On-Demand Webinars
Level Up | Clearwater Product Series
Clearwater takes you to the next level. See how!
Learn how to take your business to the next level with our on-demand webinar series. In three focused sessions, Clearwater’s experts shared the best practices you need to drive organizational success. Check out the webinar recording descriptions below, and click the links to get your download.
See the reporting features that Clearwater users love, including statements, custom dashboards, formula columns, and more.
Access the on-demand version of this webinar here.
Tom Lee
Client Servicing Division Lead, Clearwater Analytics
Tom Lee
Client Servicing Division Lead, Clearwater Analytics
Tom joined Clearwater in 2012 and has filled a variety of roles across several departments and geographies. Currently, he is a Division Lead in Client Services, working closely with Clearwater’s clients to help them successfully use the solution. Recently, Tom was based in Clearwater’s London office to help large insurers in EMEA and APAC design and implement target operating models. During his time at Clearwater, Tom has worked closely with NAIC, BMA, Solvency II, and Lloyd’s regulatory filings. Tom enjoys consuming too much coffee, is an avid traveler, and enjoys music and comedy.
Tom has a bachelor’s in accounting and finance from Boise State University.
Learn how to integrate Clearwater into your daily processes to effectively manage alternative investments.
Access the on-demand version of this webinar here.
Luke Austin
Client Servicing Division Lead, Clearwater Analytics
Luke Austin
Client Servicing Division Lead, Clearwater Analytics
Luke Austin is a Division Lead within the Client Services department at Clearwater Analytics. With his expertise in Clearwater’s investment accounting, analytics, and regulatory reporting solution, Luke helps Clearwater’s largest insurance clients maximize success through proactive, personalized support ensuring they get the most out of their investment accounting data. Luke also stays up to date on the latest accounting guidance, emerging investment products, and peer best practices.
Luke has a bachelor’s degree in business management from Idaho State University.
In this on-demand session, we show you how organizations can upload custom data into Clearwater to increase efficiency and create consistency in their data.
Access the on-demand version of this webinar here.
Jessica Straughn
Client Servicing Division Lead, Clearwater Analytics
Jessica Straughn
Client Servicing Division Lead, Clearwater Analytics
Jessica has 15 years of management experience and has been with Clearwater since 2016. As a Client Services Division Manager, she oversees teams supporting Clearwater’s Investment Management clients, including over 100 firms of varying size and firm type. She is dedicated to Clearwater’s client success and satisfaction, and she understands investment managers’ fiduciary responsibilities to their clients. Jessica’s servicing teams consistently score very high in client satisfaction and delight.
She enjoys spending time with her family, hiking, and biking, throughout the beautiful Pacific Northwest.
Jessica graduated summa cum laude from both East Carolina University, with an MBA in Accounting and Finance, and the University of North Carolina at Greensboro, with a Bachelor of Science in Accounting and Business Management.
