WOMEN BUILDING
WEALTH FORUM
The Keys to
Legacy Building
April 28, 2023
1:00-5:00 PM EST
Miami Dade College Kendall Campus
11011 SW 104th St, Miami, FL 33176
AGENDA
12:00 PM – 1:00 PM ET
12:00 PM – 1:00 PM ET
Registration
1:00 PM – 6:00 PM ET
1:00 PM – 6:00 PM ET
Exhibit
1:00 PM – 1:45 PM ET
1:00 PM – 1:45 PM ET
General Session
Room 6120

National Wealth: Latinas Driving Economic Prosperity
  • Emcee | Sara Rodriguez, Chairperson, Hispanic Wealth Project
  • Speaker | Dr. Anthony Cruz, President of Miami Dade College Kendall Campus
  • Sponsor Remarks | Jessica Siqueira, Managing Director and Market Manager-Latin America North, J.P. Morgan Private Bank

Fireside Chat: The Road to Prosperity for Latino Businesses
  • Moderator | Sara Rodriguez, Chairperson, Hispanic Wealth Project
  • Speaker | Carlos Garcia, Founder & CEO, Finhabits
2:00 PM – 2:45 PM ET
2:00 PM – 2:45 PM ET
Breakout Sessions
Room 2105

Innovating Wealth: Create and Ride Your Own Tech Wave

Miami’s booming tech scene is creating high-value career, investment, and entrepreneurship opportunities. Learn how Latinas are leveraging the tech wave to advance their careers and build wealth.
  • Moderator | Natalia C. Franco, Senior Manager - Technology Investment Strategy
  • Panelist | Carla Curiel, Founder & CEO Lanugo Media; Co-founder & CEO StorySpark Ai; Web3 Equity Ambassador; President of Babson College Alumni Board of South Florida
  • Panelist | Nelly Ortiz, Head of Digital Strategy US, NTT Data; Co-Founder, Moviim
  • Panelist | Olivia Ramos, Founder & CEO, Deepblocks

Room 2114

Cultural Values: The Roadmap to Hispanic Financial Elevation

Presented by Wells Fargo Wealth and Investment Management Partners
Wells Fargo views homeownership as a pathway to financial success for our customers, a source of stability in communities, and a key driver of our economy, it also represents growing intergenerational wealth and a key pillar of efforts to narrow the racial wealth gap in the United States. Listen to Wells Fargo Wealth and Investment Management professionals share ideas on how to navigate the roadmap to financial wealth. We will discuss why financial planning matters, ways to prepare for retirement, and the importance of estate planning.

  • Panelist | Sandra Bonilla, Private Client Financial Advisor, Wells Fargo Wealth & Investment Management
  • Panelist | José Espaillat, Diverse Segments Head of Affluent Markets, Wells Fargo Wealth & Investment Management
  • Panelist | Lauri A. Smith, Senior Lead Business Growth Strategy Consultant, Wells Fargo Wealth & Investment Management
3:00 PM – 3:45 PM ET
3:00 PM – 3:45 PM ET
Breakout Sessions
Room 6120

Building Wealth: Masterclasses in Mentorship, Media and Money Management

  • Dr. Estelamari Rodriguez, Co-Lead Thoracic Site Disease Group Associate Director Community Outreach, Sylvester Comprehensive Cancer Center, University of Miami Miller School of Medicine
  • Symeria T. Hudson, President & CEO, United Way Miami

Room 2105

Deconstructing Accessing Capital for Entrepreneurs

Presented by JP Morgan Chase & Co.
Latino entrepreneurs are starting businesses at a faster rate than non-Latinos with the majority of businesses being Latina business owners. Still, Latinos face significant headwinds when it comes to scaling their business and continue to struggle with the barriers in accessing capital.
This panel will focus not only on the different types of capital available but will also discuss tips to making your business capital ready and mostly importantly understand the why and the what behind accessing that capital. We challenge business owners to answer the questions of why do I need it, what will I do with it and what is the return.

  • Moderator | Cristina Ice, Executive Director, Business Banking Area Manager, Chase
  • Panelist | Yvonne Debesa, Executive Vice President and Chief Operating Officer, Sunstate Bank
  • Panelist | Isabel Halliday, Senior Business Consultant, Chase
  • Panelist | Myrna Sonora, Regional Vice President South Florida, Prospera

Room 2114

Building Wealth: Masterclasses in Entrepreneurship, Mentorship and Growth

  • “Making Meaningful Connections” with Dr. Estelamari Rodriguez, Co-Lead Thoracic Site Disease Group Associate Director Community Outreach, Sylvester Comprehensive Cancer Center, University of Miami Miller School of Medicine
  • “Wealth Through Real Estate” with Justine Jimenez Garcia, Broker/Owner of Countywide Properties Era
  • “Build Your Business Through Social Media” with Debbie Aquino, International Model; Founder, Kids Helping Kids Succeed; Owner, Oceanside Realty
4:00 PM – 5:00 PM ET
4:00 PM – 5:00 PM ET
General Session
Room 6120

Legacy Wealth: The Keys to Legacy Building
Wealth is more than money. Learn about building your wealth with a purpose and vision that can be passed on for generations.
  • Speaker | Liliam M. López, President/CEO & Founder, South Florida Hispanic Chamber of Commerce
  • Sponsor Remarks | Hector J. Ponte, Regional Banking Director South Florida Region, Wells Fargo

Masterclass: Gaining Wealth & Giving Back
  • Speaker | Symeria T. Hudson, President & CEO, United Way Miami

Fireside Chat
  • Moderator | Sara Rodriguez, Chairperson, HWP
  • Speaker | Eilyn Jimenez, Founder & Creative Director Sire Design, Designing Miami, Netflix
5:00 PM – 7:00 PM ET
5:00 PM – 7:00 PM ET
Networking Wealth Reception
The Talking Place
By invitation only
SARA RODRIGUEZ
Chairperson, Hispanic Wealth Project; CEO, Titan Title LLC
DR. ANTHONY CRUZ
President, Miami Dade College Kendall Campus
JUSTINE JIMENEZ GARCIA
Broker/Owner of Countywide Properties Era
LILLIAM M. LÓPEZ
President/CEO & Founder, South Florida Hispanic Chamber of Commerce
ISABEL HALLIDAY
Senior Business Consultant, Chase
SPEAKERS
CARLA CURIEL
Founder & CEO Lanugo Media; Co-founder & CEO StorySpark Ai; Web3 Equity Ambassador; President of Babson College Alumni Board of South Florida
SYMERIA HUDSON
President & CEO, United Way Miami
EILYN JIMENEZ
Founder & Creative Director,

Sire Design

Dr. ESTELAMARI RODRIGUEZ
Co-Lead Thoracic Site Disease Group Associate Director Community Outreach, Sylvester Comprehensive Cancer Center, University of Miami Miller School of Medicine
HECTOR PONTE
Regional Banking Director South Florida Region, Wells Fargo
OLIVIA RAMOS
Founder & CEO, Deepblocks
JESSICA SIQUEIRA
Managing Director and Market Manager-Latin America North, J.P. Morgan Private Bank
NELLY ORTIZ
Head of Digital Strategy US, NTT Data; Co-Founder, Moviim
SANDRA BONILLA
Private Client Financial Advisor, Wells Fargo Wealth & Investment Management
DEBBIE AQUINO

International Model; Founder, Kids Helping Kids Succeed; Owner, Oceanside Realty

JOSÉ ESPAILLAT
Diverse Segments Head of Affluent Markets, Wells Fargo Wealth & Investment Management
NATALIA C. FRANCO
Senior Manager - Technology Investment Strategy
LAURI A. SMITH
Senior Lead Business Growth Strategy Consultant, Wells Fargo Wealth & Investment Management
CARLOS GARCIA
Founder & CEO, Finhabits
CRISTINA ICE
Executive Director, Business Banking Area Manager, Chase
YVONNE DEBESA
Executive Vice President and Chief Operating Officer, Sunstate Bank
MYRNA SONORA
Regional Vice President South Florida, Prospera
PARTNER
WITH US