September 12-14, 2019 | Boise, Idaho

Continuing Education Credits

Attendees will have the opportunity to earn 9.0 CPE and 10.8 CTP/CCM credits this year.

Clearwater is excited to offer continuing education credits to accounting and corporate treasury professionals at the 2019 User Conference.

Conference participants will have the opportunity to earn 9.0 CPE and 10.8 CTP/CCM credits at this year’s conference. CE certificates will be available to all eligible attendees who met certification requirements after the event.

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

Additional Information
Prerequisites: None
Advanced preparation: None
Program level: Basic
Delivery Method: Group-Live
Cost: Complimentary

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

Thursday, September 12 | 9:45 - 10:45 a.m. 

  • Who should attend: Investment and Accounting Professionals
  • Total number of CPE credit: 1.0
  • Total number of CTP/CCM credits: 1.2
  • Field of study: Accounting

Learning Objectives:

  • Learn best practices for investment accounting
  • Explore financial reporting processes
  • Understand how to utilize comparison columns in your general ledger 

SOC it to Me: Breaking Down the SOC 1 Audit

Thursday, September 12 | 11:00 a.m. - 12:00 p.m.  

  • Who should attend: Investment and Accounting Professionals
  • Total number of CPE credit: 1.0
  • Total number of CTP/CCM credits: 1.2
  • Field of study: Auditing

Learning Objectives:

  • Learn more about technology and how it relates to SOC 1
  • Understand internal control environments that are typical in SaaS companies
  • Learn what goes into a SOC 1 audit and how it can impact your organization

Essential Insights: Top-of-Mind Accounting Conversations

Thursday, September 12 | 1:00 - 2:30 p.m. 

  • Who should attend: Investment and Accounting Professionals
  • Total number of CPE credits: 1.5
  • Total number of CTP/CCM credits: 1.8
  • Field of study: Accounting

Learning Objectives:

  • Understand common challenges investment accounting teams face
  • Explore processes your peers are employing at their firms
  • Discuss best practices common for investment accountants 

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

Friday, September 13 | 9:00 - 10:00 a.m. 

  • Who should attend:  Investment and Accounting Professionals
  • Total number of CPE credit: 1.0
  • Total number of CTP/CCM credits: 1.2
  • Field of study: Accounting

Learning Objectives:

  • Learn how CECL could impact your accounting and investment teams
  • Discuss best strategies for applying this new guidance
  • Understand the bigger picture of how upcoming investment accounting regulations may affect the insurance industry

Conversations and Common Ground

Friday, September 13 | 10:15 - 11:45 a.m. 

  • Who should attend: Insurance investment and accounting professionals
  • Total number of CPE credits: 1.5
  • Total number of CTP/CCM credits: 1.8
  • Field of study: Accounting

Learning Objectives:

  • Understand common challenges investment accounting teams face
  • Explore processes your peers are employing at their firms
  • Discuss best practices common for investment accountants 

On Our Radar: NAIC Updates

Friday, September 13 | 12:45 - 1:45 p.m. 

  • Who should attend: Insurance investment and Accounting Professionals
  • Total number of CPE credit: 1.0
  • Total number of CTP/CCM credits: 1.2
  • Field of study: Specialized Knowledge

Learning Objectives:

  • Recap SAPWG, BWG, and VOSTF meetings
  • Preview upcoming changes to NAIC guidance
  • Address current topics under discussion with the NAIC

Stay Up on Statutory Updates

Friday, September 13 | 2:00 - 3:00 p.m. 

  • Who should attend: Insurance Investment and Accounting Professionals
  • Total number of CPE credit: 1.0
  • Total number of CTP/CCM credits: 1.2
  • Field of study: Accounting

Learning Objectives:

  • Recap recent SAPWG meetings
  • Preview upcoming changes to statutory accounting guidance
  • Address current topics under discussion with the NAIC

Dazzled by Data: Reconnecting Clients to the Alpha Experience

Thursday, September 12 | 9:45 - 10:45 a.m. 

  • Who should attend: Investment, Treasury, and Accounting Professionals
  • Total number of CPE credit: 1.0
  • Total number of CTP/CCM credits: 1.2
  • Field of study: Information Technology

Learning Objectives:

  • Learn best practices in data management
  • Understand how integrated and configurable data can help client reporting
  • Discuss how data management practices can grow client relationships for active managers

Chasing Yield: The Growth of Complex Asset Classes

Thursday, September 12 | 11:00 a.m. - 12:00 p.m. 

  • Who should attend: Investment and Accounting Professionals
  • Total number of CPE credit: 1.0
  • Total number of CTP/CCM credits: 1.2
  • Field of study: Accounting 

Learning Objectives:

  • Discuss best practices for accounting for complex asset classes
  • Understand market trends for different asset classes
  • Learn how to manage complex asset classes and the impact this may have on your firm 

Treasury Today: The Big Issues Your Peers are Talking About

Thursday, September 12 | 1:00 - 2:30 p.m. 

  • Who should attend: Treasury Professionals
  • Total number of CPE credits: 1.5
  • Total number of CTP/CCM credits: 1.8
  • Field of study: Finance

Learning Objectives:

  • Understand common challenges treasury teams face
  • Explore processes your peers are employing at their firms
  • Discuss best practices common for treasurers 

Adding Pizzazz to Your Performance Reporting

Thursday, September 12 | 3:30 - 4:30 p.m. 

  • Who should attend:  Investment, Treasury, and Accounting Professionals
  • Total number of CPE credit: 1.0
  • Total number of CTP/CCM credits: 1.2
  • Field of study: Management Services

Learning Objectives:

  • Discover the benefits of performance measurements
  • Learn how to analyze performance metrics
  • Explore best practices for performance reporting 

Economic Outlook 2020

Friday, September 13 | 9:00 - 10:00 a.m. 

  • Who should attend: Investment, Treasury, and Accounting Professionals
  • Total number of CPE credit: 1.0
  • Total number of CTP/CCM credits: 1.2
  • Field of study: Economics 

Learning Objectives:

  • Discuss economic trends that could impact your firm
  • Learn about upcoming changes that could affect investment accounting
  • Explore economic drivers to look out for 

Peer Insights: Investment Management Panel

Friday, September 13 | 10:15 - 11:45 a.m. 

  • Who should attend:  Investment Managers
  • Total number of CPE credits: 1.5
  • Total number of CTP/CCM credits: 1.8
  • Field of study: Finance 

Learning Objectives:

  • Understand common challenges investment management firms face
  • Explore processes your peers are employing at their firms
  • Discuss best practices common for investment managers

Managing Investment Managers

Friday, September 13 | 12:45 - 1:45 p.m. 

  • Who should attend:  Investment, Treasury, and Accounting Professionals
  • Total number of CPE credit: 1.0
  • Total number of CTP/CCM credits: 1.2
  • Field of study: Finance 

Learning Objectives:

  • Discuss best practices for benchmarking performance
  • Learn how to evaluate asset managers to best suit your organization
  • Explore how technology and reporting enhance asset management performance

Aim for the Cloud! The Future of Cloud-Based Operations

Thursday, September 12 | 9:45 - 10:45 a.m. 

  • Who should attend:  Investment, Treasury, and Accounting Professionals
  • Total number of CPE credit: 1.0
  • Total number of CTP/CCM credits: 1.2
  • Field of study: Information Technology

Learning Objectives:

  • Discuss best practices for moving to the cloud
  • Learn how cloud-based solutions could benefit your organizational infrastructure
  • Discuss challenges for cloud-based solutions and how to solve them

Changing Your Mindset for Change Management

Thursday, September 12 | 11:00 a.m. - 12:00 p.m. 

  • Who should attend:  Investment, Treasury, and Accounting Professionals
  • Total number of CPE credit: 1.0
  • Total number of CTP/CCM credits: 1.2
  • Field of study: Management Services 

Learning Objectives:

  • Discuss best practices for handling large-scale change
  • Learn about the role of communication in change management  
  • Explore the steps needed to enact system change at your organization 

Changing Data Expectations in the Financial World

Friday, September 13 | 9:00 - 10:00 a.m. 

  • Who should attend:  Investment, Treasury, and Accounting Professionals
  • Total number of CPE credit: 1.0
  • Total number of CTP/CCM credits: 1.2
  • Field of study: Information Technology  

Learning Objectives:

  • Learn about recent trends in financial data
  • Discuss the changing landscape of investment data and why it matters to your organization    

Scrum Together: Applying Agile to Your Organization

Friday, September 13 | 10:15 - 11:45 a.m. 

  • Who should attend: Investment, Treasury, and Accounting Professionals
  • Total number of CPE credits: 1.5
  • Total number of CTP/CCM credits: 1.2
  • Field of study: Personal Development   

Learning Objectives:

  • Discuss the principles of Agile and learn why it is a perfect fit for insurance companies 
  • Understand how two-week “sprints” with collaboration across departments keeps projects on target
  • Learn tips and tricks for reorganizing office culture to embrace Agile

How to Attract and Retain the Best Talent for Your Organization

Friday, September 13 | 12:45 - 1:45 p.m. 

  • Who should attend: Investment, Treasury, and Accounting Professionals
  • Total number of CPE credit: 1.0
  • Total number of CTP/CCM credits: 1.2
  • Field of study: Personnel/Human Resources     

Learning Objectives:

  • Discuss how you can utilize your own employees as brand ambassadors   
  • Understand best practices in retaining talent
  • Learn best practices in interviewing to get top talent to your organization 


CPE Logo - National Registry of CPE Sponsors

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 the 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 websitewww.learningmarket.org.

CPE Logo - National Registry of CPE Sponsors

Approved for up to 10.8 CTP/CCM recertification credits by the Association for Financial Professionals.


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