Webinars for Institutional 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

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