LPL Financial is undergoing a full‑scale transformation of how teams plan, execute, and report work—standardizing across Jira, Confluence, Focus, Talent, Rovo, Loom, and JPD as a connected system of work. Rather than “rolling out tools,” LPL has designed an integrated user lifecycle experience across the Atlassian suite that eliminates manual reporting, creates consistent habits, and keeps teams rowing in the same direction.

In this session, Camila Haselwood, VP, Delivery Enablement from LPL Financial will share how her team sold a cohesive platform vision to leadership, executed a phased transformation—layering on Focus, Talent, and Rovo as needs emerged while keeping teams inside a single Atlassian ecosystem. She’ll walk through concrete examples of what worked (and what didn’t) in their rollout and change‑management approach, including how they built an army of internal champions to multiply buy‑in across the business.

Attendees will leave with practical patterns for designing a system that can scale and evolve with your organization—without sacrificing user experience or team autonomy.

Key takeaways: 

• Learn how LPL designed an integrated, end-to-end Atlassian experience across Jira, Confluence, Loom, and Rovo
• Leave with a concrete playbook for phased rollout and change management, including building internal champions and sustaining adoption
• Learn practical patterns to create a scalable, flexible system of work that reduces manual reporting while preserving team autonomy