streamline your disclosures -...
TRANSCRIPT
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Streamline Your DisclosuresAnnie McFarland
Client Services Division Lead, Corporate Treasury
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Agenda
• Create custom reports
• Best practices for automating reports
• Peer discussion regarding audit requirements
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Transforming Your Process
Column EditingFormulas Filters
Groupings
Pivot Tables
Custom Fields Fair Value
LevelManager
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Clearwater Experts
Tessa Wingfield
Michael Hungerford
Lance Churchill
Sam Fields
Robert Lindsey
Josh Urlaub
Alyssa Williams
Rick Tolman
Annie McFarland
Owen Hullinger
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• Take the post-session survey via the Clearwater Events app
• Take the Clearwater Client Benchmark Survey in room 440 and earn Clearwater swag.
Reminders