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Webinars

Mutual Fund Directors Forum Webinars

The Mutual Fund Directors Forum regularly hosts educational programs on a wide variety of current topics of interest to mutual fund independent directors. These programs include single day in-person seminars, multi-day conferences, web-based programs, and informal networking discussions. For more information about any of these programs, click on the event title in the list.

DATE DESCRIPTION
September 20, 2017 The Consolidating Asset Management Industry - Considerations for Fund Directors in an M&A Transaction
July 13, 2017 A Primer on Cybersecurity Insurance
May 31, 2017 Board Oversight of Third Party Contracts - Building a Practical Oversight Process
May 17, 2017 Fund Director Compensation: The MPI Annual Survey (2017)
April 27, 2017 Exchange-Traded Funds: A Director's Guide
April 5, 2017 Trends and Overview of the CEF and BDC Universe: Impact of Trump and DOL on the IPO and Secondary Markets
March 21, 2017 T Shares and the Evolution of Share Class Types
February 7, 2017 Current Developments in Investment Company Litigation
February 1, 2017 SEC Decisions on Revenue Sharing Disclosure - Possible Implications
December 20, 2016 Mutual Fund Valuation - Latest Emerging, and Maturing Trends and Industry Practices
December 7, 2016 The SEC's Liquidity Rule - Practical Tips for Fund Boards
November 30, 2016 2016 Elections: Outcomes and Impacts for 2017
November 21, 2016 Liquidity Management and Swing Pricing: New Responsibilities for Boards
November 16, 2016 Robos - A Fund Director's Guide to the Galaxy
November 14, 2016 Onboarding New Directors: Practices that Accelerate Integration
November 8, 2016 CCO Compensation: The MPI Annual Survey 2016
October 6, 2016 Business Continuity Plans for Funds and Advisers
September 20, 2016 The DOL's New Fiduciary Regulation: Considerations for Mutual Fund Directors
July 18, 2016 The SEC and VaR: What do Directors Really Need to Know?
June 29, 2016 Board Oversight of Sub-Advisers and What to Expect from the CCO
June 9, 2016 SEC Questions Fund Auditor Independence
June 1, 2016 Beyond Expense Benchmarking: Economies of Scale, Mutual Fund Profitability, Breakpoints and Director Oversight
May 26, 2016 Exchange-Traded Funds: What Boards of Actively Managed Funds Need to Know to Consider Offering ETFs
May 17, 2016 Fund Director Compensation: The MPI Annual Survey (2016)
April 13, 2016 Board Oversight of Best Execution (RESCHEDULED DATE)
April 12, 2016 Board Oversight of Cyber-Security
March 10, 2016 Electronic Board Materials - Best Practices for Directors
March 3, 2016 Understanding Securities Markets - An Overview of Trading Venues
March 1, 2016 Board Oversight of Intermediary Payments: SEC Guidance
February 18, 2016 Crisis Planning: A Case Study
February 3, 2016 The SEC's Derivatives Proposal - New Director Responsibilities
January 14, 2016 Liquidity Risk Management - Update for Fund Directors
January 12, 2016 2016 Legislative Outlook
December 9, 2015 Mutual Fund Valuation - Latest Emerging and Maturing Trends and Industry Practices
December 2, 2015 Oversight Challenges: Alternative Funds
November 19, 2015 Reducing Your Litigation Profile - Practical Guidance for Directors
November 18, 2015 Sustainable and Responsible Investing Trends and Developments
November 5, 2015 The SEC's Liquidity Risk Management and Swing Pricing Proposals
November 3, 2015 CCO Compensation: The MPI Annual Survey 2015
October 29, 2015 Current SEC and PCAOB Accounting, Auditing, and Regulatory Developments
October 2, 2015 Current Topics in Valuation (2015)
October 1, 2015 The SEC's Views on Payments to Intermediaries—First Eagle
July 30, 2015 Considerations for Directors in Light of Northstar Financial
July 23, 2015 An Update on Money Market Fund Reforms
June 17, 2015 Regulatory Developments Affecting Securities Lending
May 27, 2015 Board Oversight of Fund Profitability: Gartenberg Profitability Benchmarks
May 12, 2015 Fund Director Compensation: The MPI Annual Survey (2015)
April 15, 2015 Evaluating the Evaluators: New Guidance on Pricing from the SEC
April 1, 2015 Liquid Alternatives: Popularity Continues, Now What?
March 31, 2015 The Future of Mutual Fund Composition - A Discussion of Diversity
January 27, 2015 2015 Legislative Outlook: A Preview of the 114th Congress
January 13, 2015 Managing Financial Intermediaries: Challenges & Opportunities (2015)
January 8, 2015 Who's Our Lawyer? The Roles of Independent Trustee, Fund and Adviser Counsel
December 3, 2014 Update on Trends in the Asset Management Industry
December 2, 2014 Current Issues in Fair Valuation (2014)
November 13, 2014 CCO Compensation: The MPI Annual Survey 2014
November 6, 2014 European Union Tax Reclaims - What Directors Should Know
October 28, 2014 The Distribution Dilemma for Closed-End Funds
September 23, 2014 Business Development Companies (BDCs) - What Directors Should Know
September 17, 2014 Money Market Fund Reform: What the Board Needs to Know
September 10, 2014 Stewardship Grades and Parent Ratings: How Morningstar Evaluates Investment Firms
June 12, 2014 What Directors Need to Know about the Evolving ETF Landscape
June 5, 2014 Top 10 Questions Fund Directors Should be Asking about Cyber Security
May 19, 2014 Liquid Alternatives
May 13, 2014 Fund Director Compensation: The MPI Annual Survery (2014)
May 2, 2014 The Situation in Russia - Consideration for Fund Directors
April 30, 2014 Assessing Advisor Profitability: A Tricky Call for Independent Directors
February 20, 2014 Board Oversight of Subadvised Mutual Funds
February 12, 2014 2014 Federal Legislative Outlook
January 21, 2014 New Disclosures in Mutual Fund Financial Statements
January 8, 2014 What's Up with the Treasury Report on Asset Management Industry?
December 5, 2013 Board Oversight of Closed End Funds (2013)
November 19, 2013 The Future of Distribution
November 12, 2013 CCO Compensation: The MPI Annual Survey 2013
October 31, 2013 Discussion with the SEC Staff - Valuation, Accounting, and Regulatory Update
October 16, 2013 Policy, Procedure, & Due Diligence: A Director's Guide to Effectively Delegating Fair Valuation
August 28, 2013 CFTC Compliance Following Harmonization: What Directors Should Know
June 27, 2013 The Morgan Keegan Board's SEC Settlement Order: Lessons and Implications
June 20, 2013 Trends & Transparency in the Fair Value Process - What Fund Directors Should Know
May 21, 2013 Board Oversight of Alternative Mutual Funds
May 14, 2013 Fund Director Compensation: The MPI Annual Survey (2013)
February 27, 2013 The Managed Volatility Trend
February 7, 2013 Board Self-Assessments and Reviews
January 17, 2013 SEC Enforcement Action Against Morgan Keegan Board: Lessons & Implications for Valuation Oversight
January 15, 2013 Managing Financial Intermediaries: Challenges & Opportunities
January 10, 2013 2013 Federal Legislative Outlook
December 18, 2012 FSOC and Money Market Funds - Implications for Directors
December 12, 2012 Current Issues in Fair Valuation
November 13, 2012 CCO Compensation: The MPI Annual Survey 2012
November 5, 2012 Board Oversight of Proxy Voting
November 1, 2012 Exchange-Traded Funds: The Current Landscape and Relevant Board Considerations
October 17, 2012 Current Issues in Fund Compliance
October 9, 2012 The Legal Challenge to the CFTC’s New Registration Regime for Mutual Funds
September 25, 2012 An Inside Look at Morningstar’s New Analyst Rating for Funds
September 20, 2012 Board Oversight of Valuation: The SEC’s Perspective
June 6, 2012 Mutual Fund Distribution Channels and Share Class Sale: Perspectives on an Evolving Marketplace
May 31, 2012 The Onset of CFTC Regulation of Mutual Funds: What Directors Need to Know
May 15, 2012 Fund Director Compensation: The MPI Annual Survey (2012)
April 19, 2012 How Tweet It is: Board Oversight of Social Media
April 12, 2012 2012 Industry Update: The Good, the Bad and the Ugly
March 9, 2012 Whistleblower Rules-Time for an Ombudsman? Enter the Whisperblower
February 29, 2012 Enforcement Update 2012
February 8, 2012 Board Considerations for Oversight of Active ETFs
December 15, 2011 Day to Day Dealings with the SEC
November 29, 2011 Board Oversight of Multi-Manager Funds and Sub-Advisers
November 16, 2011 Board Oversight of Foreign Exchange Trading Costs
October 6, 2011 SEC Concept Release on Fund Use of Derivatives - What Boards Should Know
September 20, 2011 An Introduction to Investment Operations Outsourcing
July 25, 2011 Board Oversight of Other Expenses
July 21, 2011 Director Liability After Janus: Seismic Change, Status Quo, or Something in Between
June 21, 2011 Board Oversight of Closed End Funds (2011)
May 10, 2011 Board Oversight of Quant Strategies
April 6, 2011 Understanding Stewardship Grades
March 23, 2011 Derivatives Before and After Dodd-Frank
March 15, 2011 Trends in the Asset Management Industry (2011)
February 23, 2011 Exchange Traded Funds (ETFs): The Basics
February 16, 2011 Mechanics of Shareholder Voting
January 12, 2011 SEC Enforcement Update for Directors
December 16, 2010 What We Learned from Oral Arguments in the Janus Case
December 7, 2010 Board Oversight of Transfer Agency Costs
November 10, 2010 Recent Development in Best Execution
October 7, 2010 The SEC's Proposal to Reform Rule 12b-1: A New, More Sensible Role for Directors?
September 23, 2010 Derivatives and You: Trustee Oversight of Derivatives and Leverage
July 26, 2010 Valuation - The Role of Directors in a Changing Market
June 16, 2010 Mutual funds and Financial Services Reform - Legislative Update
June 10, 2010 Special Considerations for Directors of Small Funds
May 19, 2010 D & O Insurance: What Directors Should Know
May 17, 2010 What Directors Should Consider When Their Funds Invests in Derivatives
May 12, 2010 Revising Contract Renewals in Light Of Jones
April 28, 2010 The Role of Directors in Money Market Fund Reform
April 27, 2010 Will Shareholders Benefit from Jones?
April 22, 2010 Understanding the Jones Ruling
April 7, 2010 Jones Decision: Impact on the Boardroom
March 25, 2010 Structural Shifts in the US Fund Industry
March 18, 2010 Director Oversight of Fixed Income
March 9, 2010 Fund Intermediary Relationships 101: What Directors Need to Know
February 17, 2010 Financial Regulatory Reform: Where Are We Now?