidiar ies. Please see www.delo itte.com/us/about fo r a detailed

descr iption o f the legal structure o f Delo itte LLP and its subsidiar ies. C ertain services may not be available to attest clients under

the rules and regulations o f public accounting.

ALPFA IMPACT 47

As part of International Women’s Month, the Hartford Chapter of

ALPFA empowered Latinas in business to unleash their inner power

and transform Latina Leadership during the 2014 Women of ALPFA

Summit. The annual celebration of Latinas in business took place on

March 28 at the Hilton Hartford Hotel in Hartford Connecticut.

The event hosted close to 300 guests from the Massachusetts and

Connecticut region and granted attendees the opportunity to

network, support local entrepreneurs as part of the small business

showcase and be transformed by presenting speakers.

“Professional Latinas are known for managing many different roles,”

said Lisandra Bonilla Lassen, President of ALPFA Hartford Chapter.

“They are mothers, sisters, employees, entrepreneurs, professionals

and so much more. Events like Women of ALPFA are essential to

grant our Latina business leaders a time and space to focus on the self.

This is a place where current and future Latina leaders unite and are

empowered with professional development, new connections, shared

experiences, struggles and ambitions.”

The event was highlighted by the keynote presentation of Djuana

Beamon, Director of Enterprise Diversity and Inclusion for Travelers.

In her presentation the corporate leader shared her personal insight

and story of success. As part of her keynote address, Beamon

explained the importance of Latinas in the U.S. and provided a global

analysis of Hispanic Leadership.

After the luncheon, Albertus Magnus College Business Professor

Norman Davis, Ph.D. provided a workshop based on his playbook for

trailblazers. “Many Latino leaders are the first in their department, are

expected to deliver results, but also bring with them the richness of

their diverse heritage,” explained Davis. In his workshop the author

and professor inspired participants to celebrate diversity and

provided tips on dispelling myths and stereotypes created by

ignorance and anxieties.

Women of APLPFA concluded with a panelist of leading Latina ladies:

Ana ValentÍn-Jackson (Program Director of Leadership Greater

Hartford), Luisa Pinto (Director, International Project Management

Office (PMO) at Travelers) and Lourdes Montalvo (Director of

Constituents Services and Community Outreach, Connecticut

Secretary of the State Office). Panelists shared insights on their road

to success at the corporate, non-profit and government sectors.

Through an interactive presentation guests were able to learn from

the journey of the panelists and benefit from their experience.

“The 2014 Women of ALPFA was electrifying! The energy felt from

our guests was exciting,” added Lisandra Bonilla Lassen. “We look

forward to building up on the success of this year’s and contributing

to the empowerment of success of our Latina business leaders and

our ALPFA Familia.”

For more information about the Women of ALPFA or upcoming

ALPFA Hartford events and programing, please visit hartford.alpfa.org.

ALPFA Hartford: Empowered Latina Leadership

ALPFA IMPACT 49

ALPFA Chicago Chapter partnered with the National Association of

Black Accountants (NABA) and BMO Harris Latino Alliance and

W.I.S.E employee resource groups to host the Women Winning in

the Workplace event. The event focused on the heightened

awareness around elevating women’s voices in Corporate America.

A main discussion point included the lack of women in leadership

positions. Although more women are taking the reins within

Fortune 500 companies, further progress is needed. As of July 2013,

only 22 women occupy slots as CEO at Fortune 500 companies. In

order to close this leadership gap, this event sparked meaningful

conversations with prominent female leaders who are making

positive contributions in their professional and personal lives.

Panelists discussed steps to enhance professional profiles and

advance career goals. Certifications, Advanced degrees, Women in

Leadership, Communication, and Networking were all discussed as

methods of professional advancement. Over 220 attendees heard

career insights from the following executive women who had the

courage to Win in the Workplace.

ALPFA Chicago: Celebration of Women’s History Month

Moderator

Rachel Gerds – Vice President & Director of Employees & Content Strategy, BMO Harris Bank (ALPFA)

Panelists

Liliana Canedo – New York Life, Corporate Vice President, Latino Market (ALPFA)

Irene Davis – Mitchell & Titus, Managing Partner (NABA)

Rosa Estrada Doyle –Walgreens, Merchandise Finance Director, Food, Beverage, and Household Consumables Division (ALPFA)

Trilise Evans – GE Capital, Head of Audit (Internal Audit Leader) (NABA)

Following the panel discussion, attendees had the opportunity to partake in small group discussions to share final thoughts and summarize main points.

The event concluded with a networking reception.

Dianne Lystlund, President,ALPFAChicago and Venesia N. Sanders,

President, NABA Chicago

Women Winning in the Workplace Panel and planning committee Rachel Gerds , Vice President & Director of Employee Engagement &Content Strategy, BMO Harris Bank; Irene Davis, Managing Partner,Mitchell & Titus; and Rosa Estrada Doyle, Merchandise Finance Director,Food, Beverage, and Household Consumables Division, Walgreens.

ALPFA IMPACT 51

What do you get when you blend customer focus, profitability, and the

need for immediate action in a fast paced retail environment like

Macy’s? An Omni-channel Gross Margin Planning Manager.

Ylia Rosario is a Senior Gross Margin Planning Manager at Macy’s. Like

many of you reading this article, she is a 1st generation Latina from an

urban environment who grew up speaking two languages while

navigating two very distinct cultures. Though challenging, she realized

early on the importance of making the most of the sacrifices made by

her parents who moved from the Dominican Republic and Puerto Rico.

Ylia started her career immediately after college as an analyst. Over

the years, Ylia developed skill-sets that have allowed her to gain a deep

understanding of product profitability, financial analysis and planning.

With this knowledge, she was able to create data intensive tools

utilized by key players -- from marketing to operations-- to meet Omni

channel demands with alacrity. Said tools play a material role in the

decision making process of corporate executives regarding sales,

profitability and inventory management.

Have you have ever purchased a Michael

Kors watch from macys.com? If so, then

chances are you made an Omni channel

purchase. Why? Because .com didn’t own

the inventory, rather it used a store’s

inventory to fill your order. Macy’s focuses

on giving you what you want when you

want it; this is Omni Channel retailing –

understanding customer demands and then

figuring out the quickest and most profitable

way to meet that demand.

Ylia earned a Bachelor’s Degree in Finance and Investments from the

Zicklin School of Business at Baruch College in New York. A degree

in Finance and a passion for fashion lead her to the “Magic of Macys”!

For more information on careers like Ylia’s visit www.macysjobs.com

or visit www.macyscollege.com for internship and Executive

Development Program details.

MACY’S

Macy’s Omni Channel Mixologist

Ylia Rosario

On May 3, 2014, ALPFA Dallas – Fort Worth (DFW) hosted its

Professional and Student Conference and Career Fair “Preparing

Yourself for Career Opportunities", Luck is what happens when

preparation meets opportunity. – Seneca. The event was attended

by over 80 professionals and students who spent the morning and

early afternoon at the University of Texas at Dallas (UTD). The

conference was an inclusive event, open to all professions and

majors. The objectives of the event were to provide attendees with

information regarding preparation for career opportunities while in

college or early in their careers, meet employers, and network.

Dr. Lillian Bonery-Bouchillon, a research analyst with the Dallas

Community College District was the guest speaker. Marisa Portillo,

Texas Women’s University (TWU) Chapter Executive Vice

President, reported that Dr. Bonery-Bouchillon, touched on some

great advice. Research and participation were the highlight of her

speech. As a researcher, she advised to always conduct research on

any future employer, industry, school, or subject of interest in order

to be well prepared for any opportunities that may arise.

Participation, she mentioned, is essential to personal and professional

growth. Minhaz Khan, a UTD student member commented that he

appreciated Dr. Bonery-Bouchillon’s encouragement that included

the pursuit of higher education in combination with career

advancement. Dr. Bonery-Bouchillon advised that even though we

are busy, we need to make time to be part of organizations such as

ALPFA. Ms. Portillo commented that an added event bonus for the

TWU chapter was that Dr. Bonery-Bouchillon obtained her

doctorate degree from TWU.

A panel discussion on Preparing Yourself for Career Opportunities

was also held. The panel was diverse in profession and in the roads

they took to get where they are today. Panelists were as follows:

Gustavo Ganges - Mercedes Benz Financial Services, Julio Martinez

Crespo -Becker Professional Education, Ashley Barnhart - Roger

CPA Review, and Frank Martinez - Federal Reserve Bank of Dallas.

They shared personal and professional stories while advising

attendees on preparing for career opportunities. Mr. Martinez

commented that he hoped that all would take some life lessons from

the discussion and not just advice on how to get the next promotion.

During the conference, attendees had an opportunity to network.

Arnold Olivarez, President of the University of North Texas (UNT)

Chapter introduced President Elect, Jessica Diaz to members of the

DFW Professional Board. Mr. Olivarez will earn his Bachelor in

Business Administration in Decision Sciences in August. The

University of Texas at Arlington (UTA) Chapter President Elect,

Oscar Contreras introduced himself to the Professional Board

Members and commented that he was looking forward to working

with the Professional Board. Attendees also had the opportunity to

sign-up for membership and take advantage of a half price promotion

during the event. Michael Duran, Vice President of Membership

made himself available throughout the conference assisting attendees

sign-up for membership. Diana Charbonneau signed up for

membership at the conference. She is a Tax Analyst with Novartis.

She reported that she heard about ALPFA from a friend and decided

to attend the event to learn more about preparing for the CPA

Exam. She earned her MBA in 2011 and her MS in Accounting and

Information Management in 2009 from UTD.

ALPFA DFW: Professional and Student Conference and Career Fair

STUDENT IMPACT

ALPFA IMPACT 54

Left to Right: Life Time Member Maria Enriqueta Reyes (New York Life) and Jamie Campos (Stateof Texas Comproller of Public Accounts)

Left to Right: Emily Wilkens (Roger CPA Review), Diana Charbonneau (Novartis)Amy Barnhart (Roger CPA Review), Henry Canizales (Nationstar Mortgage)

STUDENT IMPACT

ALPFA IMPACT 55

The following companies participated in the career fair AT&T,

Crowe Horwath, Deloitte, EY, Enterprise, Federal Reserve Bank of

Dallas, Goldman Sachs, Mass Mutual, Mercedes-Benz Financial

Services, Becker, and Roger CPA Review. Frank Martinez of the

Federal Reserve Bank of Dallas commented that he was impressed

with the students he met at the conference.

During the career fair, Roger CPA Review held two drawings for a

CPA Exam Review Course Scholarship. Ashley Barnhart announced

new member Diana Charbonneau and Henry Canizales as the two

winners. Mr. Canizales earned his MBA in 2008 from Southern

Methodist University and is an Analyst with Nationstar Mortgage.

Becker Professional Education also held two drawings for a CPA

Exam Review Course half price scholarship. Kim Holland announced

Minhaz Khan and Marisa Portillo as their two winners. Mr. Khan is

a UTD student member pursing an MS in Accounting. He was very

happy and grateful for ALPFA hosting the event and for Becker’s

scholarship. He reported that he is a proud member of ALPFA and

plans to be an active contributor. Ms. Portillo is working on her

MBA with an emphasis in Accounting and is the President Elect for

the TWU Chapter.

The DFW Chapter also held an attendance contest. The University of

Texas at Arlington Chapter won first prize with the most student

members in attendance as a percentage of total student members.

Oscar Contreras, the President Elect for UTA and most of the Board

Members recently elected for the upcoming term were present.

Second prize went to the University of Texas at Dallas Chapter.

UTD’s Student Chapter President, Jessica Palacios Gutierrez was on

hand with many other UTD student members assisting with setting up

for the conference. The Texas Women’s University Student Chapter

came in third. TWU’s Chapter President, Juana Mendoza and other

TWU members also assisted with the implementation of the

conference. Ms. Mendoza along with Ms. Portillo was instrumental in

starting the ALPFA Chapter at TWU during the summer of 2013.

They reported that they were very excited about this conference as it

was the first student event hosted by the ALPFA DFW Chapter since

the TWU chapter was created.

Left to Right: Marisa Portillo (TWU), Kim Holland (BeckerProfessional Education), Minhaz Khan (UTD)

Left to Right: Dr. Lillian Bonery-Bouchillon(Dallas CommunityCollege District and guest speaker), Gloria Cano (U.S. GAOand ALPFA DFW Executive Vice President – Strategy)

University of Texas at Dallas, Left to Right: Lorena Araujo, Andrea Alvarez, Jessica P Gutierrez,Mayela Fernandez, then Jessica Santibanez.

Texas Woman’s University, 2nd Place Winner

Letf to Right: Sylvia Fiorenza (FDIC) and Dr. Lillian BoneryBouchillon (Dallas Community College District and guest speaker)

60 ALPFA IMPACT

ALPFA IMPACT 61

62 ALPFA IMPACT

ALPFA IMPACT 63

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64 ALPFA IMPACT

Raul Cavazos joined J.B. Hunt Transport as a management trainee and is now a sales vice president at one of the largest transportation logistics companies in North America.

Nationwide career opportunities in transportation management, sales, engineering/IT and more.

www.jbhunt.jobs

WE VALUE LEADERSHIP.

Raul Cavazosjoined J.B. Hunt Transport as a management trainee and is now a sales vice

now a sales vice president at one of the largest transportation logisticscompanies in North America.

www.jbhunt.jobs

Nationwide career opportunities in transportation management, sales, engineering/IT engineering/IT management, sales,

and more.

www.jbhunt.jobs

Nationwide career opportunities in transportation

engineering/IT management, sales,

NATIONAL HIGHLIGHTS

ALPFA IMPACT 65

El Mundo: Leaders Come Together in Lawrence, Boston

Great things happens when the leading Latino leadership organization in

the nation works together with an emerging generation of young

professionals.

ALPFA Boston, the local chapter for the nation’s premier business and

Latino leadership organization collaborated with the Greater Lawrence

Young Professionals Network (GLYPN) to host “Emerging Leaders:

Revitalizing Communities by Cultivating Leadership” which was attended

by over 150 professionals from both Boston and the Merrimack Valley.

The event featured a distinguished panel composed of Rosalin Acosta,

Managing Director of Enterprise Investments, Yvonne Garcia, Senior VP

of State Street Corporation and Joe Bator, Senior VP of Eastern Bank.

Guests heard from the three business leaders who spoke about their

road to success and the importance of giving back to the community as

Quin Gonell, GLYPN President moderated. “This event also showed

that young professionals will play a crucial role in the growth and

development of the Greater Lawrence región”, stated Pavel Payano,

co-founder and past President of GLYPN.

Distinguished panel: Yvonne Garcia, Senior VP of State Street Corporation; Joe Bator, Senior VP of EasternBank and Rosalin Acosta, Managing Director of Enterprise Investments. Introducing the panel is PavelPayano, co-founder and past President of GLYPN.

Radhames Nova, Executive Director of ALPFA Boston Featured in MerrimackValley’s Magazine of Emerging Latino Professional LeadersBy Will Courtney

Radhames Nova doesn’t just believe that Latino

professionals have an advantage over many of

their peers, he sees it every day. “For those of

us who focus on education, get a college degree

and a master’s degree and develop a good

professional résumé; it’s a huge advantage to be

a Latino with those credentials,” he says.

Nova was an eighth-grader who didn’t speak any English when his family

moved from the Dominican Republic to Lawrence. He attributes his

success to taking advantage of the help that was available to him, from

programs at the Boys & Girls Club to mentors that guided him through

Central Catholic, Middlebury College in Vermont, and the Boston

University School of Management.

He worked as an executive in the private and nonprofit sectors before

getting the opportunity to lead the Boston chapter of the Association of

Latino Professionals in Finance and Accounting (ALPFA). As executive

director, he helps nearly 3,000 Latino professionals and students

connect with Boston-area companies such as TJX and State Street

Corporation, who pay ALPFA for the service. “The only way to drive

business is to have an employee base that represents your customer

base and can expect what those customers want,” Nova says. “If you talk

business to a CEO and say, ‘Look, by mentoring and developing the

Latino community, your bottom line will improve.’ They listen.”

Click here to view article: https://www.mvmag.net/index.php/2014/05/14/emerging-leaders

Click here to view article: http://elmundoboston.com/loultimo/emerging-leaders-in-lawrence-come-together/

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.

• Veterans InitiativeCreated to connect veterans tocorporate America and enhance theirprofessional development.

Lifetime Membership

All Member Benefits Plus:

• Exclusive benefits at the NationalAnnual 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 online

resources 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 Information

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. Good quality color photos or high

resolution digital files are required but, regrettably, cannot be returned. Download our media kit at www.alpfa.org.

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 FloorNew York, NY 10004(646) 695-4200 / Fax: (646) 695-4201

Charlie GarciaChief Executive Officercharlie@national.alpfa.org

Julio CarbonellChief Information Officerjulio.carbonell@national.alpfa.org

Lori RuffChief Branding Officerlori.ruff@national.alpfa.org

Los AngelesEmilio CamposChief Financial Officer Interimalpfacfo@national.alpfa.org

Carlos PerezArt Directorcarlos.perez@national.alpfa.org

Carmen CardenasDirector of Student Affairscarmen.cardenas@national.alpfa.org

Clare HolzerAccounting Clerkaccounting@national.alpfa.org

Vania YarijanianAccounting Clerkvania.yarijanian@national.alpfa.org

Janis BentleyExecutive Assistant/ Chapter Relations Coordinatorjanis.bentley@national.alpfa.org

New York

Cindy Saad Director of Corporate Developmentcindy.saad@national.alpfa.org

Jessenia FranciscoExecutive Director, NY Chapterjessenia.francisco@national.alpfa.org

Ariana SimmonsChapter Operations Manager, NY Chapterariana.simmons@national.alpfa.org

Jonathan CifuentesInformation Technology Specialist NY Chapterjonathan.cifuentes@national.alpfa.org

Boston

Radhames NovaExecutive Director, Boston Chapter radhames.nova@national.alpfa.org

Billy AyalaChapter Operations Manager, Boston Chapterbilly.ayala@national.alpfa.org

Chicago

Solskin Gomez-KroghExecutive Director, Chicago Chaptersolskin.gomez-krogh@national.alpfa.org

Washington D.C.

Anita NuñezDirector of Corporate Developmentanita.nunez@national.alpfa.org

ALPFA Institute

Suri SurinderChief Operating Officer suri.surinder@alpfainstitute.org

Anita GonzalezAssociate VP of Advisory Servicesanita.gonzalez@alpfainstitute.org

James LascanoDirector of Operationsjames.lascano@alpfainstitute.org

NATIONAL HIGHLIGHTS

ALPFA IMPACT 67

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