Representatives from the Web-Based Investment Accounting and Reporting Provider Led Industry-Focused Conference Sessions and Hosted a Networking Reception
IASA 2017 Annual Educational Conference and Business Show — Clearwater Analytics®, a leading provider of web-based investment accounting and reporting for insurance companies, was excited to contribute to this year’s IASA Annual Education Conference and Business Show. Clearwater’s industry experts moderated a panel discussion at the CFO roundtable, presented in the Insurance Accounting, Risk Management, and Finance track, hosted a networking reception, and provided in-depth personalized training throughout the conference. The company is excited to mark another year of affiliation with the IASA and is more committed than ever to the insurance industry and the hundreds of insurance clients it serves.
“It was great to be at IASA and connect with so many of our clients as well as meet new faces. We look forward to IASA each year as a way to continue to build relationships with insurers and solve their challenges”
For the third year in a row, Clearwater sponsored the Chief Financial Officer Roundtable. Ryan Brassey, a Clearwater Insurance Solutions Specialist, moderated a discussion on Today’s CFO: Migration from Scorekeeper to Strategist. Current and former CFOs from Dearborn National Life Insurance Company and Employers Insurance Company discussed how CFOs manage and execute strategy development, influence company culture, set goals to maximize growth and profits, and address political and regulatory externalities.
Clearwater industry experts joined representatives from the NAIC and Thrivent Financial to present a session on Recent Investment Accounting Updates. This session detailed recent and upcoming regulatory changes from the NAIC and how investment accounting professionals can prepare for them.
On Monday night, Clearwater hosted a conference reception at the House of Blues, attended by hundreds of insurance professionals and their guests. It was an enjoyable evening of socializing and networking, set to the music of Blues Brothers tribute band, The Jake and Elwood Blues Revue.
“It was great to be at IASA and connect with so many of our clients as well as meet new faces. We look forward to IASA each year as a way to continue to build relationships with insurers and solve their challenges,” said Bobby Powers, Director of Client Services at Clearwater. “To me, the highlight this year was spending the evening with over 300 insurers at our Clearwater reception at the House of Blues. Thanks for singing and dancing with us to the Blues Brothers cover band!”
Clearwater Analytics® is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for corporate treasuries, insurance companies, and investment managers. Clearwater aggregates, reconciles, and reports on more than $2 trillion in assets across thousands of accounts daily. For more than a decade, Clearwater has helped firms such as Knights of Columbus, CopperPoint Mutual Insurance Company, The Main Street America Group, SBLI, C.V. Starr & Co., Sagicor, Wilton Re., and WellCare streamline their investment and accounting operations. Clearwater remains committed to continuous improvement and encourages insurers to rethink how they approach their investment accounting and reporting challenges.