Twin Cities CPE Luncheon

with Clearwater

…until this complimentary CPE luncheon.

We hope to see you next time.

Earn CPE Credit and Enjoy Lunch on Us! 

We will be in your neighborhood for a lunch and learn event focused on navigating change management. Join us on Tuesday, July 30 for this complimentary event where you can earn one CPE credit!

It's crucial for firms to update and replace enterprise technology systems with modern, scalable solutions, but that process can come with challenges. Over lunch, you'll hear from a Clearwater expert on how to plan and prepare for successful change management. You will also have opportunities to network with your insurance industry peers. 

Space is limited, so make sure to RSVP below to reserve your spot.

Join us for a complimentary luncheon!

Clearwater will host a complimentary CPE luncheon at Manny's Steakhouse. This is a great opportunity to network with your peers and earn one CPE credit.

Tuesday, July 30
Manny's Steakhouse
825 S. Marquette Ave.
Minneapolis, MN

Benefits of attending the luncheon:
  • Hear the 50-minute presentation, Changing Your Mindset for Change Management
  • Enjoy lunch, compliments of Clearwater 
  • Receive 1 CPE credit 
  • Network with your peers

*RSVP is required to reserve your spot at the luncheon.

Manny's Steakhouse Logo

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Join us for a complimentary luncheon!

Brian Docherty Bio
Agenda:
Noon to 12:15 p.m.  |  Check in and order lunch
12:15 p.m.  |  Lunch is served
12:30 to 1:20 p.m.  |  Hear from Clearwater expert

Changing Your Mindset for Change Management

Updating enterprise technology systems has become mission-critical for insurers in recent years. Implementing scalable systems, reducing IT costs, and minimizing manual data processing are key concerns for CTOs and others tasked with maintaining modern tech infrastructures that align with and support company-wide objectives. For many reasons, updating or replacing systems can be a challenging process. It is important to approach the task with a plan.

Attend this session to hear a comprehensive discussion of the change management required to approach projects of this scale. Topics to be discussed include:

  • Mapping current technological infrastructure
  • Identifying the gaps, risks, and pain points in the current state
  • New system evaluation
  • Request for proposal development and best practices
  • Implementation tips for success and common pitfalls to avoid
  • Tips to support system adoption among personnel

Learning Objectives:

  • Learn how to map current system infrastructures and identify areas for improvement
  • Review best practices for selecting and procuring the right technology solution
  • Hear a case study of a recent enterprise software implementation with tips for success and lessons learned

Additional Information:

  • Prerequisites: none
  • Who should attend: insurance investment and accounting professionals
  • Advanced preparation: none
  • Program level: basic
  • Delivery method: group-live
  • Cost: complimentary
  • Total number of CPE credit: 1.0
  • Field of study: Management Services
CPE

Clearwater Analytics is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

For more information regarding CPE credit, concerns, and cancellation policies, please contact Hailey Margaritov.

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