Webinars for Insurers

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

Solvency II: Insurers’ Top Reporting Challenges for Year-End

Solvency II is the most significant regulatory change to be implemented throughout the European insurance industry, transforming the way insurers govern and report on data. Insurers have built internal infrastructures and created new processes for Solvency II, hiring experts and additional staff to meet the rigorous requirements of Pillar III.

NAIC Investment Updates Webinar

Summer 2016 National Meeting Overview

Watch Clearwater's live-recorded webinar on the Summer NAIC National Meeting. Robert Lindsay, Insurance Reporting Manager at Clearwater Analytics, and Diana Gallinger, Insurance Solutions Specialist at Clearwater Analytics, will analyze how the latest decisions, updates, and new initiatives from the NAIC will impact insurers.

Broadcast Date: Tuesday, September 13, 2016

NAIC Investment Updates Webinar

Spring 2016 National Meeting Overview

Watch Clearwater's live-recorded webinar on the Spring NAIC National Meeting. Richard Pullara, Insurance Solutions Specialist at Clearwater Analytics, and Charles Therriault, Director, NAIC Securities Valuation Office (SVO), provide insight and clarification into the latest initiatives of the SVO and update attendees on other NAIC topics.

Broadcast Date: Tuesday, April 26, 2016

Breaking Down Non-Traditional Asset Classes

with Johnson Lambert

Johnson Lambert

Non-traditional assets’ intimidating accounting and regulatory complexities can often be overcome with foresight, preparation, and knowledge. Watch Clearwater’s live-recorded webinar featuring Johnson Lambert investment and accounting experts and Clearwater Analytics industry experts who discuss how to manage non-traditional assets’ investment considerations, data management challenges, tax considerations, and more.

Broadcast Date: Tuesday, January 26, 2016

NAIC Investment Updates Webinar

Fall 2015 National Meeting Overview

Watch Clearwater’s live-recorded webinar on the Fall NAIC National Meeting. Richard Pullara, Insurance Solutions Specialist at Clearwater Analytics; Robert Lindsay, Insurance Reporting Specialist at Clearwater Analytics; and Diana Gallinger, CPA, Insurance Reporting Specialist at Clearwater Analytics; analyzed how recent updates from the Statutory Accounting Principles Working Group (SAPWG), the Blanks Working Group (BWG), the Investment Risk-Based Capital Working Group (IRBCWG), and the Investment Reporting Subgroup will affect and influence insurers’ investing, accounting, and reporting.

Broadcast Date: Thursday, December 10, 2015

Through the Eyes of the CFO

Insights From The 2015 Insurance Investment Benchmark Survey Report

Insurance investment and accounting professionals are constantly seeking to increase operational efficiencies, overcome industry challenges, and stay up-to-date with industry best practices. This webinar provides detailed, insightful analysis from the perspective of the CFO on how insurance investment and accounting teams are strategizing in today’s economic environment. It explores surprising portfolio allocation tactics, key operational processes (and where those processes fail), best practices in board reporting, compliance monitoring, and regulatory changes, techniques for managing investment and accounting systems, and much more.

Broadcast Date: Thursday, November 19, 2015

NAIC Investment Updates Webinar

Summer 2015 National Meeting Overview

Watch Clearwater’s live-recorded Summer NAIC National Meeting Webinar. Richard Pullara, Insurance Solutions Specialist at Clearwater Analytics, and Robert Lindsay, Insurance Reporting Specialist at Clearwater Analytics, analyzed how recent updates from the Statutory Accounting Principles (SAP) Working Group, the Blanks Working Group (BWG), the Investment Risk-Based Capital (IRBC) Working Group, and the Investment Reporting Subgroup will influence the remainder of 2015.

Broadcast Date: Thursday, September 10, 2015

5 Things Investment Accounting Teams
Need to Know About Solvency II

Deadlines are quickly approaching for Solvency II reporting requirements, and insurers are refining and implementing their processes to ensure they can provide timely, detailed Solvency II reporting. Is your organisation prepared to successfully address these new regulations?

You're invited to Clearwater's live webinar, 5 Things Investment Accounting Teams Need to Know About Solvency II, to learn how to overcome the five biggest Solvency II preparation pitfalls. This webinar will help your organisation evaluate readiness for Solvency II, building on a foundation of true transparency, automation, and integration.

Broadcast Date: Tuesday, 16 June 2015

Key Investment Topics in Tax from an Audit Perspective

You're invited to join Clearwater for this engaging webinar as we review key investment topics in tax from the perspective of an auditor. Drew Westall, Senior Manager at Johnson Lambert, will join us to discuss the following investment topics as they relate to tax reporting: Municipal bonds, TIPS, Wash sales, Deferred gain/loss, Proration 86, and more!

Drew will also share insights into tax reporting challenges and best practices based on his daily interactions with clients. Sam Hobbs, Accounting Product Specialist at Clearwater, will discuss the practical application of these topics, as well as industry trends for tackling tax reporting challenges.

Broadcast Date: Wednesday, May 20, 2015

NAIC Investment Updates Webinar

Spring 2015 National Meeting Overview

The Spring NAIC National Meeting recently took place in Arizona, and you’re invited to join Clearwater for a live webinar meeting recap, including overviews of important investment-related items discussed at the meeting, with an in-depth focus on updates from the Securities Valuation Office (SVO).

We are excited to have Charles Therriault, Director, NAIC SVO, join us for this webinar, along with Richard Pullara, Insurance Solutions Specialist for Clearwater Analytics. Charles will provide an overview of the SVO and will update attendees on the credit analysis and designation process, recalibration project, foreign audit project, and more NAIC topics.

Broadcast Date: Tuesday, April 21, 2015

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

What You Don't Know About Amortization and OID

Join Clearwater for this deep dive webinar exploring the various aspects of tax reporting requirements, the challenges they pose to investment and accounting professionals, and best practices for maximizing your efficiency, accuracy, and time spent generating tax reports.

During this presentation, we'll discuss various aspects of tax reporting requirements, the challenges they pose to insurers, and best practices for maximizing your efficiency, accuracy, and return on time spent generating tax reports.

Broadcast Date: Thursday, February 26, 2015

Staying Ahead of the Curve in 2015

How NAIC Updates Could Impact Your Regulatory Filings

Understanding the latest NAIC regulation as it relates to Schedule BA, Schedule DB part A and B, Supplemental Investment Risk Interrogatories, and AM Best SRQ Reports is critical to your organization’s success. Attend this engaging webinar to learn about the significance of NAIC guidance updates and how these changes could impact your reports. Clearwater’s NAIC experts will discuss best practices in preparing for regulatory filing and showcase new Clearwater functionality that seamlessly address guidance updates.

Broadcast Date: Tuesday, January 27, 2015

NAIC Investment Updates Webinar

Fall 2014 National Meeting Overview

Clearwater Analytics' investment experts attended the NAIC Fall 2014 National Meeting, and have brought back the information you need to know to stay updated on important investment-related items. Join Richard Pullara, Insurance Solutions Specialist at Clearwater Analytics, and Robert Lindsay, Insurance Reporting Specialist at Clearwater Analytics, for an overview of the Fall meeting. They'll analyze how recent updates from the Statutory Accounting Principles (SAP) Working Group, the Blanks Working Group, the Investment Risk-Based Capital (RBC) Working Group, and the Valuation of Securities (VOS) Task Force may influence your year-end and 2015 filings.

Broadcast Date: Thursday, December 11, 2014

NAIC Investment Updates Webinar

Summer 2014 National Meeting Overview

The NAIC Summer 2014 National Meeting has come and gone and Clearwater Analytics has the information you need to know on important investment-related agenda items and meeting updates. Join Richard Pullara, Insurance Solutions Specialist at Clearwater Analytics, for an overview of the meeting and how recent updates and changes will affect your investment operations. We'll cover a variety of updates from the Statutory Accounting Principles (SAP) Working Group, the Blanks Working Group, the Investment Risk-Based Capital (RBC) Working Group, and the Valuation of Securities (VOS) Task Force.

Broadcast Date: Tuesday, September 9, 2014

Insurance Investment Benchmark Survey Results Webinar

Attend this informative webinar for an in-depth analysis of the Insurance Investment Benchmark Survey results, sponsored by Clearwater Analytics. Based on answers from over 400 participants, find out the biggest investment-related concerns among insurance investment and accounting professionals today. Learn how much time it takes other organizations to complete their investment packages, and discuss why 47% of insurance investment professionals are NOT confident in their security master data. This presentation will help you discover how you and your organization compare to your peers when it comes to treasury and accounting operations, investing in emerging asset classes, performance returns, and interest rate outlook.

Broadcast Date: Tuesday, August 19, 2014

Recent Investment Accounting and Reporting Updates

Keeping up with the ever-changing investment accounting rules can be challenging. You’re expected to adhere to the latest regulatory changes while still completing your daily tasks and maintaining accurate investment portfolio reporting. Prioritizing the numerous regulatory bodies, advisory groups, committees, and task force meetings is a difficult task. Attend this webinar for a detailed review of the most important regulatory topics and guidance changes from the NAIC, FASB, IASB, and other regulatory agencies.

Broadcast Date: Thursday, August 7th, 2014

NAIC Investment Classifications Review Webinar

For investment and accounting professionals in the insurance industry, staying up-to-date on the latest NAIC guidance as it relates to your investments is critical to your organization’s success. Understanding the Investment Classifications set forth by the NAIC can be challenging because they are constantly evolving to keep pace with changing industry standards. Attend this live webinar with industry expert Julie Gann, Senior Manager of Accounting and Reporting for the National Association of Insurance Commissioners (NAIC), to review the latest changes on Investment Classifications.

Broadcast Date: Thursday, July 31st, 2014

NAIC Investment Updates:

Spring 2014 & NAIC Securities Valuation Office (SVO) Overview

As an insurer, staying up-to-date on the latest NAIC guidance as it relates to your investments is critical to your organization. Attend this webinar for a review of the NAIC Spring 2014 National Meeting, held in Orlando, Fla., March 29–April 1, 2014. Plus, get a chance to hear the latest information about the NAIC Securities Valuation Office (SVO).

Broadcast Date: Wednesday, April 23, 2014

NAIC Investment Updates:

December Meeting Recap & Preparing 2013 Annual Statements

As an insurer, staying up-to-date on the latest NAIC guidance as it relates to your investments is critical to your organization. Attend this webinar for a review of the NAIC Fall 2013 National Meeting, held in Washington, D.C. on December 15-18, 2013. During this informative webinar, you’ll hear a recap of the Committee, Task Force, and Subgroup meetings relevant to accounting for your investment portfolio. Along with the Fall National Meeting recap, we will review changes effective for your 2013 Annual Statement.

Broadcast Date: Wednesday, January 8, 2014

Multiple Accounting Bases for Investments

Understanding the Complexities

Regulatory and accounting rules are continually changing to protect investors and improve visibility into a company's financial statements. Keeping up with the latest guidance updates, while simultaneously completing your daily tasks and maintaining accurate investment reporting can be a challenge. If you invest in securities overseas or are publicly traded, you may be required to follow additional regulatory guidelines, including GAAP, TAX, IFRS, or other international standards. Watch this webinar to understand the core difference between each accounting basis, and learn more about best practices to report efficiently and accurately on multiple accounting bases

Broadcast Date: Wednesday, November 13, 2013

NAIC Investment Updates:

Summer 2013 Meeting Recap

Whether you account for your company's investments, or you are making the investment decisions, the implications of changing statutory accounting guidance are sure to impact you. Staying up-to-date on the latest NAIC guidance as it relates to your investments is critical to your organization. Attend this informative webinar for a review of the NAIC Summer 2013 National Meeting, to be held in Indianapolis, Ind., from August 23-27, 2013.

Broadcast Date: Thursday, September 5, 2013

Recent Investment Accounting and Reporting Updates

As an insurer, keeping up with ever-changing investment accounting rules can be challenging. You are expected to adhere to the latest NAIC, FASB, and IASB guidance while completing your daily tasks and maintaining accurate investment portfolio reporting. Tracking and implementing the updates and changes from numerous regulatory bodies, advisory groups, committees, and task force meetings can be difficult. During this complimentary session, you will learn about the most important regulatory topics and guidance changes related to your investment portfolio.

Broadcast Date: Wednesday, August 21, 2013

5 Things Every Insurer Needs:

To Solve Their Investment Challenges

When it comes to investments, every insurer faces numerous challenges, including: filing NAIC investment schedules, preparing board packages, staying on top of ever-changing accounting guidance, making informed investment decisions, ensuring regulatory compliance, and maintaining multiple accounting bases. This session provides you with detailed insight into five key investment needs and ways to overcome common accounting and reporting challenges.

Broadcast Date: Thursday, June 20, 2013

NAIC Regulatory Updates:

Spring 2013 Meeting Recap

Attend this webinar for a review of the NAIC Spring 2013 National Meeting, held in Houston, Texas, during the first week of April. During this informative webinar, you’ll hear a recap of the Committee, Task Force, and Subgroup meetings, and learn about all of the latest critical developments and changes that impact investment accounting.

Broadcast Date: Wednesday, April 24, 2013

NAIC Regulatory Updates:

Preparing for Year End

Attend this webinar for a review of the NAIC Fall 2012 National Meeting, held in Washington, D.C., during the last week of November. During the webinar, you’ll hear a recap of Committee, Task Force, and Subgroup meetings relevant to investment portfolio accounting and Annual Statement reporting.

Broadcast Date: Wednesday, December 12, 2012

NAIC Regulatory Updates:

Summer 2012 National Meeting Recap

As an insurer, staying on top of changing statutory accounting guidance is critical for your organization. Attend this webinar to learn about the most recent updates from the National Association of Insurance Commissioners (NAIC) that pertain to accounting for your investments. This session recaps recent updates, including changes made in 2012.

Broadcast Date: Wednesday, September 12, 2012

NAIC Regulatory Updates:

Recent Statutory Accounting Changes Affecting Your Investment Portfolio

As an insurer, staying on top of changing statutory accounting guidance is critical for your organization. Watch this on-demand webinar to learn about the most recent updates from the National Association of Insurance Commissioners (NAIC) that pertain to accounting for your investments. We’ll recap recent updates, including changes made in 2012.

Broadcast Date: Wednesday, May 9, 2012

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

Risky Business for Insurers:

Managing Portfolio Risk for an ERM Strategy

Especially in periods of market instability, investment professionals tasked with managing an increasingly important investment portfolio must protect the company from financial risk, a key component of an Enterprise Risk Management (ERM) strategy. Learn how Chief Investment Officers (CIOs) can gain access to “need to know” risk exposure data immediately, not just at month or quarter end.

Broadcast date: August 9, 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

Integration is the New Innovation:

The Evolution of Investment Reporting

For decades, insurance companies have struggled with legacy software systems and cumbersome manual processes in order to create a comprehensive picture of their investment portfolios, efforts that frequently fall short with regard to accuracy, timeliness, and actionable information. Examine the investment reporting challenges facing insurance companies today and get pragmatic solutions to address those challenges and transform business processes.

Broadcast date: May 18, 2010

SSAP 43R

Loan-Backed and Structured Securities

In September 2009, the NAIC required insurers to comply with SSAP 43R regulations by year-end, a challenge difficult for most insurers. SSAP 43R provides insurance companies with accounting guidance on loan-backed and structured securities, including recording other-than-temporary impairments (OTTI). This webinar reviews the most important points of the pronouncement and steps through investor scenarios and subsequent decisions to analyze OTTI and security designations.

Broadcast date: December 17, 2009