For more information, go to www.alpfasanfrancisco.org

2. ABOUT THE WOMEN OF ALPFA
A MESSAGE FROM THE ALPFA
BAY AREA CHAPTER PRESIDENTS
In Association with
Bienvenidos!
OUR VISION
The ALPFA San Francisco and Silicon Valley boards would like to welcome you to the first joint Women
To inspire and develop Latina business leaders to break barriers, achieve life and career as-
of ALPFA (WOA) event. In the last couple of years we have enjoyed two great WOA celebrations,
pirations and celebrate their unique Latin culture.
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.
OUR MISSION 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
To develop Latina business leaders by providing Best in Class educational programs and creating
accounting. What began as a small group has grown nationally to 36 Chapters with close to 9,000
opportunities for them to demonstrate leadership, network and influence others.
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
ABOUT THE WOMEN OF ALPFA today in the form of a full room!
The Women of ALPFA program was launched nationally in 2002 with the purpose of cre-
ating opportunities and empowerment for professional Latinas through leadership skills, Our topic for today is “Performance is Key But it Isn’t Everything: Discovering Your Unrealized As-
training, mentoring and career advancement. 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.
The Women of ALPFA program has a significant role at the Annual Convention and involves High performance is a must-have but it is not the only ingredient required for a successful career.
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- Special thanks go to our panelists and mistress of ceremony as well as all the committee members
ipation of renowned female leaders in business, law, government and the community. 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
Through its diverse approach in addressing women initiatives, the Women of ALPFA pro- not have these type of events. On that note, a very big and special thank you to Prudential as their
gram also creates a forum for discussion on overcoming cultural and gender-based barriers. WOA sponsorship at the National and Local level has made this afternoon a reality. Let’s begin!
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
Jaime Bautista Maria Rojas
each ALPFA chapter. For more information on the San Francisco or Silicon Valley Chapters,
President President
visit: www.alpfasanfrancisco.com or www.alpfasiliconvalley.com
ALPFA San Francisco ALPFA Silicon Valley
Fabian Gonzalez
SAN FRANCISCO CHAPTER SILICON VALLEY CHAPTER WOMEN OF ALPFA
Secretary Director of Communications Treasurer
Jorge Rocha Gabriela Bermudez David Steffa
BOARD OF DIRECTORS BOARD OF DIRECTORS COMMITTEE KPMG
PricewaterhouseCoopers PricewaterhouseCoopers Agilent Technologies
Jessica Curiel
President President Event Chair
Jaime Bautista Maria Rojas Adriana Keenan
Director at Large Director of Student Affairs Director of Events
Adriana Keenan Frank Ayala Sandra Amarante Diana Hernandez
Fosters Group Deloitte Cisco Systems, Inc.
Cisco Systems, Inc. Ayala Realty & Investments, Inc. KPMG PricewaterhouseCoopers
Jaime Bautista
Co Vice President Vice President
Fabian Gonzalez George Fuentealba George Fuentealba
Fosters Group
Director of Event Director of Student Affairs Director of Membership
Nadya Rios Fernando Pineda Prisco Morelos
KPMG Cisco Systems, Inc. Cisco Systems, Inc.
Cristina Escalante
Icon Estates KPMG KPMG
Joan Johnsen
PricewaterhouseCoopers
Co Vice President Secretary
Cristina Escalante Oscar Espinoza
Director of Membership Webmaster
Miguel Angel Hinojosa Jessica Curiel Sandra Amarante Nadya Rios
PricewaterhouseCoopers PricewaterhouseCoopers
Dattani & Company KPMG Icon Estates
Performance Is Key, But It Isn’t Everything 02
01 3rd Annual Bay Area Women of ALPFA Summit

3. EVENT SPONSORS
Lead
Gold
Silver
Bronze
Performance Is Key, But It Isn’t Everything 04
03 3rd Annual Bay Area Women of ALPFA Summit

4. AGENDA
Performance Is Key,
But It Isn’t Everything
Discovering Your Unrealized Assets
11:30 AM Welcoming Remarks
ALPFA Bay Area Presidents
Introduction of Moderator
Adriana Keenan, Director at Large
ALPFA San Francisco Chapter
Panel Discussion
Moderator
Sandra Patterson, Director of Accounting, North America Operations
The Clorox Company
Panelists
Ana Corrales, Vice President of Operations for the Advanced Planning Team
Cisco Systems
Peggy Hammond, Information Technology Audit Director
Wells Fargo Bank
Valerie Houts, First Vice President
Merrill Lynch
Laura Martinez, Partner
PricewaterhouseCoopers LLP
Elena Otero, Vice President, International Marketing
The Clorox Company
Presentation of Awards
Sandra Amarante, Director of Events
ALPFA Silicon Valley Chapter
Closing Remarks
ALPFA Bay Area Presidents
Performance Is Key, But It Isn’t Everything 06
05 3rd Annual Bay Area Women of ALPFA Summit

5. ABOUT TODAY’S GUESTS
ABOUT TODAY’S GUESTS
Valerie Houts
MODERATOR
Sandra Patterson First Vice President
Director of Accounting, North America Operations Merrill Lynch
The Clorox Company
In December 2008, On Wall Street named Valerie #11 in its “Top 40 Under
Sandra Patterson joined The Clorox Company in 2006. She is currently the 40” list of financial advisors. Valerie joined the Venture Services Group at
Director of Accounting in charge of North America Operations. In this role Roberson Stephens in 1999 and brings over 15 years experience in re-
she is the finance process owner for the Build Relationships with Customers and Build Brands stricted stock strategy & trading to the team. At Merrill Lynch she concentrates on equity
processes where she oversees the accounting, reporting and controls for these areas and she distributions and overseas the operational aspects of the team including account procedures
leads the North America Operations Accounting Group. Sandra has 15+ years of finance and and regulatory matters. Before joining Robertson, she spent six years at Montgomery Se-
accounting experience including areas such as: SEC reporting, international accounting, con- curities in the Private Client Department handling restricted stock transactions, diversifica-
solidations, corporate accounting, budgeting/forecasting, and public accounting which she ob- tion & hedging strategies, and comprehensive asset management for wealthy individuals and
tained at companies such as Oracle Corporation, PeopleSoft, Raychem and Arthur Andersen. 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
Sandra holds a B.A. in Business Administration from San Francisco State University and is a Commission. Valerie received her BA in Economics from the University of California at Irvine
California C.P.A. and her MBA from the Haas School of Business at the University of California at Berkeley.
Laura Martinez
PANELISTS
Ana Corrales Partner
Vice President of Operations, Advanced Planning Team PricewaterhouseCoopers LLP
Cisco Systems
Laura has 19 years of experience with PricewaterhouseCoopers specializing
Ana Corrales is the Vice President of Operations for the Advanced Planning in serving investment companies, investment partnerships, hedge funds, and
Team. The organization serves as a key driver in setting the strategy and investment advisors. Laura also serves as an industry controls specialist
business architectural plan for operations company wide, enabling new business models and dedicates time to internal controls, enterprise risk management and internal audit related
across Cisco. Before assuming her current role, Ana led the Quote-to-Cash team in Cus- projects. She has led the execution and reporting of numerous engagements to many of the
tomer Service & Support Operations.The team is responsible for transforming the customer industry's largest and most prestigious investment management firms. Laura is a frequent
purchasing experience end to end. 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
Ana has held several key leadership positions within Cisco, including Director of Finance and in charge of recruiting for our San Francisco Audit practice. Laura has a Bachelor of Science
Manufacturing Plant Director. A native of Costa Rica, Ana earned her Master's in Engineering Degree in Business Administration from the University of California at Berkeley and holds
from Stanford University. CPA licenses in California and Missouri.
Peggy Hammond Elena Otero
Information Technology Audit Director Vice President, International Marketing
Wells Fargo Bank The Clorox Company
As an Information Technology (IT) Audit Director for Wells Fargo, Peggy is Elena Otero joined The Clorox Company (Clorox) in 2002 and currently
responsible for assessing technology risk across the enterprise to ensure serves as the V.P. of International Marketing. In addition to successfully grow-
adequate audit coverage as well as providing oversight and support for Wells ing the Clorox market share in Latin America, Elena was instrumental in
Fargo project audits. Peggy started her career with Wells Fargo in 1990 as a teller. Since leading the rollout of Clorox's women's employee resource group, SHOW (Support, Heart
then she has audited a variety of technologies deployed throughout the enterprise. She has & Opportunity for Women) across the International division. Prior to her current role at
managed operational audits and provided data analysis programming support for internal Clorox, Elena served as the General Manager for Clorox Puerto Rico, Caribbean and the
audit. During the Y2K years and Wells Fargo/Norwest merger years, she was a project man- Dominican Republic and prior to that as General Manager of Clorox Venezuela/Colombia.
ager supporting Wire Transfer Systems. Peggy is a Certified Information Systems Auditor Prior to joining Clorox, Elena spent 12 years with Procter & Gamble. Elena holds bachelor’s
(CISA) and holds a Bachelor of Science degree in Computer Information Systems from Col- and master’s degrees in electrical engineering from Boston University. She also obtained a
orado State University. master’s degree in business administration from the Institute of Advanced Management Stud-
ies in Caracas,Venezuela.
Performance Is Key, But It Isn’t Everything 08
07 3rd Annual Bay Area Women of ALPFA Summit

6. The The
ALPFA San Francisco & ALPFA San Francisco &
Silicon Valley Chapters Silicon Valley Chapters
would like to thank would like to thank the
In Association with
for supporting the Bay Area Committee Members
Women of ALPFA Summit and
helping to inspire Latino leaders. Your dedication to empower
Latinas is greatly appreciated!
The Prudential Insurance Company of America and ALPFA are separate entities.
Performance Is Key, But It Isn’t Everything 10
09 3rd Annual Bay Area Women of ALPFA Summit