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Sunday | August 6

Management Leadership Development (MLD) Breakfast

07:00AM – 09:00AM

Management Leadership Development (MLD)

08:00AM – 05:00PM

Opening Session with COO and President of Colleges and Universities

01:30PM – 01:45PM

Chicago/Miami/NY OOP meeting

01:50PM – 03:45PM

Description: This workshop session will cover:

  1. SLC – best practices around recruitment and engagement
  2. Creating/tracking KPIs
  3. Recruiting and engaging an effective operating committee
  4. OOP workload and roles
  5. Leveraging this structure to identify innovative ways to redefine the chapter operating/revenue model

 

Fundraising

01:50PM – 03:45PM

Description: This workshop session will cover:

  1. While we work with our Strategic Partnership team to identify better ways to serve our chapters, we cannot ignore the fact that several chapters secure their own local funding successfully. In fact, our top five chapters are raising anywhere from $30,000 to $111,000 without the support of the national team. This is an opportunity to hear from our Boston and Seattle leaders (and others) to understand what is the key to their success.
  2. Strategic play – There does need to be some analysis that happens at the local level to identify the opportunities in the market you are attempting to serve. To what extent are you evaluating the prominent industries in your market and how that ties to the representation in these industries by Latinos? How have you/will you put together a plan that will lead to chapter sponsorship?

 

Marketing – Leveraging Technology

01:50PM – 03:45PM

Description: This workshop session will cover:

  1. You may have solid corporate partner relationships, a team that can deliver programming that you membership needs, and the resources to do it all, but without the ability to communicate this to your membership, your programs will fall flat and your partners and members will be disappointed. Do you have a strategy in place to effectively communicate with your membership?
  2. How are you leveraging your social media platforms and are you measuring the effectiveness of your communications? Are you engaging your followers in conversations about the content you are about to deliver in your next program?
  3. Are you able to recruit someone with the relevant marketing experience to lead your marketing efforts?
  4. Do you have a solid communication plan that does not overcommunicate with your membership (leading to email opt out selections from members)?

 

Resource Discussion: Board structure / BoD recruitment, retention, accountability

01:50PM – 03:45PM

Description: This workshop session will cover:

  1. Everything a chapter can produce is based on the strength of its board which makes having the right talent in place crucial. How are you recruiting your talent? Are you focusing on finding the relevant skills for a position, or simply putting a body in the role?
  2. Even if you find the right talent, you need to make sure that talent is effective and engaged. How are you measuring the success of a board member? Do you have a process in place to consistently evaluate performance and move resources around or replace them if necessary? And have you considered that a board member’s efficacy is directly tied to how inspired they are by what they are doing? Also, given our intention to develop and empower our members, it is crucial that ever board member be developed through trainings and/or provided opportunities to grow a skillset/network/etc. How can you integrate this development in all that you do as a chapter?
  3. With even the best talent in place, you may find that your board structure is simply not conducive to success. Use this opportunity to share varying board structures and the pros and cons of each.

 

Student and Professional Chapters Working Together

01:50PM – 03:45PM

Description: This workshop session will cover:

  1. Engaging Student members from both the student and professional chapter perspective
  2. How can professional chapters support student chapters whether they are geographically close or not?
  3. Converting Student members to Professional Members
  4. Finding value in student members beyond what a sponsor expects

 

Developing/Enhancing your local value proposition

03:20PM – 04:45PM

Description: While we have a stated purpose and mission as an organization, there is a local version of the ALPFA value proposition that speaks to the members you are aiming to serve. For example, you may have a strong healthcare membership base, technology focused based, law, etc. Having said that, while we are “Association of Latino Professionals For America” we are not structured (at the moment) to adequately serve every professional in every industry. You have the opportunity to develop your program offerings to attract and support the industries or majors that you are choosing to focus on. This discussion will be focused on what you are experiencing in each city, the process of choosing an area of focus and how you are presenting ALPFA’s value proposition in your city.  

Event Planning (Process and PMO Structure)

03:20PM – 04:45PM

Description: This workshop session will cover:

  1. Delivering value to our members and partners is predominately done via local chapter events. What processes do you have in place to engage the key players of your board in the event planning process? For example, bringing in corporate development, marketing, membership, programming (content development), etc.
  2. Some chapters struggle to put on more than a few events per year, some put on 20 events per year. Where is the balance that allows a chapter to efficiently put on quality events without burning out their board? What processes can help a chapter scale up?
  3. Are you reviewing your process after each event to improve for the next?

 

Member Engagement

03:20PM – 04:45PM

Description: This workshop session will cover:

  1. Before we dive into the member engagement strategies and tactics, take a step back and look at the chapter’s intention for who you are attempting to serve. Whether you are aiming at other schools within your university/college or certain industries that are prevalent in your city, there should be an intention that guides your member recruitment and engagement strategies. Are your efforts and this intention aligned?
  2. To determine whether members are engaged you should at least know who your members are. Are you reviewing your membership list (whether provided to you or maintained by you) to confirm the members you have are valid members?
  3. In order to serve your members, you need to understand what their needs are. What are you doing to gather feedback from members to assist in the development of your programs? Keep in mind that surveying only members that attend events means that you are only capturing the thoughts of those members that are already engaged. While you will never engage 100% of your membership, what programs could you develop to engage those that are not showing up?
  4. Gathering information on your members would assist in understanding how to serve them. What are you doing to gather more intel on your existing membership and those you are recruiting for the first time?

 

Strategic Planning: Long term vs. Short term view

03:20PM – 04:45PM

Description: This workshop session will cover:

  1. To give this discussion a starting place, we need to distinguish between goals and strategy, as they are different. Demetrio Garcia from our Chicago Chapter will be setting the stage for this discussion.
  2. Every year student and professional chapters should be putting together a business plan for the year or semester, depending on the length of service of that president/leadership team. The business plan should be developed with a long-term intention in mind while including milestones for short term wins/achievements that support the long-term intention. How are you currently developing these strategies? What is the potential impact of developing long-term strategies that may be altered by the next leadership team?

 

Chapter Leader Meeting with Charlie

05:00AM – 06:30PM

Monday | August 7

New Revenue Recognition (ASC 606)

10:00AM – 11:30AM

Description: The new FASB/IASB revenue recognition (ASC 606) effective date is fast approaching. This course explores the fundamentals of the new standard. What does the new revenue recognition model look like and how is it applied? What major implementation issues do companies face? What areas of the standard are commonly misunderstood? What industry-specific considerations should accounting professionals be aware of?. Participants will explore these questions and more, giving them the insight they need to make appropriate revenue recognition decisions as their organizations move toward adoption.

Level: ALL

Sponsor: ALPFA

Speakers:

  1. Milton Galeas

 

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 Murphy

 

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

 

Women of ALPFA Workshop (Feat. Nely Galan)

01:30PM – 03:00PM

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

Sponsors: HBO, State Street and Northwestern Mutual

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 Scouts 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 – 09:30AM

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

 

Alteryx for Excel Users

08:30AM – 09:30AM

Description: Companies of all sizes realize the tremendous potential for data, but many struggle with turning that data into something they can take action upon, quickly enough for it to make a difference. Legacy approaches and tools for analytics have simply slowed them down even more. And, analysts in line-of- business departments such as sales, marketing, and finance are exhausting the capabilities of Microsoft Excel and other point solutions, and have grown tired of having to depend on data scientists and specialized staff for data prep, blending, analytics, and sharing of insights.

With Alteryx these problems no longer slow an organization down. Alteryx Analytics provides analysts with the unique ability to easily prep, blend and analyze all of their data using a repeatable workflow, then deploy and share analytics at scale for deeper insights in hours, not weeks. Analysts love the Alteryx Analytics platform because they can connect to and cleanse data from data warehouses, cloud applications, spreadsheets and other sources, easily join this data together, then perform analytics – predictive, statistical and spatial – using the same intuitive user interface, without writing any code.

Level: ALL

Sponsor: ALPFA

Speakers:

  1. Milton Galeas
  2. Pete Vara

 

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: JP Morgan Chase, Ameriprise Financial, Comcast NBCUniversal and Toyota

Speakers:

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

 

Guinness World Records Workshop

09:00AM – 11:00AM

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

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

 

Personal Development Investment

02:30PM – 04:00PM

Description: Meet members of our Merrill Lynch Wealth Management Team to further your personal development investment. Merrill Lynch Wealth Management provides clients with a personalized financial review, hands- on advice and guidance through a network of approximately 15,000 Financial Advisors throughout the world. Come hear from our ML team and learn valuable life practices.

Level: ALL

Sponsor: Bank of America

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

Speakers:
  1. Angel Lorente
  2. Matt Dunn
  3. Martin Vergara

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

02:30PM – 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

Women of ALPFA Workshop

03:00PM – 05:00PM

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. Fabiana Delfino
  2. Patricia D. Ramirez

2017 LGBTQ Panel: Identity and Intersectionality – Potential Impact on Corporate Careers

03:00PM – 05:00PM

Description: This national LGBTQ roundtable discussion will explore the intersections of gender; lesbian, gay, bisexual, and transgender (LGBT); and Latino/Bi-Racial (racial/ethnic identities) and how they have impacted or created opportunities for professional growth.

Level: ALL

Speakers:
  1. Ted Acosta
  2. Kristian Wedolowski
  3. Jessyca Feliciano

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

Financial Services Industry Panel

04:15PM – 05:45PM

Description: JPMorgan Chase is participating in the annual ALPFA convention to educate professionals and students on the effects of the economy and the impact of technology in the banking industry.

Panel Objectives:

  1. Overview of the Financial Services Landscape
  2. Technology: Disruptor or Enabler? How Technology is Changing the Financial Services Industry
  3. JPMorgan Chase: A key player in the Financial Services Industry

Level: ALL

Sponsor: JPMorgan Chase

Speakers:
  1. Alice Rodriguez
  2. Andre Ramos
  3. Ed Cordero
  4. Andrea Ramirez
  5. Hernan Celis

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 and Alignment Best Practices: Strategy, Processes and People  

04:15PM – 05:45PM

Description: The development of a strategic plan is the most critical factor in the long-term success of an organization. At some point, an organization must assess, evaluate, confirm or adjust its strategic direction in order to meet the changing market demands. However, as important as the development of a strategic plan is, what really counts is the execution. A
poor execution and not the strategy is the reason behind 70% of executive leadership team failures. The strategy execution plan must deploy the strategy, and contribute new value- instead of maintaining it by extending the past. Among all of the corporate initiatives, it is the prioritization of key initiatives that will drive new value for the organization’s sustained growth.
A successful strategy execution plan must be simple and easy to communicate in one page. The plan must measure new indicators not existing ones, and, it must support the goals through people and
processes without increasing the workload on the current operations.

Level: Intermediate, Advanced

Sponsor: ALPFA

Speakers:
  1. Rose Arevalo
  2. Juan Piacquadio

LGBTQ Reception

05:00PM – 07:00PM

Level: No experience

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

Wednesday | August 9

Building a Real Estate Empire - Strategies and Facts

08:15AM – 09:45AM

Description:

  1. How to Start Investing in 2-4 Owner Occupied units as a Primary Purchase
  2. How to Start Investing with Minimum Money Out of Pocket
  3. How to Utilize Financing Strategies to Purchase more Income Property
  4. How to Build Wealth with Tax Strategies
  5. How to Determine Your ‘Comfort Zone’ of Rental Property
  6. Ownership
  7. Property Management
  8. 100 Doors = Guaranteed Millionaire
  9.  

    Level: ALL

    Sponsor: ALPFA

    Speakers:
    1. Don Sutton

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 – 11:45AM

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

New Revenue Recognition (ASC 606)

08:30AM – 09:45AM

Description: The new FASB/IASB revenue recognition (ASC 606) effective date is fast approaching. This course explores the fundamentals of the new standard. What does the new revenue recognition model look like and how is it applied? What major implementation issues do companies face? What areas of the standard are commonly misunderstood? What industry-specific considerations should accounting professionals be aware of?. Participants will explore these questions and more, giving them the insight they need to make appropriate revenue recognition decisions as their organizations move toward adoption.

Level: ALL

Sponsor: ALPFA

Speakers:

  1. Milton Galeas

 

E/BRGs – Strategically Aligning for Career and Business Growth

09:30AM – 11:30AM

Description: Successful Employee/Business Resource Groups (E/BRGs) provide value for members, our communities and the businesses we work for and with.  But the success of these groups requires leadership, agility and commitment of time and talent.  The EY Latino Professional Network convened the inaugural leading practice discussion with a cross-company panel in 2014.  This year, leaders of Latin/x E/BRGs will gather for a focused discussion on strategically aligning efforts for success.  Join us for the opportunity to learn from and interact with leaders who will explore ways to help all of us strategically align E/BRG efforts for success to career and business growth.  Our panelists and discussion will focus on four main topics:

  1. Aligning your E/BRG strategies to align with your company’s business strategy and values
  2. Engaging executive sponsors and allies for an E/BRG to strengthen inclusive leadership
  3. Providing access to leaders for members of E/BRG to develop leadership skills and relationships
  4. Collaborating with other E/BRGs to amplify your impact.
Come prepared to develop ideas and engage in a robust breakout discussion to learn how to make your ERG a destination for leaders.

Level: ALL

Sponsor: EY

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
  • Pedro Garcia
  • 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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