• Regulatory updates from the NAIC, EIOPA, SEC, and other regulators relevant to investment accounting.
  • Best practices and other considerations relating to investment data operations, based on Clearwater’s extensive experience and client base.
  • News and other updates on the latest innovations in the financial technology sector.
  • Information about, and dispatches from, the most important industry events for institutional investors across the globe.
  • All about Clearwater: what is our company up to, and how can you best engage with our community of users.

See the 2019 User Conference Agenda!

See the 2019 User Conference Agenda!


Are you coming to this year’s User Conference? Don’t miss this one-of-a-kind event, specifically tailored for those interested in investment accounting, treasury-related topics, investment management trends, data operations, and best practices for using Clearwater. Still not convinced? Take a look at this year’s agenda! It’s the best place to get a sense of what User Conference is all about.

Agenda at a Glance

Our agenda is organized into four all new tracks:

  • Investment Accounting: Best Practices, Updates, and Regulatory Changes You Need to Know
    Timely and technical information on changes to investment accounting and regulatory guidance.
  • Market Insights: Top-of-Mind Topics in Your Industry
    Industry-related sessions for insurers, investment managers, corporations, and public sector organizations.
  • Operational Excellence: Tips and Best Practices to Improve Your Operations
    Key concerns and best practices related to investment operations.
  • Clearwater In-Session: How Your Peers are Using Clearwater
    See how your peers are using Clearwater with hands-on trainings and topics.

Earn Continuing Education Credits

19 of our sessions offer continuing education credits, including up to 9 CPE credits. User Conference is a great (and free) opportunity to earn requisite CE credits while enjoying practical and useful topics. Look for the CE symbol on the agenda for accredited sessions.

How I Use Clearwater

New to the agenda this year are several How I Use Clearwater sessions. Part of the Clearwater In-Session track, each How I Use Clearwater session will be led by an experienced system user sharing their daily approach to getting the most from Clearwater. Representatives from top insurers, investment managers, corporations, and public sector institutions will present.

Special Activities (Space is Limited, So Sign-Up Today!)

What do you know about Boise? If you haven’t come to the City of Trees before, you are in for a treat. There is a lot to do in this picturesque western town, and we want to be your tour guides. There are a variety of complimentary activities planned, including hikes, a visit to the Idaho Botanical Gardens, a tour of local wineries, and a football game at Boise State’s famed blue turf-ed stadium. Plan to stay for the weekend!

Register Today

Now you know what we have planned — why wait to save your spot? Simply log in through the User Conference website, register, and select which sessions and activities you plan to attend. If you have already registered this year, you can revisit your account to update with your preferred sessions.

We’ll see you in September!

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