Houston Chapter FY17 Overview

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1 Houston Chapter FY17 Overview 01 Executive Summary 02 Programs and Events 03 Calendar of Events 04 Corporate Partnership Benefits 05 Houston Chapter Partners 06 Student Symposium Event 07 Student Symposium Partners 08 Houston Chapter Growth Strategy 09 Aligning Board with Strategy 10 Houston Chapter Leadership Team 11 Houston Chapter Board of Directors Alex Almendarez Houston Chapter President Alexx Gonzalez Houston Director Corporate Development

2 Executive Summary 01 The ALPFA Houston chapter continues to be focused on expanding the ALPFA brand by setting targeted goals and successfully achieving them each year. Since 2014, the Houston chapter has set goals that included membership growth, expanding the ALPFA brand in Houston by hosting quality events, and leveraging the chapter s recognition at the annual national convention. In 2015, the ALPFA Houston chapter was recognized as the Emerging Chapter of the Year. In 2016, two ALPFA Houston board members were recognized at the annual convention with the Most Promising Professional, Amanda Mendieta (Chapter Vice President), and the Women of ALPFA award, Nancy Molina (Chapter President). These recognitions positively impact local relationships with corporate partners and our membership. As part of our FY17 Houston Chapter Growth Strategy, the Board is strategically aligned to better meet growth strategies, targeted across the three areas: Growth, Corporate Partnerships, and Strategy. Through these efforts, relationships with corporate partners are a key priority. Relationships within the Houston Chapter will be collectively driven by your efforts to bring value to the Houston Chapter and our continued success in quality events.

3 Programs and Events 02 The Houston Chapter will continue to have networking events throughout the year, with the events listed below designated as special opportunities for FY17: Marquee Events** Women of ALPFA Leadership Event Leadership Summit Global Mindset Signature Events * Leadership Panel Houston Market Post ALPFA National Convention Networking & Membership Event Professional Workshop Financial Planning (Benefit Enrollment 101) CMO/CFO Panel

4 Calendar of Events 03 Date Event Event Type Time Sponsors Location January 21 st Board Retreat 8:30am Grant Thornton Grant Thornton Offices March 21 st 2017 ALPFA Houston Kick-Off Mixer 5:30pm ALPFA Houston Dean s Downtown April 8 th Central Region Student Symposium 8:00am Various BBVA Compass Stadium April 20 th Career Progression Mixer 6:00pm Open May 18 th Leadership Summit Global Mindset Marquee** 6:00pm Open June 15 th Women of ALPFA Leadership Event Marquee** 5:30pm Open July 18 th Leadership Panel Houston Market Signature* 5:30pm Open August 6 th 10 th ALPFA National Convention N/A ALPFA August 17 th Post ALPFA National Convention Networking & Membership Event Signature* 6:30pm Open Las Vegas Cesar s Palace September Hispanic Heritage Month Mixer Several Open October 12 th Professional Workshop Financial Planning (Benefit Enrollment 101) Signature* 6:30pm Open November 9 th CMO/CFO Panel Signature* 6:30pm Open December TBD Annual Holiday Celebration 6:30pm ALPFA Houston Magnolia Hotel

5 Corporate Partnerships FY17 Rates and Benefits 04 $1000 $2500 $5000 $7500 $10,000 Sponsorship Benefits Bronze Silver Gold Platinum Complimentary ALPFA memberships to employees for one year (total memberships) Recognition as sponsor on the ALPFA Houston website and in chapter marketing (Facebook, brochures) X X X X X Recognition at year end holiday event X X X X X Recognition as an ALPFA Houston Chapter Sponsor at each event (sponsor's logo will be displayed at each event) X X X Opportunity to host ALPFA event at local sponsor offices (refer to Calendar of Events) X X X Signature Events* - Reserved table or section for corporate representatives with brand recognition (total reserved) Lead Chapter Sponsor Signature Events* Speaking opportunity (brief introduction and welcome speech) (1 or 2 events) Option to set-up booth and banner for networking before and after events (1 or 2 events) 1 2 Marquee Events** Opportunity to host Marquee event in local office or venue of choice (1 event) X X Marquee Events** Reserved timeslot to provide presentation or keynote speaker at Marquee event of choice (1 event) 1 Custom Event (ex. Professional Networking Event or Info Session to local Diversity Employee Resource Group) X X X X Marquee Events ** (2 total): (1) Women of ALPFA Leadership Event, (2) Leadership Summit Global Mindset Signature Events* (4 total): (1) Leadership Panel Houston Market, (2) Post ALPFA National Convention Networking & Membership Event, (3) Professional Workshop Financial Planning (Benefit Enrollment 101), and (4) CMO/CFO Panel Other opportunities: Sponsorship of Board Member or Deserving Member to attend ALPFA National Convention Table at Student Symposium Career Fair: $750 Table for Women of ALPFA (10 guests): $1,500 Table for Leadership Summit Global Mindset (10 guests): $1,500 CPE Session at local-firm open to ALPFA members: $750

6 Corporate Partners (FY16 YE) 05 LEAD CHAPTER SPONSOR PLATINUM SPONSOR GOLD SPONSOR SILVER AND BRONZE CORPORATE PARTNERS LOCAL NON-PROFIT PARTNERS

7 Student Symposium April 8 th, The Houston Chapter has been nominated to host the Central Region Student Symposium for FY17 on April 8th.

8 Student Symposium Partners April 8 th, LEAD SPONSOR WORKSHOP SPONSORS HOST SPONSOR CAREER FAIR ONLY

9 08 Houston Chapter Growth Strategy Our FY17 Chapter Growth Strategy is focused on 3 core areas: Growth, Corporate Partnerships, and Strategy. Our goals are to focus on membership feedback and implement efficient and timely processes to drive strategic growth across all 3 areas. Drive Houston Strategies Increase Membership Executive Board Implement consistency across the 3 subset strategy teams below so that efforts are optimized and metrics trend well Evaluate and Respond to Metrics Mission and Vision Optimization Push Professional Development Push ALPFA Brand Strategy Team Drive ALPFA Houston strategy across membership experiences and Professional Development opportunities Deliver Value to Members Focus on ERG Relations Corporate Relations Revamp continued / new relationships with key Houston companies, including ERGs and other Latino champions Build Active Membership Focus on Houston Latino Market Membership Engagement Build a strong network of influencers, volunteers, professionals, and mission leaders to increase active membership Implement Membership Feedback Build Sponsor Roster

10 Aligning Growth Strategy with Houston Board 09 Corporate Advisory Board Directors at Large Nancy Molina Executive Board President Alex Almendarez Vice President Karen Saldana Secretary Lilian Frausto Treasurer Ruben Rodriguez Corporate Development Alexx Gonzalez Strategy Team Secretary Lilian Frausto Corporate Relations Corporate Development Alexx Gonzalez Membership Engagement Events Michelle Alvarez Chief of Staff Mireya Veliz Treasurer Ruben Rodriguez Membership Axel Gomez

11 Houston Chapter Leadership Team 10 ALPFA Houston recently held elections and the incoming president, Alex Almendarez, has been an active member of ALPFA for several years. Alex served as the President of the Texas A&M student chapter and was recognized as Student of the Year in For the past two years, Alex served as the Director of Student Affairs, and in that capacity his actively involvement, leadership and guidance to students and chapter leaders has resulted in increased presence from these student chapters at the national convention and Houston Chapter events. Based on our transition efforts and our FY17 Houston Chapter Growth Strategy, the ALPFA Houston board will be well positioned to continue to grow in The Houston board is diverse and includes representation from all four of the Big 4 (EY, KPMG, Deloitte and PwC), energy companies and local businesses. In addition, board members have financial services, energy, IT, human resources, and supply chain experience.

12 Houston Chapter Board of Directors 11 Board Role Executive Board Company Work Position Director at Large Nancy Molina Grant Thornton Advisory Talent Acquisition Leader President Alex Almendarez PwC Risk Assurance Senior Associate Vice President Karen Saldana KPMG Global Mobility Senior Associate Chief of Staff Mireya Veliz Deloitte Advisory Senior Associate Corporate Development Alexx Gonzalez EY Assurance Services Senior Consultant Secretary Lilian Frausto Direct Energy Residential Gas Pricing Analyst Treasurer Ruben Rodriguez RSM International Tax Professional Membership Axel Gomez Dynegy Accounting Analyst Events Michelle Alvarez Poten & Partner LNG & Natural Gas Analyst Student Affairs Aimee Muniz KPMG Audit Associate Technology Lesly Macedo PwC Data Analytics Associate Communications Elizabeth Vrettos PwC Advisory Core Forensics Manager Marketing Lorena Ponce Enbridge Property Tax Analyst Community Affairs Rafael Carballo Mass Mutual Managing Associate

13 Thanks for investing in ALPFA

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