Webinars for Corporate Investors

Live and On-Demand Webinars

Clearwater webinars are designed to help you stay up to date on the changing investment landscape, the impacts of evolving accounting standards and regulations, and the best practices investment and accounting professionals should consider.

Preview each webinar below and then watch the full version for a deep dive on these compelling issues.

On-Demand Webinars

Investigating FinTech

Considerations and Best Practices

What key considerations should investment professionals be mindful of when evaluating new software? And how does a solution’s underlying technology impact its ability to address the changing needs of investment teams? Join us for our webinar, Investigating FinTech, as we explore these questions and discuss software-as-a-service, the category of software best equipped to provide the solutions investment professionals need to stay at the forefront of their fields.

Broadcast Date: Tuesday, March 28, 2017

When to Utilize Money-Weighted and Time-Weighted Returns

Which Performance Measurement Methodology is Right for Your Team?

Determining when your treasury team should use money-weighted returns (also known as dollar-weighted returns or internal rate of return), time-weighted returns, or both, requires an in-depth understanding of your company’s investment portfolio, organizational guidelines and policies, and reporting requirements and capabilities. Join us for this informative webinar that will provide detailed insights into the major factors influencing money-weighted and time-weighted return strategies, and explore best practices for implementing these methodologies.

Richard Chapman, Treasury Analyst at BCBS South Carolina, will discuss his personal lessons learned on determining when money-weighted and time-weighted returns are preferred, and provide insights on industry best practices to get the most out of each method.

Broadcast Date: Wednesday, March 11, 2015

Do Your Treasury Operations Measure Up?

Find Out with the Corporate Investment Survey Results

When it comes to investments, do you ever wonder how your treasury and accounting operations measure up? During this webinar you’ll learn how you compare to your peers when it comes to treasury and accounting operational efficiencies, emerging asset classes, investment returns, and interest rate outlook. This webinar will analyze the results of the 2014 Corporate Investment Benchmark Survey, which was taken by over 400 corporate treasury and accounting professionals. Packed with insightful data and statistics, this webinar will help you gain insight into like-kind companies, understand best practices, and drive improvements within your organization. Clearwater and industry experts will also answer live questions from the audience.

Broadcast Date: Thursday, February 19, 2015

Money Funds and Separately Managed Accounts

Best Practices with Clearwater, 3M, and Facebook

Monitoring and adapting to changing market conditions, while keeping a strong hold on your company’s portfolio performance and investment policy compliance guidelines, can be challenging. Investment teams looking to increase their portfolio value often consider money funds and separately managed accounts. However, there’s a perception that a separately managed account strategy would create unnecessary administrative burdens and introduce downstream accounting challenges. And when investing solely in money funds, companies worry about how possible upcoming reforms could impact internal processes.

Broadcast Date: Thursday, December 11, 2014

5 Things Every Corporation Needs

To Solve Their Investment Reporting and Accounting Challenges

When it comes to investments, every corporation faces numerous challenges, including: closing the books, staying on top of changing accounting guidance, making informed investment decisions, ensuring regulatory compliance, preparing board packages, and managing a global portfolio, to name a few. This webinar will provide you with detailed insight into five key investment needs and ways to overcome common accounting and reporting challenges. Join 3M and Clearwater to discuss the impacts of these challenges on your business and learn how investment and accounting teams at 3M have overcome them.

Broadcast Date: Wednesday, September 25, 2013

Investment Accounting and Reporting Best Practices:

Four Imperatives for Implementing an Ideal Operational Framework

Establishing and implementing a framework for investment accounting and reporting best practices not only helps to alleviate pressures associated with operating in today's volatile market, but also provides companies with a logical means of protecting their solvency. By following a framework based on best practices, accounting and finance executives can better focus on strategic initiatives related to their investment portfolios.

Broadcast Date: Wednesday, December 14, 2011

Reporting to the Boardroom:

Recent Trends in Investment Reporting

Senior executives with finite time need financial reports that provide immediate access to pertinent investment portfolio data. Those tasked with providing executive-level reports must ensure they distill the most impactful information and generate actionable, transparent reports. Hear from industry experts, Nilly Essaides, International Treasury Consultant and David Atchley, Senior Manager of Global Investments at Cisco, about recent trends in investment reporting and best practices for “reporting up” to the Board of Directors. You’ll also learn more about how Cisco manages their $40B portfolio with a staff of four.

Broadcast date: February 3, 2011

Critical Briefing on FAS 115-2

In April 2009, the Financial Accounting Standards Board issued FAS115-2 to make impairment analysis “more operational” and to “improve the presentation and disclosure” of impaired securities. This executive briefing provides an analysis of this heavily debated FAS115-2 pronouncement.

Broadcast Date: June 25, 2009

Digging Deeper Into Investment Guideline Issues

Are your investment strategies effectively safeguarding against loss and appropriately protecting against market volatility? In this on-demand webinar, Chris Growney, CFA, one of the original founders of Clearwater, offers an executive discussion about institutional investment guideline issues and the questions that investors and investment managers should be asking when developing world-class investment guidelines.

Broadcast Date: April 8, 2009

FAS 157 and Its Application to Fixed Income Investments

Watch this webinar to learn more about the FAS 157 pronouncement by the Financial Accounting Standards Board and how it applies to fixed-income securities. This session also highlights industry best practices and recommended next steps for organizations.

Broadcast Date: April 8, 2008