Coaching & Mentoring

Mission

To provide Professionals (men and women) with successful mentors from ALPFA’s leading local sponsors that can empower, lead and guide them towards professional development, advancement and career growth by improving their leadership skills and their quality of life.

 

The Mentoring Concept

  • Student Summit Sponsors will be able to participate in the CMP track session. The sponsors will provide one or two mentors for the session.
  • CMP Session will be held for approximately 1 hour with an additional hour for open networking.
  • Goals is to provide mentors with the opportunity to impact multiple mentees while minimizing the mentor’s time commitment.

 

The Role of the CMP Sponsor

  • Nominate two to three executives at their firm (depending on mentee pool) that can commit to attend the Student Summit and participate as a mentor in the track session.
  • Work with the CMP team by providing bios for the mentors and contact information so questions from the mentors can be communicated to them.

 

The Role of the CMP Mentor and ALPFA facilitator

  • Each mentor will submit their bios and pictures to the CMP committee.
  • Each mentor will have a table with up to 10 mentees.
  • Mentors will respond to each of the submitted questions. Mentors attention will be equal to everyone in the table.
  • Each facilitator will wrap up the session: Thanking the mentors and mentees for attending the session and asking for last minute questions .
  • The ALPFA Group Mentoring concept is based on mentors having a commitment for the duration of the session. If the mentor decides to connect with a mentee after the session, he can do so, but this is not be expected by the mentee.

 

The Role of the CMP Mentee

  • Review the mentor bios and select a mentor.
  • Submit minimum of two questions that they would like to ask the mentor during the session.
  • At the beginning of the session, each mentee will provide a 2 minutes presentation, which will include: experience, education, major accomplishments.
  • If the mentees question was not addressed during the session by the mentor, the mentee should ask his submitted question.
  • If at the end of the session there is time, the mentee can ask other questions.
  • After the session the mentee should complete the survey.

 

The Role of the CMP Committee

  • Work with the Board in getting bios and sponsor information in the ALPFA website.
  • Meet sponsors to provide an overview of the program and answer any questions.
  • Each committee member will participate in a group mentoring table and help facilitate the mentoring session by ensuring the all questions asked are being addressed and the session is following smoothly.
  • After the session the committee will schedule a meeting with the mentors to debrief on the session and will ask students to complete a survey.

 

Minimum Requirements to become a Mentor

  • Have a leadership position at an organization, such as supervisor, manager or above.
  • Have an interest in providing advice and guidance to help mentees professional & career aspirations .
  • Attend the scheduled group mentoring session.
  • Address questions from the mentees.  The questions will be reviewed by mentoring committee (if time allows).

 

Minimum Requirements to become a Mentee

  • Current ALPFA Professional Member or current employee of the host/sponsor company.
  • RSVP for group mentoring session and select a mentor from the pool of available sponsor.
  • Attend the scheduled group mentoring session.
  • Mentee to provide question(s) for mentor. We suggest a minimum of two questions.

 

Coaching and Mentoring Sessions:

Student Mentoring Session (March 31, 2011)

 

Track A Mentors

 

Sean Dowling, Metro Marketing Manager
Robert Half

Sean Dowling is a Metro Market Manager for specialized staffing firm Robert Half International and oversees professional staffing services in the company’s Boston and Cambridge locations. Sean’s teams focus onstaffing for accounting & finance professionals, as well as administrative professionals. Sean has been with RHI since 2003, serving in various management roles throughout the New England area. Prior to joining RHI, Sean spent 2 years working for Massachusetts Financial Services (MFS) in a client services role, where he specialized in retirement planning strategies. Sean is a graduate of Springfield College, where he earned his Bachelor’s degree in Business Administration.

Camoy Creary, Tax Supervisor
Liberty Mutual

Camoy Creary is a Tax Supervisor for Liberty Mutual Group’s Corporate Taxation department. Camoy is part of the Strategic Tax Planning group, where her primary responsibilities include leveraging technology to streamline current processes and create efficiencies as well as supporting other strategic initiatives within the group. Camoy also contributes to the department’s overall mission of developing supportive, cost-effective tax planning strategies to optimize after tax income through teamwork and partnering with its customers. Camoy joined Liberty Mutual in 2005 as an Associate Tax Accountant. Camoy received a Bachelor’s of Science degree in Accounting from the University of Massachusetts, Boston and Master of Science in Taxation from Northeastern University. She is also a graduate of the Partnership’s Associate Program Class of 2009 and was a participant in The YMCA Achievers Class of 2008.

Diana C. Lamourt, Assurance Manager
ALPFA Boston

Diana is manager in our Asset Management practice with 8 years of public accounting experience and 1 year of internal audit experience. For the past five year Diana has worked primarily in the asset management industry, previously she had worked in the manufacturing, pharmaceutical and banking industry. Diana’s responsibilities have included financial statement audits under US GAAP and IFRS, valuation of complex securities and operational compliance reviews. Diana graduated from University of Puerto Rico in 2002 with a Bachelor of Science degree in Accounting and Finance. Diana holds a Massachusetts CPA license and is a member of the AICPA.

Carol Ruiz , Manager, Assurance Services Practice
Hartford

Carol is a Manager in our Hartford office assurance services practice. She has twelve years of experience in the higher education, not-for-profit and healthcare industries and devotes substantially all of her time to serving clients in these industries. Carol has had experience in performing audits of complex higher education systems, performing federal and state grant audits and advising clients on internal controls, governance and compliance related issues. Carol has also been an instructor in the firm’s continuing education programs related to not-for-profit organizations. She is a Certified Public Accountant in the states of Massachusetts, Connecticut and New York and a member of the American Institute of Certified Public Accountants. Carol is also a member of the Association of Latino Professionals in Finance and Accounting.

Carl Utter, Senior Manager – Corporate Taxation
Liberty Mutual

Carl Utter is a Senior Manager with Liberty Mutual’s Corporate Taxation department. Carl is the federal compliance leader, responsible for the Liberty Mutual’s consolidated federal income tax return as well as all other federal income tax filings. Carl also provides tax consulting and analysis to business units and corporate departments regarding proposed reinsurance and investment transactions. Carl oversees Liberty’s tax accounting policies and monitors tax accounting developments for GAAP, insurance regulatory and IFRS. Carl has a BS in Agriculture and MS in Accountancy from the University of Illinois in Urbana and Masters in Taxation from DePaul University. Carl is a CPA and Fellow, Life Management Institute. Carl is a member of ALPFA and has attended the past two national conventions in his role at Liberty Mutual. Carl is a mentor in the Liberty Mutual Corporate Financial Inclusion mentoring program.

Larry D Young , Relationship and Program Manager
John Hancock

Larry D Young, is currently John Hancock’s Relationship and Program Manager. In this role, Mr Young is responsible for developing and maintaining strong relationships with targeted organizations while forming mutually beneficial long-term partnerships. Mr Young also oversees the operations of all Diversity and Student programs for John Hancock . Prior to assuming the role of Relationship and Program Manager, Mr Young was a Sales Man-ager with John Hancock’s Annuity Department.Mr Young serves on the Board of Teen Empowerment and is a member of ALPFA, The Partnership Inc’s Diversity Executive Council and Alumni Council.
Betty Francisco , EVP, Corporate Relations and General Counsel
Millennium Partners Sports Club Management LLC

Betty is the Executive Vice President, Corporate Relations and General Counsel of Millennium Partners Sports Club Management which owns and operates six premier sports and fitness clubs in Boston, DC, New York, Miami and San Francisco under the “Sports Club/LA” and “ReebokSports Club/NY” brands. Betty is responsible for a broad range of legal matters, including commercial transactions, corporate compliance, intel-lectual property, insurance, privacy and security and real estate matters.Betty is the EVP of the Boston Chapter of ALPFA, the largest Latino professional organization in the country, which provides Latino professionals with career development, leadership and networking opportunities.

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Juan Lopera’s , Director of Contracting Strategy & Analytics
Tufts Health Plan

Juan is the Director of Contracting Strategy & Analytics at Tufts Health Plan where he is responsible for defining strategies for hospital and physician reimbursement and managing the analytical team that supports contract negotiations. Prior to Tufts Health Plan, Juan was a Director of Affordability Strategies at Blue Cross Blue Shield of Massachusetts (BCB-SMA) where he was responsible for the development and execution of strategies to make health care more effective and affordable for BCBSMA members. Juan is the executive vice-president for ALPFA Boston, a Latinoprofessional non-profit organization with over 2,000 members and over 50 corporate sponsors in the Boston area. Juan is an effective leader with demonstrated ability to motivate personnel, drive change and deliver creative solutions to today’s complex and dynamic health care issues.