December 09 - 11, 2019
Omni San Diego Hotel, San Diego, CA
Theo Bowling, AVP of Leadership Organizational Consulting and Diversity & Inclusion at LPL Financial
LPL Financial Logo

Theo Bowling


AVP of Leadership Organizational Consulting and Diversity & Inclusion
LPL Financial

Agenda Day One: Monday, December 9th, 2019

Monday, December 9th, 2019


3:35 PM Driving Diversity with L&D

With Millennials and Gen Z poised to become the first majority minority customer base and workforce, 75% of Fortune 1000 companies have diversity initiatives. At the core of all of them, learning and talent development takes a leading role. On this panel, CLOs and Chief Diversity Officers will share their insights on how they are driving to build diverse management teams with training. 

Agenda Day Two: Tuesday, December 10th, 2019

Tuesday, December 10th, 2019


8:35 AM Growing Profits by Developing a Diverse Workforce

Theo will be presenting a case study on how L&D is driving diversity. Diversity and Inclusion was an important theme during LPL Financial’s Focus conference in 2018, and they have created a corporate wide initiative to increase cultural diversity at LPL, to address the changing demographics of their clientele and drive revenue. This session is a case study of how LPL, with it’s increased focus on diversity programming, is helping grow their businesses and build networks of like-minded business owners and play a role to change the landscape in the financial  industry.

Check out the incredible speaker line-up to see who will be joining Theo.

Download The Latest Agenda