Clearwater Workshop

…until this complimentary workshop.

We hope to see you next time.

Master the Foundations of Clearwater & Engage with Power Users!  

Join us for this complimentary event where you can learn directly from Clearwater experts. You'll gain proficiency in the Clearwater system through sessions focused on refreshing your mind on the basics, product updates your peers find valuable, and taking a deep dive into the system.

During the workshop, you'll have the opportunity to network with other Clearwater users, and you can share knowledge and learn from what your peers are doing. Plus, you can earn one CPE credit over lunch.

Clearwater is dedicated to client success, and our experts will be on hand to work with you and answer your questions.

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

Registration has reached capacity.

Clearwater is hosting a complimentary full-day workshop. Registration has reached capacity. However, if you would like to be added to the wait list, please contact your Account Manager or our Events Team.

Event Details:

  • Date: Tuesday, March 24
  • Location: Grand Hyatt New York | 109 E 42nd St., New York, NY 10017
  • Parking: The hotel has valet parking available for $70-80 per day
  • Hotel Block: If you are traveling to New York for the workshop, book your hotel room by following this link or call the Grand Hyatt at +1 212.883.1234 and mention that you are with the Clearwater Analytics room block. 

Please note, the cut off date for rooms is Monday, March 2. 

Why you should attend:

  • Get a quick refresher on the four modules
  • Learn product enhancements that you may have missed or may be underutilizing
  • Deep dive into the system - learn to use the system more efficiently while you get work done on your computer, following direction and learning from a Clearwater expert
  • Earn a CPE credit over lunch
  • Receive one-on-one time with Clearwater experts
  • Network with other Clearwater users and learn from each other

*RSVP is required to reserve your spot at the workshop.

If you have any questions or issues, please contact your Account Manager or the Clearwater Events Team.
+1 208 810 2335

Schedule at a Glance
Session Name
What You Can Expect in This Session
8:30 - 9:00 a.m.
Check-in with the Clearwater team to pick up your workshop materials.
9:00 - 9:45 a.m.
Module Foundations: Accounting, Compliance, Performance, and Risk
Learn, expand, and perfect your use of Clearwater’s core reporting and analytics functions. Brush up on key reports and configurations in each of the top navigation tabs: Accounting, Compliance, Performance, and Risk. You’ll work in your own instance of Clearwater, so bring specific questions and queries to work through. This session is designed for a variety of user experience and knowledge levels.
9:45 - 10:00 a.m.
Catch your breath and check your email before jumping back in.
10:00 - 10:45 a.m.
ICYMI: Key Product Updates
Clearwater is a continuously improving the system, and enhancements are made daily. With all the changes, do you ever wonder if you missed a key functionality update? Are you surprised to discover there’s a new table, column, or report that has been out for “awhile?” Did you miss a monthly release notes email? This session will take you through a tour of some of the hottest system updates from the past few years and how to make the most of them.
10:45 - 11:00 a.m.
Catch your breath and check your email before jumping back in.
11:00 - 11:45 a.m.
Power User: Taking Clearwater to the Next Level
Go well beyond the basics and dive into the reports, columns, and features you haven’t explored yet. These are the tools Clearwater power users appreciate and utilize in their jobs, and you should know about them, too. Bring your questions and prepare for a hands-on experience that will illuminate new parts of the Clearwater platform. You will leave this session with new Clearwater knowledge you can immediately put to use.
11:45 a.m. - 12:00 p.m.
Catch your breath and check your email before jumping back in.
12:00 - 12:50 p.m.
CPE Lunch
Let's eat, learn, and get a CPE credit all at the same time! Please refer to CPE lunch tab for more details
12:50 - 1:00 p.m.
You know the drill.
1:00 - 3:00 p.m.
Accounting Breakout Session
This session will provide an immersive look at Clearwater’s accounting tools. Spend time working in the system and learn best practices for configuring Clearwater reports, data grouping, and more for any accounting basis.
1:00 - 3:00 p.m.
Performance and Risk Breakout Session
This session takes an immersive look at Clearwater’s performance and risk capabilities. Join us for a hands-on learning experience where you can work with system experts to improve your skills for performance and risk analytics and reporting on Clearwater.
3:00 - 5:00 p.m.
Time to get your questions answered by on-site Clearwater experts
3:30 - 5:00 p.m.
Happy Hour & Networking
Enjoy a beverage and some snacks after a great day of learning!

Enjoy lunch and a CPE presentation!

Additional CPE Information:

  • Prerequisites: none
  • Who should attend: investment and accounting professionals
  • Advanced preparation: none
  • Program level: basic
  • Delivery method: group-live
  • Cost: complimentary
  • Total number of CPE credit: 1.0

Clearwater Analytics is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

For more information regarding CPE credit, concerns, and cancellation policies, please contact Hailey Margaritov.

Our website uses cookies and forms for collecting data about our visitors and registered users. By clicking 'Agree and Close' you confirm that you have reviewed our Privacy Policy, and consent to the terms described.