September 16-17, 2020 | Virtual Conference

2020 Agenda at a Glance

Check out the conference agenda below! Click into each session to learn about what we will cover and who is presenting. Take note, all sessions offering continuing education credit show a circle indicator in the bottom left.

One-on-One Training with Your Team

Collaborating with your team is one of the most valuable aspects of the conference for Clearwater users. Be sure to schedule your training during registration!

Choose your desired track from the dropdown to get started.
Tuesday, September 15, 2020
10:00 a.m. - 7:00 p.m. EDT
One-on-One Trainings

Wednesday, September 16, 2020
11:00 - 11:45 a.m. EDT
Keynote Address: Day 1

Panel: State of Insurance

Presenters
Emily Brawley, CPA, Seth Flory, Deborah Huppert, Patrick Lusk, Richard Smith (Moderator), and Eric Tanaka, CFA, CPA

12:00 - 1:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Panel: Treasury Today

    Presenters
    Cody Lott, Patrick O'Callaghan, Allison Rossi, Michael Scott, CTP, and Jessica Siu

    12:00 - 1:00 p.m. EDT
  • CPE CPE credit available at this session.
  • Panel: Insurer Investment Trends: The Fed, Protecting Income, and Current Events

    Presenters
    Steve Doire, CFA, CPA, CPCU, Matt Kelbick, Eric Nilles, CPA, CAIA, and Lisa Stange, CFA (Moderator)

    1:30 - 2:30 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • The Evolution of SaaS and What It Means to You

    Presenters
    Kevin R. Coffin, CIPM, Tony Pelafas, and David Smith

    1:30 - 2:30 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Clearwater University: Getting Started

    Presenters
    Ryan Littleford and Sofia Wilson

    1:30 - 2:30 p.m. EDT
    Economic Outlook 2021

    Presenters
    Len Randazzo and Greg Sweeney, CFA

    3:00 - 4:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • The Clearwater School of Accounting and General Ledger Wizardry

    Presenters
    Michael Hungerford and Ryan Sinfield

    3:00 - 4:00 p.m. EDT
    4:00 - 7:00 p.m. EDT
    One-on-One Trainings

    Thursday, September 17, 2020
    11:00 - 11:45 a.m. EDT
    Keynote Address: Day 2

    LIBOR Transition

    Presenters
    Ann Battle, Christopher Franta, CFA, Ashley Meyers, Cynthia Meyn, and Kyle Whatley

    12:00 - 1:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Impairment Analysis: Leverage Clearwater Reporting from End-to-End

    Presenters
    Rhead Hatch, CPA and Yana Sadouskaya

    12:00 - 1:00 p.m. EDT
    IFRS 9

    Presenters
    Wheatley Garner and Sam Hobbs, CPA

    1:30 - 2:30 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Leveraging Clearwater to Address Global Complexity

    Presenters
    Estienne Coetzee, CPA, Tom Lee, Aaron Mason, and Carrie Rosorea, CPA

    1:30 - 2:30 p.m. EDT
    Portfolio Management Tools

    Presenters
    Laray Stoffels, Alex Strekel, and Drew Vaden

    1:30 - 2:30 p.m. EDT
    GASB Government Funds

    Presenters
    Tom Lofton, CFA and Deanne Woodring, CFA

    3:00 - 4:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • ESG: Responsible Investing

    Presenters
    Rebecca Beasley-Cockroft and Noel Friedman, CFA

    3:00 - 4:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Clearwater Performance Calculations and Reporting

    Presenters
    Casey West and Rachael Wright, CIPM

    3:00 - 4:00 p.m. EDT
    4:00 - 7:00 p.m. EDT
    One-on-One Trainings

    Friday, September 18, 2020
    10:00 a.m - 7:00 p.m. EDT
    One-on-One Trainings

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