3rd annual Women of ALPFA - May 28, 2009

SAN FRANCISCO CHAPTERBOARD OF DIRECTORS

PresidentJaime BautistaFosters Group

Co Vice PresidentFabian GonzalezKPMG

Co Vice PresidentCristina EscalantePricewaterhouseCoopers

SecretaryJorge RochaPricewaterhouseCoopers

Director at LargeAdriana KeenanCisco Systems, Inc.

Director of EventNadya RiosIcon Estates

Director of MembershipMiguel Angel HinojosaDattani & Company

Director of CommunicationsGabriela BermudezPricewaterhouseCoopers

Director of Student AffairsFrank AyalaAyala Realty & Investments, Inc.

Director of Student AffairsFernando PinedaKPMG

WebmasterJessica Curiel

SILICON VALLEY CHAPTERBOARD OF DIRECTORS

PresidentMaria RojasDeloitte

Vice PresidentGeorge FuentealbaCisco Systems, Inc.

SecretaryOscar EspinozaPricewaterhouseCoopers

TreasurerDavid SteffaAgilent Technologies

Director of EventsSandra AmaranteKPMG

Director of MembershipPrisco MorelosKPMG

WOMEN OF ALPFA COMMITTEE

Event ChairAdriana KeenanCisco Systems, Inc.

Jaime BautistaFosters Group

Cristina EscalantePricewaterhouseCoopers

Sandra AmaranteKPMG

Fabian GonzalezKPMG

Jessica Curiel

Diana HernandezPricewaterhouseCoopers

George FuentealbaCisco Systems, Inc.

Joan Johnsen

Nadya RiosIcon Estates

A MESSAGE FROM THE ALPFA

BAY AREA CHAPTER PRESIDENTS

01 3rd Annual Bay Area Women of ALPFA Summit Performance Is Key, But It Isn’t Everything 02

Bienvenidos!

The ALPFA San Francisco and Silicon Valley boards would like to welcome you to the first joint Women

of ALPFA (WOA) event. In the last couple of years we have enjoyed two great WOA celebrations,

but this year marks the first time the two Bay Area chapters have joined efforts to put together what

should be our best WOA event yet. Thank you all for coming; we are sure you will enjoy the event.

For those of you who are new to our organization, here’s a little background. ALPFA was established

in 1972 to meet the needs of the growing ranks of Latino professionals in the areas of finance and

accounting. What began as a small group has grown nationally to 36 Chapters with close to 9,000

members. In the Bay Area we have more than 400 members and growing rapidly: +33% over the

last year! This has been the result not only of the hard work of your board members and the backing

of our corporate sponsors but also the support of our membership, a support that is clearly shown

today in the form of a full room!

Our topic for today is “Performance is Key But it Isn’t Everything: Discovering Your Unrealized As-

sets.” As you will see throughout the discussion, our panelists are a clear example of the type of

qualities and experiences that are extremely helpful in attaining success in the professional world.

High performance is a must-have but it is not the only ingredient required for a successful career.

Special thanks go to our panelists and mistress of ceremony as well as all the committee members

and volunteers who put so much effort into making the 2009 Women of ALPFA event a success. Same

goes for all the support our local corporate sponsors have given; without their commitment we would

not have these type of events. On that note, a very big and special thank you to Prudential as their

WOA sponsorship at the National and Local level has made this afternoon a reality. Let’s begin!

Jaime Bautista Maria RojasPresident President

ALPFA San Francisco ALPFA Silicon Valley

OUR VISIONTo inspire and develop Latina business leaders to break barriers, achieve life and career as-

pirations and celebrate their unique Latin culture.

OUR MISSIONTo develop Latina business leaders by providing Best in Class educational programs and creating

opportunities for them to demonstrate leadership, network and influence others.

ABOUT THE WOMEN OF ALPFAThe Women of ALPFA program was launched nationally in 2002 with the purpose of cre-

ating opportunities and empowerment for professional Latinas through leadership skills,

training, mentoring and career advancement.

The Women of ALPFA program has a significant role at the Annual Convention and involves

a day-long program that includes panel discussions, workshops focused on women issues,

networking receptions, a student scholarship award, a Women of ALPFA award, and partic-

ipation of renowned female leaders in business, law, government and the community.

Through its diverse approach in addressing women initiatives, the Women of ALPFA pro-

gram also creates a forum for discussion on overcoming cultural and gender-based barriers.

The interest in the program has expanded beyond the national level leading to execution

of the program at the chapter level with a vision to have a formal program developed within

each ALPFA chapter. For more information on the San Francisco or Silicon Valley Chapters,

visit: www.alpfasanfrancisco.com or www.alpfasiliconvalley.com

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11:30 AM Welcoming RemarksALPFA Bay Area Presidents

Introduction of ModeratorAdriana Keenan, Director at LargeALPFA San Francisco Chapter

Panel Discussion

ModeratorSandra Patterson, Director of Accounting, North America OperationsThe Clorox Company

PanelistsAna Corrales, Vice President of Operations for the Advanced Planning Team Cisco Systems

Peggy Hammond, Information Technology Audit DirectorWells Fargo Bank

Valerie Houts, First Vice PresidentMerrill Lynch

Laura Martinez, PartnerPricewaterhouseCoopers LLP

Elena Otero, Vice President, International MarketingThe Clorox Company

Presentation of AwardsSandra Amarante, Director of EventsALPFA Silicon Valley Chapter

Closing RemarksALPFA Bay Area Presidents

Performance Is Key,But It Isn’t EverythingDiscovering Your Unrealized Assets


MODERATORSandra Patterson

Director of Accounting, North America Operations

The Clorox Company

Sandra Patterson joined The Clorox Company in 2006. She is currently the

Director of Accounting in charge of North America Operations. In this role

she is the finance process owner for the Build Relationships with Customers and Build Brands

processes where she oversees the accounting, reporting and controls for these areas and she

leads the North America Operations Accounting Group. Sandra has 15+ years of finance and

accounting experience including areas such as: SEC reporting, international accounting, con-

solidations, corporate accounting, budgeting/forecasting, and public accounting which she ob-

tained at companies such as Oracle Corporation, PeopleSoft, Raychem and Arthur Andersen.

Sandra holds a B.A. in Business Administration from San Francisco State University and is a

California C.P.A.

PANELISTSAna Corrales

Vice President of Operations, Advanced Planning Team

Cisco Systems

Ana Corrales is the Vice President of Operations for the Advanced Planning

Team. The organization serves as a key driver in setting the strategy and

business architectural plan for operations company wide, enabling new business models

across Cisco. Before assuming her current role, Ana led the Quote-to-Cash team in Cus-

tomer Service & Support Operations. The team is responsible for transforming the customer

purchasing experience end to end.

Ana has held several key leadership positions within Cisco, including Director of Finance and

Manufacturing Plant Director. A native of Costa Rica, Ana earned her Master's in Engineering

from Stanford University.

Peggy Hammond

Information Technology Audit Director

Wells Fargo Bank

As an Information Technology (IT) Audit Director for Wells Fargo, Peggy is

responsible for assessing technology risk across the enterprise to ensure

adequate audit coverage as well as providing oversight and support for Wells

Fargo project audits. Peggy started her career with Wells Fargo in 1990 as a teller. Since

then she has audited a variety of technologies deployed throughout the enterprise. She has

managed operational audits and provided data analysis programming support for internal

audit. During the Y2K years and Wells Fargo/Norwest merger years, she was a project man-

ager supporting Wire Transfer Systems. Peggy is a Certified Information Systems Auditor

(CISA) and holds a Bachelor of Science degree in Computer Information Systems from Col-

orado State University.

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Valerie Houts

First Vice President

Merrill Lynch

In December 2008, On Wall Street named Valerie #11 in its “Top 40 Under

40” list of financial advisors. Valerie joined the Venture Services Group at

Roberson Stephens in 1999 and brings over 15 years experience in re-

stricted stock strategy & trading to the team. At Merrill Lynch she concentrates on equity

distributions and overseas the operational aspects of the team including account procedures

and regulatory matters. Before joining Robertson, she spent six years at Montgomery Se-

curities in the Private Client Department handling restricted stock transactions, diversifica-

tion & hedging strategies, and comprehensive asset management for wealthy individuals and

foundations. In 1992, she studied economic public policy in Washington, D.C. under then-

California Congressman Christopher Cox, recent Chairman of the Securities and Exchange

Commission. Valerie received her BA in Economics from the University of California at Irvine

and her MBA from the Haas School of Business at the University of California at Berkeley.

Laura Martinez

Partner

PricewaterhouseCoopers LLP

Laura has 19 years of experience with PricewaterhouseCoopers specializing

in serving investment companies, investment partnerships, hedge funds, and

investment advisors. Laura also serves as an industry controls specialist

and dedicates time to internal controls, enterprise risk management and internal audit related

projects. She has led the execution and reporting of numerous engagements to many of the

industry's largest and most prestigious investment management firms. Laura is a frequent

instructor in PwC’s training programs for investment management professionals. She is also

the Partner Champion for PwC's Audit recruiting efforts at UC Berkeley and is the Partner

in charge of recruiting for our San Francisco Audit practice. Laura has a Bachelor of Science

Degree in Business Administration from the University of California at Berkeley and holds

CPA licenses in California and Missouri.

Elena Otero

Vice President, International Marketing

The Clorox Company

Elena Otero joined The Clorox Company (Clorox) in 2002 and currently

serves as the V.P. of International Marketing. In addition to successfully grow-

ing the Clorox market share in Latin America, Elena was instrumental in

leading the rollout of Clorox's women's employee resource group, SHOW (Support, Heart

& Opportunity for Women) across the International division. Prior to her current role at

Clorox, Elena served as the General Manager for Clorox Puerto Rico, Caribbean and the

Dominican Republic and prior to that as General Manager of Clorox Venezuela/Colombia.

Prior to joining Clorox, Elena spent 12 years with Procter & Gamble. Elena holds bachelor’s

and master’s degrees in electrical engineering from Boston University. She also obtained a

master’s degree in business administration from the Institute of Advanced Management Stud-

ies in Caracas, Venezuela.


The

ALPFA San Francisco &

Silicon Valley Chapters

would like to thank

for supporting the Bay Area

Women of ALPFA Summit and

helping to inspire Latino leaders.

The

ALPFA San Francisco &

Silicon Valley Chapters

would like to thank the

Committee Members

Your dedication to empower

Latinas is greatly appreciated!

In Association with


The Prudential Insurance Company of America and ALPFA are separate entities.