streamline your disclosures -...
TRANSCRIPT
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