Clearwater in the Bay

…until the Clearwater team is on-site!

We hope to see you next time.

The Clearwater team is coming to the Bay Area!

We are excited to offer customized trainings for our clients in the Bay Area. That's right, our client servicing team will come to your office and host a complimentary half-day session focused on topics where you need support. 

During your scheduled on-site training, you'll have the opportunity to learn directly from Clearwater experts. You'll gain proficiency in the Clearwater system through trainings focused on refreshing your mind on the basics, product updates your peers find valuable, taking a deep dive into the system, and so much more!

Space is limited, so make sure to RSVP below to reserve your spot.

Schedule an on-site training with Clearwater

Clearwater is dedicated to client success. This is a great opportunity to meet with the Clearwater team for that extra support you need to enhance your use of our system.


  • Dates: April 20-24
  • Location: Your office
  • Training Topics: Brush up on how to seamlessly navigate the Clearwater site, master the essentials in column functionality, discover the tools you need to ace your next audit, and more! For a complete list of training topics, click on the Training Topics tab.
  • Logistics: The Clearwater team will come on-site to your office for a half-day training. Our client servicing team will reach out to you directly to schedule the best time that works for you and your team. We will then work with you to identify the topics that will be covered during the on-site.

*Space is limited, and trainings are scheduled on a first-come, first-served basis.

If you have any questions or issues, please contact your Account Manager or the Clearwater Events Team.
+1 208.489.3939

Complete to Register


Cruising Through Clearwater: How to Navigate the Website
Overview of Clearwater’s foundational functionalities to help you better navigate the website and reports

Mastering Essential Clearwater Tools: Report/Column Functionality
Demonstrating more tools to help with enhanced reporting, formula columns, filtering, and statements

All About Accounting: The Reports You Should Be Using
Overview of the most-used reports in the Clearwater accounting module

Risk Module: Exposure, Credit Events, and More
Overview of Clearwater’s top three most-used risk reports

Performance: Manager Comparison, Benchmarks, and More
Deep dive into different layers of performance reporting with Clearwater

CECL: How Clearwater Can Help
Overview of Clearwater reports and functionality that support CECL

Streamlining Your Close Process: Save Time and Get to Your Most Efficient Close
Discussion on best practices seen in the industry in order to optimize your booking process.

Acing Your Audit: How Clearwater Supports Your Auditing Needs
Overview of the commonly used Clearwater reports for audit requests

ICYMI: New Functionalities
Review of recent updates to Clearwater and how they can help you

Clearwater for Governments: How to Create Reports and GASB Disclosures
Create board reports and financial disclosure reports for public use, including the standards outlined in GASB statements (31, 40, and 72). 

Interested in something that isn't listed? That's okay! We will work directly with you on topics that best suit your needs.

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