Clearwater Connect | Virtual Mini-Conference for Governments

We are thrilled to bring you a virtual Clearwater Connect.

The name says it all. CONNECT with your peers and Clearwater for a half-day virtual experience on October 22. Connect with your peers, enhance your use of the Clearwater system, and learn about new innovations on our product roadmap! Fill out the form to register for this event.

Event Details: 

• Date: Tuesday, October 22
• Time: 11 a.m. – 2:00 p.m. MDT
• Clearwater will send you a lunch card to kick off the event and enjoy lunch on us

Agenda:

Session 1 | 11:00 a.m. – 12:00 p.m. MDT

• Welcome and Introductions
  • Join Greg Whipple in a short welcome address and company update.
• Top 5 Reports Governments are Using | Jordan Johnson
  • Interested in hearing how your peers are leveraging Clearwater? Join Service Delivery Manager, Jordan Johnson, as he goes though the top 5 reports most used by governments.

Session 2 | 12:10 p.m. – 1:00 p.m. MDT

• Enhance Portfolio Management with Technology | Andy Steinberg and Jason Yantz
  • Earlier this year, we announced the new Clearwater Wilshire Analytics risk and performance solution. See for yourself how you can use this solution to calculate performance and risk attribution, assist with security-level portfolio construction, uncover new strategies, access high-quality portfolio models, and identify investment opportunities that maximize returns and mitigate risk. 

Session 3 | 1:10 p.m. – 2:00 p.m. MDT

• Product Lab: Interest Allocation | Justin Pratt and Greg Whipple
  • Learn more about our innovative financial solution tailored for local government investment pools and their participants. With a focus on transparency, risk reduction, and financial growth, Clearwater’s solution for Interest Allocation empowers local governments to balance their capital preservation and liquidity needs while they optimize their investment strategies to achieve long-term financial stability. This product leverages advanced data integrations and powerful accounting calculators to provide unparalleled workflow and accuracy to drive superior investment outcomes.