• 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.

Spotlight: The 2018 Clearwater User Conference

Spotlight: The 2018 Clearwater User Conference


The 2018 Clearwater User Conference was the biggest yet with nearly 500 clients and other industry members in attendance. The annual two-day conference was held September 17-18 at Clearwater’s global headquarters in Boise, Idaho.

This year’s conference featured 29 industry-specific sessions led by Clearwater’s system and industry experts along with clients and industry representatives from Deloitte & Touche, the NAIC, PricewaterhouseCoopers, and others. The sessions were divided into four tracks that covered accounting, analysis, investment management, and Clearwater system workshops.

2018 Clearwater User Conference Collage

Attendees enjoyed networking opportunities throughout the conference and participated in roundtable and small-group discussions with their peers in sessions including the Treasury Roundtable and Peer-to-Peer Conversations: Topics Affecting Every Accounting Team.

Other sessions covered how to analyze portfolio performance, the latest NAIC and GAAP updates, and how to prepare for changes and updates in statutory accounting, to name a few, with multiple opportunities to earn continued education credits.

Clearwater clients got a peek behind the curtain to learn what new tools are being developed to support buy-side operations. Clients also got a first look at new product enhancements across the system, with opportunities to provide feedback directly to Clearwater product owners and other personnel. In addition, clients could take advantage of one-on-one trainings and workshops to learn how to make the most of the Clearwater system.

Attendees also made time for some fun with a historical walking tour of Boise, an early-morning walk/run on the Boise River Greenbelt, and an outdoor reception on Boise’s Basque Block.

We are grateful to all of our clients who attended and participated in this year’s conference and helped to make it another successful year. We hope you will join us in Boise next year for the 2019 User Conference, September 12-13.

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