ALPFA 2011 Annual Convention - Professional Development 1

Saturday - August 6, 2011

9:30am-10:45am Magic Kingdom Ballroom 3 Role of an investment operation in an insurance company: Investment impact on earnings.
Leveraging Investments performance to the insurance industry
• Composition of a typical investment portfolio.
• Importance of asset allocation to investment performance.
• Diverse career tracks in the investment operations of an insurance company – uncover all the options.
Edgar B. Alvarado, Senior Portfolio Manager & Head of Real Estate Equity, Real Estate Investment Group, Allstate Investments LLC
9:30am-10:45am Magic Kingdom Ballroom 4 Foreign Corrupt Practices Act (FCPA) and Anti-Corruption Diagnostics Using Data Analytics
Methodology for using data analytics as a diagnostic tool to identify potential FCPA and Anti-Corruption risks and red flags.
• Provide an overview of the FCPA and other Anti-Corruption Laws.
• Learn to identify potential risky transactions, geographies, business practices that may be mitigated through the use of advanced data analytics.
• Introduction to various forms of data analytics as a method by which they can structure a compliance program to mitigate the risk of improper payments and/or business activities.
 
Michael E. Brodsky, CPA, Senior Manager, Forensic & Dispute Services Deloitte Financial Advisory Services LLP

Sunday - August 7, 2011

8:30am-9:45am Disneyland Hotel - Safari Knowing How to Build Your Career: Framework for Career Development
Your Career Development & Developing a Career Value Proposition
• Personal Values & Career Aspirations
• Skills & Knowledge 
• Opportunities for Development
Vincent Chapa, Account Relationship Director, Advisory Practice, KPMG LLP
8:30am-9:45am Magic Kingdom Ballroom 3 Building Business Acumen to Impact the Bottom Line
Learn how to become a Business Partner
• Explore a Variety of  Development Tools
• Learn Why Functional Excellence is Key to Your Success
• Understanding your Company's Financial Statements
Janice K. Christol, Accounting Director & Chief Accountant
The Boeing Company
10am-11:15am Magic Kingdom Ballroom 4 Managing in a Global Environment
• Keys to having a global mindset and overcoming challenges that come with managing globally.
• Lessons learned while managing a diverse team supporting businesses in different parts of the world.
 
Mick Ankrom, Risk executive for Global Wealth & Investment Management (GWIM) , Bank of America
10am-11:15am Disneyland Hotel - Safari Outlook & Opportunities: Economic Recovery – Progress, Not Perfection
With so much market and economic uncertainty, it can be difficult to stay focused on your long-term goals. We can help you put current news into perspective.
• Address investor concerns surrounding the slow pace of economic recovery, rising deficits and debt, changing interest rates and municipal bonds
• Discuss why high deficits shouldn’t prevent you from making investment decisions
• Examine how to choose municipal bonds during budget woes and where the stock market opportunities are, in the U.S. and overseas
Diane Wegener, Financial Advisor, Edward Jones; Yvonne Kuhn, Financial Advisor, Edward Jones
 
10am-11:15am Magic Kingdom Ballroom 3 Inspiring Your Company’s Journey to Corporate Responsibility
It is now an imperative that companies help address social issues, and there are compelling reasons beyond just “doing well by doing good.”
• Learn how State Street has been navigating the path of corporate responsibility and environmental sustainability through employee engagement. 
• Discover lessons learned and how you can lead the effort to become a better corporate citizen at your organization.
Peter B. DeBruin, Vice President, Office of Environmental Sustainability – Corporate Citizenship, State Street Corporation
2:30pm-3:45pm Magic Kingdom Ballroom 3 Professional Presentation Skills
Join us for a comprehensive program, to:
• Learn platforms skills teaching you the finer points of using effective eye contact, where to position yourself in the room, how to overcome objections and the art of handling questions.
• Learn how to control and eliminate your nervous tendencies.
• Pick up pointers on how to effectively open and close your presentation while making it interactive.
Ashley Witzer, Sales Executive, ADP 
2:30pm-3:45pm Magic Kingdom Ballroom 4 Walt Disney’s Environmental Ideal The Disneyland Resort has sought to uphold the ideals to preserve and protect the natural world. In this session, participants will understand the need to influence across business lines as several environmental challenges are shared. Participants will learn that “I” can make a difference by:
• Imagining new initiatives to preserve natural resources,
• Asking inquiring questions to make informed decisions in consideration of our people and planet,
• Inspiring alternative designs and lasting behavioral change, and
• Improving ways of doing business in order to promote long-term, environmentally responsible operations.  
Janina Jarvis, Manager of Environmental Processes, Disneyland Resort Environmental Affairs
4pm-5:15pm Disneyland Hotel - Safari Why Be a Player: A Discussion on Personal Leadership
You will leave this session with strategies on how to speak your truth, have difficult conversations, and lead from any position.  By the end of this session, you will be able to:
• Explain what a “player” is and why you want to be one.
• Discuss why saying “I don’t know” is not a bad thing
• Demonstrate understanding of the concept “seeing is not believing”. 
• Utilize strategies to have difficult conversations and lead from any position.
Rick Cerda, Assurance and Consulting Practices, Crowe Horwath LLP; Tamara Page, Diversity Leader, Crowe Horwath LLP
4pm-5:15pm Magic Kingdom Ballroom 3 Latino Talent Flow in Financial Institutions
Hear about the current state of Latino talent flow in financial institutions…Learn how these organizations are providing wonderful career opportunities for Latino professionals.  The Federal Reserve Bank will also provide a snap shot of  "Demystifying The Fed: Who we are, What we do and You" case study of how organizations are more effectively recruiting, retaining and developing top Latino talent.
• Learn about the leading trends and best practices regarding Latino talent initiatives within the Federal Reserve Bank and other financial institutions.  
• Debunk common myths about careers within the Federal Reserve Bank and other financial institutions.    
• Gain a new perspective on the business case for Latino diversity and how the Latino demographic is serving as a financial catalyst for economic growth and the next great source of intellectual capital.    
Meredith Morales, Senior Diversity Recruiter, The Federal Reserve Bank; Dr. Robert Rodriguez, Senior Vice President, ALPFA Institute
4pm-5:15pm Magic Kingdom Ballroom 4 Why Global Strategies Need Local Champions
Learn real life perspectives on leadership for large-scale strategic initiatives at the regional and global levels.
• Develop the right skills and leadership behaviors early in your career.
• Accelerate your advancement through effective networking and the right mentoring relationships.
• The power of communication and stake holder management: "managing up" and "influencing without authority.”
• The importance of strategic alignment in the organization as a precondition for success.
Rodolfo M. Dominguez, Director, NEXUS Project, Mercedes-Benz Financial Services, USA LLC (MBFS)

Tuesday - August 9, 2011

8:30am-9:45am Magic Kingdom Ballroom 1 Getting the Most Out of Your Mentor Relationship
Develop a supportive relationship that helps develop skills, behaviors and insights that will enable the mentee to attain his/her goals.                                                        
• Discuss how to build your network.
• Learn how to develop a mentoring relationship with someone in a different division, or with someone from a different background or culture can enhance the learning and discovery in a relationship by offering unique and complementary perspectives. 
• Learn how to use your mentor to Enhance Leadership, Interpersonal & Management Skills.
 
 
Roger Gardiner VP Credit Risk Management, Goldman Sachs
8:30am-9:45am Magic Kingdom Ballroom 2 Mastering the Concept of Managing Up
Steps and practices that will give you an advantage when you are being considered for greater job responsibilities, career advancement, or promotions.
• Help your manager and others recognize your value within your organization. 
• Develop strategies to help you to understand your manager’s style, whether they are analytical or communication driven. 
• Learn the important steps to having your “bosses back” while looking out for your own development.
Laura K. Czech, Assistant Controller, Commercial Markets Reinsurance, Liberty Mutual Group
8:30am-9:45am Magic Kingdom Ballroom 3 Business Etiquette: The New Rules in a Digital Age
Gain expertise on digital protocols in the workplace, including LinkedIn, Facebook and Twitter, as well as traditional communication tools such as e-mail
• Find out what executives say about etiquette in the workplace.
• Learn how to tend to your network in just five minutes a day.
• Understand how to navigate sticky situations, such as whether you should friend your boos, how to manage LinkedIn requests and how to recover from an email blunder.
Cyndi Karapogosian, Senior Regional Vice President, Robert Half International