ALN Newsletter 11 January 2022

Cecilia Mowatt, Esq., will be the guest this week on ALN Th@3 pm ET. ALN CEO Jim Dieter will be talking with her about a range of topics including equity in asset management. As always, see more below in People.

We are pleased to start 2022 with personnel announcements. First, Mildred Chua-Ulger has agreed to be a member of the ALN Board of Directors. Ms. Chua-Ulger is retired after more than 30 years in key roles with the NYC Metropolitan Transportation Authority. She is also the global lead for the Institute of Asset Management’s Knowledge Leadership Group. We look forward to the National and Global reach Ms. Chua-Ulger brings to ALN growth.

ALN Board of Directors Member, Richard Culbertson, was elected Chair of the ASTM E53 Committee, which is the U.S. representation to ISO 55000.

And watch for another major announcement from the ALN next week.



Cecilia Mowatt, Esq., holds an A.B. from Stanford University and a J.D., M.B.A. from the University of California-Berkeley. As President of Strategies In Site, she consults with economic development boards on ways to be inclusive and provide equity with large-scale asset management initiatives. Ms. Mowatt is an A55K Professional Certification holder and is active in the ALN Advancing Equity with Asset Leadership Board and with ALN Español. She is always a dynamic speaker and we look forward to her being a guest on ALN Th@3 pm ET.


ISO 37000 Governance of Organizations

In 2022, the committee in charge of ISO 37000 Governance of Organizations standard will be headed by Kevin Brear, who has made a career of fighting corruption. A short ISO interview with Mr. Brear provides insights on how to implement the ISO 37001 anti-bribery standard.

Thank you to Rich Culbertson for pointing out this important issue.


Leadership is Earned – A Sports Analogy

After Urban Meyer was fired as the head coach of the Jacksonville Jaguars, Sally Jenkins wrote an article on how leadership is earned, not demanded. In the article, Ms. Jenkins identifies that winning leaders consultant with their team to make decisions, not enforce decisions. While this is not a direct asset management issue, it is a very good reminder about effective leadership.


Grant Thornton Advisory Services: Bold ideas for breakthrough business strategies

Upcoming Events

Every Thursday at 3pm Eastern

January 13

Cecilia Mowatt, Esq. Strategies in Site, Inc.

January 20

Lindsay Ziegler, President, Andrew James Advisory Group

January 27

Moshe Nelson, Principal, Grant Thornton; ALN Senior Fellow 

ALN A55K Professional Certification Training Course
Starts February 7th 2022

From the Andrew James Advisory Group, this 2-week, web-based training course prepares students in all aspects of ISO 55000, 55001, and 55002 in order to pass a 50-question web test from the ALN. For more information go to: