Professional Workshops
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Professional Workshops

Explore the more than 50 world-class Professional Workshops taking place at the ALPFA Convention

  • All Workshops
  • Saturday, August 3
  • Sunday, August 4
  • Monday, August 5

Leadership, Engagement, Advancement and Development Value Chain Read more

  • Domain Competency
  • Social Engagement
  • Wealth Creation
  • Entrepreneurship/Intrapreneurship
  • Community Engagement
  • Health & Wellness

More Workshop to be announced soon!

Saturday, August 3

9:15AM - 10:45AM

Annual FASB Update & Review



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Domain Competency
Accounting & Auditing

Description: Designed for practitioners and their staff, whether in public accounting or business and industry, this course provides an overview of recent FASB accounting and reporting developments. The course begins by reviewing recent Private Company Council (PCC) activities and recently issued Accounting Standards Updates (ASUs), analyzing guidance that has a major effect on all industries, including those covering revenue recognition and leases. Special attention is given to standard setters’ activities that affect small and mediumsized entities. Examples and illustrations provide hands-on application to help you assess and implement the new standards and guidance applicable to your practice and clients.

Room: Canal A

Capacity: 190-200

9:15AM - 10:45AM

Shaping the Future of Latinx Volunteering


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Community Engagement

Description: Did you know ALPFA has a partnership with the Girl Scouts of the USA? For over 100 years, Girl Scouts of the USA has been dedicated to building girls of courage, confidence, and character - a place where every G.I.R.L. (Go-Getter, Innovator, Risk-Taker, Leader)™ has the space and support they need to transform ideas into action, turn questions into adventure, and grow confidence through practice. With programs focused on developing young girls' positive self-image, workforce readiness, entrepreneurial, technology and financial education skills, the Girl Scouts mission aligns very closely with ALPFA's LEAD Value Circle pillars. Learn more about our national partnership, who we are and share your ideas on how we shape volunteering for the Latinx community!

Room: Canal C

Capacity: 140-150

9:15AM - 10:45AM

An Introduction to Social Entrepreneurship


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Entrepreneurship/Intrapreneurship

Description: Ever wondered what social entrepreneurship was? How does it differ from traditional entrepreneurship? Get your questions answered and hear from a social entrepreneur launching a movement.

Room: Canal D

Capacity: 130-140

9:15AM - 10:45AM

Financial Goal Setting




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Wealth Creation

Description: Whenever you start any journey, you need to map out how you will get from where you are now to where you want to be. It’s the same when it comes to your finances: Establishing goals for yourself will help you envision what you want to achieve financially – so you’ll stand a greater chance of actually reaching those goals. In this session, we will review how to set financial goals for Income, Savings, Retirement and Debt.

Room: Canal E

Capacity: 190-200

10:00AM - 12:00PM

Annual Veterans’ Panel - Successful Post Military Careers: Transition, Retention & Advancement

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Domain Competency
Career Planning/Development

Description: American Military Veterans have been drafted into corporate spaces across various industries and disciplines. Join us for a conversation about the retention and development of the Military Veteran in the corporate world and hear best practices from industry-leaders about mobility and career development in the workplace.

Room: Governors AE

Capacity: 200

11:00AM - 12:30PM

An Introduction to Junior Achievement



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Community Engagement

Description: ALPFA has joined forces with Junior Achievement USA (JA), the world's largest organization that inspires and prepares young people to succeed in a global economy. As a global non-profit youth organization, JA provides programs fostering workforce-readiness, entrepreneurship and financial literacy skills for K-12 public school students.

Meet the Junior Achievement USA leaders, hear about the work they are doing with today's youth, and learn how you can volunteer!

Room: Canal C

Capacity: 140-150

11:00AM - 12:30PM

How Technology is Changing the CFO Landscape



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Domain Competency
Technology

Description: This professional session will discuss how new financial technology is disrupting everything from payment systems to messaging to how we manage data. Financial institutions are thinking of themselves as FinTech firms that also do banking. As a professional in the space, how do you keep up with it and navigate the change?

Room: Canal A

Capacity: 190-200

2:00PM - 3:00PM

The Power of the ASK




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Social Engagement

Room: Canal B

Capacity: 130-140

2:00PM - 3:30PM

Fitting in Fitness




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Health & Wellness

Description: In today’s fast-paced world, it can be difficult to incorporate exercise into your daily routine. This session will help you develop a workout routine that fits your lifestyle, fitness level and specific goals, and stay motivated to make fitness a consistent part of your busy day.

Room: Canal C

Capacity: 140-150

2:30PM - 4:00PM

Driving LGBT Equality Internally Through Leadership Engagement, Advocates & Allies

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Community Engagement

Description: Employers realize the importance of diversity and equality at all levels. Equality must also be part of leadership and management training programs as tools for leadership growth and overall performance. This panel discussion will highlight personal journeys, best practices and success within these leaders personal journeys and their organizations efforts to attract and retain LGBT+ talent, boost their business by promoting an all-inclusive environment and ensuring protection, safety and career growth for their teammates.

Room: Governor's AE

Capacity: 200

2:30PM - 4:30PM

OneNote Overview



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Domain Competency
Technology

Description: Join us for this interactive workshop on OneNote where we’ll explore the OneNote app. We’ll discuss the layout and features, how it interacts with mobile, and sharing and collaboration. You’ll create a notebook and take notes along with the presenter, fully experiencing the power of this great application.

Room: Governor's D

Capacity: 150

3:45PM-5:15PM

Engaging your community, your teams and your customers through meaningful Social Engagement

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Community Engagement

Description: Finding a cause your company can get behind from a Corporate Social Responsibility perspective is often the easy part; getting your community, employees and customers engaged is often harder. This workshop will outline the steps needed to create a strong CSR program that goes beyond philanthropy, to support customer and employee retention and community involvement.

This workshop will be presented by Gift of Life, a non-profit organization dedicated to engaging the public to help us get everyone involved in curing blood cancer. It all begins with one remarkable person, one life-changing swab and one huge win — finding a match and a cure. Gift of Life is a National Partner of ALPFA and together we are working towards increasing diversity in the registry and creating awareness.

Room: Canal C

Capacity: 140-150

3:45PM-5:15PM

Digital Upskilling


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Domain Competency
Technology

Description: PwC has made a big investment in enabling the partners and staff of the firm to become digitally prepared for the changes to the workforce of the future. As we look ahead to the disruption technology is making to our workforce, we think it is important to share our digital knowledge and help others to be prepared for this change. This will be an interactive workshop that will provide an overview of the leading trends within the profession.

Learning Objectives:
- Discuss the digital trends shaping the professional services environment.
- Discuss what ""Digital"" means at PwC and how it aligns with Your Tomorrow strategy
- Explore technologies and use cases for data wrangling, data visualization and robotics process automation

Room: Canal A

Capacity: 190-200

3:45PM-5:15PM

Retirement Planning: 401Ks, IRAs and More

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Wealth Creation

Description: We're always told to plan for the future, but how many of us are focused on retirement planning at the start of our careers? According to the Bureau of Labor Statistics, the average retirement cost for a senior citizen is $828,000. Are you putting enough money away? Join this interactive session and learn how 401(k) plans work, what kind of IRA is best for you, and the tax implications of retirement savings plans.

Room: Canal E

Capacity: 190-200

3:45PM-5:15PM

The Risks & Rewards of Going Into Business for Yourself


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Entrepreneurship/Intrapreneurship

Description: Learn from ALPFA members who are entrepreneurs: what are the risks and rewards of going into business for yourself? Hear how they overcame fears, obstacles and challenges in the pursuit of being their own boss.

Room: Canal B

Capacity: 130-140


Sunday, August 4

9:00AM - 10:30 AM

Annual FASB Update & Review



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Read more

Domain Competency
Accounting & Auditing

Description: Designed for practitioners and their staff, whether in public accounting or business and industry, this course provides an overview of recent FASB accounting and reporting developments. The course begins by reviewing recent Private Company Council (PCC) activities and recently issued Accounting Standards Updates (ASUs), analyzing guidance that has a major effect on all industries, including those covering revenue recognition and leases. Special attention is given to standard setters’ activities that affect small and mediumsized entities. Examples and illustrations provide hands-on application to help you assess and implement the new standards and guidance applicable to your practice and clients.

Room: Canal A

Capacity: 190-200

9:00AM - 10:30 AM

The State of Hispanic Wealth



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Wealth Creation

Description: Explore current facts and statistics on the state of wealth in the Hispanic/ LatinX community and how it compares with other demographic groups.

Room: Canal E

Capacity: 190-200

10:45AM - 12:15PM

LinkedIn Rock Your Profile: Getting Started

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Domain Competency
Technology

Description: Your LinkedIn profile helps you get recognized and opens the door to new opportunities like partnerships, new business, mentorships or speaking events. It represents you as a professional, and refining it is easier than you think.

In this introductory session, you’ll learn how a LinkedIn profile differs from a resume and the basics of creating yours. We’ll introduce you to the core 5 profile sections: Photo + Headline, Summary, Work Experience, Rich Media and Volunteer Experience and the best practices for each. We’ll end by talking about building your network on LinkedIn, publishing and posting so you can learn how to go beyond profile to connect to opportunity. Come join our community of over 630 million professionals. We hope to see you there!

Room: Canal A

Capacity: 190-200

10:45AM - 12:15PM

Positioning Yourself for the Stretch Assignment

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Social Engagement

Description: Stretch assignments provide a huge opportunity for ambitious professionals, but they also come with equally sizeable risks. How do you know if you're ready for a stretch assignment? This interactive workshop will give you insight on how to you position yourself and ensure you take the assignment that's right for you.

Room: Canal B

Capacity: 130-140

10:45am – 12:15pm

Project Management as an Operational Standard


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Domain Competency
Business Management & Organization

Room: Canal C

Capacity: 140-150

10:45am – 12:15pm

Inside the Entrepreneurial Mindset



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Entrepreneurship/Intrapreneurship

Description: Do successful entrepreneurs think differently than the rest of us? Can this way of thinking be learned? Discuss the traits of an entrepreneurial mindset and explore the thought processes and actions you'll need to be successful.

Room: Canal D

Capacity: 130-140

10:45am – 12:15pm

Social Side of Retirement


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Wealth Creation

Description: Did you know that you don’t have to take your Social Security retirement benefits at age 62? Or even when you stop working? You can defer your Social Security retirement benefits until you’re 70. And there are good reasons why you may want to do exactly that. Now more than ever, it’s important for you to know how to get the most from your Social Security. Join us for a discussion. Learn how to make the right calls when it comes to Social Security and your retirement.

Room: Canal E

Capacity: 190 - 200

2:30PM - 4:00PM

Critical Thinking & Problem-Solving Skills for the Aspiring Executive

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Domain Competency
Business Management & Organization

Description: To be a great critical thinker is to be a great analytical thinker. In this workshop, you'll learn key skills to not only identify challenges and their solutions, but also communicate them effectively to your team.

Room: Canal A

Capacity: 190-200

2:30PM - 4:30PM

Excel Workshop


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Domain Competency
Technology

Description: Join us for this interactive workshop on Excel, where we’ll begin with a variety of tips and tricks to help you analyze your data, and then transition into how to use Pivot Tables as an effective means of presentation. Test data will be provided and you will walk through the exercises with the presenter. We’ll finish with a brief segment on how Power BI can be further used to visualize your data.

Room: Governor's B

Capacity: 150

2:30pm – 4:00pm

Bridging Globalization, Technology, Diversity & Emotional Intelligence



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Social Engagement

Description: Change is happening at the speed of imagination, often causing high levels of confusion and strain on individuals and organizations. Today’s agile technologies and digital solutions must be mapped to equally agile workforce behaviors. All team members in every role must be able to both lead and follow dynamically as needs dictate, with confidence, no matter their title or tenure. In order to meet today’s requirement for collaboration and fluidity, each must know how to create psychological safety, using skills to manage their own engagement, productivity and trusting relationships. When this occurs, everyone is able to access and operate from their greatest potential; intuitively, emotionally, socially and intellectually.

Room: Canal B

Capacity: 130-140

2:30pm – 4:00pm

Future - Proof Your Career - Staying Relevant in the Digital Age



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Doman Competency
Licenses & Certifications

Description: Future - Proof Your Career - Staying Relevant in the Digital Age". Planning plays an important role in building a successful career. It's critical to look to the future and best prepare yourself for the challenges ahead. Technology is changing the accounting and finance profession. What skills and knowledge do you need in order to make yourself "future proof"? Please join us for this informative presentation, which will address how technology is changing our work and how you can prepare for the future of finance. The value of obtaining the Certified Management Accountant (CMA) designation will also be discussed to prepare you for changes in the accounting and finance profession.

Room: Canal C

Capacity: 140-150

2:30pm – 4:00pm

Be a Boss. Build Legacy. Why an Entrepreneurial Mindset is Paramount for You and a Value Add for Your Employer.

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Entrepreneurship/Intrapreneurship

Description: Takeaways:

- The mindset you need to for smart disruption and how to maintain it
- Strategies to make a successful transition from employee to entrepreneur
- Leadership capabilities of a creative and executor
- Realities of entrepreneurship - the good, the bad, and the ugly

Room: Canal D

Capacity: 130-140

2:30pm – 4:00pm

Real Estate as an Investment




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Wealth Creation

Description: Learn the ins and outs of real estate investing from a pro, and determine if this is the right investment vehicle for you.

Room: Canal E

Capacity: 190-200

4:15PM - 5:45PM

Global Information Security




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Domain Competency
Technology

Description: This session will focus on cyber technology, including the changing threat landscape and the need to be innovative in the space. Presenters will will share an example of a cyber attack, as well as the technology Bank of America builds to protect networks, devices, programs, and data.

Room: Canal A

Capacity: 190-200

4:15PM - 5:45PM

Conflict Resolution




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Social Engagement

Description: Whether it's an issue within your team, with your manager, or maybe even a client, conflict is inevitable. Learn how to recognize conflict as it approaches and take practical steps to manage and resolve it effectively.

Session Objectives:
- Cover at a high-level industry standard of relevant personality assessments to help individuals understand personal traits (MBTI, TKI, and current trends in use of blockchain for Treasury applications.
- Share thoughts around how Trust can be built through Authenticity and Vulnerability that can then lead to more constructive conflict.
- Work through motivation exercise on building increased authenticity.

Room: Canal B

Capacity: 130-140

4:15PM - 5:45PM

Increasing the Number of Latinx Certified Financial Planners and Advisors


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Domain Competency
Licenses & Certifications

Description: As wealth grows in the LatinX community, so too does the need for certified financial professionals. Learn about the benefits that CFA and CFP certifications offer over the course of your career, the requirements needed to earn these certifications, and what organizations and opportunities exist to support increasing the number of certified LatinX financial professionals

Room: Canal C

Capacity: 140-150


Monday, August 5

9:00AM - 10:30 AM

How Technology is Transforming the Business World


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Domain Competency
Technology

Description: Just a few decades ago, offices were filled with employees tapping away on typewriters and chatting on landlines. Today, innovations like cloud computing, AI and robotics have transformed the workplace. How will technology continue to evolve and disrupt the world of business, and how can students remain competitive in this ever-changing landscape?

Room: Canal A

Capacity: 190-200

9:00AM - 10:30 AM

Coaching: How to accelerate your career and transform your success


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Social Engagement

Description: Are you missing out on the next step to elevate your career? Understand what career coaching is all about and how it can be a critical element to elevate your success. Participate in an interactive workshop that will provide you with practical tips to transform your career through coaching. All workshop attendees will be eligible for a complimentary 1-hour coaching session with a professional coach.

Room: Canal B

Capacity: 130-140

9:00am – 10:30am

The Importance of Technology in the Accounting Industry


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Domain Competency
Technology/Accounting

Room: Canal E

Capacity: 190-200

9:00AM to 10:30AM

Trending in Tech: Better Human/ AI Collaboration


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Domain Competency
Technology

Description: Artificial intelligence is no longer a futuristic idea, but rather a valuable technology with many practical applications. As AI slowly enters the mainstream, companies face a unique set of challenges: How do we deal with biased outcomes from machine-learning algorithms? And exactly how much decision-making power should AI have? This workshop will be an open discussion on how we use and collaborate with AI, and balance human control with AI autonomy.

Room: Canal D

Capacity: 130-140

10:45am to 12:15pm

Avoiding Career Limiting Moves: Roadmapping Careers in the Financial Industry

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Social Engagement

Description: You want to get ahead, but it’s just not working – someone else got the promotion that you deserved, or maybe your good work isn’t being recognized. It’s time to take control, avoid the career-limiting moves that are holding you back, and position yourself for success. This highly-interactive session will help you activate your goals and develop a plan for your future.

Room: Canal A

Capacity: 190-200

10:45AM - 12:15PM

Small Business, Big Plans: 5 Tips to Start and Grow Your Business


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Entrepreneurship / Intrapreneurship

Description: Want to be your own boss, run your own business and have unlimited earnings potential? This session will feature a leader and successful entrepreneur that will share what it takes to start and run a successful small business. This session will not only speak to the critical areas needed to master small business success but will also identify potential immediate small business opportunities and address specific questions from the audience on how to drive your own success.

Room: Canal D

Capacity: 130-140

10:45AM - 12:15PM

Latino Clout: Increasing your Power and Influence in the Workplace

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Social Engagement

Description: Advancement up the corporate career ladder is difficult without having the ability to obtain power and influence others. This session will identify strategies that Latinos can use to more effectively attain and wield power within their organizations. The session will also teach Latino professionals how to overcome aspects of our Hispanic heritage that sometimes limit our ability to be Latinos with influence.

Room: Canal B

Capacity: 130-140

10:45AM - 12:15PM

The Latino GDP: Creating Wealth for America


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Wealth Creation

Description: In 2015 the GDP produced by Latinos in the U.S.was $2.13 trillion. If it were an independent country, the Latino GDP would be the 7th largest in the world, larger than the GDP of India, Italy, Brazil or Canada. The common perception of Latinos being a burden to U.S. society is utterly wrong; to the contrary, Latinos are the element most needed to fuel the growth of this country. Join renowned expert Dr. David E. Hayes-Bautista for a discussion of the Latino GDP and the power of Latino wealth creation.

Room: Canal E

Capacity: 190-200

10:45AM - 12:15PM

Anti-Corruption Panel



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Domain Competency
Accounting

Room: Canal C

Capacity: 140-150

Saturday, August 3

9:15AM - 10:45AM

Annual FASB Update & Review



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Domain Competency
Accounting & Auditing

Description: Designed for practitioners and their staff, whether in public accounting or business and industry, this course provides an overview of recent FASB accounting and reporting developments. The course begins by reviewing recent Private Company Council (PCC) activities and recently issued Accounting Standards Updates (ASUs), analyzing guidance that has a major effect on all industries, including those covering revenue recognition and leases. Special attention is given to standard setters’ activities that affect small and mediumsized entities. Examples and illustrations provide hands-on application to help you assess and implement the new standards and guidance applicable to your practice and clients.

Room: Canal A

Capacity: 190-200

11:00AM - 12:30PM

How Technology is Changing the CFO Landscape


Avatar

Read more

Domain Competency
Technology

Description: This professional session will discuss how new financial technology is disrupting everything from payment systems to messaging to how we manage data. Financial institutions are thinking of themselves as FinTech firms that also do banking. As a professional in the space, how do you keep up with it and navigate the change?

Room: Canal A

Capacity: 190-200

2:30PM - 4:30PM

OneNote Overview



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Domain Competency
Technology

Description: Join us for this interactive workshop on OneNote where we’ll explore the OneNote app. We’ll discuss the layout and features, how it interacts with mobile, and sharing and collaboration. You’ll create a notebook and take notes along with the presenter, fully experiencing the power of this great application.

Room: Governor's D

Capacity: 150

3:45PM-5:15PM

Digital Upskilling


Avatar

Read more

Domain Competency
Technology

Description: PwC has made a big investment in enabling the partners and staff of the firm to become digitally prepared for the changes to the workforce of the future. As we look ahead to the disruption technology is making to our workforce, we think it is important to share our digital knowledge and help others to be prepared for this change. This will be an interactive workshop that will provide an overview of the leading trends within the profession.

Learning Objectives:
- Discuss the digital trends shaping the professional services environment.
- Discuss what ""Digital"" means at PwC and how it aligns with Your Tomorrow strategy
- Explore technologies and use cases for data wrangling, data visualization and robotics process automation

Room: Canal A

Capacity: 190-200

10:00AM - 12:00PM

Annual Veterans’ Panel - Successful Post Military Careers: Transition, Retention & Advancement

Avatar

Read more

Domain Competency
Career Planning/Development

Description: American Military Veterans have been drafted into corporate spaces across various industries and disciplines. Join us for a conversation about the retention and development of the Military Veteran in the corporate world and hear best practices from industry-leaders about mobility and career development in the workplace.

Room: Governors AE

Capacity: 200

Sunday, August 4

9:00AM - 10:30 AM

Annual FASB Update & Review



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Read more

Domain Competency
Accounting & Auditing

Description: Designed for practitioners and their staff, whether in public accounting or business and industry, this course provides an overview of recent FASB accounting and reporting developments. The course begins by reviewing recent Private Company Council (PCC) activities and recently issued Accounting Standards Updates (ASUs), analyzing guidance that has a major effect on all industries, including those covering revenue recognition and leases. Special attention is given to standard setters’ activities that affect small and mediumsized entities. Examples and illustrations provide hands-on application to help you assess and implement the new standards and guidance applicable to your practice and clients.

Room: Canal A

Capacity: 190-200

10:45AM - 12:15PM

LinkedIn Rock Your Profile: Getting Started

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Domain Competency
Technology

Description: Your LinkedIn profile helps you get recognized and opens the door to new opportunities like partnerships, new business, mentorships or speaking events. It represents you as a professional, and refining it is easier than you think.

In this introductory session, you’ll learn how a LinkedIn profile differs from a resume and the basics of creating yours. We’ll introduce you to the core 5 profile sections: Photo + Headline, Summary, Work Experience, Rich Media and Volunteer Experience and the best practices for each. We’ll end by talking about building your network on LinkedIn, publishing and posting so you can learn how to go beyond profile to connect to opportunity. Come join our community of over 630 million professionals. We hope to see you there!

Room: Canal A

Capacity: 190-200

10:45am – 12:15pm

Project Management as an Operational Standard


Avatar

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Domain Competency
Business Management & Organization

Room: Canal C

Capacity: 140-150

2:30PM - 4:00PM

Critical Thinking & Problem-Solving Skills for the Aspiring Executive

Avatar

Read more

Domain Competency
Business Management & Organization

Description: To be a great critical thinker is to be a great analytical thinker. In this workshop, you'll learn key skills to not only identify challenges and their solutions, but also communicate them effectively to your team.

Room: Canal A

Capacity: 190-200

2:30PM - 4:30PM

Excel Workshop


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Domain Competency
Technology

Description: Join us for this interactive workshop on Excel, where we’ll begin with a variety of tips and tricks to help you analyze your data, and then transition into how to use Pivot Tables as an effective means of presentation. Test data will be provided and you will walk through the exercises with the presenter. We’ll finish with a brief segment on how Power BI can be further used to visualize your data.

Room: Governor's B

Capacity: 150

2:30pm – 4:00pm

Future - Proof Your Career - Staying Relevant in the Digital Age


Avatar

Read more

Doman Competency
Licenses & Certifications

Description: Future - Proof Your Career - Staying Relevant in the Digital Age". Planning plays an important role in building a successful career. It's critical to look to the future and best prepare yourself for the challenges ahead. Technology is changing the accounting and finance profession. What skills and knowledge do you need in order to make yourself "future proof"? Please join us for this informative presentation, which will address how technology is changing our work and how you can prepare for the future of finance. The value of obtaining the Certified Management Accountant (CMA) designation will also be discussed to prepare you for changes in the accounting and finance profession.

Room: Canal C

Capacity: 140-150

4:15PM - 5:45PM

Global Information Security



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Read more

Domain Competency
Technology

Description: This session will focus on cyber technology, including the changing threat landscape and the need to be innovative in the space. Presenters will will share an example of a cyber attack, as well as the technology Bank of America builds to protect networks, devices, programs, and data.

Room: Canal A

Capacity: 190-200

4:15PM - 5:45PM

Increasing the Number of Latinx Certified Financial Planners and Advisors

Avatar

Read more

Domain Competency
Licenses & Certifications

Description: As wealth grows in the LatinX community, so too does the need for certified financial professionals. Learn about the benefits that CFA and CFP certifications offer over the course of your career, the requirements needed to earn these certifications, and what organizations and opportunities exist to support increasing the number of certified LatinX financial professionals

Room: Canal C

Capacity: 140-150

Monday, August 5

9:00AM - 10:30 AM

How Technology is Transforming the Business World


Avatar

Read more

Domain Competency
Technology

Description: Just a few decades ago, offices were filled with employees tapping away on typewriters and chatting on landlines. Today, innovations like cloud computing, AI and robotics have transformed the workplace. How will technology continue to evolve and disrupt the world of business, and how can students remain competitive in this ever-changing landscape?

Room: Canal A

Capacity: 190-200

9:00am – 10:30am

The Importance of Technology in the Accounting Industry


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Domain Competency
Technology/Accounting

Room: Canal E

Capacity: 190-200

9:00am – 10:30am

Trending in Tech: Better Human/ AI Collaboration


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Read more

Domain Competency
Technology

Description: Artificial intelligence is no longer a futuristic idea, but rather a valuable technology with many practical applications. As AI slowly enters the mainstream, companies face a unique set of challenges: How do we deal with biased outcomes from machine-learning algorithms? And exactly how much decision-making power should AI have? This workshop will be an open discussion on how we use and collaborate with AI, and balance human control with AI autonomy.

Room: Canal D

Capacity: 130-140

10:45AM - 12:15PM

Anti-Corruption Panel



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Domain Competency
Accounting

Room: Canal C

Capacity: 140-150

 
 

Saturday, August 3

2:00PM - 3:00PM

The Power of the ASK



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Social Engagement

Room: Canal B

Capacity: 130-140

Sunday, August 4

10:45AM - 12:15PM

Positioning Yourself for the Stretch Assignment

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Social Engagement

Description: Stretch assignments provide a huge opportunity for ambitious professionals, but they also come with equally sizeable risks. How do you know if you're ready for a stretch assignment? This interactive workshop will give you insight on how to you position yourself and ensure you take the assignment that's right for you.

Room: Canal B

Capacity: 130-140

2:30pm – 4:00pm

Bridging Globalization, Technology, Diversity & Emotional Intelligence


Avatar

Read more

Social Engagement

Description: Change is happening at the speed of imagination, often causing high levels of confusion and strain on individuals and organizations. Today’s agile technologies and digital solutions must be mapped to equally agile workforce behaviors. All team members in every role must be able to both lead and follow dynamically as needs dictate, with confidence, no matter their title or tenure. In order to meet today’s requirement for collaboration and fluidity, each must know how to create psychological safety, using skills to manage their own engagement, productivity and trusting relationships. When this occurs, everyone is able to access and operate from their greatest potential; intuitively, emotionally, socially and intellectually.

Room: Canal B

Capacity: 130-140

4:15PM - 5:45PM

Conflict Resolution



Avatar

Read more

Social Engagement

Description: Whether it's an issue within your team, with your manager, or maybe even a client, conflict is inevitable. Learn how to recognize conflict as it approaches and take practical steps to manage and resolve it effectively.

Session Objectives:
- Cover at a high-level industry standard of relevant personality assessments to help individuals understand personal traits (MBTI, TKI, and current trends in use of blockchain for Treasury applications.
- Share thoughts around how Trust can be built through Authenticity and Vulnerability that can then lead to more constructive conflict.
- Work through motivation exercise on building increased authenticity.

Room: Canal B

Capacity: 130-140

Monday, August 5

9:00AM - 10:30 AM

Coaching: How to accelerate your career and transform your success


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Social Engagement

Description: Are you missing out on the next step to elevate your career? Understand what career coaching is all about and how it can be a critical element to elevate your success. Participate in an interactive workshop that will provide you with practical tips to transform your career through coaching. All workshop attendees will be eligible for a complimentary 1-hour coaching session with a professional coach.

Room: Canal B

Capacity: 130-140

10:45AM to 12:15AM

Avoiding Career Limiting Moves: Roadmapping Careers in the Financial Industry

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Social Engagement

Description: You want to get ahead, but it’s just not working – someone else got the promotion that you deserved, or maybe your good work isn’t being recognized. It’s time to take control, avoid the career-limiting moves that are holding you back, and position yourself for success. This highly-interactive session will help you activate your goals and develop a plan for your future.

Room: Canal A

Capacity: 190-200

10:45AM - 12:15PM

Latino Clout: Increasing your Power and Influence in the Workplace

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Social Engagement

Description: Advancement up the corporate career ladder is difficult without having the ability to obtain power and influence others. This session will identify strategies that Latinos can use to more effectively attain and wield power within their organizations. The session will also teach Latino professionals how to overcome aspects of our Hispanic heritage that sometimes limit our ability to be Latinos with influence.

Room: Canal B

Capacity: 130-140

Saturday, August 3

9:15AM - 10:45AM

Financial Goal Setting



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Wealth Creation

Description: Whenever you start any journey, you need to map out how you will get from where you are now to where you want to be. It’s the same when it comes to your finances: Establishing goals for yourself will help you envision what you want to achieve financially – so you’ll stand a greater chance of actually reaching those goals. In this session, we will review how to set financial goals for Income, Savings, Retirement and Debt.

Room: Canal E

Capacity: 190-200

3:45PM-5:15PM

Retirement Planning: 401Ks, IRAs and More

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Wealth Creation

Description: We're always told to plan for the future, but how many of us are focused on retirement planning at the start of our careers? According to the Bureau of Labor Statistics, the average retirement cost for a senior citizen is $828,000. Are you putting enough money away? Join this interactive session and learn how 401(k) plans work, what kind of IRA is best for you, and the tax implications of retirement savings plans.

Room: Canal E

Capacity: 190-200

Sunday, August 4

9:00AM - 10:30 AM

The State of Hispanic Wealth



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Wealth Creation

Description: Explore current facts and statistics on the state of wealth in the Hispanic/ LatinX community and how it compares with other demographic groups.

Room: Canal E

Capacity: 190-200

10:45am – 12:15pm

Social Side of Retirement


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Wealth Creation

Description: Did you know that you don’t have to take your Social Security retirement benefits at age 62? Or even when you stop working? You can defer your Social Security retirement benefits until you’re 70. And there are good reasons why you may want to do exactly that. Now more than ever, it’s important for you to know how to get the most from your Social Security. Join us for a discussion. Learn how to make the right calls when it comes to Social Security and your retirement.

Room: Canal E

Capacity: 190 - 200

2:30pm – 4:00pm

Real Estate as an Investment



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Wealth Creation

Description: Learn the ins and outs of real estate investing from a pro, and determine if this is the right investment vehicle for you.

Room: Canal E

Capacity: 190-200

Monday, August 5

10:45AM - 12:15PM

The Latino GDP: Creating Wealth for America



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Wealth Creation

Description: In 2015 the GDP produced by Latinos in the U.S.was $2.13 trillion. If it were an independent country, the Latino GDP would be the 7th largest in the world, larger than the GDP of India, Italy, Brazil or Canada. The common perception of Latinos being a burden to U.S. society is utterly wrong; to the contrary, Latinos are the element most needed to fuel the growth of this country. Join renowned expert Dr. David E. Hayes-Bautista for a discussion of the Latino GDP and the power of Latino wealth creation.

Room: Canal E

Capacity: 190-200

Saturday, August 3

9:15AM - 10:45AM

An Introduction to Social Entrepreneurship


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Entrepreneurship/Intrapreneurship

Description: Ever wondered what social entrepreneurship was? How does it differ from traditional entrepreneurship? Get your questions answered and hear from a social entrepreneur launching a movement.

Room: Canal D

Capacity: 130-140

3:45pm to 5:15pm

The Risks & Rewards of Going Into Business for Yourself


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Entrepreneurship/Intrapreneurship

Description: Learn from ALPFA members who are entrepreneurs: what are the risks and rewards of going into business for yourself? Hear how they overcame fears, obstacles and challenges in the pursuit of being their own boss.

Room: Canal B

Capacity: 130-140

 

Sunday, August 4

10:45am – 12:15pm

Inside the Entrepreneurial Mindset




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Entrepreneurship/Intrapreneurship

Description: Do successful entrepreneurs think differently than the rest of us? Can this way of thinking be learned? Discuss the traits of an entrepreneurial mindset and explore the thought processes and actions you'll need to be successful.

Room: Canal D

Capacity: 130-140

2:30PM – 4:00PM

Be a Boss. Build Legacy. Why An Entrepreneurial Mindset is Paramount for You and a Value Add for Your Employer.

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Entrepreneurship / Intrapreneurship

Description:
Takeaways:

- The mindset you need to for smart disruption and how to maintain it
- Strategies to make a successful transition from employee to entrepreneur
- Leadership capabilities of a creative and executor
- Realities of entrepreneurship - the good, the bad, and the ugly

Room: Canal D

Capacity: 130-140

 

Monday, August 5

10:45AM - 12:15PM

Small Business, Big Plans: 5 Tips to Start and Grow Your Business


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Entrepreneurship / Intrapreneurship

Description: Want to be your own boss, run your own business and have unlimited earnings potential? This session will feature a leader and successful entrepreneur that will share what it takes to start and run a successful small business. This session will not only speak to the critical areas needed to master small business success but will also identify potential immediate small business opportunities and address specific questions from the audience on how to drive your own success.

Room: Canal D

Capacity: 130-140

Saturday, August 3

9:15AM - 10:45AM

Shaping the Future of Latinx Volunteering


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Community Engagement

Description: Did you know ALPFA has a partnership with the Girl Scouts of the USA? For over 100 years, Girl Scouts of the USA has been dedicated to building girls of courage, confidence, and character - a place where every G.I.R.L. (Go-Getter, Innovator, Risk-Taker, Leader)™ has the space and support they need to transform ideas into action, turn questions into adventure, and grow confidence through practice. With programs focused on developing young girls' positive self-image, workforce readiness, entrepreneurial, technology and financial education skills, the Girl Scouts mission aligns very closely with ALPFA's LEAD Value Circle pillars. Learn more about our national partnership, who we are and share your ideas on how we shape volunteering for the Latinx community!

Room: Canal C

Capacity: 140-150

11:00AM - 12:30PM

An Introduction to Junior Achievement


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Community Engagement

Description: ALPFA has joined forces with Junior Achievement USA (JA), the world's largest organization that inspires and prepares young people to succeed in a global economy. As a global non-profit youth organization, JA provides programs fostering workforce-readiness, entrepreneurship and financial literacy skills for K-12 public school students.

Meet the Junior Achievement USA leaders, hear about the work they are doing with today's youth, and learn how you can volunteer!

Room: Canal C

Capacity: 140-150

2:30PM - 4:00PM

Driving LGBT Equality Internally Through Leadership Engagement, Advocates & Allies

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Community Engagement

Description: Employers realize the importance of diversity and equality at all levels. Equality must also be part of leadership and management training programs as tools for leadership growth and overall performance. This panel discussion will highlight personal journeys, best practices and success within these leaders personal journeys and their organizations efforts to attract and retain LGBT+ talent, boost their business by promoting an all-inclusive environment and ensuring protection, safety and career growth for their teammates.

Room: Governor's AE

Capacity: 200

3:45PM-5:15PM

Engaging your community, your teams and your customers through meaningful Social Engagement

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Community Engagement

Description: Finding a cause your company can get behind from a Corporate Social Responsibility perspective is often the easy part; getting your community, employees and customers engaged is often harder. This workshop will outline the steps needed to create a strong CSR program that goes beyond philanthropy, to support customer and employee retention and community involvement.

This workshop will be presented by Gift of Life, a non-profit organization dedicated to engaging the public to help us get everyone involved in curing blood cancer. It all begins with one remarkable person, one life-changing swab and one huge win — finding a match and a cure. Gift of Life is a National Partner of ALPFA and together we are working towards increasing diversity in the registry and creating awareness.

Room: Canal C

Capacity: 140-150

 
 

Saturday, August 3

2:00PM - 3:30PM

Fitting in Fitness



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Health & Wellness

Description: In today’s fast-paced world, it can be difficult to incorporate exercise into your daily routine. This session will help you develop a workout routine that fits your lifestyle, fitness level and specific goals, and stay motivated to make fitness a consistent part of your busy day.

Room: Canal C

Capacity: 190-200

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1717 W 6th Street, Suite 410
Austin, Texas 78703
1.855.MYALPFA ex 704
info@national.alpfa.org
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