GConferenceGridThe Conference Catalogue · Vol. 2026Folio № 4D9127
Finance & Banking

How LPL Financial Modernized Daily Regulatory Calculations

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n this live webinar, LPL Financial showcases how they modernized daily regulatory calculations and workflows using automated, auditable solutions. The session covers optimizing SEC Rule 15c3-3 compliance by automating complex data parsing, rebuilding calculation processes for transparency, and delivering clean, trusted treasury outputs. Attendees gain insig…

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3Voices
8Underwriters
0Exhibitors
0On the bill · sessions
9Companies · in total
§I

The Voices

Programmed at How, in alphabetical order.
Jessie Chou
Solutions Engineer · Alteryx
Kelvin To
VP Business Intelligence · LPL Financial
Misha Lau
Solutions Marketing Manager, Financial Services · Alteryx
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Underwritten By

The houses behind the program. Tiers as disclosed.
Amazon Web Services
Databricks
Google Cloud Platform (GCP)
LPL Financial
PwCGlobal Elite Partner
Snowflake
Tableau
UiPath
Intermission
Part the Second · For the Buyer

What does it mean when 9 companies show up — and 1 bet on three roles at once?

Nine companies. one are betting more than once.

The numbers below are derived from the speakers, sponsors, and exhibitors on this page — cross-referenced into one ledger. They are the only thing here that 10times.com cannot tell you.

01Fig. 01 — Composition of the House
1All threespeak · spons · exh
7Sponsoringsponsor only
0Exhibitingexhibitor only
1Speakingspeaker only

The Triple-Threat

LPL Financial

02Fig. 02 — The Voices, by Seniority

33% of the speakers carry senior titles — C-suite, Founder, VP, or Director-level.

  • VP-level133%
  • Engineer · IC133%
  • Marketing / Brand133%

Of 3 on the bill · classified by free-text title

03Fig. 03 — The Heaviest in the Room
  1. 01LPL FinancialSp1V
  2. 02AWSSp
  3. 03DatabricksSp
  4. 04Google Cloud Platform (GCP)Sp
  5. 05PwCSp·G
  6. 06SnowflakeSp
  7. 07TableauSp
  8. 08UiPathSp
  9. 09Alteryx2V
04Fig. 04 — By Tier
global elite partner1
13% of 8
unspecified7
88% of 8
05Fig. 05 — The Missing · who's at peer events but not here

These companies sponsored two or more peer events recently, but aren't on this program. For an organizer, that's a list of warm prospects.

06Fig. 06 — Adjacent Convocations · by shared underwriters