Live Webinar

Product Highlight Series: Cash and Security Suspense Tool

Tuesday, January 26 | 2 pm EST

Attend this exclusive client training to learn more about Clearwater’s new Cash and Security Suspense tool.

Join Product Manager, Sam Hobbs, and Accounting Subject Matter Expert, Robert Lindsay, as they demonstrate how this tool could benefit your organization. During this webinar, learn more about the tool and explore real-world examples of how you can use the tool to account for and reconcile these transactions.

Learning Objectives

  • Understand the what the Cash and Security Suspense Tool is and why it was developed
  • Learn about the functionality of the tool and how to use it
  • Discuss use cases for the tool and the problems it can solve




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(30 minutes)
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Featured Presenters

Sam Hobbs, CPA

Sam Hobbs, CPA

Product Lead, Clearwater Analytics


Sam ensures the Clearwater solution is in compliance with applicable regulatory guidelines. Since joining Clearwater in 2013, Sam has worked closely with industry experts, client services team leads, and the Clearwater development team to implement enhancements and new features to ensure the Clearwater system remains best-in-class.

Prior to joining Clearwater, Sam was an audit manager at PwC in Atlanta. He worked closely with clients in the insurance, investment management, and real estate industries as a member of the financial services group.

Sam is a certified public accountant and has a bachelor’s in accounting from Brigham Young University.

Sam is an avid golfer. He especially enjoys the outdoors and spending time with his wife and four boys.

Robert Lindsay, CPA

Robert Lindsay, CPA

Solutions Consultant, Clearwater Analytics


Robert helps insurers improve and streamline their investment accounting and reporting, and has deep domain knowledge of insurers' accounting and reporting challenges.He helps ensure the Clearwater solution proactively addresses regulatory changes. 

Robert has a master's degree in accountancy, and bachelor's degree in accounting from the University of Idaho