Professional Workshops
Professional Workshops

Sunday | July 29th

Management Leadership Development

8:00AM – 05:00PM

Registration Open

9:30AM – 07:00PM

Chapter Leader Workshops

1:30PM – 04:45PM

Chapter Leader Meeting

5:00PM – 6:30PM

Chapter Leaders Reception

7:00PM – 9:00PM

Monday | July 30th

Registration Open

6:30AM – 7:00PM

Management Leadership Development

8:00AM – 05:00PM

Women of ALPFA - Building and Leveraging Your Personal Board of Directors.

10:00AM – 12:00PM

Topic: Building and Leveraging Your Personal Board of Directors

Description: If you’re looking to rise through your organization’s ranks, consider creating a personal board of directors. Just as companies take great care in selecting their corporate board members, so should you. In this workshop, you will learn how to build an inner circle of diverse leaders, influencers and connectors who will inspire, challenge and motivate you to think big and be bold throughout your career. Learn which characteristics are business critical in your board and how to engage effectively for a mutually beneficial relationship.

Sponsor: Goldman Sachs & PNC Financial

Speakers:

  1. Lisa Graciani, Diversity Specialist
  2. Vakerie Leeder, Operations
  3. Genaro Perez, Managing Director

CPE Credits: 2 hours (Personal Development)

Disruption, Adaptation and Legacy Building—Executive Careers in Flux

10:00AM – 12:00PM

Description: Presentation and Panel discussion about adapting to disruption in and building a legacy with your career. Participants will gain insights on how senior professional have adapted to changes in their careers

Sponsor: ALPFA

Speakers:

  1. Orlando Camargo
  2. Emma Rodriguez-Ayala

CPE Credits: 1.5 hours (Personal Development)

Free Session for Professionals

12:00PM – 1:30PM

How To Succeed as a New Manager

1:30PM – 3:00PM

Description: New managers often find themselves in unique circumstances. The skills that got you into your role as manager may not be enough on its own to ensure your success. Many new managers struggle with the demands of leading teams, managing budgets, developing strategic plans and being held accountable for not only their own performance but that of their team as well. This session is designed to provide useful tips and practical strategies to help new managers navigate their new roles and developing a managerial mindset.

Level: ALL

Sponsor: KPMG

Speakers:

  1. Lilliam Cruz-Villacis, Manager, Tax

 CPE Credits: 1.5 (Business Management & Organization)

Veterans’ Panel: Transitioning into a Successful Civilian Career

1:30PM – 3:00PM

Description: Veterans will share stories of how they transitioned from Military to a Civilian lifestyle, and how they have built successful careers at JPMorgan Chase. This discussion will include a deep dive into the steps taken before, during, and after the interview process as well as include important tips and advice around growing your network. We encourage you to come ready to participate by bringing questions and we will provide opportunities for you to share your unique experiences as well.

Level: ALL

Sponsor: JP Morgan Chase

 CPE Credits: 1.5 (Personal Development)

Out for ALPFA: LGBTQ Workplace Inclusion and Advocacy

2:00PM – 3:30PM

Sponsor:Bank of America, Comcast & Nissan

Machine Learning and Robotics: Combatting Fraud

3:15PM - 4:45PM

Description: Everyone knows today’s technology is both powerful and ever evolving. Join us for an interactive discussion on the increasing velocity of fraud attack vectors across scale, speed and complexity and how financial services companies like JPMorgan Chase are leveraging machine learning and other advanced techniques to combat fraud and safeguard our customers.

Sponsor: JP Morgan Chase

CPE Credits: 1.5 (Computer Science)

Disruption & New Business Ventures

3:15PM - 4:45PM

Description: This past spring, Zillow announced it would begin to buy and sell homes – disrupting the 12-year-old company’s business model. Join Luis Poggi, Vice President of Product Management at Zillow Group to learn more about Zillow’s new venture and the steps the company took to get there.

Sponsor: Zillow Group

Speakers:

  1. Luis Poggi

 

Blockchain and The Future of Business – Presented by Uulala The LatinX Blockchain for Financial Inclusion

3:15PM - 4:45PM

Sponsor: Uulala

Speakers:

  1. Oscar Garcia, CEO

 

CPE Credits: 1.5 (Computer Science)

LGBTQ Reception

3:30PM – 5:00PM

Opening Session

5:30PM – 7:00PM

Welcome Reception

7:00PM – 9:00PM

Tuesday | July 31st

Registration Open

7:00AM – 6:00PM

2018 National Latino Business Education Roundtable

8:00AM – 11:30PM

Opening Plenary Session

8:30AM – 9:00PM

Real Estate as a Career Part Time or Full Time

8:45AM – 10:15AM

Description: Real Estate License Requirements

  1. Real Estate License Exam Standards
  2. Real Estate Life - the Facts vs. the Fiction
  3. Real Estate Sales, Ethics and Doing the Right Thing Part-Time vs Full Time
  4. Real Estate Office or Virtual Real Estate - the Trend

Level: ALL

Sponsor: ALPFA

Speakers:

  1. Don Sutton, Owner/Broker, On the Block Real Estate

A Career of Possibilities: the CPA License and Strategies for Tackling the CPA Exam

9:15AM – 10:15AM

Description: Are you considering becoming a CPA or know someone who is? Hear why the CPA can lead to a rewarding career of opportunity. It all starts with the Uniform CPA Examination. Learn more about candidate testing and gain some helpful strategies to navigate the exam.

Level: ALL

Sponsor: AICPA

Speakers:

  1. Joe Maslott, Senior Manager Content Management

CPE Credits: 1.0 (Specialized Knowledge & Apps)

Blockchain & Cryptocurrencies

9:15AM – 10:15AM

Description:Join PwC on a discussion on Blockchain and Cryptocurrencies covering a typical Blockchain transaction, benefits, and lessons learned from cross-industry use cases. Present leading practices used to create a comprehensive governance and control environment for Blockchain use cases at both the pre and post production stages. In addition, we will provide assurance perspective and insights on how to take a Blockchain use case to production and address potential compliance challenges.

Level: ALL

Sponsor: PwC

CPE Credits: 1.0 hour (Technology)

Corporate Tax Reform Update

9:15AM – 10:15AM

Description: For accounting professionals who need to keep up with current trends in Federal and International Tax Code, this session will provide an overview of the newest updates and changes that are relevant to you and your clients.

Level: ALL

Sponsor: BDO

CPE Credits: 1.0 hour (Tax)

Excel Beyond Basics

10:00AM – 12:00AM

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: ALL

Sponsor: Microsoft

Speakers:

  1. Jason Bursack, IT Presentations

CPE Credits: 2.0 hours (Specialized Knowledge & Apps)

Women of ALPFA - Lead with Conviction to Elevate Performance

10:00AM – 12:00AM

Description: Conviction is a key attribute for driving engagement and followership that leads to transformational change and results. Latinas have unique strengths that allow them to leverage differences and collaborate effectively for greatest impact. Join us for a candid discussion on Latina leadership and attributes (Self-Awareness, Leading Change, Collaboration, Achieving Result), that allow us to inspire others and elevate performance.

Topic: Lead with Conviction to Elevate Performance

Level: Mid-career/Mid-level managers

Sponsor: Bank of New York Mellon & Morgan Stanley

Speakers:

  1. Karolyn Ferris, Asset Servicing Americas
  2. Claudia Marmolejo, Wealth Management
  3. Hector Perez, CEO, Founder of Quantum FBI, LLC
  4. Jack Santiago, President of The Man with the Voice LLC and WOA Padrino

CPE Credits: 2 hours (Personal Development)

Disruption, Adaptation and Legacy Building—Executive Careers in Flux

10:30AM – 12:00AM

Description: Conviction is a key attribute for driving engagement and followershipPresentation and Panel discussion about adapting to disruption in and building a legacy with your career. Participants will gain insights on how senior professional have adapted to changes in their careers

Level: All

Sponsor: ALPFA

Speakers:

  1. Orlando Camargo
  2. Emma Rodriguez-Ayala

CPE Credits: 1.5 hours (Personal Development)

Cybersecurity and Related Risk

10:30AM – 12:00PM

Description: This presentation will highlight how the cyber security landscape has transformed the overall business environment. Specifically, he will discuss how the responsibility for these risks has shifted from the IT departments to the executive board rooms and the impact that has had to day to day operations. Today’s cyber world has become more focused on individual attack’s using tactics such as Phishing and social engineering instead of the complex processes used in the past.

Level: ALL

Sponsor: Comcast

Speakers:

  1. Stephen Perez, Vice President

CPE Credits: 1.5 hours (Technology)

Overview of the Key Tax Provisions in the Tax Cuts & Jobs Act

10:30AM – 12:00PM

Description:The passage of the Tax Cuts and Jobs Act triggered both immediate and far-reaching federal and international tax consequences, requiring the understanding and active engagement of companies’ tax departments and C-suites. Join Ernst & Young LLP tax professionals as they explain final provisions, international implications and effective strategies to adapt to the new tax landscape.

Level: ALL

Sponsor: EY

Speakers:
  1. Adam Guerrero, Tax Manager
  2. Jessica Gonzalez, Tax Partner
  3. Monica Del Rio, Senior Manager, International Tax

CPE Credits: 1.5 hours (Tax)

Be the CEO of Your Career: The Success Formula

10:30AM – 12:00PM

Description: Join JPMorgan Chase executives for an interactive discussion centered around how to build a successful career. This workshop will challenge and enable you to take control of your career through examining your current performance and pointing out what key skills you may need to develop to take your career to the next level.

Sponsor: JP Morgan Chase

CPE Credits: 1.5 hours (Personal Development)

Scholarship Luncheon

12:30PM – 2:00PM

Allstate sponsored event! The Latino Executive Manifesto: Secrets from 20 C-Suite Hispanic Executives on how to Accelerate Latino Career Advancement.

2:30PM – 4:00PM

Description: 20 Latino/a executives including CEOs, SVPs and corporate board directors were interviewed for the book, “Auténtico: The Definitive Guide to Latino Career Success.” In this interactive session, Auténtico co-author Dr. Robert Rodriguez share the key insights gained by these Latino executives on how to accelerate your career while still remaining true to your Hispanic heritage. You will not want to miss out on the opportunity to learn from an expert and first 100 attendees will receive a free copy of the book.

Level: All

Sponsor: Allstate

Speakers:

  1. Robert Rodriguez, Ph.D., President – DRR Advisors LLC

CPE Credits: 1.5 hours (Personal Development)

The State of Hispanic Wealth

2:30PM – 4:00PM

Description: Our commitment to exploring best practices in leadership and career focused programming has been the inspirational catalyst that has guided members and conference attendees to reach their full potential. Our Bank of America ALPFA Professional panel led by Tiffany Eubanks Saunders (Senior Vice President Global Wealth Management Executive) on the State of Hispanic Wealth resonates the input from ALPFA members where we at Bank of America can leverage our resources and talents to achieve our main objective of educating and developing determined, empowered, tenacious, respected, objective, trusted and inspirational leaders!

Level: All

Sponsor: Bank of America

Speakers:

  1. Tiffany Eubanks-Saunders, Senior Vice President Global Wealth Management Executive

CPE Credits: 1.5 hours (Finance)

Latina Leadership: Career Tips for Success

2:30PM – 4:00PM

Description: It has been proven time and time again, that companies with women in leadership positions perform better than their peers. As leaders, and as women, we all bring something different & valuable to the table. We also know that leaders come in all genders, races, ages and professional levels. Join us, and hear how this diverse group of State Street women leverage their Latina identity for success at all stages of their careers.

Level: ALL

Sponsor: State Street

Speakers:

  1. Busola Laguda, Vice President, Global Credit Finance Group
  2. Candice Zhao, Senior Associate, IS Americas
  3. Natalie Sanchez, Officer, Global Diversity & Inclusion
  4. Natalye Kennedy, Assistant Vice President, Leadership Development Program
  5. Jessyca Feliciano, Vice President, Employee Relations

 CPE Credits: 1.5 (Personal Development)

Alphabet Soup: Which Certification is Best For Me?

2:30PM – 4:00PM

Description: Panel session featuring representatives from organizations including the Institute for Management Accountants & the CFP Board Center for Financial Planning who will discuss the benefits of each certification and how it can make a difference in one's career trajectory and opportunities for advancement

Level: ALL

Sponsor: State Street

Speakers:

  1. Linda Devonish-Mills, CMA, CPA, CAE, MBA Director of Diversity & Inclusion, Institute for Management Accountants
  2. Louis Barajas, MBA, CFA, EA Wealth & Business Manager, LAB

 CPE Credits: 1.5 (Personal Development)

Powerful Power Point Presentations and Getting Started with One Note

2:30PM – 4:30PM

Description: During this two-part interactive session, you will first learn how to take your presentations to the next level with PowerPoint. In the second part, you’ll 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, take notes, and use tags
  4. Leverage Microsoft tools for collaboration

Level: All

Sponsor: Microsoft

Speakers:

  1. Jason Bursack, IT Presentation

CPE Credits: 2.0 hours (Specialized Knowledge & Apps)

Why Businesses are Focusing on Multi-Cultural Markets

2:30PM – 4:00PM

Description: Discover why businesses across sectors are focusing on multicultural consumers and why it makes good business sense. Learn the significant shifts in Multicultural Demographics, and how increase buying power effects corporate interest.

Level: All

Sponsor: Wells Fargo

Speakers:

  1. Jose Espaillat, Diverse Client Segments Leader-Latino Segment, Client Experience & Growth, Wells Fargo Advisors
  2. Patty Juarez, National Diverse Segments Director, Middle Market Banking, Wells Fargo & Company
  3. Dawn LaBonté, Senior Vice President and Community Relations Senior Manager, Desert Rocky Mountain Region – AZ/NV/UT/MT/ID/WY/CO Wells Fargo Social Responsibility Group, Wells Fargo & Company
  4. Norma Andrade, Financial Advisor, Wells Fargo Advisors
  5. Larraine Davis, Vice President, Next Generation Talent’s Community Champion Program, Wells Fargo Advisors

CPE Credits: 1.5 hours (Business Development)

Women of ALPFA - An Inside Look at Sponsoring Latina Executives for Success (Invite Only)

3:00PM – 5:00PM

Description: Sponsors play a significant role in assisting women, including Latinas, in obtaining stretch assignments and promotions. Senior Latina women leaders who have leveraged corporate male sponsors have overcome obstacles in their advancement. Hear from male sponsors on their first-hand experience supporting senior Latinas in their career progression and advancement. Engage in dialogue among executive leaders and influencers who will share their real-life experiences with respect to the value and impact of sponsorship including important leadership lessons for organizations interested in furthering gender equality and inclusion.

Topic: An Inside Look at Sponsoring Latina Executives for Success

Level: Senior executives

Sponsor: PwC, Wells Fargo & Nationwide

Speakers:

  1. Jose Garcia, Senior Vice President, Diversity Talent Acquisition, Wells Fargo
  2. Anthony Curtis, Partner, PwC
  3. Ron Ransom, Senior Vice President, Nationwide
  4. Jose Garcia, President Diversity Talent Acquisition Strategy, Wells Fargo
  5. Diana Kelly, President and COO, Bedrosians

CPE Credits: 2.0 hours (Personal Development)

From Personal Assistant to Vice President: 8 Keys to Success

4:15PM – 5:45PM

Description: Don’t miss this executive’s uncommon path to leadership. Myrna Estrada, who grew up in a family of 10 on Chicago’s south side, quickly learned the importance of a strong work ethic. She will share the hard-won lessons she learned rising from an entry- level position to the executive suite—including how to gain credibility, ask for what you want and view the people you disagree with as some of your best teachers. This workshop will detail real-life experiences, not hypothetical scenarios. Come hear Myrna’s compelling story, and leave inspired and empowered as you pave your own road to success.

Level: All

Sponsor: Liberty Mutual

Speakers:

  1. Myrna Estrada, Vice President

CPE Credits: 1.5 hours (Personal Development)

How Innovation is shaping the Future of Banking

4:15PM – 5:45PM
Description:

At Bank of America, we work every day to simplify and improve the financial lives of our customers. To do so, we rely on technical and operational innovation to transform the banking industry and deliver a world class experience. Come learn about Erica, Bank of America’s virtual digital assistant for consumers. You will hear how Product, Technology and Operations teammates worked together to bring her to life. The team will talk about the ideation process and the innovative steps taken to achieve this industry breakthrough.

Level: ALL

Sponsor: Bank of America Global Technology & Operations

Speakers:

  1. Cesar Gonzalez, Risk & Controls Executive
  2. Henry Agusti, Digital Platforms Executive
  3. Luis Mojica De La Vega, Vice President
  4. Melissa Chavez, Advanced Client Solutions, Program Lead

CPE Credits: 1.5 hours (Technology)

Let’s Be Frank: A Male Ally’s View on Supporting Latina Advancement

4:15PM – 5:45PM

Description: Research shows organizations with top-quartile representation of women and ethnic/racial diversity outperform companies in the bottom quartile. In the face of a well-documented business case, women still account for less than 7 percent of Fortune 500 CEOs and hold fewer than 20 percent of board seats in Corporate America, and the disproportionality is even greater for Latinas and other multicultural women.

Male allies can make a difference – multicultural women with male allies are more likely to receive a promotion, a pay increase and access to new opportunities than their peers without male allies. Join Frank La Salla, BNY Mellon CEO of Issuer Services and Executive Sponsor of the company’s Hispanic Latino Leadership Forum, and Nicole Ayala Fouron, CAO of Asset Servicing Americas, for a provocative discussion on the role of male allies and how to engage more male allies to accelerate opportunity and success for Latinas.

Topic: An Inside Look at Sponsoring Latina Executives for Success

Level: All

Sponsor: Bank of New York Mellon

Speakers:

  1. Frank LaSalla, CEO Issurer Services
  2. Nicole Fouron, CAO Asset Servicing Americas

CPE Credits: 1.5 hours (HR/Personnel)

Free Session for Dinner

6:00PM – 8:00PM

White Night

8:00PM – 11:00PM

Wednesday | August 1st

Registration Open

7:00AM – 6:00PM

Opening Plenary Session

8:30AM – 9:00AM

Tax Reform with a Business Lens

9:15AM – 10:15AM

Description: The passage of the Tax Cuts and Jobs Act has a wide spread impact on US businesses. Understanding the changes to the competitive dynamics of your industry, how repatriated cash might be used for immediate and long-term growth and how your global operating footprint, sourcing and supply chain strategies might change are just some of the issues businesses are grappling with. Join us for a conversation on how tax reform is impacting US businesses and driving key business decisions.

Level: ALL

SponsorS:PwC

Speakers:

  1. Joel Bencosme, Tax Partner
  2. Christian Espinal, Tax Director

CPE Credits: 1.0 hour (Tax)

Reinvention, Adaptation, or Disruption – Navigating Through Change

9:15AM – 10:15AM

Description: The only constant in business is that change is inevitable. Individuals who navigate change best are those who embrace it – Join us to learn how! We’ll discuss ways to survey your professional landscape and use change as an opportunity for growth, as well as learn various leadership techniques to navigate change.

Level: ALL

Sponsors:Morgan Stanley

Speakers:

  1. Beatriz Luna Vida
  2. Angel Lorente
  3. Giselda Nunez (Moderator)

CPE Credits: 1.5 hour ((Business Management & Organization)

Get Started with Microsoft Teams

09:30AM – 11:00AM

Description: Microsoft Teams is a chat-based workspace that is a hub for teamwork and is extensible and customizable for your team needs. Microsoft Teams is flexible for file storage, chats, calls, meetings, private and group messages. It is secure and compliant to ensure privacy for your team’s most sensitive collaborations. Join us for this training session on this great collaborative next generation offering.

Level: ALL

Sponsor: Microsoft

The Predictive Index: Attracting & Retaining Top Talent EVERY Time

10:00AM – 12:00PM

Level: ALL

Sponsor: ALPFA and Predictive Synergistics Systems

Speakers:

  1. Robert Courser, Senior Partner

CPE Credits: 2.0 (HR/Personnel)

The Art of Building Relationships

10:30AM – 12:00PM

Description: Understanding that increased awareness of relationship building is important for your career and life, this interactive workshop will give you an appreciation for what a more effective network looks like and provide you with a practical roadmap for meeting your relationship building goals.

Level: ALL

Sponsor: Bloomberg

Speakers:

  1. Kenneil Hemmings, Manager Analytics
  2. Priscilla Cunza-Marin, Team Leader Company Financials

CPE Credits: 1.5 hours (Personal Development)

21 Century Fox – Behind the Scenes

10:30AM – 12:00PM

Description: Award-winning Film and TV media conglomerate invites you “backstage”. Members of their leadership team will give you a “close-up” on Fox’s business and culture; sharing key insights on having your voice heard in a world where diversity is your strength and contribution to organizational success, especially in today’s changing media landscape. 21CF is the parent company to 20th Century Fox, Fox Searchlight, Blue Sky Animation, FX Networks, Fox Sports, National Geographic, and Fox Broadcasting Company.

Level: ALL

Sponsor: FOX Networks

CPE Credits: NONE (This session is NOT CPE eligible)

Meet the CFOs

10:30AM – 12:00PM

Description: Hear from three Bank of America revenue generating lines of business in wealth, banking, markets and treasury

Speakers:

  • Natamil Abreu
  • Jeff Wallace
  • Andrei Magasiner
  • Anthony Biniaris
  • Level: ALL

    Sponsor: Bank of America

    Leveraging Inclusive Diversity

    10:0AM – 12:00PM

    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.

    Level: ALL

    Sponsor: United Airlines

    Speakers:

    1. Greg Jones, Chief Diversity Officer

    CPE Credits: 1.5 hours (HR/Personnel)

    HACKED! – Surviving today’s cyber threats in our personal and work environments

    10:30AM – 12:00PM

    Description: In the face of threats such as cyberattacks, fraud, and IP and ID theft, understanding common attack methods are key to protecting your business and personal digital assets. This presentation will provide an overview of the most common threats individuals and businesses face. We will examine how to navigate the cyber landscape, share experiences and provide a forum for discussion. Aaron Reyes, an incident response and forensic specialist at Crowe Horwath, will present on the following topics:

    1. Common attacks threatening our personal data
    2. Understanding which businesses digital assets are under attack
    3. Mitigating and avoiding cyber risks
    4. Evaluating how prepared you are for a
    5. What to do in the event of a breach
    6. When and how to involve specialists, leverage forensic techniques and notify outside parties
    7. Forward looking trends, case studies and stories from the field

    Level: ALL

    Sponsor: Crowe LLP

    Speakers:

    1. Aaron Reyes, Senior Manager & Lead Investigator

    CPE Credits: 1.5 hours (Technology)

    Women of ALPFA Luncheon

    12:30PM – 2:00PM

    Business to Professional Networking Session

    2:30PM – 5:00PM

    Business to Professional Networking Session

    2:30PM – 5:00PM

    ALPFA Movie Premier

    5:15PM – 6:00PM

    Partner Receptions

    7:00PM – 9:00PM

    Wednesday | August 2nd

    Registration Open

    7:00AM – 3:00PM

    Career Fair

    8:00AM – 2:00PM

    Masquerade Ball Reception & VIP Reception (invite only)

    6:00PM – 7:00PM

    Masquerade Ball

    7:00PM – 8:00PM

    After Party

    8:00PM – 10:00PM

     

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