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Monday | August 7

Unlocking the Power of Your Personal Communication Style

10:00AM – 11:30AM

Description:Have you wondered why you find yourself getting along with some colleagues and not others? How about why people leave the same meetings with different interpretations of what happened? In this interactive workshop lead by ALPFA NY Chapter Leader and Vice President at BlackRock Jessica Palacios, you will learn to unlock the power of your communication style and preferences. You will learn how these preferences impact the way you relate to others, the way you absorb information, and the way you navigate through your professional life. Join us for greater self-awareness and tips for improved relationship building skills and interpersonal communications.

Level: ALL

Speakers:

  1. Jessica Palacios

CPA Exam: Preparation, Application, and Optimal Strategies for Success

10:00AM – 11:30AM

Description:This workshop session will cover:

  1. Education requirements for CPA Exam Candidates
  2. Content of 4 parts of CPA exam
  3. CPA exam structure effective 4/1/17
  4. CPA exam application process
  5. Tips and Strategies When Applying and Taking CPA Exam
  6. National CPA Exam Pass Rates
  7. CPA Exam Resources

Objective(s): To provide detailed information to support successful CPA candidates

Level: ALL

Speakers:

  1. Dr. Elizabeth Murray

Getting Latinos in America’s Top Colleges

10:00AM – 11:30AM

Level: ALL (Ideal for parents of high school students)

Speakers:

  1. Michele Hernández Bayliss

International Tax – A New Era of Global Transparency

03:15PM – 04:45PM

Description: The international tax landscape is changing rapidly as a result of coordinated actions by governments and unilateral measures by specific countries aimed at tackling concerns over base erosion and profit shifting (BEPS) and perceived international tax avoidance techniques. In this session, we will explore various global regimes and initiatives aimed at providing governments with increased transparency to prepare you to address these changes and their potential impact on your organization.

Level: ALL

Sponsor: PwC

Speakers:

  1. Anthony Curtis
  2. Fabian Granada

Negotiating Methods

03:15PM – 04:45PM

Description: Understand two very different styles of negation. Integrative vs. Distributive. This workshop will teach you the differences between the two, and how to apply it to your business or career.

Level: ALL

Sponsor: Boeing

Speakers:
  1. Sean Garcia

The Power of a Diversity and Intersectionality in Global Technology and Operations organizations

03:15PM – 04:45PM

Description: Bank of America’s Global Technology & Operations provides end-to-end technology and fulfillment to individual consumers, small and middle-market businesses and large corporations. GT&O operates in more than 35 countries with approximately 100,000 employees and contractors worldwide. Serving approximately 47 million consumer and small business relationships Join executive members of the GT&O Hispanic Latino Leadership Council to discuss the power of diversity as a driver of innovation, customer focus and community involvement. The panel will provide an introduction to the unique value of an intersectional workforce, exploring our Women in Technology & Operations (WIT&O) group, LGBT Pride and our growing Ally program with over 21,000 visible members, and how these intersect with our Hispanic-Latino employee population.

Level: All

Sponsor: Bank of America

Speakers:

  1. Stephanie L. Butler
  2. Cesar Gonzalez
  3. kristian A. Wedolowski

Investing in Young Latina Leaders

03:15PM – 05:15PM

Description: The workshop will focus on showing ALPFA Leaders the (1) importance of the ALPFA – Girl Scout Partnership, (2) how they can strengthen the partnership in their local chapter, (3) engage ALPFA Chapter leaders with young Latina Girl Scouts from Las Vegas.

Level: All

Sponsor: Girl Scouts

Tuesday | August 8

Women of ALPFA Breakfast (Invitation Only)

08:00AM – 03:30AM

Description: In celebration of the 15th years of Women of #ALPFA #WOA, we invite you to discuss with the experts from Bank of America, Northwestern Mutual, PwCand Wells Fargo the ways in which Latinas’ investments impact social causes. By invitation only.

Level: ALL

SponsorS:Bank of America, Northwestern Mutual, PwC and Wells Fargo

Speakers:

  1. Catherine M. Arambula
  2. Jeanette Elizabeth Schneider

2017 Veterans’ Panel: Careers Beyond Serving

09:00AM – 11:00AM

Description: How can those who served in the military, honoring our country and supporting our values be of service to our committed corporate partners by leveraging their strong leadership skills.

Level: No experience

Sponsor: Various

Speakers:

  1. Corey Adams
  2. Moshé Dickerman
  3. Anthony Florentino Gamboa
  4. Dave Gaulin
  5. Keith Jones

Getting Started with Excel

09:45AM – 11:15AM

Description: Join our session to learn how to get started with Excel 2016. Excel can be used to track, organize, and calculate lots of information easily. Use Excel with OneDrive and you will be able to share and collaborate with others in the cloud. Specifically, you will learn how to:

  1. Create an Excel workbook
  2. Use functions and formulas
  3. Make charts and graphs to visualize your data
  4. Store securely on OneDrive
  5. Access from any device (iPhone, Android or Windows phone)
  6. Manage spreadsheet versions
  7. Level: Beginner (Laptop is required to participate in this workshop)

    Sponsor: Microsoft

    Speakers:

    1. Brian Moring

Economic & Factor Presence Nexus

10:00AM – 11:30AM

Level: ALL

Sponsor: EY

Speakers:

  1. Paul Estrada

How To Create a High-Performing Team

10:00AM – 11:30AM

Description: Whether you're a recently promoted leader or you see your organization is facing challenges, building a high performing team can be a struggle. Effective leadership not only involves being a subject matter expert, but also the ability to recruit, motivate and positively influence your team. This workshop, let by Bloomberg Leaders, is designed for mid to senior management looking to positively influence their team in order to drive business results. You will learn techniques around how to identify your team's needs, raise awareness of personality types, develop effective communication styles as well as understanding team dynamics.

Level: Intermediate, Advanced

Sponsor: Bloomberg

Speakers:

  1. Marvin Fuentes
  2. Beatrice May

Leading With Big Data

10:00AM – 11:30AM

Description: Big data has become a new competitive advantage for top performing organizations. Analytics derived from big data can help improve decision-making, minimize risks, and uncover valuable insights. As the volume, variety and velocity of data continue to reach unprecedented levels organizations must be able to decipher the information that truly counts. To capitalize on the benefits of big data, organizations must first build an effective analytics-driven organization.

    Workshop Objectives:
  1. Understand what is big data and why it matters
  2. Explain the big data leadership challenges
  3. Provide an introduction to statistical foundations
  4. How to make analytical insights actionable
  5. Overview of an effective analytics operating model

Level: Beginner and Intermediate (per client’s request)

Sponsor: Toyota

Speakers:

  1. John Garcia

The Elephant in the Room: The Courageous Yet Uncomfortable Conversation

10:00AM – 11:30AM

Description:

  1. It’s not easy or comfortable for most of us to talk about our differences but it’s something we should not avoid. If we are to make any progress on this national issue, we must talk about it openly.
  2. How do we help move the conversation forward and have more open, honest conversations about race, gender, sexual orientation or political affiliation that can be somewhat uncomfortable?
  3. If bravery is the missing ingredient? Are we afraid the conversation might backfire?
  4. As “the keeper of the conscience” for diversity & inclusion, we have a particular responsibility and a unique opportunity to be courageous in leading the conversation. Join us for a frank open conversation.

Level: Intermediate, Advanced

Sponsor: Bank of America

Speakers:

  1. Natimil Abreu
  2. Michael Silva
  3. Ayanna Stephens
  4. Ebony A. Thomas

Excel Beyond Basics

02:15PM – 03:45PM

Description: Join our session to learn even more about Excel 2016. Use the power of Excel to visualize your data and present your information in a way that is easy to consume. Specifically, you will learn how to:

  1. Insert Pivot Tables
  2. Visualize data with Pivot Charts
  3. User slicers and timelines to easily filter your data
  4. Present your data in PowerPoint.

Level: Intermediate (Laptop is required to participate in this workshop)

Sponsor: Microsoft

Speakers:

  1. Brian Moring

Incorporating Digital Marketing in your Business: Entrepreneurship Series

02:30PM – 04:00PM

Description: The need to provide sophisticated digital tools is increasingly crucial to compete for business in this modern era. Morgan Stanley leads with exceptional ideas and is committed to delivering cutting edge technology. Learn how we are enhancing existing relationships and attracting new prospective clients by expanding our digital footprint.

Level: Intermediate, Advanced

Sponsor: Morgan Stanley

International Tax Update: Best Practices for Addressing Transfer Pricing Controversy and Dispute Resolution

02:30PM – 04:00PM

Description: In the current environment of increasing global tax transparency, there is a greater chance than ever before of transfer pricing audits and local and global tax disputes. This discussion will cover tax dispute topics, including an overview of the evolving IRS approach to transfer pricing audits, the IRS campaigns, and best practices for mitigating the risks associated with transfer pricing disputes globally.

Level: Intermediate

Sponsor: KPMG

Speakers:
  1. Nicholas Granado

Proactive Compliance Management in a Financial Institution

02:00PM – 04:00PM

Description: Learn about legal and regulatory requirements for a global financial services firm and specifically how JPMorgan Chase’s Compliance department facilitates legal and regulatory risk management at the JPMorgan Chase. The discussion will include the role of a Compliance department as part of the “second line of defense,” within Risk Management, and the functions and skills necessary for success.

Workshop Objectives:

  1. Understand the legal / regulatory obligations of a global financial institution
  2. Understand the role of compliance for a global financial institution
  3. Understand how Compliance supports JPMorgan Chase’s businesses and corporate functions on a daily basis
  4. Understand how industry events impact the focus and resources of a compliance program
  5. Understand how a global firm like JPMorgan Chase manages legal / regulatory obligations
  6. Understand the importance of people to a compliance program

Level: ALL

Sponsor: JPMC

Speakers:
  1. Manuel Fernandez
  2. Thomas Anderson
  3. Larry Holodak
  4. T'sah Rodriguez

LGBTQ Panel

03:00PM – 05:00PM

Level: No experience

Speakers:
  1. Jessica Feliciano
  2. Kristian A. Wedolowski

Focus & Prioritization

04:15PM – 05:45PM

Description: With competing demands on a daily basis, it is often difficult to determine where to focus your time. This workshop will provide suggestions to determine high priority initiatives, blocking time, and developing working plans that keep you focused on execution.

Level: Intermediate, Advanced

Sponsor: ALPFA

Speakers:
  1. Miguel Edwards

Innovation - Changing The Way You Work

04:15PM – 05:45PM

Description: Innovation is a priority for Liberty Mutual. Like all companies, we must demonstrate unique value to retain our customers in a competitive market. We must maintain the agility to compete with new entrants. And we must identify new revenue sources for long-term growth. Innovation takes many shapes and forms, from improvements to core technology to creating new ventures that could disrupt markets outside of insurance.

In this workshop, we will teach design thinking and agile frameworks that form the basis of our innovation process. Participants will learn how to apply design thinking methods in different ways: learning how to frame a design challenge, how to empathize and be inspired by customers, and how to brainstorm solutions. Participants will also learn how to apply agile development methodologies to prototype solutions through rapid iterations of building, testing, and learning. The frameworks will be demonstrated through interactive case studies that will equip participants with the skills needed to apply innovation practices within their own businesses.

Level: Intermediate, Advanced

Sponsor: Liberty Mutual

Speakers:
  1. Jason Levesque
  2. Jose Luengo

Strategy Execution

04:15PM – 05:45PM

Description: Innovation is a priority for Liberty Mutual. LiBased on Strategy Maps and the Balanced Scorecard with focus on Strategy, Processes and People

Level: Intermediate, Advanced

Sponsor: ALPFA

Speakers:
  1. Rose Arevalo
  2. Juan Piacquadio

Innovation - Changing The Way You Work

04:15PM – 05:45PM

Description: Innovation is a priority for Liberty Mutual. Like all companies, we must demonstrate unique value to retain our customers in a competitive market. We must maintain the agility to compete with new entrants. And we must identify new revenue sources for long-term growth. Innovation takes many shapes and forms, from improvements to core technology to creating new ventures that could disrupt markets outside of insurance.

In this workshop, we will teach design thinking and agile frameworks that form the basis of our innovation process. Participants will learn how to apply design thinking methods in different ways: learning how to frame a design challenge, how to empathize and be inspired by customers, and how to brainstorm solutions. Participants will also learn how to apply agile development methodologies to prototype solutions through rapid iterations of building, testing, and learning. The frameworks will be demonstrated through interactive case studies that will equip participants with the skills needed to apply innovation practices within their own businesses.

Level: Intermediate, Advanced

Sponsor: Liberty Mutual

Speakers:
  1. Jason Levesque
  2. Jose Luengo

LGBTQ Reception

05:00PM – 07:00PM

Level: No experience

Speakers:
  1. Jessica Feliciano
  2. Kristian A. Wedolowski

Guinness World Record attempt

08:00PM – 08:30PM

Description: Carlos Martinez from GUINNESS WORLD RECORDS™ will present “How to Find Your Brand’s Superpower.” There will be an overview of five ways companies and individuals across the world are inspiring greatness and how they can become “Officially Amazing” through GUINNESS WORLD RECORDS.™ At the conclusion of his presentation, Carlos will be joined on stage by an official GUINNESS WORLD RECORDS™ adjudicator who will be on hand to oversee live record breaking attempts by members of the audience. (So yes, if you ever wanted to be the best in the world at something, don’t miss this presentation)!

Level: ALL

Sponsor: GUINNESS WORLD RECORDS™

Speakers:
  1. Carlos Martinez

Wednesday | August 9

Fostering a Generation of Fearless Leaders: Why Gender Equality is Critical for the Success of Corporate America

08:15AM – 09:45AM

Description: “The rise of the woman equals the rise of the nation”. The same holds true for Corporate America. It’s time for the corporate world to reflect on not only what gender equality means, but how to actually achieve it. It is no longer enough to just sit at the table. Professional women must make their voices, opinions, and experiences heard. However, everyone needs to listen and act. Empowered female leadership is invaluable in the workplace, and an investment in future female leaders, is an investment in business success. From the pay gap, to really having it all, the competitive success of the corporate world relies on the success of women. Join our panel in discussing how to make a generation of Fearless Girls grow up to be Fearless Women in the workplace.

Level: ALL

Sponsor: State Street

Speakers:
  1. Claritza N. Abreu
  2. Yvonne Garcia
  3. Natalia Hilton
  4. Natalye Kennedy
  5. Hector Lopez

Powerful Power Point presentations and Getting Started with One Note

08:15AM – 09:45AM

Description: During this interactive session, you will learn how to take your presentations to the next level with PowerPoint 2016, additionally learn how you can start using OneNote to capture your actions items, create tasks list, flag items for review and get organized. Specifically, you will learn how to:

  1. Create Power Point templates
  2. Add interesting content to your presentations
  3. Create a One Note notebook
  4. Leverage Microsoft tools for collaboration

Level: ALL (Laptop is required to participate in this workshop)

Sponsor: Microsoft

Speakers:
  1. Brian Moring

Women of ALPFA Workshop (Entry to Mid Level Prof)

09:00AM – 11:00AM

Description: Topic/Theme: Defining your Power through Financial Independence.
Join experts from EY, Mass Mutual and PNC as they discuss financial planning, independence and power. An overview of women and financial independence, how women make financial decisions.

Level: ALL

Sponsors: EY, Mass Mutual and PNC

Speakers:
  1. M. Camila Cote
  2. Patricia D. Ramirez

Digital Trust: Reliability, Resiliency & Recoverability

10:00AM – 11:30AM

Description: BNY Mellon will host a panel discussion focused on the importance of cultivating and maintaining "trust" in business models that are increasingly "digitized". The panel will provide an overview of key Cybersecurity trends and share industry insights. Digital transformation calls for fundamental changes to existing IT infrastructures, including security strategies. The speakers will focus on shifts in IT security priorities and the importance innovation contributes to creating and nurturing “trust” in a digital world.

Level: Intermediate, Advanced

Sponsor: Bank of New York Mellon

Speakers:
  1. Elizabeth Agosto
  2. Andre Arbelaez
  3. William Beer
  4. Christopher Hall

How Robotics is Shaping our Profession

10:00AM – 11:30AM

Description: Forbes has documented that according to IMA and ACCA (Assoc. of Chartered Certified Accountants), big data is one of the most influential technology trends for the accounting profession. Learn how Robotics Automation can support data sourcing and cleansing; data reconciliations; transformation and reporting.

Workshop Objectives:

  1. Define big data
  2. Understand sources of big data
  3. Understand the impact to Financial Accounting and management Reporting

Level: ALL

Sponsor: JPMC

Speakers:
  • James Lee
  • Nihad Rahman
  • Leveraging Inclusive Diversity

    10:00AM – 11:30AM

    Description: In a constantly changing marketplace, learning how to effectively leverage differences is key for realizing a competitive advantage for business success. By becoming more self-aware of one’s own differences and the unique backgrounds and experiences of others, individuals can begin to create an inclusive environment. All audience members will actively participate in an abbreviated lesson from our valuable Leveraging Inclusive Diversity (LID) workshop. In this workshop, individuals will be offered a skills based approach to navigating any differences in the workplace through building intercultural competence skills.

    Level: ALL

    Sponsor: Northwestern Mutual

    Speakers:
  • Jorge Quezada
  • Mentoring Skills for Leadership Success

    10:00AM – 11:30AM

    Description: Organizational development begins with the people. Learn 5 key mentoring skills that promote a work environment of support, leadership and personal growth.

    Level: ALL

    Speakers:
  • Nellie Borrero
  • Playing with Big Data

    10:00AM – 11:30AM

    Description: With many companies routinely gathering massive amounts of data per day, Big Data technologies are making it possible to improve products, streamline operations, and increase revenues. We explore how this can not only be used to change products, but also facilitate methods to monetize the data. Practical examples will be used with the video game and casino gaming industries.

    Level: ALL

    Sponsor: PwC

    Speakers:
  • Marcelino Castillo
  • Derrick Que
  • Understanding and Working with the Millennials – Who Are Millennials?

    10:00AM – 11:30AM

    Description: What are they looking for in a career? What kind of corporate culture attracts them? What motivates them? How do you retain them? We will speak to generational information; maximizing and leveraging millennials in the workplace; highlight a Crowe case study of our Mobility Strategy; we hope to have millennials present to share and address challenges.

    Level: Intermediate, Advanced

    Sponsor: Crowe Horwath

    Speakers:
  • Melinda Haag
  • Women of ALPFA Luncheon

    12:00PM – 02:00PM

    Description: Panel Featuring Top 50 Most Powerful Latinas, WOA Awards

    Level: ALL

    Sponsors: HBO, State Street and Northwestern Mutual

    Uniform CPA Examination Update

    02:15PM – 03:45PM

    Description: During the Uniform CPA Examination update, the next version of the Exam that launched on April 1, 2017, the new Exam delivery software to be launched on April 1, 2018, and plans for global expansion and future versions of the CPA Examination will be discussed. Also, CPA Candidate recruitment, engagement, performance, and the results of the AICPA’s studies on the candidate pipeline will also be discussed.

    Level: ALL

    Sponsor: AICPA

    Speakers:
    1. Joseph Masiott

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