September 12-14, 2019 | Boise, Idaho

2019 Agenda at a Glance

Download a copy of this year's agenda here. And don't forget to explore the complimentary Boise activities!

One-on-One Training with Your Team

Choose a one-on-one in lieu of another session anytime during the conference. Arriving early? Schedule a training for Wednesday, September 11.

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
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

    Presenter
    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 Billy Bowman

    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
    Jill Bumgardner, CPA, 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 , and Stephen McIntyre

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

    Presenters
    Meghan Blair, Gary LeBlanc, CPA, Wesley Williams , and Alex Strekel

    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

    Presenter
    Coming Soon!

    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, and Rob Vincini

    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 and Rob Carickhoff, CPA

    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, 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

    Presenter
    Emily Ballweber

    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

    Presenter
    Coming Soon!

    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 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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