Pilot Proposal for The Hershey Latino Business Resource Group
December 18, 2013

Awilda M. Borres
Latino BRG Chair

Suri S...
Who is ALPFA Institute
Why a Latino Leadership Program
Latino Leadership Model

Learning Modules
Program Structure

Pilot ...
Who is ALPFA Institute
 Deep expertise in Latino culture and leadership profiles
•
•
•

Oldest Latino development non-pro...
Why a Latino Leadership Program
1
•
•
•
•
•
•
•
•

2

Size
50M Latinos in US (including 4M in PR)
10M households
16% of to...
Latino Leadership Model
Respeto
Colectivismo

CTR Factor Leadership Model:
3 Currencies of Influence earned
by building 3 ...
Learning Modules
Pre-Assessment

Individual, confidential online 360 degree assessments based on CTR Factor and LLM
Model ...
Program Structure
PRE-PROGRAM

PHASE 1

PREWORK:
Preparation material
composed of journal
articles, white papers, book
exc...
Pilot Timeline
After a baseline diagnosis in the pre-assessment phase, ALPFA Institute will
provide research-based proprie...
Pilot Costs

Pilot Element

Hershey

N/A

Pre-Assessment

ALPFA/Hershey

N/A

ALPFA

$6,000

ALPFA

$6,000

Learning Modul...
CONTACT INFORMATION
We look forward to partnering with you and your
organization…
Manny Espinoza
Chief Executive Officer
A...
Appendix

13
DEFINITIONS
Results
ENVISIONING: The ability to look ahead
and see an end-state vision for the
organization , and inspire ...
LEADER PROFILES
Manny Espinoza
CEO, ALPFA & AI
Manny Espinoza has been CEO at ALPFA since 2001
and is responsible for effe...
PROJECT MANAGEMENT/CLIENT SUPPORT
Anita Gonzalez
VP - Advisory Services, ALPFA Institute
Ms. Gonzalez is VP of Advisory Se...
FACILITATORS
Ellie Nieves
Founder & President,
Leadership Strategies for Women
Fresh out of law school, Ellie Nieves cut h...
FACILITATORS
Manuel Ocasio
ALPFA Facilitator
Manuel Ocasio is Senior Vice President,
Hispanic Market Director for BOK Fina...
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Hershey leadership program final

  1. 1. Pilot Proposal for The Hershey Latino Business Resource Group December 18, 2013 Awilda M. Borres Latino BRG Chair Suri Surinder Chief Operating Officer ALPFA Institute Accelerating Latino Talent Development through the Power of Insights, Influence & Impact Copyright 2013 ALPFA Institute & CTR Factor
  2. 2. Who is ALPFA Institute Why a Latino Leadership Program Latino Leadership Model Learning Modules Program Structure Pilot Timeline Pilot Costs Appendix Copyright 2013 ALPFA Institute & CTR Factor 1
  3. 3. Who is ALPFA Institute  Deep expertise in Latino culture and leadership profiles • • • Oldest Latino development non-profit – 40 years Largest organization of its kind - 23, 000+ professional and student members Robust affiliate network of Latino researchers, speakers, consultants in several academic institutions and think-tanks  Nationwide footprint and experience with Fortune 100 multinationals to non-profits • • • 141 Professional & Student Chapters 400+ corporate sponsors in several industry sectors 67 Fortune 500 companies engaged with ALPFA Institute offerings  Targeted content and assessment based on Latino research and analytics • • Data base includes 1000’s of Latino professionals Industry sectors include: financial services, retail, healthcare, consumer packaged goods, hospitality, transportation, equipment  Synergies with ALPFA programs and resources • • • • Experiential learning through board positions in ALPFA Chapters Access to mentor and sponsor network within ALPFA Support from recruitment to support talent pipeline through LBRG/D&I relationships Connection through entire development lifecycle: from high school, college through professional career (entry level, mid level, senior executives) Copyright 2013 ALPFA Institute & CTR Factor 2
  4. 4. Why a Latino Leadership Program 1 • • • • • • • • 2 Size 50M Latinos in US (including 4M in PR) 10M households 16% of total US population #1 ranked and fastest growing US minority 133M by 2050, 30% of US population 2nd largest Latino population globally 66% Mexican, 16% Central & South American, 9% Puerto Rican, 3% Cuban 22% under the age of 18 3 • • • • • • • • • • Concentration 45% live in CA (14M) and TX(9M) 75% (36M) live in 8 “million plus” states, including CA, TX, FL, NY, IL, AZ, NJ, CO At least 500K strong in16 states 20% (10M) in 11 cities. including NYC, LA, Houston, San Antonio, Chicago, Phoenix, Dallas, El Paso, San Diego, San Jose, Miami Market Power $1.2 trillion buying capacity 18% professional, 82% other occupations Other occupations: 24% service 22% sales, 18% production, 15% construction 2.3M Latino owned businesses 80,000 CEOs, 51,000 doctors, 49,000 postsecondary teachers, 39,000 lawyers 1.1M veterans, 100K active military 4 • • • • • • Talent 13% (6.5M) bachelor’s degree or higher 2% (1M) advanced degrees Top 25 colleges: 266,000 Latino students 53,000 Latino students in 2 Miami colleges – Miami Dade College and Florida International University 21 of 25 colleges are HSIs (50% Latinos) 7 of 25 colleges in TX, 7 in PR, 6 in CA Why Does It Matter? SIZE: 52 million strong CONCENTRATION: 75% in 8 states MARKET POWER: $1.2 trillion buying capacity TALENT: 7.5 million with bachelor’s degrees or higher Copyright 2013 ALPFA Institute & CTR Factor 3
  5. 5. Latino Leadership Model Respeto Colectivismo CTR Factor Leadership Model: 3 Currencies of Influence earned by building 3 Assets of Impact through 3 Investments of Intention Global Moderating Variables: 7 key beliefs that vary around the world, and determine how different cultures earn CTR Hierarchical Perspective Group Focus Credibility – Results - Capability Presente Estabilidad Familismo Industry Company Functional Cross-functional Job Competition Customers Process People Platform Respect Latino Cultural Values: 7 unique values that Latinos grow up with that determine their profile on the GMVs Envisioning Planning Target-setting Managing Decision-making Developing Motivating Communicating Coaching Collaborating Respect – Resources – Competence Credibility Time Control Change Tolerance Work Importance CTR Factor Leadership Model Trust – Relationships - Character Trust Relationship Orientation Communication Indirectness Disclosure Reliability Caring Alignment Balance Temperament Teamwork Authenticity Integrity Compromise Personalismo Simpatia Copyright 2013 ALPFA Institute & CTR Factor 6
  6. 6. Learning Modules Pre-Assessment Individual, confidential online 360 degree assessments based on CTR Factor and LLM Model to identify areas of strength and opportunity (baseline) Module - 1 Module - 2 CTR FACTOR LEADERSHIP This foundational module in the program takes audiences through the leadership journey, philosophy, and strategies associated with CTR Factor Leadership LATINA LEADERSHIP MODEL This module builds on the insights of the previous segment to establish the archetypes, strengths and opportunities in Latina Leadership. Module - 4 Module - 5 ACQUIRING CREDIBILITY AS LATINOS & LATINAS For those with opportunity to improve their Credibility Factor scores, this module provides insightful and effective tactics for Latinos & Latinas that will help in this area by enabling results and investing in capabilities. BUILDING TRUST AS LATINOS & LATINAS If your Trust Factor is what needs to work, this segment will teach you proven but under-utilized approaches to build trust through expanding relationships and investing in character. HERSHEY MODULES Post-Assessment Finance Essentials Managing Diversity Module - 3 LATINO LEADERSHIP MODEL This module maps specific attributes of global cultures to Latinos and discusses the workplace implications of these unique attributes for them. Module - 6 EARNING RESPECT AS LATINOS & LATINAS This module maps specific attributes from the Latino/a Leadership Model to CTR Factor principles to present innovative techniques to improve one’s respect as Latinos by enhancing resources & investing in competence. Peer Coaching Your Plan: A Blue Print for Running Your Life 360 degree assessment to measure improvements, areas for future development Copyright 2013 ALPFA Institute & CTR Factor 7
  7. 7. Program Structure PRE-PROGRAM PHASE 1 PREWORK: Preparation material composed of journal articles, white papers, book excerpts, case studies, educational videos and/or podcasts relevant to the content to be covered in learning sessions. PRE-ASSESSMENT: Individual and confidential online 360 degree assessments of participants using CTR Factor and LLM Model parameters to identify baseline areas of strength and opportunity. PROGRAM POST-PROGRAM PHASE 2 LEARNING: Live webinars and webcasts with research-based proprietary content on CTR Factor leadership and Latino/a Leadership Model, and specific approaches and techniques for success. CONNECTION: Leadership stories about challenges, successes and lessons learned linked to the online learning sessions; Connection with Latino/a leaders at the chapter level; Peer coaching & connection PHASE 3 ACTIONS: Development and online submission of specific plans by participants on actions they commit to for enhancing their leadership skills. POST-ASSESSMENT: 360 degree postintervention assessment on each participant by the same assessor group who performed the pre-assessment to evaluate and establish clear improvement. Copyright 2013 ALPFA Institute & CTR Factor 10
  8. 8. Pilot Timeline After a baseline diagnosis in the pre-assessment phase, ALPFA Institute will provide research-based proprietary modules during a 6 month period focused on elevating the leadership levels of all participants. Once completed, the success of the training will be measured through a focused, robust measurement regime. CTR FACTOR LEADERSHIP ACQUIRING CREDIBILITY AS LATINOS & LATINAS LATINA LEADERSHIP MODEL LATINO LEADERSHIP MODEL BUILDING TRUST AS LATINOS & LATINAS EARNING RESPECT AS LATINOS & LATINAS March 2014 Pre-Assessment Module 1 May 2014 Module 3 July 2014 Module 5 September 2014 April 2014 Module 2 June 2014 Module 4 August 2014 Module 6 October 2014 Post-Assessment Copyright 2013 ALPFA Institute & CTR Factor 11
  9. 9. Pilot Costs Pilot Element Hershey N/A Pre-Assessment ALPFA/Hershey N/A ALPFA $6,000 ALPFA $6,000 Learning Module 3 ALPFA $6,000 Learning Module 4 ALPFA $6,000 Learning Module 5 ALPFA $6,000 Learning Module 6 ALPFA $6,000 Connection PostProgram Pre-Work Learning Module 2 Program Costs Learning Module 1 PreProgram Owner ALPFA/Hershey N/A Action Planning Hershey N/A Post-Assessment ALPFA/Hershey N/A Total $36,000 Note: Travel costs additional as required Copyright 2013 ALPFA Institute & CTR Factor 12
  10. 10. CONTACT INFORMATION We look forward to partnering with you and your organization… Manny Espinoza Chief Executive Officer ALPFA CEO@National.Alpfa.org Cell: (619)208-2297 Suri Surinder Chief Operating Officer ALPFA Institute Suri.Surinder@Alpfainstitute.org Cell: (312)618-5739 Santiago Carmona Vice President - Corporate Development ALPFA Santiago.R.Carmona@national.alpfa.org Cell: (917) 334-4715 Anita Gonzalez Vice President – Advisory Services ALPFA Institute Anita.Gonzalez@Alpfainstitute.org Cell: (813)394-3861
  11. 11. Appendix 13
  12. 12. DEFINITIONS Results ENVISIONING: The ability to look ahead and see an end-state vision for the organization , and inspire people with it 2. PLANNING: The ability to convert the vision into an actionable plan that moves the organization forward toward the vision 3. TARGET-SETTING : The ability to set targets and milestones within the framework of the action plan and assign accountability 4. MANAGING: The ability to manage the team against the targets and the action plan in order to accomplish the vision 5. DECISION-MAKING: The ability to make timely and effective decisions and negotiate effectively with stakeholders in a manner that facilitates goal-attainment 6. DEVELOPING: The ability to enable personal and professional growth for team members, leaders, and colleagues to achieve capacity and capability expansion 7. MOTIVATING: The ability to engage, energize and empower people to achieve organizational goals 8. COMMUNICATING: The ability to convey relevant information to multiple constituencies in multiple formats simply & persuasively, to listen & connect emotionally 9. COACHING: The ability to have conversations with those around you that result in the effective leveraging of strengths and the addressing of opportunities 10. COLLABORATING: The ability to effectively work with others within the enterprise towards the bigger picture beyond one’s own organization Relationships Resources 1. 1. 1. TRANSPARENT: The extent to which you have been able to demonstrate openness and transparency about yourself and your life with those around you 2. RELIABLE: The extent to which you have been able to be a reliable and dependable service provider to those around you 3. CARING: The extent to which you have been able to demonstrate genuine caring and empathy for those around you 4. ALIGNED: The extent to which your actions have been aligned with your words and thoughts 5. BALANCED: The extent to which you stayed balanced and fair in dealing with those around you 6. EVEN-KEELED: The extent to which you have been able to exercise emotional self-control and stay evenkeeled in stressful situations 7. TEAM-PLAYER: The extent to which you have been able to demonstrate give-and-take and get along well with others as part of a team 8. AUTHENTIC: The extent to which you are the same person regardless of the situation or the people in front of you 9. HONEST: The extent to which you have been able to demonstrate honesty and integrity in everything you do 10. GIVING: The extent to which you have been able to show that you understand the needs of others, and fashion win-win solutions that meet those needs INDUSTRY: The level of knowledge you have been able to exhibit about the industry sector in which your company operates 2. COMPANY: The level of knowledge you have been able to demonstrate about your company overall 3. FUNCTIONAL: The level of knowledge you have been able to demonstrate about the functional organization that you are a part of i.e. HR 4. CROSS-FUNCTIONAL: The level of knowledge you have been able to exhibit about other functional organizations besides the one you are a part of 5. JOB: The level of knowledge and expertise that you have been able to exhibit about your specific job 6. COMPETITION: The level of knowledge you have been able to exhibit about other competitive sources of the services that you currently provide 7. CUSTOMERS: The level of knowledge you have been able to exhibit about your customers and clients and their needs 8. PEOPLE: The level of knowledge you have been able to exhibit about the people resources in your organization and your company 9. PROCESSES: The level of knowledge you have been able to demonstrate about various processes within your organization and the company 10. PLATFORMS: The level of knowledge you have been able to show about the systems, technology, and infrastructural platforms within the company 18
  13. 13. LEADER PROFILES Manny Espinoza CEO, ALPFA & AI Manny Espinoza has been CEO at ALPFA since 2001 and is responsible for effectively guiding ALPFA in a new and bold direction with inspiration, leadership and vision. Under his leadership, the organization has reached its highest membership numbers in history. In addition, Espinoza is responsible for opening ALPFA to a broader scope of Latino professionals and students. Prior to joining ALPFA, Espinoza was with PricewaterhouseCoopers where he served as managing partner of the Tucson, Ariz., office and personnel partner in the San Diego office. During his tenure, he was assigned to the Mexico City office for the firm, where he served as Country Desk for Mexico and Central America was responsible for U.S. subsidiaries doing business in those countries. While he was with PwC he was a member of their diversity champion strategic task force which was responsible for the diversity and inclusion direction for the firm. Espinoza is a member of the Ascend Corporate Advisory Board, serves on Deloitte’s Diversity External Advisory Council and is on the Board of the NASBA Center for Public Trust. Espinoza received the prestigious Eagle Award for his dedication and commitment to leadership and diversity issues. In 2007, Diversity Edge magazine named him one of the “Top 20 Diversity Champions,” and in 2008 Hispanic Business magazine named Espinoza one of the Top 100 Most Influential Hispanics. Espinoza is a graduate of the University of Arizona where he earned both a master’s and bachelor’s degree in Accounting. Suri Surinder COO of ALPFA Institute Suri Surinder is COO of ALPFA Institute and CEO of CTR Factor, Inc. and Chief Learning Officer and Global Head of consulting services at Diversity MBA Consulting. He developed the techniques and concepts he teaches during long and successful business career spanning 25 years and 25 assignments as an executive, consultant, board member, author, entrepreneur and professor. His leadership arc has been extraordinary, starting in 1984 as an immigrant graduate student on an academic fellowship with humble roles as a cab driver and handyman along the way. His experience spans multiple industries, including telecom, banking, energy transportation, retail, city government, non-profit and healthcare at companies like Pfizer, Verizon, McKinsey, CenturyLink, Capital One, Fidelity, Best Buy, WellPoint, Chase and Con Edison. He is the author of The CTR Factor. How high is your leadership quotient, former board member of three boards, and former Adjunct Professor at the City University of New York. Suri holds a BS in Civil Engineering, an MS in Structural Engineering and an MBA
  14. 14. PROJECT MANAGEMENT/CLIENT SUPPORT Anita Gonzalez VP - Advisory Services, ALPFA Institute Ms. Gonzalez is VP of Advisory Services at ALPFA Institute, COO of CTR Factor as as SVP of Strategic Marketing & External Partnerships at Diversity MBA Consulting. In this capacity she is responsible for leading day to day operations and client engagements, and for ongoing business development. Ms. Gonzalez is a results driven management executive, with over 15 years of experience and advanced strategic leadership skills in managing sales and marketing teams, anticipating and capitalizing on market trends, identifying profit potential, maximizing market share, and generating significant sales growth for CTR clients. Prior to CTR, Ms. Gonzalez served as CMO and Managing Partner at EZ Language Services, a nationwide interpretation, translation and transportation company where she continues to serve on the Board of Directors. She has also served as head of Sales and Marketing reporting to the President of the Southeast Region for Verizon, with responsibility for delivering $321 Million in revenue. Some other companies she has partnered with and worked for are Long & Foster, Bertucci;s Corporate, and National Amusements. Santiago Carmona VP - Corporate Development, ALPFA Santiago Carmona joined the ALPFA National Staff in November 2011 as National Vice President, Corporate Development after a career with The Walt Disney Company spanning over ten years in their Parks and Resort Division. At Disney, he was responsible for business development for their destinations in Florida, California, Hawai’i, Paris, Hong Kong and the Disney Cruise Line. Santiago has over twenty years of business development and management experience with hospitality companies such as: Starwood Hotels & Resorts, Inter-Continental Hotel Group and Omni Hotels & Resorts. At ALPFA, he leads a dedicated group of national staff members focused on developing long-term relationships with ALPFA’s constituency built on trust and exceptional service. His primary responsibility is to establish the strategic plan that promotes the Value of ALPFA to the Fortune 500 ALPFA builds Latino business leaders by creating opportunities, adding value and building relationships for our three stakeholders: members, corporate partners and community. Mr. Carmona wore the corporate sponsorship hat during the negotiations that resulted in The Walt Disney Company becoming ALPFA’s first million dollar sponsor in January 2006. Subsequently, he became the Chapter President for the ALPFA New York Chapter in October 2007. He is a graduate of The City University of New York with a degree in Hospitality Management.
  15. 15. FACILITATORS Ellie Nieves Founder & President, Leadership Strategies for Women Fresh out of law school, Ellie Nieves cut her teeth in the high stakes game of New York City politics. Often the youngest, and many times the only woman, sitting at the table, she earned a reputation as a much sought-after strategist. Through her unrelenting work ethic and natural leadership ability, she was recruited for campaign leadership roles such as New York State Political Director and Campaign Manager for national and city-wide campaigns. Ellie eventually transitioned into the private sector and became an award-winning attorney for the Government Relations department at MetLife; later working as Chief of Staff to the President of MetLife International. Today, Ellie is a Leadership Speaker, Writer and Coach. She is also the Founder and President of Leadership Strategies for Women, LLC™. Ellie works with and speaks for companies, organizations and associations that want to develop their emerging leaders into effective managers and executives. Ellie's keynote presentations, breakouts, retreats and workshops help emerging leaders to develop leadership skills, set strategic goals, bolster effectiveness and create a personal brand. Ellie is a member of the New York City chapter of the National Speakers Association. Ellie's speaking programs are appropriate for both men and women. Juan Roberto Job Managing Director, Las Americas Assoc. Juan Roberto Job is Managing Director of Las Américas Associates L.L.C., a consulting firm specializing in multicultural strategic planning and training for medium to large companies and organizations. In a corporate career in financial services spanning three decades with New York Life Insurance Company and Prudential Insurance Company of America, Juan Roberto developed and implemented successful business models focused on emerging opportunities in multicultural markets, resulting in consistent double digit growth. A frequently featured speaker, Juan Roberto has shared his motivational and inspirational personal and professional development message with business, professional, and student audiences across the country, as well as executives and employees of Fortune 500 companies and government agencies. He is a recipient of the United States Hispanic Chamber of Commerce Corporate Hispanic Business Advocate of the Year award; the ALPFA Corporate Executive of the Year and Lifetime Achievement award; the University of Texas at El Paso Distinguished Alumnus Award; and the BOSS Education Award bestowed by the Texas Council of Black Mayors. Juan Roberto Job holds a B.A. and M.Ed. from the University of Texas at El Paso, and additional post-graduate studies from La Universidad de Las Américas in Puebla, México.
  16. 16. FACILITATORS Manuel Ocasio ALPFA Facilitator Manuel Ocasio is Senior Vice President, Hispanic Market Director for BOK Financial, a $28 billion financial services company headquartered in Tulsa, Okla. With more than 13 years of experience in financial services, following a 20-year career with the US Army, Ocasio has developed his network in the banking industry and Hispanic market through media appearances, community service, and public speaking. Born in San Juan, Puerto Rico, Ocasio had a 20-year career with the US Army as a combat soldier and received numerous awards, recognitions and service medals. He holds a bachelor’s degree in Business Administration from Western States University, (Christian Brothers University Graduate School of Banking) and completed the Sam Walton Leadership program. (Fort Smith Leadership) His primary responsibility was to spearhead the company’s Hispanic market efforts throughout the bank’s four-state footprint, as well as advice leadership on policy, procedures, training, marketing and operations which had an impact on the Hispanic market. Well known in the Latino community throughout the central US, Ocasio has been a speaker at numerous local, regional and national events, including American Banker Association’s national marketing conference and the Mid-America Payment Exchange national conference. Hosting a one-hour weekly Spanish financial education radio show called, “La Hora del Consumidor” in the Fort Smith area from January 2004 through December 2012. Additionally, Ocasio writes regular Spanish financial articles in Hispanic publications throughout the region. Sandra Guzman Journalist & Author Sandra Guzmán is an award-winning multimedia journalist with more than two decades of experience in broadcast, newspaper, and magazine journalism. She is the author of the critically acclaimed book The Latina's Bible: The Nueva Latina's Guide to Love, Spirituality, Family, and La Vida and its newly released edition The New Latina's Bible: The Modern Latina's Guide to Love, Spirituality, Family and La Vida (Seal Press, 2011). With warmth, humor, and I've-been-there wisdom, her writing tackles the real-world complications that many Latinas face today. Guzmán is the editor-in-chief of Heart & Soul - a fitness, health, and wellness magazine for women of color - and the former editor-in-chief of Latina magazine, the first national glossy lifestyle magazine targeting American Hispanic woman. She was also a former associate editor at The New York Post, where she edited nearly a dozen feature sections, including Tempo and a section she created that covered the city's Latino community. A leading expert in journalism targeting the burgeoning Hispanic market, she has produced and written hundreds of articles profiling prominent men and women in politics, business, and the arts, in addition to having written and produced hundreds of stories about Latinos and Latinas. She recently participated in the making of the HBO documentary The Latino List, for which she interviewed notable individuals such as Pitbull, Justice of the Supreme Court Sonia Sotomayor, and Eva Longoria. Guzmán is a dynamic public speaker with extensive experience delivering keynote addresses and workshops on college campuses and Fortune 500 companies on topics involving media, race, women, wellness, pop culture, politics, and diversity. Her intimate discussions about what it means to be Latina and Latino in the 21st century are provocative, educational, and inspiring.

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