On-Demand Webinars
Tipping Points Workshop Series
What is the tipping point for change? Investment and treasury teams make decisions every day for how to optimize the cash on their balance sheet. During times of economic upheaval and rising rates, this might mean delving into a new strategy like internal or external portfolio management, Repos, or technology transformation. Check out the webinar recording descriptions below and click the links to get your download.
If you’d like to learn more about the Clearwater Analytics solution, fill out the form to meet with one of our treasury solutions experts.
Planning to take your portfolio to internal management? So are many other treasuries. Considering SMAs? You aren’t alone.
What is the key driver to choosing this strategy? This workshop is led by Justin Stoddard, whose experience includes consulting with corporate treasury teams across North America.
Click here to access the recording.
Justin Stoddard
Corporate Treasury Solutions Leader, Clearwater Analytics
Justin Stoddard
Corporate Treasury Solutions Leader, Clearwater Analytics
Justin helps Clearwater Analytics corporate investors across the country by evaluating their current systems, consulting on market trends, and sharing best practices from his experience; working with dozens of unique corporations and investment strategies. Prior to his time as a treasury solutions specialist, he worked in a myriad of different roles at Clearwater. Most notably within these roles, Justin served as the account manager for more than 40 corporate cash clients, representing north of $85B of AUM on the Clearwater system. In addition, he has implemented 20 new clients onto Clearwater.
Justin has bachelor degrees in finance and mathematics from the University of Idaho and enjoys golfing and mountain biking in his free time.
Keith Raymond
Corporate Treasury Solutions Leader, Clearwater Analytics
Keith Raymond
Corporate Treasury Solutions Leader, Clearwater Analytics
Keith’s 30 year career has been split evenly between time as a corporate practitioner and time spent in the financial technology industry. He currently serves as the Enterprise Sales Leader at Clearwater Analytics.
For the first 15 years of Keith’s career, he worked as a corporate practitioner and managed teams in treasury, accounts payable, and accounts receivable. During those years he managed billion-dollar investment portfolios and complex foreign exchange, as well as interest rate and commodity portfolios.
Following a move to the financial technology industry, Keith spent the next 15 years focused on treasury, in addition to order-to-cash and procure-to-pay companies. His roles have included strategy, sales, sales management, consulting, marketing, and product management.
Originally from New Jersey, Keith now lives in St. Johns, Florida, with his wife and two boys, ages 23 and 21. When he isn’t working, he is an avid book collector and enjoys golf, the beach, beach bars, and travel.
Many institutions and treasury teams are turning to Repurchase Agreements (Repos) to accommodate short-term financing and liquidity.
We partnered with Chimera Investment Corporation CAO Kelley Kortman, and Circle’s Senior Director of Treasury Dave Morgan to host a workshop where we discussed the current Repo market, technology challenges faced by institutional investors, and the tipping points for many as they move into Repos.
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Matt Moore
REIT Solutions Executive, Clearwater Analytics
Matt Moore
REIT Solutions Executive, Clearwater Analytics
As a REIT solutions executive at Clearwater, Matt supports the relationship coverage and business development strategies for Clearwater’s enterprise solutions team. In this role, he works with large corporations and mortgage REITs to transform and streamline their treasury and accounting operations.
Matt joined Clearwater in 2018 and has served as a relationship manager for more than 50 clients. Prior to joining Clearwater, Matt had an entrepreneurial background focused on building software and selling reclaimed lumber.
Outside of work, Matt enjoys spending time with his family, traveling, and exploring in nature. Some of his favorite activities include golfing, skiing, surfing, and gardening.
Matt graduated from Virginia Tech with a bachelor’s degree in finance and international business.
John Sigrist
Solutions Consultant, Clearwater Analytics
John Sigrist
Solutions Consultant, Clearwater Analytics
John has been with Clearwater Analytics since 2018. He currently lends his expertise as a solution consultant for corporate treasuries and REITs. During his time with Clearwater, John has managed implementations, served as a subject matter expert for client servicing, and acted as a technical resource for clients and prospects. He has collaborated with clients across all of Clearwater’s markets, and he has helped many clients with their REPO-heavy books.
John holds bachelor’s degrees in finance and operations management from the University of Idaho.
Is your organization considering transforming your finance department to better drive strategy and value through leveraging technology and innovation? At Clearwater, we’ve helped many organizations successfully make this transition. In this workshop, solution experts, Lauren Rice and Chris Fisher, whose experience spans from operations, to treasury, to sales, held a Q&A on what factors influence a financial transformation.
Click here to access the recording.
Lauren Rice
Corporate Treasury Solutions, Clearwater Analytics
Lauren Rice
Corporate Treasury Solutions, Clearwater Analytics
Lauren works closely with Clearwater’s corporate treasury teams to simplify and scale their investment accounting and reporting and develop efficient processes. Her expertise is focused on IPO preparation and establishing best practices for corporate treasury and accounting teams who are diversifying into separately managed accounts. In her experience at Clearwater, Lauren has worked with companies in various stages of investing, from Silicon Valley-based startups and newly public companies to more established corporations in need of a modern solution.
In her spare time, Lauren loves hosting guests at her Boise Airbnb and hiking with her black lab. She earned her MBA from Boise State University.
Chris Fisher
Treasury Solutions Consultant, Clearwater Analytics
Chris Fisher
Treasury Solutions Consultant, Clearwater Analytics
For the past decade, Chris has worked with Clearwater’s clients in every step of their journey with the solution, from evaluation to implementation and daily servicing. Through this experience, Chris has developed an expertise with the Clearwater solution and deep knowledge of both industry challenges and best practices. He serves as a trusted resource for clients in his role as a solutions consultant for corporate and government treasuries, REITS, pensions, and authorities.
Outside of work, Chris enjoys spending time with his wife, two children, and dogs, hiking, mountain biking, and cooking.
Chris has degrees in political science and accounting from The Ohio State University and Boise State University.
