7th Annual Ascend National Convention & Career Fair

Keynote: Harry Q. H. Lee II
Vice President, Corporate Contracts, Pricing & Supply Chain, Northrop Grumman

Harry Lee II is Vice President Corporate Contracts, Pricing and Supply Chain for Northrop Grumman. Northrop Grumman,
with $24B+ in annual sales, is a leading global security company providing innovative systems, products and solutions in
unmanned systems, cyber, C4ISR, and logistics and modernization to government and commercial customers worldwide.
Harry leads all aspects of contracts, pricing and supply chain including responsibility for the company’s risk review process
and development of companywide contracts and pricing policies, direction and training. He is also responsible for developing and implementing
companywide supply chain strategies and key processes, including socioeconomic business planning, strategy and compliance relative to its supply
chain. Harry possesses 34+ years of combined Aerospace and Defense business management experience and serves as the principal interface
with key government regulators regarding all contracts and pricing matters, government regulatory policy and oversight.

Derica Carty
Senior Instructional Designer, Grant Thornton

Derica Carty PHR, is a senior instructional designer at Grant Thornton’s Global Public Sector in Alexandria, Va. In this role,
she designs, develops, implements and evaluates classroom learning programs. She has a master’s degree in Instructional
Technology from the Queens College. Prior to joining Grant Thornton, Derica was a consultant with Deloitte, BearingPoint,
and Grays Systems delivering comprehensive technical training to the government sector. Her clients included the
Department of Justice, Food and Drug Administration and the National Archives. She currently resides in Washington, D.C.

Yoon Chong
Director, PwC

Yoon Chong has over 15 years of extensive experience within internal audit, governance, compliance and broader risk and
controls services. He has 7 years of experience leading teams within Goldman Sachs Internal Audit Department, managing
various lines of business audit teams and helping his internal audit clients in meeting the expectations of bank and securities
regulations including numerous interactions with Federal and State regulators. His prior experiences also included advising
senior management in executing, structuring, and valuation analysis of complex derivative transactions and in mergers and acquisitions including
due diligence, structuring and financial accounting within the financial services industry. He has worked in three different PwC offices globally
since he started with the firm in 1997. Yoon is a Chartered Accountant with the Institute of Chartered Accountants in England and Wales, holds
an MBA in Finance from the Simon Business School and an MA in Economics from Cambridge University.

Jay Chopra
Vice President, Enterprise IT Sourcing & Supplier Management, Johnson & Johnson

Jay Chopra is Johnson & Johnson’s Vice President of Enterprise IT Sourcing & Supplier Management. Jay has management
responsibility for creating and implementing J&J’s worldwide IT sourcing strategy and provides leadership to ensure that value
is achieved on all dimensions. Prior to assuming his current role, Jay spent 15 years in Finance leadership roles at J&J. He was
most recently CFO for IT Shared Services. Jay also held various leadership positions in J&J’s Medical Devices & Diagnostics
Group of Companies. Prior to joining J&J, Jay worked for Chevron Corporation and Rockwell International. He currently serves as President of
Ascend’s New Jersey chapter. Jay received a BS degree in Mechanical Engineering from UC Berkeley, an MS degree in Mechanical Engineering
from the University of Southern California, and his MBA from the Anderson School at UCLA.

7th Annual Ascend National Convention & Career Fair — Building Connections, Building Leaders, Building Growth 51

Susan Chung
Head of Global Strategy, Allstate Investments

Susan directs the Global Strategy effort leading the senior management group in dialog on portfolio allocation and positioning
of ex-US investments. In this position, she guides the Sovereign Research effort and is Head the London Office. Previous to
this, she was Head of Private Research and Portfolio Management while maintaining oversight of the distressed municipal
portfolio. Susan managed Allstate’s Below Investment Grade Municipal Bond Portfolio where she was a PM from 2001-2006,
rejoining in 2010. She is a former Vice President at Bank of America Real Estate Group. Susan earned a BA in Mathematics and Economics, an
MBA from the University of Chicago, holds a CFA, and is a member of the CFA Society of Chicago, and a member of the Chicago Municipal
Analyst Society.

Joseph A. Cruz
Principal, EY

Joseph A. Cruz is a member of EY’s International Tax Services practice and is based in Irvine. He is the Orange County
International Tax Market Leader, West Region Operating Model Effectiveness Co- Leader, and West Region Pan-Asian
Professional Network Leader. Joseph advises on cross-border mergers and acquisitions, foreign expansion, supply
chain restructuring, and repatriation and deferral of offshore earnings. He assists in audit review of both publicly listed
multinational companies and nonpublic, privately held entities. Key clients Joseph has served include Cott, Jarden, Microsemi, Skyworks Solutions,
AECOM, Allergan and American Honda Motors. Joseph received a BA from the University of California, San Diego and a JD from the University
of California, Davis School of Law. He is a member of the State Bar of California. Joseph is also a frequent speaker at both EY and non-EY
international tax conferences.

Jivan Borja Datta
Principal, EY

Jivan B. Datta is a principal in EY’s International Tax Services practice based in Charlotte, North Carolina. He leads the
Southeast Sub-Area Operating Model Effectiveness (“OME”) group, and focuses on international tax planning for U.S. and
Foreign Multinational Corporations. His OME experience includes designing, implementing and defending OME structures
for large multinational corporations in a variety of industries. Jivan has led business transformation projects in Asia, Europe
and the Americas including implementation experience working with multidisciplinary project teams as part of the alignment of the business
and tax strategies. He received a BA in History and Political Science (International Relations Certificate) from the University of Rochester, a JD
from American University’s Washington College of Law, and an LLM in taxation from the University of Miami School of Law (Specialization in
International Tax). He is a member of the Maryland Bar Association and frequently speaks at various international tax forums.

AJ Desai
Partner, EY

AJ Desai is a Partner in Advisory Services based out of the Charlotte, NC office. She has more than 20 years of experience
at EY, including experience in internal and external auditing. AJ has extensive background providing Internal Audit Co/
Outsourcing services to well-established businesses across a broad base of industries. She serves as the Southeast Region
leader for Internal Controls Services where she is responsible for the market activities, service delivery, knowledge and
training. AJ currently serves as the lead engagement partner on two Internal Audit Co/Outsourcing engagements. Recently, she led the internal
controls work for a large manufacturing client in the Southeast, focused on recent PCAOB activity and compliance with new requirements. AJ is
a CPA serving several sectors including Manufacturing, Distribution, Utilities, Retail and Higher Education.

52 Connect. Inspire. Ascend.

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7th Annual Ascend National Convention & Career Fair — Building ConnectionsF, rBeuidldidngieLeMadaercs,.Bjouilbdinsg Growth 53

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54 Connect. Inspire. Ascend.

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Kim Drumgo
Director, Diversity & Inclusion, AICPA

Kim Drumgo is the Director of Diversity and Inclusion Initiatives for the American Institute of Certified Public Accountants.
In her role at the AICPA, she is responsible for working with universities, state CPA societies, specialty CPAs and accounting
organizations throughout the nation to develop best practices in the recruitment, retention and advancement of minorities
in the accounting profession. She also serves as the Vice Chair of the National Commission on Diversity and Inclusion. Kim
holds a bachelor of science degree from UNC Chapel Hill in Public Health and a MBA from the University of Maryland. She is an active board
member of the PhD Project which seeks to increase the diversity of corporate America by increasing the diversity of business school faculty. Kim
has also been recognized by journals such as The Network Journal and Profiles of Diversity Journal for her leadership in diversity and inclusion.

Nicola D’Souza
Principal, EY

Nicola D’Souza is a Principal within EY’s Financial Accounting Advisory Services team based in New York. With over 16 years
of experience, including more than a decade working with IFRS, her career started in London and she has been based in
the U.S. for the last five years. Nicola also spent several years in Luxembourg. She is a fellow of the Institute of Chartered
Accountants of England and Wales, and is in the process of obtaining her CPA license. Nicola currently serves as the cross-
border conversions leader within EY’s Americas Financial Accounting Advisory Services practice, having led and assisted on numerous GAAP
conversions in both Europe in the US (local GAAP – IFRS and IFRS – US GAAP). Nicola is the chairwoman of EY’s Global Conversion Leaders
Network, a network of EY personnel across the globe who are involved in GAAP conversions, who share their knowledge and experience via
regular calls and meetings.

Lewis H. Ferguson
Board Member, PCAOB and Chairman, IFIAR

Lewis H. Ferguson was appointed by the Securities and Exchange Commission to be a member of the Public Company
Accounting Oversight Board (PCAOB) in January 2011. In April 2013, he was elected Chairman of the International Forum
of Independent Audit Regulators (IFIAR) following a one-year term as Vice-Chairman. IFIAR is an organization of more than
40 national audit oversight bodies that operate independently of the accounting profession. From 2004 to 2007, he served
as the first General Counsel of the PCAOB. Before joining the PCAOB as a Board Member, he was a partner in the law firm of Gibson Dunn
& Crutcher LLP, where he focused on securities regulation, disclosure issues and corporate governance matters. He has also been a Director
at several public and private companies, primarily in the medical device and technology areas. He was an Adjunct Professor of Law at the
Georgetown University Law School. He received his BA cum laude in Politics and Economics from Yale College. He earned a BA and MA from
Cambridge University, and a JD from Harvard Law School, where he was a member of the Harvard Law Review.

Michael Fung
Former Senior Vice President and Chief Financial Officer, Wal-Mart US

Michael Fung retired from Wal-Mart Stores, Inc. in 2011 after 11 years as their Senior Vice President and Chief Financial
Officer for Wal-Mart U.S. In that capacity, Michael was responsible for strategy, merchandising, operations, real estate,
logistics, ecommerce and financial planning. He joined Wal-Mart after serving as the Chief Financial Officer for Bass Pro
Shops, Vanstar Corporation and Sensient Technologies. Michael currently heads the Audit Committee and is a member of
the Board of Directors for 99 Cents Only Stores in L.A. and Franklin Covey, Inc. in Salt Lake City. Michael received his MBA from the University
of Chicago’s Booth School of Business, his BS in Accounting from the University of Illinois at Chicago and his CPA license from the State of Illinois.
He is a member of the Financial Executives Institute and the American Institute of Certified Public Accountants (AICPA). Michael is the chair of
the Board of Directors for the Asian Pacific Islander American Scholarship Fund (APIASF). He is also a member of the Committee of 100, The
University of Illinois Foundation and Organization of Chinese Americans (OCA).

7th Annual Ascend National Convention & Career Fair — Building Connections, Building Leaders, Building Growth 55

Ritu Furlan
Partner, Assurance Services, EY

Ritu Furlan has 21 years of experience serving a wide variety of global and domestic clients, primarily in the automotive,
diversified industrial, and energy sectors. Ritu has been serving SEC registrants and privately held manufacturing companies
during all 21 years of her career with the firm, ranging in size from $50 million to $10 billion. She is currently serving clients in
Louisville, Cincinnati and Dayton. Ritu is a graduate of the University of Michigan and Leadership Louisville. She is a member
of the Board of Directors for the Louisville Orchestra, the Kentucky Professional Women’s Forum (IWF) and is on the Board of Directors and
Executive Committee for Women 4 Women.

Craig Furuta
Director, KPMG

Craig Furuta is a senior manager with KPMG’s Federal Advisory practice. He has been serving Federal and non Federal clients
for over 15 years in the areas of business and financial transformation, financial system implementations, and financial and IT
control analysis. He is a certified information systems auditor and project management professional. Craig has been a speaker
at various conferences in the North and South America, Europe, and Asia discussing business transformation issues. He has
also served in mentor program with Conference on Asian Pacific American Leadership (CAPAL) and has also been awarded KPMG’s National
Mentor Award. Lastly, Craig is a proud graduate of the University of California at San Diego and the University of Michigan.

Apoorva Gandhi
Vice President, Multi-Cultural Affairs, Marriott International

As Vice President for Multi-Cultural Markets and Alliances for Marriott International, Apoorva Gandhi is responsible for
creating and executing an externally focused global strategy that builds preference and loyalty from diverse customer
segments for the Marriott portfolio of brands. He helps ensure the company’s marketing, sales and operations consider and
reflect multi-cultural markets and alliances as Marriott continues its aggressive growth throughout the world. He has nearly
20 years of proven strategy, business process, program management and organizational change skills, leadership and delivery expertise. He also
has extensive management and delivery experience working with diverse business clients and a solid track record delivering measurable success
to clients across various business disciplines. He is an honors graduate of the University of Maryland, School of Business and Management. He is a
member of the J.W. Marriott, Jr., Diversity Award committee, Delta Sigma Pi Business Fraternity and Omicron Delta Kappa Leadership Society.

Buck Gee
Board Member, Ascend Northern California

Buck Gee is a member of the board of Ascend Northern California. In 2010, he co-founded the Advanced Leadership
Program for Asian American Executives, an executive education program at the Stanford Graduate School of Business. He
is board president of the Angel Island Immigration Station Foundation, founding board member of the Chinese Community
Foundation, and co-chair of the Donor Advisory Board of Silicon Valley Community Foundation. He also serves on the
advisory board of the Asia Society/Northern California, and the advisory board of APALI. He retired in 2008 from Cisco Systems, where he was
Vice President and General Manager of the Data Center Business Unit. He joined Cisco with its 2004 acquisition of Andiamo Systems where he
was President and CEO. He holds BSEE and MSEE degrees from Stanford University and an MBA from the Harvard Business School.

56 Connect. Inspire. Ascend.

Aaron Ghanbarpour
Agency Sales Leader, State Farm

Aaron Ghanbarpour is an Agency Sales Leader for State Farm in Michigan where he is charged with leading and growing
his market area through the recruitment and development of State Farm agents. In addition, he is responsible for over
$100M in annual revenue. Aaron began his career with State Farm in 2002 in Dallas, Texas. He went on to work in various
capacities for State Farm’s corporate headquarters in Bloomington, Illinois and later opened his own State Farm Agency prior
to becoming an Agency Field Executive in 2010. Aaron earned his BS in Industrial Distribution from Texas A&M University. He also earned the
Chartered Life Underwriter designathon from The American College.

Johnnie Giles
Executive Director, External Affairs, Comcast
Vice President, Government Affairs, Comcast Cable

Johnnie Giles serves as Executive Director of External Affairs for Comcast Corporation and Vice President of Government
Affairs for Comcast Cable, where he is responsible for developing policy positions and advocacy strategies in support of the
company’s various lines of business. He previously served as Regional Vice President of Government Affairs for Comcast’s
California region, where he spearheaded all aspects of Comcast’s governmental affairs activities and legislative advocacy efforts in California. A
seasoned cable veteran with more than 20 years of industry experience, Johnnie was recognized in 2010 by CableFax Magazine as one of the
”Most Influential Minorities in Cable.” He has been active within the Asian Pacific Islander community for nearly three decades and currently
serves on several national boards.

Avinash Goel
Director & Senior Finance Manager, GCIB Controller, Bank of America

Avinash is the Controller for the Global Corporate Bank business within Bank of America’s Global Banking and Markets
segment. He is responsible for managing the integrity of external/internal reported financial results, providing business
support/analytics and establishing Sarbanes-Oxley, subsidiary governance and Regulation W routines. Prior to 2010, he was
a Senior Vice President, Corporate Treasury Finance Manager at Citigroup managing reporting, controls and processes for
debt/capital issuance programs, legal entity reorganizations and risk management. Previously, as Senior Vice President, Citibank Retail Banking, he
supported management reporting, business controls and accounting policy. Avinash started with Citibank India in 1996 handling roles in financial
and management reporting, ultimately managing the US reporting function and supporting the country CFO in business strategy and legal entity
governance. Avinash is a Chartered Accountant with a bachelor’s degree in accounting and currently resides in Charlotte, NC.

Sandeep Gupta
Partner, Deloitte
Vice President of Chapter Affairs, Ascend

Sandeep Gupta is an audit partner in the New York office of Deloitte. Sandeep has over 20 years of experience serving
companies in the financial services industry including broker dealers, banks and asset management firms. He specializes in
performing reviews of risk management, trading, regulatory, and operations areas. Prior to his move to New York in 1998,
Sandeep worked in Deloitte’s offices in Toronto, Canada and Abu Dhabi, United Arab Emirates, and at an accounting firm in India. Sandeep is a
CPA and is certified by the Chartered Institute of Management Accountants, UK, and the Institute of Chartered Accountants, India. He serves
on the National Board of Ascend and lives in New York with his wife and two children.

7th Annual Ascend National Convention & Career Fair — Building Connections, Building Leaders, Building Growth 57

S.K. Gupta
Executive Advisor, Ascend

S. K. Gupta has served on a wide range of board of directors, including the Sandia National Laboratories, Bay Area Council
and San Jose Museum of Art. S. K. retired from Lockheed Martin, as the Vice President of Operations for Space Systems,
which manufactures satellites and strategic missiles. He currently volunteers with TiE and is an Executive Advisor to Ascend,
where he is helping lead Pinnacle, The Pan-Asian Corporate Board Member Initiative. He is a recognized expert on leading
change and developing minority leadership, and has been quoted in various national media. In 2010, he was presented the Ellis Island Medal of
Honor. A graduate of the Marine Engineering College in India and the University of Michigan, he also holds a MBA from Seattle University. He
has published papers on leadership, business, and technical subjects.

Winson Heng
Principal, Deloitte

Winson Heng is a Principal in Deloitte Consulting Federal Government Practice. He has over 25 years of experience in
government. He currently serves as a Client Engagement Partner for Deloitte’s Department of State and Millennium
Challenge Corporation accounts. Winson provides management and technology consulting services to Federal government
clients. He specializes in technology program management, performance management and analytics, organization
transformation, strategic planning, continuous process improvement, as well as program and financial management. Winson is the Partner
Champion of Deloitte’s Greater Washington Area Asian American Alliance Business Resource Group. He serves on the Board of Directors of
Ascend Greater Washington Chapter.

Julie ho
Partner, Deloitte

Julie is a Partner in the Cyber Risk Services practice with Deloitte. She has more than 16 years of experience in assisting her
clients manage business and technology risks. She specializes in implementing, redesigning and reviewing application security
and controls for Enterprise Resource Planning (ERP) systems, including SAP and Oracle, for companies to achieve efficiency
and sustainability. Julie leads her teams in developing cost effective solutions to address complex regulatory and compliance
requirements for organizations in different industries. She currently serves as the President and Board Member of Ascend’s Houston Chapter.
Julie enjoys traveling and is an active officer for several non-profit organizations in the community in addition to her role at Ascend.

Wes Hom
Former Vice President & Managing Director, IBM
Vice President of External Affairs, Ascend

Wes was formerly a Vice President in IBM’s Systems and Technology Group with global responsibilities for overall execution
of IBM’s mainframe investments, strategies, sales and emerging markets initiatives. Today, Wes is an Officer and Ascend
National Board member. He advises on business development, diversity, and leadership development for Ascend’s global
sponsors and respective organizations. Previously, Wes was based in Europe as Managing Director and IBM Vice President. He held a variety of
challenging positions at IBM, including Vice President of Global Communications Sector and Vice President of the Capital Venture Group. Wes
was also the Executive Assistant in IBM’s corporate office serving the Chairman, Vice Chairman, CEO, CFO and Senior Vice President of Human
Resources. He also chaired IBM’s Asian Diversity group. Wes is a graduate of NYU’s Stern School of Business. He was a member of IBM’s
Certified Client Director Profession through Advance Management Program at Harvard Business School. He is the co-developer of Stanford
University’s Graduate School of Business Advanced Leadership Program and the developer of University of Chicago Booth School of Business
Emerging Markets Leadership Program.

58 Connect. Inspire. Ascend.

Joyce Hsu
Former Partner, EY

Joyce began her career with EY in 1986 and joined the Partnership as an International Tax Partner in 1996. She has served
numerous multinational clients in planning their cross-border expansions, mergers and acquisitions, operations, and
dispositions. As an international tax advisor, Joyce has consulted on various tax issues including effective tax rate planning,
transfer pricing, as well as repatriation and treasury related strategies. Joyce joined Goldman Sachs in 2005 to lead the
international tax team for the Firm. During her 6-year tenure at the Investment Bank, she was responsible for the global corporate tax strategy,
restructuring, transfer pricing and repatriation planning for the Firm. Since her retirement from taxation, Joyce has served as a mentor for
the Executive on Campus Program at Baruch College and as a guest lecturer for Fordham University. Joyce is a CPA with a Master Degree in
Taxation and a Bachelor Degree in Accounting from Baruch College. As an outdoor enthusiast, Joyce is an avid hiker and a certified scuba diver.

Tina Hwang
Managing Director, PNC Capital Markets

Tina Hwang is a Senior Vice President and Managing Director of PNC Capital Markets. She is the regional manager for
the northeast and southeast territories for Derivative Products Group. Tina and her teams in Philadelphia and Charlotte
specialize in risk management needs of PNC Bank’s customers. She has been working in the financial industry for over 25
years and has been with PNC Bank for 16 years. Her teams work collaboratively to identify, structure and execute interest
rate and currency swaps and options for PNC’s customers across various lines of business. Prior to joining PNC, Tina worked for CoreStates
Bank, Barclays Global Capital, Marine Midland Bank and Prudential-Bache Securities, specializing in derivatives and other financial products. She
has lived in Seoul, Korea and Osaka, Japan. Tina holds a Bachelor of Arts degree in Economics and East Asian Studies from Dickinson College.
Tina is a member of the local chapter of PNC Foundation and a member of PNC’s Talent Management Council. Tina serves on the board of
Elwyn, Inc. She currently lives in Media, PA with her husband and three children.

Bill Imada
Chairman & Chief Collaboration Officer, IW Group

Bill Imada is the chairman and chief collaboration officer of IW Group, a multi-faceted advertising, marketing and
communications firm specializing in the multicultural consumer and business markets. For more than two decades, Bill and
his firm have represented some of the top domestic and global brands, including American Airlines, Coca-Cola, Godiva
Chocolatier, McDonald’s, Pacific Gas & Electric Company, Southern California Edison, Verizon, Walmart Stores, Walt Disney
Imagineering, and Warner Bros. Pictures Entertainment. Bill is active in the community and serves on a number of national boards, including the
Advertising Educational Foundation, Asian/Pacific Islander American Chamber of Commerce & Entrepreneurship, Center for Asian American
Media, and many others. Recently, Bill was appointed by President Barack Obama to serve on the President’s Advisory Commission on Asian
Americans and Pacific Islanders.

Princy Jain
Principal, PwC

Princy Jain, based in San Jose, is a principal (partner) in PwC’s Technology practice, serves as the Technology sector liaison
for US risk assurance practice and Market Team Leader for San Jose’s risk assurance practice. Princy has over 20 years of
experience including serving Technology sector companies and has spent the past ten years in the Bay Area serving public
and venture backed companies focused on driving significant client results in providing Internal Audit, Sarbanes Oxley
compliance, risk management and related consulting services. Princy is an active speaker on various topics at local and national conferences,
roundtables and other events. Princy is a CA (India), CIA, CFE, CCSA and CRMA. He is an active volunteer at the IIA, serving on the North
American and Global Board of the IIA. He also serves on the Northern California’s Board of Ascend.

7th Annual Ascend National Convention & Career Fair — Building Connections, Building Leaders, Building Growth 59

Kshama Jobanputra
Assistant Vice President and Human Resources Consultant, Bank of America

Kshama Jobanputra is Assistant Vice President and Human Resources Consultant for Bank of America. In this role, she is
responsible for providing HR Generalist support to members of the Global Risk Management team, and acts as the main
point of contact for all HR processes, programs and strategies for more than 100 employees. Kshama is based in Charlotte,
where she served as the Bank of America Asian Leadership Network co chair from 2010 to June 2014. She now serves as
a member of the Bank of America LEAD for Women Charlotte Leadership Council and as the Executive Vice President of Ascend Charlotte.
Kshama has been with the bank since 2005. Prior to this role, she served as a Leadership Development Consultant supporting Bank of America’s
Home Loans Division. Kshama graduated from the University of Waterloo in Ontario Canada, where she majored in History and minored in
Political Science.

Len Jui
Partner, KPMG

Len Jui is a Partner and the Head of Public Policy and Regulatory Affairs for KPMG China and the Asia-Pacific representative
on the KPMG Global Regulatory Steering Committee. Prior to joining KPMG, Len was an Associate Chief Accountant in the
Office of the Chief Accountant at the U.S. Securities and Exchange Commission (SEC) in Washington D.C. where he focused
in areas of international accounting and auditing standards and audit regulation. In his role at the SEC, Len worked closely
with overseas securities regulators. He is currently a technical advisor on the Board of the International Federation of the Accountants (IFAC)
and International Auditing and Assurance Board (IAASB). He is a member of American Institute of Certified Public Accountants (AICPA), and
graduated with a BA and an MBA from the University of Miami, Florida.

Warren kashiwagi
Partner, Crowe Horwath

Warren Kashiwagi has more than 36 years of tax experience concentrating in services to the non-profit and healthcare
sector. He has served healthcare systems, medical groups, trade associations, educational entities and other non-profit
organizations. Warren’s significant responsibilities include: tax compliance, representation before Internal Revenue Services
and Franchise Tax Board, consulting regarding restructuring of ventures and entities and consulting regarding establishment of
non-profit entities. He is a CPA and his tax experience includes healthcare / long-term care organizations, colleges and universities, as well as arts
and other non-profit organizations. He is a member of the American Institute of Certified Public Accountants, California Society of Certified
Public Accountants and Healthcare Financial Management Association. Warren has a Bachelor of Science, Emphasis in Accounting from UC
Berkeley.

Mark L. Keam
Delegate, Virginia’s 35th House District

Mark L. Keam represents the 35th District in the Virginia House of Delegates, which is considered to be the oldest
continuous legislative body in the modern world, with roots dating back to Jamestown in 1619. In November 2009, Mark was
elected to an open seat, thereby becoming the first Asian-born immigrant to serve in the Virginia General Assembly. In 2011
and 2013, voters chose to return Mark to Richmond for additional two-year terms. As a legislator with a strong reputation
for bipartisanship and effectiveness, Mark focuses on creating jobs, improving schools, addressing traffic gridlocks, reducing burdens on
businesses, strengthening social safety nets, and making the government more transparent, efficient, and accountable. Mark received a political
science degree from the University of California at Irvine, and a law degree from Hastings College of the Law.

60 Connect. Inspire. Ascend.

Tariq Khan
Founder & CEO, Global Diversity Marketing

Tariq Khan is a recognized business leader, founder and CEO of Global Diversity Marketing, a management consulting firm
focused on executive consulting helping companies to align marketing strategy while generating profitable revenue from
growing market segments. He has consulted for major Fortune companies. Tariq has had a distinguished 20-year career,
mostly working at global Fortune companies including MetLife, Nationwide, and ING. He has held several senior management
roles with the major Fortune companies. Prior to starting his own firm, Tariq was Senior Vice President and head of market development for
ING. He serves as the board of directors for three leading organizations including APIASF, APAICS and Ascend. Tariq is also an adjunct professor
of marketing and public relations at New York University. He earned a bachelor’s degree in international marketing and advertising from Baruch
College, New York, an MBA in marketing and management from St. John’s University, New York, and an Executive Management Certificate
from Babson College.

Andrew Ko
General Manager, U.S. Education, Microsoft

Andrew Ko is a General Manager in Microsoft Corporation’s U.S. Education business. In his current role, he works to
improve the educational experience for students and teachers through innovative technology solutions. His team provides
professional development for educators, shares best practices with education leaders for policy and implementations.
In January 2014, Governor Terry McAuliffe appointed Andrew as a member of the Virginia State Board of Education.
Before joining Microsoft, Andrew had a diverse background, including business development, consulting, financial accounting and corporate
restructuring, serving in positions across the U.S. and international markets. He is a veteran of the management consulting industry, including
positions at Deloitte Emerging Markets Group and KPMG. Andrew earned his BS in Accounting from the University of Maryland and was also a
CPA.

Judy Kopa
Vice President, Financial Planning, SAP

Serving as Vice President of Global Financial Planning for SAP’s Cloud Business, Judy Kopa brings her broad financial and
operational expertise to the organization, managing its financial performance and business growth. Previously, she served
as Chief Financial Officer of Luidia, Vice President of Accounting and Tax for the Kudelski Group, Chief Financial Officer of
Savvion, and key positions with Kintana, PCTEL, SGI, and Arthur Anderson. Judy has a Bachelor’s degree in Economics from
the University of California, Santa Cruz, a Master’s degree in Accounting from San Jose State University, and completed the Asian Leadership
Program at Stanford Graduate School of Business. She is a registered CPA in the State of California. Judy’s areas of particular interest include
leadership development, Cloud business strategies, the associated business models, and implementation of collaborative, profit-focused solutions
for high growth in a dynamic environment. Judy serves as a board member for Ascend’s Northern California chapter and teaches the Executive
Insight SeriesTM (EIS).

Jaya G. Kumar
Vice President, Finance, Johnson & Johnson

Jaya Kumar is currently the Vice President of Finance, Corporate Operations and Finance Leadership Development for
Johnson & Johnson since August 2012. In this role, Jaya is a member of the Corporate Group Operating Committee and
has financial oversight for all Corporate Departments. In addition, she has responsibility for leading all finance leadership
and development programs including training for the global finance organization. Jaya has a broad and diverse career across
all three segments of Johnson & Johnson (Pharma, Medical Devices, and Consumer), along with multi-country experience in the US, Japan and
Singapore. She first joined Johnson & Johnson in 1991 in the Finance Management Training program and progressed to positions of increasing
responsibility. Jaya has a BS in Accounting from Rutgers University, an MBA from the Haas School of Business at the University of California at
Berkeley, and is a Certified Management Accountant.

7th Annual Ascend National Convention & Career Fair — Building Connections, Building Leaders, Building Growth 61

Paige Kuroyama
Partner, Assurance Services, McGladrey

Paige has more than 13 years of public accounting experience along with experience in the financial reporting group for
a public reporting Company. She is a member of the firm’s National office and serves as a technical resource on complex
audit and accounting matters. She is a firm subject matter expert in Financial Instruments, including fair value, and Revenue
Recognition. She is also very knowledgeable in a variety of other accounting issues, including earnings per share, stock-based
compensation, and business combinations. In addition to her responsibilities as a National office representative, she works on engagements in
several industries, including software, telecommunications, radio and television broadcasting and manufacturing. She also serves as the Partner
responsible for the Southwest region’s financial services practice which includes hedge funds, opportunity funds, other investment funds,
registered investment advisors and broker dealers. Paige is a CPA and received a Bachelor of Arts from California State University, Fullerton. She
is a member of the American Institute of Certified Public Accountants and California Society of Certified Public Accountants.

Ken Lam
Operations Vice President, State Farm

Ken Lam, CPCU, CLU, ChFC, is the Operations Vice President (OVP) of Business Lines at State Farm®. Based in
Bloomington, IL, Ken Lam helps develop and implement strategic direction for P&C Underwriting – Business Lines at State
Farm Mutual Insurance Company. As Operations Vice President, he is responsible for the approximately 1,400 employees
that service the 6th largest Business Lines insurer in North America. In his 30 years with State Farm, he has served in a
variety of roles including commercial fire underwriter in Bloomington, IL, commercial fire superintendent in Newark, OH, executive assistant
to the Chairman’s council at corporate headquarters, Vice President Operations in Tempe, AZ, Vice President Administrative Services and
Operations Vice President in Milwaukee, WI. Ken is a member of the Board of Directors for Asian Pacific American Institute for Congressional
Studies (APAICS) and received his bachelor’s degree in business administration from the University of Illinois. He and his wife have two children.

Kim Le
CEO, A2Q2

In 2003, Kim took the entrepreneurial plunge while five months pregnant with her second child. She founded A2Q2, a
consulting firm specializing in IPO readiness, NetSuite implementations, and SOX compliance. Its key clients included Airbnb,
CNET, Pandora, Square, Stanford University and Uber. Kim has received the following recognitions: 100 Most Influential
Women by Silicon Valley Business Journal in 2013, President’s Award by Ascend in 2012 and in 2013, and Asian Business
Woman of the Year by the National Council of Asian American Business Association in 2010. Kim is a CPA and a CIA. Kim regularly speaks on
expanding women’s and Asian leadership, power and influence and entrepreneurship for Ascend. Kim is part of Hipower, which is organized
under Leading Women in Technology, a non-profit dedicated to unleashing the potential of professionals who advise technology businesses and
executives. Kim currently serves on the board of MidPen Housing and Silicon Valley Directors’ Exchange.

Melody lee
Director, Brand & Reputation Strategy, Cadillac Global, GM

Melody Lee is director, Brand & Reputation Strategy at Global Cadillac. In this position, Melody is responsible for building
Cadillac’s global brand identity and driving a clear and consistent strategy across all of its channels, products and markets.
As part of her portfolio, she oversees events and sponsorships that impact Cadillac’s broader brand image, and coordinates
market research, analytics and communications. Prior to joining Cadillac, Melody was Executive Vice President at
Hill+Knowlton Strategies, one of the world’s leading public relations agencies. At H+K, Lee provided strategic communications and public affairs
counsel to corporate clients, and lead the office of the global chairman. Her specialties included transactions, crisis and litigation and public affairs
support for clients. Melody speaks conversational Mandarin Chinese. She holds a bachelor’s degree and a Master of Science in international
affairs from Georgia Institute of Technology, and also attended the Lyndon B. Johnson School of Public Affairs at the University of Texas at
Austin.

62 Connect. Inspire. Ascend.

You’re made for more.
Take the reins.

State Farm® is proud to be a sponsor of the 2014
Ascend National Convention . For career opportunities
in Agency and Operations, please visit us at the
Career Fair or at statefarm.com/careers.

7th Annual Ascend National Convention & Career Fair — Building Connections, Building Leaders, Building Growth 63

Make Life
Matter

Make a real impact both © 2014 Accenture. All rights reserved. IWVOSAFELWAUDLHEOLA,MTTCHOWOESMETTM.AHULINLNGITSY
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64 Connect. Inspire. Ascend.

Debbie Lew
Executive Director, EY

Debbie is an Executive Director with EY’s Advisory practice and an IT governance and risk management capabilities (GRC)
leader. She was a member of EY’s Americas Pan Asian Professional Network Steering Committee. She is a longtime
volunteer for the ISACA professional association with more than 115,000 constituents in 180 companies helping business
and IT leaders maximize value and manage risk related to information technology. Debbie currently serves on the board
of ISACA and is the first Asian representing North America in this role. She is also a member of the audit committee and a past president of
the ISACA Los Angeles chapter. Debbie has had leadership roles in Internal Audit, Strategic Planning and Project Management prior to EY. She
teaches Governance, Risk and Compliance at California State University, Northridge. She earned her BA in Fine Arts from York University,
Toronto, Canada.

Denise ho Lippuner
Partner, Grant Thornton

Denise Ho Lippuner is a Partner at Grant Thornton, the fifth largest accounting firm in the world, and is responsible for
leading its Public Sector Financial Management Advisory Services. Prior to joining Grant Thornton, Denise was a partner at
IBM Global Business Services where she led their Public Sector Risk and Compliance Practice. She also worked at PwC as
a consultant and an auditor. Denise is a co-author of Managing Public Dollars, has presented at numerous conferences as a
speaker on financial and risk management, and has contributed to several research papers and articles. Denise graduated from Virginia Tech
with a BS in Accounting and is a CPA and Certified Government Financial Manager. She was born and raised in the DC area and now lives in
Leesburg, VA with her husband, Werner, and their daughter, Mia.

Betty Lo
Vice President, Community Alliances & Engagement, Nielsen

Betty Lo is Vice President of community alliances & consumer engagement for Nielsen and works with community leaders,
media, entertainment and consumer businesses to promote Nielsen’s education, philanthropic, and public affairs initiatives
in the community. She has over 18 years of experience with global consumer product goods companies including The
Coca-Cola Company and Newell Rubbermaid leading initiatives in communications/PR, organizational development, change
management, process improvement and building Asian American business opportunities to increase organizational productivity and profitability.
Betty is an active leader within the Asian American community and serves on the National Board of Directors for Asian/ Pacific Islander
American Chambers of Commerce & Entrepreneurship (ACE). She has her bachelor’s degree from Wesleyan College and graduated from the
Executive MBA program from Emory’s University’s Goizueta Business School.

Leo Lo
Financial and Operations Principal, China International Capital Corporation (USA)

Leo Lo is the Financial and Operations Principal at China International Capital Corporation (USA) “CICCUS.” CICCUS
provides institutional securities brokerage, investment banking, equity research, and investment advisory services to clients
branded under the CICC trade name. CICCUS is a wholly owned subsidiary of China International Capital Corporation
Limited (CICC), an investment bank based in China. CICC is a leader in providing comprehensive financial services including
investment banking, capital markets, institutional and individual securities sales and trading, fixed income, asset management, private equity,
individual wealth management and research. Before joining CICCUS, Leo was a Treasurer at a hedge fund complex and FinOp of its affiliated
broker-dealer company where he was responsible for the corporate and various fund administrative functions. Leo is a CPA in the State of New
York and earned his Bachelor of Business Administration degree in public accounting from Pace University.

7th Annual Ascend National Convention & Career Fair — Building Connections, Building Leaders, Building Growth 65

Edward Loh
Editor-in-Chief, Motor Trend

Edward Loh is a proud graduate of the University of Southern California and former Teach for America high school science
teacher who transitioned into automotive journalism in 2001. He started as a freelance photographer for Import Racer!
Magazine in Orange County, California and, in four years, became its Editor-in-Chief and founder of a spin-off, Drifting
Magazine. In 2005, he moved to Road & Track Speed magazine for a short stint before taking over as Editor-in-Chief of the
influential Sport Compact Car. Edward then moved to Motor Trend in the spring of 2007 and was promoted to Executive Editor in 2010. In
November of 2011, he was promoted to Editor-in-Chief, the position he currently holds. In his time with Motor Trend, the title has grown to
encompass more than just the magazine, but a vibrant website, YouTube video channel, and range of mobile apps. Under his direction, Motor
Trend has also grown to be the automotive publishing leader in social media. Edward’s love of cars and automotive culture cuts a wide swath,
covering everything from Miuras to Landcruisers, drifting to rock crawling, and international auto shows to Cars’n’Coffee.

Wade Loo
Executive Advisor, Ascend

Wade Loo is on the Board of the Ascend Northern California Chapter. He is actively involved in the community and is
currently the Chairman of JobTrain, an organization helping people in the East Palo Alto and surrounding communities to find
meaningful jobs. He also serves on the University of Denver - School of Accountancy’s Advisory Board. Wade is a retired
KPMG audit partner. He was with KPMG for 30 years, working with major public companies in an international environment.
He was the Senior Partner in Charge of Audit for KPMG’s Northern California Business Unit prior to his retirement. For eight years, Wade was
based in KPMG offices located in Tokyo, Singapore, and Beijing, where he coordinated and delivered KPMG’s services to multinational companies.
During his tenure in China, Wade served as Treasurer of the American Chamber of Commerce in Beijing.

Anne Mascarenhas
Partner, KPMG

Anne Mascarenhas is audit partner at KPMG. She has over 20 years of experience serving audit clients, with a focus on
financial services companies. During her tenure with KPMG, Anne has served rotations in Zurich, Switzerland and the KPMG
National Office in New York City. In Dallas, she co-chairs KPMG’s Asian Pacific Islander Network (APIN) and is an active
member of KPMG’s Network of Women (KNOW). She also serves on the board of the National Academy of Finance
in Dallas. Anne graduated Phi Beta Kappa from Franklin & Marshall College. She is a member of the American Institute of Certified Public
Accountants and the Texas Society of Certified Public Accountants.

Michael M.
Executive Staff Officer, Central Intelligence Agency (CIA)

Michael M. currently serves as the Asian Pacific American Community Outreach Program Manager. He has over 20 years
of experience with the CIA in the areas of community outreach, recruitment, and security. Michael M. was recognized with
a 2014 Diversity Excellence award from the Federal Asian Pacific American Council for his leadership and dedication in
promoting Federal service to the Asian American community nationwide and his support of Asian American Federal employees. He volunteers
his time to review scholarship applications for the Asian Pacific Islander American Scholarship Fund, developed the first APA coaching program
with the National Society of High School Scholars, and serves as a Mentor for junior CIA officers. Michael M. is a member of the Asian American
Government Executives Network and a past officer and senior member of the APA Employee Resource Group at the CIA. He earned his
degree in History with a concentration on Modern China and Global Conflict from San Diego State University. Michael M. served active duty in
the U.S. Air Force and Air Force Reserve.

66 Connect. Inspire. Ascend.

Carlos Mendez
Vice President, MetLife

Carlos joined MetLife Internal Audit in December 2010. Prior to MetLife, he worked for more than 15 years with PwC.
He started his career with PwC Puerto Rico and moved to New Jersey, USA, in 2003. During Carlos’ tenure in PwC, he
worked in the Banking and Capital Markets Assurance Group and the National Office, working extensively with accounting
and auditing engagements and consultations, SEC reporting and risk management projects and reviews. Carlos was born and
raised in Puerto Rico and his first language is Spanish.

Anna Mok
National Managing Partner, Clients & Client Excellence, Deloitte

Anna has been with the firm for 25 years and has led some of its most prestigious clients in the financial services, high
technology and life science sectors. She’s currently on the Leadership Team of the Advisory Practice and is the Managing
Partner of Deloitte’s US-Southeast Asia Program. She was a member of Deloitte’s Board Council and was the first Chinese
American woman admitted to partnership at Deloitte & Touche LLP. Recognized as an active community leader, she focuses
on education, economic access & leadership development. She is the Chairman of the Commonwealth Club of California and is on the executive
committees and boards of the United Way, Committee of 100, APIASF and AAMA. She has been bestowed numerous recognitions including
the Most Influential Women & Forever Influential Awards and the AICPA Minority Leader Award. She is a frequent speaker on global business,
governance, risk, leadership and diversity matters. She graduated from the University of California, Berkeley, Haas School of Business.

Samuel T. Mok
Managing Member, Condor International Advisors LLC

The Honorable Samuel T. Mok is the managing member of Condor International Advisors, LLC. Previously, he served as
a presidential appointed and Senate confirmed CFO of the U.S. Department of Labor and CFO and Comptroller of the
U.S. Department of the Treasury, as well as captain in the U.S. Army, and Foreign Service officer at the U.S. Department of
State. Additionally, he was director of accounting at Time Life Books and treasurer at US News and World Report. He has
a BS degree in accounting from Fordham University and a MA degree in auditing from the Catholic University of America. he also graduated
from the U.S. Foreign Service Institute and the U.S. Army Institute of Administration. Born in Shanghai, and raised in Hong Kong, he speaks
fluent Mandarin Chinese and Cantonese. He is a Certified Internal Auditor, Certified Government Financial Manager, Certified Internal Controls
Auditor and served as the National President of the Association of Government Accountants. He is also a recipient of the Ellis Island Medal of
Honor, and member of the U.S. Comptroller General appointed Advisory Council on Government accounting and auditing standard.

Anindita (Ann) MUKHERJEE
Senior Vice President and Chief Marketing Officer, Frito-Lay North America

Ann Mukherjee is an award winning, marketing trailblazer who currently leads a large team responsible for the growth
agenda at Frito-Lay, including Portfolio Brand Strategy, Brand Marketing, Advertising, Customer/Shopper Marketing, Insights,
Demand Analytics, Innovation and Marketing Services. Ann has won numerous awards, including: Ad Age Women to
Watch, Brand Week Marketer of the Year, Cannes Gold Lion for Doritos Crash the Super Bowl, ARF’s Grand David Ogilvy
Award, and Multiple Effies and Webby’s. While honored to achieve the recognition, delivering business results is what primarily motivates
Ann. With six brands over $1Billion, Frito-Lay marketing is challenged to consistently drive growth on a multi-billion dollar portfolio. An
accomplished storyteller and motivational leader, Ann leads a marketing team who wake up every day focused on achieving her challenge to lead
the company’s growth agenda and “Transform Tomorrow Today”. By perfecting the Art of Disruptive Marketing and the Science of Demand
Analytics, Frito-Lay marketing not only wins awards, but has also been a primary growth driver helping Frito-Lay consistently rank #1 or #2 in
Food and Beverage growth. Ann holds an MBA from the University of Chicago Booth School of Business.

7th Annual Ascend National Convention & Career Fair — Building Connections, Building Leaders, Building Growth 67

Gina Nam
Partner, PwC

Gina Nam is a Tax Partner in PwC’s Mergers & Acquisitions and International Tax practices in New York with over 16
years of experience. Her expertise is in cross border M&A and advising clients in strategic restructuring and integration
transactions. Gina is a CPA certified in New York and North Carolina and is a member of the American Institute of Certified
Public Accountants. Gina has a Masters in Taxation from Fordham University Business School, a Masters in Accounting from
the Kenan-Flagler School of Business at the University of North Carolina Chapel Hill, and a BS in Chemistry from Duke University.

Kevin Negandhi
Commentator, SportsCenter Anchor, ESPN

Kevin Negandhi, who joined ESPN in September 2006 as an anchor for ESPNEWS, currently the 9-11 a.m. ET SportsCenter.
At ESPN, he has hosted NFL Live, Baseball Tonight, Outside the Lines, College Football Live, NBA Tonight, and the women’s
NCAA basketball Final Four. Prior to ESPN, Kevin worked as a sports director at WWSB-TV in Sarasota, Fla., from 2004-06.
He also served as the station’s sports anchor/reporter for three years. While working in Florida, he won three Associated
Press awards – “Best Sports Cast” in 2004 and 2005 and “Best Breaking Sports News” in 2005. Prior to that, he was a sports director for
KTVO-TV in Kirksville, Mo. Kevin began his career as a college sports stringer at USA Today in 1995. A native of Phoenixville, Pa., Kevin
graduated from Temple University in 1997 with a bachelor’s degree in communications. He is the first Indian-American to serve on a national
sports network.

Lisa Ong
Director, Office of Diversity, PwC

Lisa Ong is talent management director and executive coach responsible for designing and instructing national leadership
development programs to advance diverse professionals while building global business acumen skills for all PwC talent.
Previously, she worked for ten years in financial statement auditing for financial services clients along with over fifteen years in
human capital roles. She leads PwC’s Asian leadership development programs in the U.S. Lisa earned her BBA in Accounting
from The University of Texas at Austin and will complete her masters in management with a focus on organizational behavior and coaching
in December 2014. She is a CPA, certified as a Senior Professional in Human Resources (SPHR) and certified as an Associate Certified Coach
(ACC) by the International Coaching Federation. She serves on several boards and on the American Institute of CPAs National Commission on
Diversity and Inclusion.

Anne Ostroff
Vice President, Military/Civil Space & Ground Systems, Northrop Grumman

Anne Ostroff is the Vice President of Military/ Civil Space & Ground Systems Business Unit in Azusa, CA. In this role, she
has executive responsibility for all operations of the Azusa facility and profit and loss of a diverse portfolio of programs that
include Military and Civil Space Sensors, Sensor Exploitation, and Ground Systems. Anne received her Bachelor of Science
degree in Mathematics and System Science from University of California, Los Angeles. She also completed the General
Managers Program at Harvard Business School, and a certified six-sigma black belt. Anne serves as a volunteer for the American Corporate
Partners’ Veteran Mentoring Program. She is also the Azusa campus executive sponsor for APPN.

68 Connect. Inspire. Ascend.

David Pang
Partner, KPMG

David Pang is an Advisory Partner at KPMG in Washington DC. David leads and mentors a group of professionals and advises
clients in matters of tax consulting and reporting for hedge funds, mutual funds, issuers of CLOs, insurance companies and
other financial services companies. He is also the partner champion of KPMG’s DC office Asian Pacific Islander Network
(APIN) and serves on the Ascend DC chapter board.

Thaddius Panik
Director of Learning, Global Public Sector, Grant Thornton

Thaddius Panik, CPA, CPLP, PMP, SPHR, is the director for learning at Grant Thornton’s Global Public Sector in Alexandria,
Va. In this role, he designs and implements learning and development solutions, including classroom, self-study and webcast
programs. He has a masters degree in Human Resource Development from the George Washington University in
Washington. Before his position as director of learning six years ago, Thad was a management consultant for a decade with
Grant Thornton and KPMG, specializing in cost accounting and core accounting systems. His clients included the U.S. Coast Guard, Fish & Wildlife
Service, Federal Highway Administration, and Federal Transit Administration. He has spoken at the Institute of Management Accountant’s
conferences and been published recently in AICPA’s Save Wisely, Spend Happily: Real Stories about Money & How to Thrive from Trusted
Advisors. He currently resides in Washington and takes time to travel and stay fit.

Alex Park
President & Dealer Principal, Crestmont Automotive, GM

Alex Park is the President & Dealer Principal of Crestmont Automotive where he is responsible for oversight of a $100
million automotive retail company comprised of two dealerships, Crestmont Cadillac and Crestmont Hyundai. He manages
daily operations for departments including new car sales, pre-owned sales, mechanical repair, collision repair, parts, and
accounting and planned and executed a $1,500,000 annual advertising budget for traditional and digital media. Alex’s
dealership is number one volume Cadillac dealership in Ohio. He manages 115 staff members at two locations. Alex was formerly a Vice
President at Deutsche Bank. He received his Bachelor of Science from Cornell University in Applied Economics and Management and he is
currently enrolled in the University of Michigan, Ross School of Business with an expected graduation date of May 2016.

Chirag V. Patel
Managing Attorney, The Patel Law Group

Chirag Patel has been practicing immigration law in the Washington, D.C., Baltimore Metropolitan Area for 10 years,
focusing on employment-based and family-based immigration law issues. He has extensive experience with B, E, H, L, J, O
and TN Visas, as well as Labor Certification, Extraordinary Ability Visas, National Interest Waivers, Asylum, Removal and
Administrative and Federal Appeals. Prior to practicing immigration law, he practiced Criminal and Civil Law in Baltimore,
Maryland. He has been involved in several high profile cases and has held internships with the Maryland Attorney General’s Office, The U.S.
House of Representatives, the Federal Trade Commission and the Food & Drug Administration. He specialized in International Politics and
Business at the George Washington University, Elliott School of International Affairs before receiving a JD from the American University,
Washington College of Law in Washington, D.C. He is a member of the American Immigration Lawyers Association (AILA) and works regularly
with several non-profit organizations on immigration matters.

7th Annual Ascend National Convention & Career Fair — Building Connections, Building Leaders, Building Growth 69

Denise peck
Consultant to several startups in Silicon Valley
National Advisor to Ascend

Denise is currently an advisor and consultant to several startups in Silicon Valley, and a National Advisor to Ascend. Denise
co-developed and teaches a two day course for Ascend, “Executive Insight for Women”, which is targeted at helping Pan-
Asian women professionals to succeed in their career journeys. She is also an instructor for Ascend’s Executive Insight
SeriesTM (EIS). Denise is a former executive of Cisco Systems. During her 14 years at Cisco, she held a number of Vice President positions in
marketing, operations, engineering services, and IT, in both San Jose, California and Shanghai, China. Denise was a long time executive sponsor
and advocate of Cisco’s diversity initiatives, particularly on behalf of women and Asian employee networks. Prior to Cisco, Denise held senior
marketing management positions over 13 years at Sun Microsystems. Denise has a BA degree in Economics from U.C. Berkeley, and an MBA
from Stanford University. She is married with two children in graduate school.

Nereida (Neddy) Perez
Vice President, Global Diversity & Inclusion, Talent Management, Ingersoll Rand

Nereida (Neddy) Perez, is a Vice President and Chief Diversity Officer at Ingersoll Rand. She is an internationally known
diversity and inclusion practitioner with more than 20 years of experience working with Fortune 500 global corporations in
developing and implementing diversity, community relations, social responsibility and employee relations programs.

Thomas Phelps IV
Chief Corporate Strategist & CIO, Laserfiche

Thomas Phelps IV joined Laserfiche in May 2014 as Chief Corporate Strategist and CIO. Laserfiche (www.laserfiche.com)
is the world’s largest privately held enterprise content management software company. As a senior executive, Thomas
leads the Marketing and IT organizations, Corporate Strategy, Laserfiche Sales Group and Laserfiche Professional Services.
Previously, Thomas was a Director in PwC’s Security, Privacy & Risk national practice focusing on Entertainment, Media
and Communications clients. He led multi-million dollar projects for C-level executives at Fortune 500 companies. Thomas is the President of
Ascend Los Angeles Metro. He is the Past-President and on the Board of Directors for ISACA Los Angeles. Thomas is a frequent speaker at
Ascend National Conventions and a professional mentor on diversity and inclusion topics. Thomas has co-authored books and white papers. In
addition, he has instructed the CISA Review Course for over 7 years.

Sridhar Ramamoorti
Associate Professor of Accounting and Director of Board Culture & Behavioral Dynamics, Corporate Governance Center,
Kennesaw State University

Dr. Sri Ramamoorti has a unique, blended academic-practitioner background with over 30 years of experience in academia,
auditing, and consulting. After earning his PhD from The Ohio State University, he served on the University of Illinois’
accountancy faculty. Previously, he was a principal in the Professional Standards Group of Andersen Worldwide, National
Sarbanes-Oxley Advisor for EY, a corporate governance partner with Grant Thornton, and led the governance, risk, and compliance (GRC)
practice for Infogix, Inc. He is co-author of over 30 papers and articles and ten books and monographs. He is the Chairman of the Committee
on Governance, Risk & Compliance for Financial Executives International, and a member of the Board of Directors of the Institute for Truth
in Accounting. In December 2013 he was appointed to the Standing Advisory Group of the PCAOB for a 3-year term. He holds the following
professional qualifications: ACA, CPA/CITP/CFF/CGMA, CIA, CFE, CFSA, CGAP, CGFM, CRMA, CRP, and MAFF.

70 Connect. Inspire. Ascend.

Vinu Satchit
Executive Director, EY

Vinu Satchit (“Vinny”) recently joined EY Charlotte as an Executive Director in the Personal Financial Services. Prior to
joining EY, he was a Managing Director and the Carolinas Practice Leader for Private Wealth Services at another national
public accounting firm in Charlotte. He has over 15 years of experience in providing compliance and income and estate tax
planning services to privately held businesses and their owners, ultra-high net worth families and family offices, and high level
executives of major corporate clients. He is an active member of the Charlotte Rotary Club, most recently serving as Treasurer of the club. He
is also a member of the Charlotte Estate Planning Council. A licensed CPA since 2000, he received his Bachelor of Science degree from Barton
College majoring in Business Administration and Accounting and his Master of Science in Accounting degree from Appalachian State University.

Richard Seo
Senior Manager, Crowe Horwath

Richard is a senior manager in Crowe Horwath’s tax practice in New York. Richard has over 11 years of tax, accounting and
audit experience specializing in providing integrated tax, accounting and auditing services in a variety of industries and sub-
groups, including real estate, high net worth families, leasing companies, art/entertainment individuals and firms, investment
firms and professional service firms. At Crowe, Richard is also a leader of Asian People Resource Network (PRN), a
member of People Advisory Council (PAC) and an ambassador for Exceptional Client Service Team (ECx). Richard is a member of American
Institute of Certified Public Accountants (AICPA), New York State Society of Certified Public Accountants (NYSSCPA) and Ascend Pan-Asian
Leaders New York Chapter.

Amy shang
Executive Vice President, Strategic Implementation (Regulation), HSBC North America

Amy Shang is EVP, Strategic Implementation (Regulation) for North America. She is responsible for coordinating regulatory
responses including managing the implementation of the Dodd-Frank legislation. Previously, Amy was a Managing Director
for the Global Banking and Markets business. Amy brings to her role a unique blend of business and consulting experience.
She has spent over 20 years in the financial services industry, with significant time spent in front office, support and consulting
roles. Prior to joining HSBC, she held positions at Lehman Brothers, Morgan Stanley, Bear Stearns, Bank of America and MMGPartners. Amy
holds an MBA from Columbia Business School and a BS from Stanford University. At HSBC, Amy is an advocate for enhancing workplace
diversity. She is a member of HSBC US Diversity Council and serves as Chairperson to APIC, the employee networking group for Asians and
Pacific Islanders at HSBC.

Don Sheridan
Vice President, Applications Development, UPS

Don Sheridan, an employee of 36 years, directs the development of all finance and accounting, and human resources systems
in use at UPS. These systems include billing, accounts receivable and collections, payroll, general ledger, procurement and
global employee management systems, including upsers.com, the company’s employee portal. Don is also chairman of three
Business resource groups in UPS technology, Women’s leadership, Asian Americans and Millennials. He serves as President
of the Board of Advisors for the American Cancer Society of Northern NJ and is a member of the board of Trustees of the United Way of
Northern NJ.

7th Annual Ascend National Convention & Career Fair — Building Connections, Building Leaders, Building Growth 71

Chris Simmons
Former Managing Partner, Washington DC Region, PwC

Chris Simmons was the Managing Partner for PwC for the Washington Metro Region, which included all PwC client-facing
operations in Washington, DC; Northern Virginia (McLean); Baltimore (Maryland) and Richmond (Virginia) from 2007
until 2014. In 2009, Chris became the second African American to be elected to the PwC US Governing Board, which
is a testament to his ability to generate broad support amongst the national partner group. During his tenure as a board
member, Chris served as Chair of the Partner Admission Committee, and as 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 also acts as the Chair of the Membership Committee at the Economic Club of Washington and as a Board
Member & Membership Committee Chair at the Executive Leadership Council (the leading organization for African American executives in
Corporate America). Chris earned his Bachelor of Arts and Masters in Business Administration degrees from Harvard University.

Yanlin Sun
Digital & CRM Manager, Cadillac, GM

Yanlin Sun is the Digital and Customer Relationship Manager for Cadillac. She leads the strategy development and tactical
implementation of a holistic digital and CRM experience for Cadillac target customers as well as leads cross-functional
internal teams and agencies on all digital & CRM initiatives (web, mobile, search, online advertising, social & CRM). Yanlin
also manages the creative development, production and maintenance of Cadillac desktop, mobile and tablet sites. She led
the digital and CRM launch campaigns for 9 launch vehicles in the past four years. Yanlin has been at GM Corporation since 1998 and has held
multiple positions with the company. She received her BA in International Relations from Foreign Affairs College in Beijing, China and her MBA
from University of Michigan Business School of Administration Ann Arbor. She is fluent in English and Mandarin.

Marie Terezakis
Senior Vice President, Human Resources Executive, Bank of America

Marie Terezakis is the HR Executive for Legal, Compliance and Regulatory Relations (LCRR), and is based in New York. She
is responsible for supporting over 3,000 LCRR professionals globally. Prior to her current role, Marie supported the Merrill
Lynch Wealth Management and US Trust organizations. Prior to joining Bank of America, Marie worked for 12 years at
Accenture as a Management Consultant in the Financial Services Human Performance practice. Consulting engagements
consisted of driving large-scale change and delivering strategically aligned talent and organizational development initiatives to enhance
productivity and generate competitive advantage for financial services organizations. Marie earned a Bachelor of Science degree in both Finance
and Marketing from Boston College. She is married with two children and lives in Northern Westchester.

Tojo Thatchenkery
Professor & Director, George Mason University

Tojo Thatchenkery (Ph.D. Weatherhead School of Management, Case Western Reserve University) is an internationally
known speaker, consultant, and educator. He is professor and director of the Organization Development and Knowledge
Management program at George Mason University, Arlington, Virginia. He is also president of Avenir Consulting Inc., and
a member of the NTL Institute of Applied Behavioral Science and the Taos Institute. Tojo is the author of over a dozen
books and one hundred articles. One of them, Appreciative Intelligence: Seeing the Mighty Oak in the Acorn was a Harvard Business Review
recommended book. He is on the editorial board of the Journal of Applied Behavioral Sciences and the Journal of Organizational Change
Management and is the past Program Chair of the Research Methods Division of the Academy of Management. He has over 25 years of
experience in teaching at various Public Policy, MBA, Organization Development, and executive development programs in the United States,
Canada, South America, Europe, Australia, and Asia. He also founded the Organizational Learning Laboratory at the George W. Johnson
Learning Center and served as its director from 1995 to 2000.

72 Connect. Inspire. Ascend.

Darwin Tu
CEO, 51credit.com

Mr. Darwin Tu has over 20 years of experience in consumer credit risk management, credit bureau scoring, and internet
finance in U.S. and China. For the past 8 years, 51credit.com has been the largest consumer credit portal in China providing
online customer acquisition and leads generation for credit card, personal loan and P2P products for more than 30 leading
Chinese banks and institutions. Mr. Darwin Tu has a PhD in Economics from Renmin University of China, and two Master’s
degrees in Statistics and Business Administration from Stanford University and University of California at Berkeley respectively. He was voted
China’s “Top 10 Entrepreneurs of the Year from Western Countries” by Beijing Youth Daily in 2006, “Future Star” by China Entrepreneur
Magazine in 2008, and appointed Special Advisor to China central government and Beijing municipality in 2010.

Helen Wan
Author, THE PARTNER TRACK (Macmillan), formerly Associate General Counsel, Time Inc.

Helen Wan is an author, lawyer, and frequent speaker on advancing diversity and inclusion in corporate America. Her first
novel, THE PARTNER TRACK, the story of a young Asian American woman navigating the politics of power at a prestigious
corporate law firm, was published by Macmillan in September and has already gone back to press. The Wall Street Journal
calls THE PARTNER TRACK “an engaging and suspenseful debut. The pleasures of this novel lie in character and plot. She
dissects the tokens of status in this world in a manner that’s reminiscent of Tom Wolfe.” In addition, Helen has practiced corporate law and media
law for over fifteen years, most recently as Associate General Counsel at the Time Inc. division of Time Warner Inc. Before that, she was an
associate at Paul, Weiss, Rifkind, Wharton & Garrison, and the entertainment law firm Frankfurt Kurnit Klein & Selz P.C. Helen is now at work on
her second book, which will again address themes of race, gender, and class, and their impact on the pursuit of personal and professional success.

Janet S. Wong
Consultant and Partner (Retired), KPMG

Janet is a Retired Partner with KPMG. She is a CPA with 30 years of experience in public accounting. Currently, she consults
as an Independent Director. She serves as a National Advisor to Ascend. Additionally, she serves as Vice-Chairman of
Louisiana Tech University’s College of Business Advisory Board and serves on the Boards of The Cynthia Woods Mitchell
Pavilion and the Montgomery County American Heart Association. Janet is a 2011 recepient of the Ascend National
Inspirational Leadership Award. She has also been honored as Louisiana Tech’s College of Business Alumni of the Year and with the San Jose/
Silicon Valley Business Journal Women of Distinction Award. Janet holds a Master of Professional Accountancy degree from Louisiana Tech
University and a Master of Taxation degree from Golden Gate University.

Jana Yamamoto
Finance Director, Boeing

Jana serves as the CFO for Commercial Aviation Services (CAS) Customer Support at Boeing. She is responsible for the
leadership of financial planning and reporting, cost management, accounting, estimating and pricing for CAS Customer
Support. Prior to this assignment, she was the Enterprise Services Business Management Director at Boeing Shared Services
Group (SSG). Prior to joining SSG Business Management, Jana was the SSG Director of Accounting Operations. Jana
graduated from the University of Washington earning a Bachelor of Arts degree in Business Administration with a concentration in Accounting.
She has participated in various leadership programs at the Boeing Leadership Center, represented Boeing on the Seattle Chamber of Commerce
International Study Mission to Australia in 2006, and participated in the 2007 Wall Street Symposium. Jana is the Boeing Executive focal for
Ascend.

7th Annual Ascend National Convention & Career Fair — Building Connections, Building Leaders, Building Growth 73

Farhad Zaman
Partner, PwC

Farhad Zaman is a Deals Partner at PwC New York specializing in Capital Markets & Accounting Advisory Services (CMAAS)
and also serves as one of the Human Capital leaders. He has over 20 years of experience providing assurance, advisory and
transaction support services in Asia, Australia, Europe and the US. Farhad has served as a National Office partner consulting
on various US GAAP and IFRS matters. He is the lead partner responsible for all controllership projects and relationships
globally for one of PwC’s largest non-audit clients. He has also served as PwC’s Practice Fellow to the International Accounting Standards Board
(IASB) in London, UK. He was one of the primary authors for the IASB’s thirteen Improvements standards in 2003. Farhad holds a Bachelor of
Science Degree in Commerce from the University of Virginia. A native of Bangladesh, he has also lived in Australia, Canada, India, the Philippines,
Senegal, Sweden and the UK.

Peter Zou
Vice President, Corporate Planning and Analysis, Freddie Mac

Peter Zou is the Vice President of Corporate Planning and Analysis at Freddie Mac. He has been with the firm since 1995
and has moved through the ranks from an analyst to corporate officer. Currently he is the Chair of the Asian ERG. Peter has
played many critical roles within the firm. He successfully managed the first time implementation and submission of the 2014
Freddie Mac Dodd-Frank Stress Test. He manages all aspects of the corporate forecasting process including Single Family,
Investment and Capital Markets, and Multi-family Segments. He also manages the company’s economic capital allocation and reporting. In his
previous role at Freddie Mac, Peter worked in the Investment & Capital Markets area where he developed investment strategies to manage
interest rate risk and maximize returns. Prior to joining Freddie Mac, Peter worked at Great Lakes Bancorp in Michigan as a Treasury Officer
managing the bank’s mortgage origination pipeline. Originally from China, he is fluent in Mandarin and Cantonese.

2015 – See you in New York!

74 Connect. Inspire. Ascend.

One Firm. One Team.
Countless Opportunities.

With over 1,700 members and 15 chapters across the
United States, KPMG LLP’s Asian Pacific Islander
Network engages and encourages our professionals
to embrace the firm’s endless opportunities to lead,
grow, and succeed in their careers.
Through our collaborative relationship with
Ascend, we strive to increase the presence
and influence of current and future Pan-Asian
business leaders.
KPMG is a proud Host Sponsor of the 2014
Ascend Convention in Washington, D.C.

kpmgcareers.com

Photo Caption: Members of KPMG’s Asian Pacific Islander Network, left to right: Gloria Chow, Rajiv Thadani, and Craig Furuta.
© 2014 KPMG LLP, a Delaware limited liability partnership and the U.S. member firm of the KPMG network of independent
member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. All rights reserved.
Printed in the U.S.A. The KPMG name, logo and “cutting through complexity” are registered trademarks or trademarks of
KPMG International. NDPPS 290633

7th Annual Ascend National Convention & Career Fair — Building Connections, Building Leaders, Building Growth 75

© 2014 General Motors. All rights reserved. Cadillac® CTS.®

HERE’S TO ALL THOSE

DRIV EN TO GIV E BACK.

PROUD SUPPORTER OF THE 2014 ASCEND NATIONAL CONVENTION