Bullet Point Panels TRADEliance Consultant Trading Operations

About Our Panels 

TRADEliance Bullet Point Panels are free virtual discussions designed to provide valuable insight on hot topics or trends.     

Designed for all employees at broker dealer and investment adviser firms, these panels help you from letting time or monetary constraints keep you from learning about complex issues within the industry.


Artificial Intelligence Considerations for Supporting the Trade Desk 

November 5, 2025, 12:00-12:30 CST, Virtual ZOOM Event

Fixed Income Trade Reporting

August 13, 2025, 12:00-12:30 CST, Virtual ZOOM Event - Past Event 

Trade Confirmations

May 7, 2025, 12:00-12:30 CST, Virtual ZOOM Event - Past Event

Trade Desk Surveillance

Feb 5, 2025, 12:00-12:30 CST, Virtual ZOOM Event - Past Event

Municipal Material Events 

Nov 6, 2024, 12:00-12:30 CST, Virtual ZOOM Event - Past Event

Market Access (15c3-5)

Aug 7, 2024, 12:00-12:30 CST, Virtual ZOOM Event - Past Event

15c2-11 for Fixed Income

May 15, 2024, 12:00-12:30 CST, Virtual ZOOM Event - Past Event

One Minute Trade Reporting

Feb 14, 2024, 12:00-12:30 CST, Virtual ZOOM Event - Past Event

T+1 and Same Day Allocations

Dec 6, 2023, 12:00-12:30 CST, Virtual ZOOM Event - Past Event

Rule 605/606 Overview

Aug 2, 2023, 12:00-12:30 CST, Virtual ZOOM Event - Past Event

Fixed Income Fair Pricing

May 3, 2023, 12:00-12:30 CST, Virtual ZOOM Event - Past Event

Client Data Oversight

Feb 1, 2023, 12:00-12:30 CST, Virtual ZOOM Event - Past Event

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