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The
Greater Washington Chapter of Ascend invites you to DC’s first "Inspiring
Across Generations (IAG) – Transforming Leadership and You” Conference. You will have the
opportunity to be inspired by influential speakers, receive one-on-one advice
from successful executives, and connect with fellow up-and-coming business
professionals.
WHO SHOULD ATTEND? Aspiring professionals, managers, and executives, at all
levels, in any industry. CPE Credits will be
provided for attending the conference.
KEYNOTE ADDRESS: - Chris Simmons, Washington Metro Market Managing Partner, PwC
LLP
AGENDA HIGHLIGHTS: Networking breakfast and lunch with influential business leaders and aspiring professionals across industries and sectors. C-suite executive panel discussion will focus on the
importance of mentorships and identifying sponsors for your career growth. Featured panelists include:
- Lisa Ong, National Diversity Director, PwC LLP
- Winson Heng, Principal, Deloitte LLP
- Wesley Hom, Principal, Business Innovations Services LLC
- Samuel Tinsing Mok, Managing Member, Condor International Advisors LLC
- Chris Simmons, Washington Metro Market Managing Partner, PwC LLP
Career development workshops will invite executives and master trainers from companies such as PwC, IBM and Baker Tilly to share insights into the following topics: - Managing the Brand of You: Marketing Yourself to Others
- Communicating with Impact
- Selling & Client Relationships
Featured Workshop Speakers include: - Saguna Hitapot, Recruiting Manager and Diversity Leader, Baker Tilly Virchow Krause LLP
- Meredith Kimbell, Founder & President, Corporate Adventure
- Wesley Hom, Principal,
Business Innovations Services LLC
Breakout mentoring roundtables led by the senior level corporate leaders who have been in your position and worked their way up to the top.
Featured
mentors include:
- Charles Chiang, Specialist Leader, Deloitte LLP
- Lisa Wang Crouch, Agency Field Executive, State Farm Insurance
- Lisa Feldmann, Director, KPMG LLP
- Wayne Fong, Senior Manager, Deloitte LLP; Co-VP of External Affairs, Greater
Washington Chapter of Ascend
- Vineet Gupta, Director, Deloitte LLP
- Yogesh Gupta, Partner, PwC LLP
- Saguna Hitapot, Recruiting Manager and Diversity Leader, Baker Tilly Virchow
Krause LLP
- Sandy Hota, Director, PwC LLP; President, Greater Washington Chapter of
Ascend
- Paul Lee, Specialist Leader, Deloitte LLP
- Denise Lew, Specialist Leader, Deloitte LLP
- Cherrie McCoy, Diversity Director, PwC LLP
- Samuel Tinsing Mok, Managing Member, Condor International Advisors LLC
- Rollie Quinn, Senior Partner, PwC LLP
- Nick Son, Senior Manager, Ernst & Young LLP
- Sharon Yip, Senior Tax Manager, Ellucian; Co-VP of
External Affairs, Greater Washington Chapter of Ascend
Be
the voice and action of Pan-Asian business and join us at our IAG conference.
Bring along your friends, colleagues, and business partners and get ready to
connect, inspire, and ascend!
JOIN US ON FACEBOOK http://www.facebook.com/events/234106290024017/
SPEAKER PROFILES 
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CHRIS SIMMONS
Washington Market Managing Partner
PwC LLP
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Chris Simmons is the Managing Partner for PricewaterhouseCoopers
LLP ("PwC") for the Washington Metro Region, which includes PwC
client-facing operations in Washington, DC; Northern Virginia (McLean);
Baltimore (Maryland) and Richmond (Virginia).
Chris is also a member of the PwC US Board of Partners and Principals,
which oversees the governance of the US Firm.
As a member of PwC's Board, Chris serves as Chair of the Partner
Admission Committee, and is a member of the Management Evaluation and
Compensation Committee.
Previously, Chris was a member of PwC's United States Leadership
Team, the Human Capital Leadership Team, and served as Chief Diversity
Officer. Chris has held a variety of
positions within PwC, beginning as a Senior Manager in 1992 in the Mergers and
Acquisitions unit. He led client
transactions involving mergers, divestitures and acquisitions. Chris has also managed all PwC (internal)
mergers, strategic investment and acquisition activity for the US Firm, in his
role as Partner-in-Charge, US Corporate Development from 2001 - 2004. Mr. Simmons earned his bachelor's degree and
master's in business administration from Harvard University.
Among other activities, he is a member of the
Executive Leadership Council and the boards of the Northern Virginia Technology
Council, The Economic Club of Washington, the United Way of the National
Capital Area, the Wolf Trap Foundation, the Association of Latino Professionals
in Finance & Accounting (ALPFA) and Sasha Bruce Youthwork. |
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SAGUNA HITAPOT
Recruiting Manager and Diversity Leader
Baker Tilly Virchow Krause LLP
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Saguna
Hitapot is a Recruiting Manager and Diversity Leader for Baker Tilly, a
national accounting and consulting firm in the US. With over 12 years of experience as a talent
acquisition leader, she has recruited all levels from interns and entry-levels
to executives and firm partners, within the public and private sectors of
consulting, finance and accounting, legal, and technology industries. Her areas of expertise include recruitment
strategies, employment networking, and diversity and inclusion initiatives.
Saguna has
a MBA from George Washington University and a BA from the University of
Virginia. She is a Vice President of
Internal Affairs for Ascend, board member for the UVa Club of Washington, and
an athlete for the High Cloud Dream Team, a non-profit organization that
benefits children and distressed women in international countries.
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| MEREDITH KIMBELL
Founder and President
Corporate Adventure
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Meredith Kimbell is an executive advisor, strategy consultant and a leadership coach with a personal passion for improving leadership performance and energy at the same time. She is the founder and President of Corporate Adventure® and has helped hundreds of leaders create outstanding performance, personally and in their organizations. She consults nationally and internationally with start-ups, mid-tier and Fortune 500 companies to improve performance, profits and fulfillment. She assists leaders and teams to define and consistently deliver their most important results, coaches leaders to implement their visions, improves communications across stakeholders, and leads mission critical meetings. She is a consultant, teacher, coach, facilitator, and source of inspiration to her clients.
Meredith graduated as a member of Phi Beta Kappa with a BA degree from Beloit College. She received her master’s in Psychology, with honors, from Western Michigan University and maintains an intensive schedule of post-graduate education every year. She is a licensed psychologist (Vermont Master) and an award-winning graduate of the Executive Coaching Institute. Meredith is also the co-author of Rebooting Leadership and periodic blogs, Leading with ... Energy to Spare® and Leadership Coaching Notes, which provide practical, prescriptive guidance for anyone in a leadership position. |
PANELIST PROFILES
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LISA ONG
National Diversity Director
PwC LLP |
Lisa serves as a national director at PwC in the Office of Diversity focusing on minority retention and advancement. She is based in Dallas and reports to PwC's Chief Diversity Officer. Lisa designs strategy, resources, training and tools to create a unique people experience, specifically tailored for the needs of diverse talent. She serves as the program director for many of PwC's national diversity leadership development programs, Prior to this role, Lisa served as the North Texas Market Diversity Leader for three years providing individualized coaching, mentoring and networking activities for staff. She also facilitated their employee affinity groups. Previously, she worked for 10 years in financial auditing for financial services clients along with six years in human capital roles.
Lisa earned her BBA in Accounting from The University of Texas at Austin. She is a Certified Public Accountant (CPA) and is certified as a Senior Professional in Human Resources (SPHR). She teaches Leadership Education for Asian Pacifics (LEAP) leadership training sessions for PwC. She serves on the boards of the Texas Society of CPAs, Dallas Society of CPAs, Community Council of Greater Dallas board and her church. She has been asked to serve on the new AICPA National Commission on Diversity being launched this fall. She is a member of the AICPA, Ascend, NABA and ALPFA. She resides in Plano, Texas with her husband and daughter. |
| WINSON HENG
Principal
Deloitte LLC |
Winson Heng is a Principal in Deloitte Consulting Federal Government Services Business Unit. He has 25 years of experience in government. He provides systems integration and business performance improvement consultative services to Federal government clients. He specializes in technology project management, organization transformation, e-government, strategic planning, performance management, learning solutions, business process re-engineering, strategic sourcing, as well as program and financial management.
Winson was
a frequent speaker and participant in conferences and workshops on
e-government; Information and Communications Technology (ICT); and performance
management – particularly in the Association of Southeast Asian Nation (ASEAN)
region. His community activities include
serving on the Board of Directors of Samaritan Inns, an organization based in
Washington DC that provides structured housing and recovery services in an
environment of support and accountability that will give homeless and addicted
men and women the opportunity to rebuild their lives. He also serves on the Board of Directors of
the Ascend Greater Washington Area Chapter.
Winson holds a B.Sc. degree in Petroleum Engineering from the University
of Oklahoma and an M.B.A. degree in Finance from Oklahoma City University. |
 | WESLEY HOM
Principal
Business Innovation Services LLC
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Wes Hom was former IBM Vice President in the Systems and Technology Group with global responsibilities for overall execution of IBM's high-end server investments, strategies, sales and emerging markets initiatives. Today he is a consultant with Business Innovation Services, LLC. helping investors and companies develop global strategies, acquire next generation technologies and the development of new business models. He also advises on diversity and leadership development for domestic and emerging markets companies.
Wes was recognized as one of the "2007 Outstanding 50 Asian Americans in Business” by the Asian American Business Development Center and received Organization Of Chinese Americans (OCA) 2008 Dynamic Achievers Award. He is also the co-founder of Corporate Executive Initiative and co-developer of Stanford University’s Graduate School of Business Asian Leadership Program.
Wes is a graduate of NYU’s Stern School of Business with BS/CS and MBA degrees. He was a member of IBM’s Certified Client Director Profession through Advance Management Program at Harvard Business School. |
| SAMUEL TINSING MOK
Managing Member
Condor International Advisors LLC
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The Honourable Samuel Tinsing Mok is the
managing member of Condor International Advisors, LLC, a management consulting
firm that specializes in representing American companies and international
clients doing business in the American federal market. Previously, he served as chief financial
officer of the U.S. Department of Labour (DOL) from March 2002 to May
2007. Mok was confirmed by the U.S.
Senate in January 2002 after being nominated to the position by President
George W. Bush in October 2001. He
previously served as CFO and comptroller of the U.S. Department of the Treasury
after being appointed by former Treasury Secretary James Baker. Mok was one of the highest-ranking
Asian-Americans in the Bush administration, and is regarded as a leader of the
Chinese-American community. In 2006, Mok received the prestigious Donald
L. Scantlebury Memorial Award for distinguished leadership in financial
management improvement. He is the
recipient of Federal Computer Week's Federal 100 Award, and the
Association of Government Accountants (AGA) Washington, D.C., Chapter
Einhorn-Gary Award. Mok received the
2005 AGA Distinguished National Leadership Award and the 2011 Robert W. King
Memorial Award, AGA's highest honour.
Mok is an Executive Board Member of the National
Ascend Advisory Board. He earned a
Bachelor of Science degree in accounting from Fordham University and a Master
of Arts degree in accounting from the Catholic University of America. He also graduated from the U.S. Foreign
Service Institute and the U.S. Army Institute of Administration at Fort
Benjamin Harrison. Born in Shanghai,
China, and raised in Hong Kong, Mok speaks fluent Mandarin Chinese and
Cantonese. He is a Certified Internal Auditor (CIA), Certified Government
Financial Manager (CGFM), and Certified Internal Controls Auditor (CICA). |
MENTOR PROFILES
| CHARLES CHIANG
Specialist Leader
Deloitte LLP
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Charles Chiang is a specialist leader in the Deloitte
Consulting’s Federal Information Management Practice. His experiences include managing IT projects,
leading business intelligence implementations, and providing client advisory
services.
Prior to joining Deloitte, Charles spent nine years at
BearingPoint where he served financial services, telecom, and federal
clients. Charles is a graduate of
University of Dayton’s MBA program. He has a BS degree and a MS degree in
Industrial and Systems Engineering from Virginia Tech. |
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LISA FELDMANN
Director
KPMG LLC
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Lisa is a Director in KPMG LLP’s Mid-Atlantic Financial Risk Management practice in the Tyson’s Corner office. She has 15 years of experience in the financial services sector with exposure to a variety of products. She is part of KPMG’s CDO team that delivers attestation services for closing date, effective date and payment dates. Lisa has substantial experience leading and coordinating Advisory engagements. She has served as project manager with responsibility for planning, budgeting, execution and delivery of securitization upfront transaction services and post settlement transaction services. Some of her specific responsibilities include liaise with the CDO Collateral Managers, Issuers and Trustees to troubleshoot and tie out the Note Valuation Reports including the waterfall distribution, coverage tests, collateral quality tests and portfolio profile tests. Create new payment date models in excel that properly reflect the terms of the indenture and other transaction documents. Train new Associates and Senior Associates in Note Valuation Report procedures. Perform second reviews of all Associates and Senior Associate’s work. Lisa has tied out payment date models on a variety of CDO types including CLOs, CDOs of ABS, CDOs of RE, synthetics and credit default swaps. Lisa’s experience includes collateral verification, collateral analysis, payment verification, cash flow modeling and transaction management. Lisa has been a member of KPMG’s Asian Pacific Islander Network (APIN) for the past 4 years and is currently the Office co-Lead for APIN. |
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SANDY HOTA
Director
PwC LLP
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Sandy Hota is a Director with the Pricewaterhouse Coopers (PwC) LLP in their Financial Instruments, Structured Products and Real Estate (FSR) practice in the Washington DC office. His areas of focus include valuation of complex financial instruments, other than temporary impairment (OTTI) recognition issues, process mapping, systems implementation for valuation & treasury processes and cash-flow forecasting for whole loan portfolios & structured securities. He has worked extensively with audit and non-audit clients in the financial services, insurance, pharmaceuticals and manufacturing sectors. In addition to his client commitments, Sandy is actively involved in several diversity initiatives across the Washington Metro market. He is actively involved with the PwC's Asian Affinity Network (AAN) and was the co-chair for the Washington Metro market from 2008 to 2010. He was the Treasurer for the Greater Washington ASCEND Chapter and in December 2010 was elected as the President for the local chapter. As a leader of the Greater Washington C
hapter, he is involved in coordinating with the ASCEND National leadership, Board of directors at the local level and is responsible for overseeing different events at the chapter level. Sandy has been a formal and informal mentor to several Pan-Asian professionals in the Washington Metro market and constantly encourages his fellow professionals to get involved in the activities of the local chapter to enhance their leadership and networking skills.
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WAYNE FONG
Senior Manager
Deloitte
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Wayne Fong is a Senior Manager at Deloitte. He has over 10 years of experience providing
strategy and operations analysis and consulting services for large IT programs
for the Department of Defense.
Wayne has an undergraduate degree from University
of California, Berkeley and an MBA from George Washington University. He served 13 years of active duty in the U.S.
Navy and retired from the Navy Reserves after 20 years. Wayne is Co-President of Deloitte’s Greater
Washington Area Asian American Alliance Business Resource Group (GWA ABRG),
Co-VP of External Affairs for the Ascend Greater Washington Chapter, and
involved with the Mentoring Asian American Professionals (MAAP) of the
Organization of Chinese Americans (OCA). |
| YOGESH GUPTA
Partner
PwC LLP |
Yogesh Gupta is a Partner in the Financial
Instruments, Structured Products, Real Estate Group at
PricewaterhouseCoopers. He has over 20
years of structured finance and financial advisory experience including valuations,
cash flow modeling and analysis, investor reporting, and implementing systems
solutions for underwriters, issuers, trustees, servicers and investors.
Yogesh is a CPA and holds an MBA in Finance from
George Mason University, a MS in Computer Science from the University of
Maryland, and a BE in Computer Science from the Delhi Institute of Technology.
He also serves on the Board of Directors of the Ascend Greater Washington Area
Chapter and is one of the "Partner Champions" for the PwC's internal
Asian Affinity Network (AAN). |
| PAUL LEE
Specialist Leader
Deloitte LLP |
| Paul Lee serves as a Specialist Leader at Deloitte Federal
Technology Systems Integration Service Line.
He is an experienced project and program manager with over 14 years of
experience in systems integration and software development. Paul has
worked on and managed dozens of successful software development projects in the
telecommunications and financial services industries as well as federal
government agencies. He brings a wide range of experiences and skills
from technical architecture to full software development lifecycle
management. Paul earned his BS in Mechanical Engineering at the University
of Maryland, College Park. |
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DENISE LEW
Specialist Leader
Deloitte LLP |
Denise Lew is a Specialist Leader in Deloitte’s Federal Healthcare Practice. She is a Board-certified healthcare executive 26 years of prior active duty Air Force experience in the health administration career field. She is responsible for identifying, qualifying and capturing business opportunities that provide significant value to the firm’s Department of Defense military health clients, the Department of Veterans Affairs, and a myriad of industry healthcare partners. She works with the firm’s military medical account executives, provides insight on complex tri-service environments, and advises on healthcare corporate and facility organizational structure, enterprise strategy and operations, personnel policies, and talent management. |
 | CHERRIE MCCOY
Diversity Director
PwC LLP |
Cherrie Mallory McCoy is a Director in the PwC Office of Diversity where she is responsible for supporting the advancement and retention of diverse professional in the Washington Metro market. She has successfully incorporated diversity strategies and practices into business with clients, staff, suppliers, and local communities. Cherrie leads programs and initiatives for the Women’s Networking Circle, the Asian Affinity Network, the Hispanic Affinity Network, the Black Affinity Network, and the GLBT OPEN Circle. Cherrie was a founding member of the Federal Diversity Office for a Fortune 100 company and has implemented strategic initiatives needed to foster inclusive environments for PwC, commercial and government clients.
Cherrie has a Bachelors and Masters of Science degree in Electrical Engineering from Howard University and over 20 years of experience in program management, talent management and information technology management. She is experienced in managing large scale implementations and has directed management and technical activities for all phases of the system life cycle; from inception to system deployment. As a key leader in the Aerospace and Defense Center of Excellence, she supports Aerospace and Defense clients throughout the United States. Cherrie is a recipient of the Career Communications Technology Award and also recognized for Outstanding Achievement in Science and Engineering. |
| ROLLIE QUINN
Senior Partner
PwC LLP
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| As a Senior Partner with PwC’s U.S. Public Sector Practice, Rollie guides firm-wide strategy and growth for U.S.-based bilateral donor agencies, most notably the United States Agency for International development (USAID). Rollie believes, "the key to being an admired and respected firm is to consistently make the conscious choice to do the right thing for our clients and our people". As a 20-year industry veteran, Rollie leverages his public sector industry experience in strategy and transformation to improve the operations of some of the most complex entities in the world, including the Department of Defense, The North Atlantic Treaty Organization, the Department of State, the Department of Commerce, and the Centers for Disease Control and Prevention. |
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NICK SON
Senior Manager
Ernst & Young LLP
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Nick Son
is a senior manager in the Information Technology Risk and Assurance practice for the East Central region. He
leads the information
technology audits and security consulting services of large federal agencies and commercial clients. Son
has 18 years of information technology audit and security experience with industry depth in
government. His government experience is complemented by technology
expertise in cloud computing, 3rd
party service provider oversight, security management and continues control monitoring. |
| SHARON YIP
Senior Tax Manager
Ellucian Inc. |
| Sharon Yip
is a Senior Tax Manager with Ellucian Inc., a software and IT consulting
company specialized in serving the higher education community globally. Sharon is a CPA, and a member of AICPA and
Virginia Society of CPA. She received
her MBA degree from Andrews University, and her MS in Accounting – Tax
Consulting degree from University of Virginia. Sharon has
been an active member of Ascend since 2006.
She was the Ascend Greater Washington Chapter Communication Committee
Chair, and later became the Chapter’s VP External Affairs in 2009. |
| VINEET GUPTA
Director
Deloitte LLP
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| Vineet is a
Director in Deloitte’s federal consulting technology practice with over 12
years of consulting experience in various Public Services clients and is
currently acting as a Program Manager leading the delivery of an enterprise
initiative for a large Department of Defense client. Vineet is
the Enterprise Content Management capability leader for the Information
Management service line as well as the PPD sponsor for the Adobe|Deloitte
Alliance within Deloitte's Federal Practice.
His experience includes providing solutions in areas such as IT
Governance, Systems Architecture, Systems Integration, Enterprise Portals,
Business Intelligence, Data Warehousing, along with development and deployment
of custom software solutions to numerous Public Services clients. Vineet is
also PPD sponsor for our Adobe Alliance in federal. Vineet attended the State University of New
York at Buffalo where he received a Bachelors of Science in Chemical
Engineering. He currently resides in Alexandria, Virginia with his wife Anchal,
daughter Sanah and son Kanav. |
| LISA WANG CROUCH
Agency Field Executive
State Farm Insurance
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A central
California native, Lisa Crouch began her career with State Farm in 1998 as an
Auto Underwriter and received her Certificate of General Insurance in July
2001. With the desire to become an entrepreneur, Lisa opened her State Farm
Agency in 2003 in Torrance, California.
By July 2006, Lisa was asked to join the State Farm Agency Leadership
team to coach and develop other State Farm agents as an Agency Field Consultant
in greater Los Angeles. Last May, Lisa
and her husband, Jonathan, relocated to Northern Virginia for her current
Agency Field Executive (AFE) role in Fairfax, Virginia. Lisa regularly volunteered for non-profit
organizations such as LA NHS (Los Angeles Neighborhood Housing Services),
Habitat for Humanity, SafetyBeltSafeUSA, CAUSE (Center for Asian Americans
United for Self Empowerment), the Asian Business Association of Los Angeles,
and Junior Achievement, to name a few.
Lisa holds BA degrees in both English and Theatre Arts from California
State University, Bakersfield, and is a CTM (Competent Toastmaster).
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INSPIRING ACROSS GENERATIONS
SPONSORS
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PLATINUM SPONSOR:
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GOLD SPONSOR:
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SILVER SPONSORS:
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PRINT & MEDIA SPONSOR:
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PARKING & DIRECTIONS
Address: 1800 Tysons Boulevard, McLean, Virginia 22102
Parking:
Enter the garage using the entrance off Galleria Drive (the courtyard
entrance outside the main lobby to 1800 Tysons Boulevard). The kiosk attendant
can direct you to Visitor parking, which is located on the ramps leading down
from P3 and on P1. When you enter the parking garage off the courtyard entrance,
you will make a left then make another left down that first ramp. Please bring
your parkingticket in with you for validation.
Lobby
Sign-in: There will be volunteer greeters in the lobby.
Visitors to 1800 Tysons will have to check in at the lobby level before
proceeding up to the 9th floor. Please have your ID ready for check-in.
Driving
Directions:
From
the North –
Take
I-95 or Baltimore – Washington Parkway south to 495 (Capital Beltway) west
toward College Park / Silver Spring. Continue west on 495 and it will curve
south to Virginia. Cross the American Legion Bridge and take the Route 123 exit
(Chain Bridge Road) toward Tyson’s Corner/Vienna (west). From the exit ramp,
continue in the right lane to turn right onto Tysons Boulevard, turn left onto
Galleria Drive, pass the PwC signage and then right onto the motor court that
accesses our Galleria Drive parking garage.
From
the South –
Take
I-95 north to 495 (Capital Beltway) North. Go past route 66 and take the route
123 exit (Chain Bridge Road) toward Tyson’s Corner/Vienna (west). Turn right
onto Tysons Boulevard, turn left ontoGalleria
Drive, pass the PwC signage and then right onto the motor court that accesses
our Galleria Drive parking garage.
From
National Airport –
Take
George Washington Parkway northwest toward McLean. Continue on the parkway
until it ends and meets 495 (Capital Beltway) south. Follow 495 south and take
route 123 exit (Chain Bridge Road) toward Tyson’s Corner / Vienna (west). From
the exit ramp, continue in the right lane to turn right onto Tysons Boulevard,
turn left onto Galleria Drive, pass the PwC signage and then right onto the
motor court that accesses our Galleria Drive parking garage.
From
Dulles Airport –
Take
the Dulles Access Road to Route 7 (Leesburg Pike) exit toward Tyson’s
Corner/Vienna (east). Turn right onto Tysons Boulevard, turn left onto Galleria
Drive, pass the PwC signage and then right onto the motor court that accesses
our Galleria Drive parking garage.
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