Streamline Your Disclosures - …d1pvbs8relied5.cloudfront.net/resources/user-conference/2017/... · Streamline Your Disclosures Annie McFarland Client Services Division Lead, Corporate

Streamline Your DisclosuresAnnie McFarland

Client Services Division Lead, Corporate Treasury

Agenda

• Create custom reports

• Best practices for automating reports

• Peer discussion regarding audit requirements

Transforming Your Process

Column EditingFormulas Filters

Groupings

Pivot Tables

Custom Fields Fair Value

LevelManager

Clearwater Experts

Tessa Wingfield

Michael Hungerford

Lance Churchill

Sam Fields

Robert Lindsey

Josh Urlaub

Alyssa Williams

Rick Tolman

Annie McFarland

Owen Hullinger

• Take the post-session survey via the Clearwater Events app

• Take the Clearwater Client Benchmark Survey in room 440 and earn Clearwater swag.

Reminders