September 17-19, 2020 | Boise, Idaho

2019 Agenda at a Glance

Download a copy of the 2019 agenda here. And explore the complimentary Boise activities our attendees enjoyed!

One-on-One Training with Your Team

Collaborating with their teams is once of the most valuable aspects of the conference for Clearwater users.

Choose your desired track from the dropdown to get started.
Investment Accounting
Market Insights
Operational Excellence
Clearwater In-Session
Wednesday, September 11, 2019
12:00 - 4:00 p.m.
One-on-One Trainings

Clearwater Analytics | 777 W. Main Street, Suite 900

4:00 - 6:00 p.m.
Early Check-In

The Grove Hotel Deck (4th Floor) | 245 South Capitol Boulevard

Thursday, September 12, 2019
7:30 a.m. - 4:00 p.m.
Check-In Open

Boise Centre West | Lobby

7:30 - 8:25 a.m.
Breakfast and Networking

Boise Centre West | 100AB

8:30 - 9:30 a.m.
Keynote Address

Boise Centre West | 100CDE

Formula for Success: What Power Users Can Teach You About Clearwater Accounting

Presenters
Irina Arlyuk, CPA, Aaron Mason, and Kerry Goebel

9:45 - 10:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Dazzled by Data: Re-Connecting Clients to the Alpha Experience

    Presenters
    Christina Kopec and Len Randazzo

    9:45 - 10:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Aim for the Cloud! The Future of Cloud-Based Operations

    Presenters
    Paul Coleman and Joshua Goldfarb

    9:45 - 10:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Getting Proactive with Automated Compliance Monitoring

    Presenters
    Ted Townsend and Bradley Shrum

    9:45 - 10:45 a.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • SOC It to Me: Breaking Down the SOC 1 Audit

    Presenter
    Katie Daugharty

    11:00 a.m. - 12:00 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Chasing Yield: The Growth of Complex Asset Classes

    Presenters
    Summer Kisner, Daniele Beauman, Henry D'Atri, and Kyle Whatley

    11:00 a.m. - 12:00 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Changing Your Mindset for Change Management

    Presenter
    Michael Hungerford

    11:00 a.m. - 12:00 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • How I Use Clearwater: Insurance Focus

    Presenters
    Randal Houghton, CPA and John Blake

    11:00 a.m. - 12:00 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • 12:00 - 1:00 p.m.
    Lunch and Networking

    Boise Centre West | 100AB

    Essential Insights: Top-of-Mind Accounting Conversations

    Presenters
    John McKinley and Rob Haehnel, CPA

    1:00 - 2:30 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Treasury Today: The Big Issues Your Peers are Talking About

    Presenters
    Anda Halilaj and Elise Martindale

    1:00 - 2:30 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Welcome Aboard: Tips for a Successful Clearwater Implementation

    Presenters
    Michael Freiman, Brian Slattery , Dan Noone, and Rob Hensley

    1:00 - 2:30 p.m.
    Leveraging Integrated Middle and Back Office Tools

    Presenters
    Gary LeBlanc, CPA, Wesley Williams , Alex Strekel, and Luther Yost

    1:00 - 2:30 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • 2:45 - 3:15 p.m.
    Meet Members of Your Team

    Clearwater In-Development

    Presenters
    Josh Sullivan and John Richardson

    3:30 - 4:30 p.m.
    Adding Pizzazz to Your Performance Reporting

    Presenter
    Luther Yost

    3:30 - 4:30 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Building Your Foundation with Automation

    Presenter
    Dillon Zarpentine

    3:30 - 4:30 p.m.
    How I Use Clearwater: Corporate Treasury Focus

    Presenters
    Carolyn Hansen, Will Miller, and Greg Whipple

    3:30 - 4:30 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • 5:00 - 8:00 p.m.
    Block Party Reception and Dinner

    Boise Brewing | 521 West Broad Street - less than a two-minute walk from the conference

    Friday, September 13, 2019
    7:00 - 8:00 a.m.
    Sunrise Yoga

    8:00 - 9:00 a.m.
    Breakfast and Networking

    Boise Centre West | 100AB

    What to Expect When You’re Expecting the Current Expected Credit Loss Model

    Presenters
    Wheatley Garner and Rhead Hatch, CPA

    9:00 - 10:00 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Economic Outlook 2020

    Presenter
    Amar Reganti

    9:00 - 10:00 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Changing Data Expectations in the Financial World

    Presenters
    Rebecca Beasley-Cockroft, Chris Fenske, Rob Vincini , and Raymond Turro, CFA

    9:00 - 10:00 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • How I Use Clearwater: Insurance Focus

    Presenters
    Lauren Greenidge, Fabian Soto , and Steve Erker

    9:00 - 10:00 a.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Conversations and Common Ground

    Presenters
    Kate Stark and Trish Hennie

    10:15 - 11:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Peer Insights: Investment Management

    Presenters
    Brian Docherty , Shadrack Kwasa, Tom Phipps, Rhet Hulbert, and Patrick O'Callaghan

    10:15 - 11:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Scrum Together: Applying Agile to Your Organization

    Presenter
    Ryan Brassey, CFA

    10:15 - 11:45 a.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • How I Use Clearwater: Insurance Focus

    Presenters
    Chris Case, CPA, Rob Carickhoff, CPA, and Brian Stephens

    10:15 - 11:45 a.m.
    11:45 a.m. - 12:45 p.m.
    Lunch and Networking

    Boise Centre West | 100AB

    On Our Radar: NAIC Updates

    Presenters
    Peter Kelly and Lindsay Gee

    12:45 - 1:45 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Managing Investment Managers

    Presenters
    Jeffrey Musser, Ron Hill, Parker Stang, David Hasegawa, and Cody Lott

    12:45 - 1:45 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • How to Attract and Retain the Best Talent for Your Organization

    Presenters
    Emily Ballweber and John Clifford

    12:45 - 1:45 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • How I Use Clearwater: Investment Manager Focus

    Presenters
    Jen Gosselin, Brett Rainey , Laray Stoffels, and Owen Hullinger

    12:45 - 1:45 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • Stay Up on Statutory Updates

    Presenter
    Sabrina Wilson, CPA, FLMI

    2:00 - 3:00 p.m.
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Clearwater In-Development

    Presenters
    Josh Sullivan and John Richardson

    2:00 - 3:00 p.m.
    Supporting a Smart Infrastructure Behind Your Client Service Model

    Presenters
    Patryk Carwinski, CFA and Ben Sutton

    2:00 - 3:00 p.m.
    How I Use Clearwater: Public Sector Focus

    Presenters
    Dan Matusiewicz, CCMT, CFIP, Ray Galindo, and Ben Christensen

    2:00 - 3:00 p.m.
  • Bring your laptop and login credentials to get the most out of this session.
  • 4:00-8:30 p.m.
    Boise Highlights Trolley Tour

    Saturday, September 14, 2019
    7:00-8:00 a.m.
    Scenic Walk/Run

    Meet in the Grove Plaza

    8:00-9:00 a.m.
    Saturday Morning Breakfast

    Clearwater 8th Floor Patio

    9:15 a.m.-12:00 p.m.
    Hike Table Rock and/or Explore Botanical Garden Area

    11:30 a.m.-5:30 p.m.
    Idaho Wine Tasting Tour

    5:00 - 11:30 p.m.
    Boise State University Tailgate and Football Game

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