• 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.
  • All about Clearwater: what is our company up to, and how can you best engage with our community of users.

User Conference: Treasury Today Panel Offers Essential 2020 Insights

User Conference: Treasury Today Panel Offers Essential 2020 Insights


As we all try to make sense of the “unprecedented” changes and “new normals”  in our professional and everyday lives, it’s safe to say 2020 has been a year like no other.  

For treasury teams, 2020 created added complexity with market volatility and economic uncertainty. Are you curious how other teams responded and what strategies they deployed this year? 

If so, you won’t want to miss the Treasury Today panel during this year’s Clearwater User Conference. The conference brings together professionals from top firms to offer insights, best practices, and expert analysis. In the Treasury Today session, you’ll hear from Jessica Siu, Treasury Manager at Dropbox; Patrick O'Callaghan, Global Head of Client Portfolio Management for Goldman Sachs Asset Management; and more panelists to be announced soon.  

The panelists will each bring a unique perspective to topics ranging from how their firms adjusted to the changing environment to movements within their portfolios and what they’re doing to prepare for what’s to come.  

This panel is moderated by Clearwater Treasury Solutions Expert Cody Lott. Cody was previously a senior treasury analyst at Micron Technology and now works with leading treasury teams around the world. 

The 2020 Clearwater User Conference will be held virtually this year over two half-days on September 16-17. Registration is now open for this complimentary annual event. The User Conference agenda features tailored, industry-specific sessions and workshops. Even with the virtual format, attendees will find networking opportunities, interactive discussions, and hands-on training.

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