Events & Webinars

January 21, 2026

Speakers from MFDF's ETF webinar series returns to host an in-depth Ask Anything on ETF session for current independent directors and CCOs. This virtual discussion will take place on Zoom at 2 pm (ET).

Naples January 26, 2026

The 2026 Directors' Institute is scheduled for January 26-28, 2026 in Naples, FL. The program will begin at 2 pm on January 26 and conclude by 12 pm on January 28.

Miami February 10, 2026

MFDF and EY will host an in-person Director Discussion Series meeting in Miami, FL to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 9 am to 11 am at EY's Miami office.

Washington March 5, 2026

MFDF's annual FGRI Conference bring independent directors together with legislators, regulators, and other industry experts to discuss issues of critical concern to fund directors. This program is scheduled to be in-person starting at 8 am on March 5, 2026 and conclude at 12 pm on March 6, 2026.

April 8, 2026

Sara Yerkey, with Management Practice, and Kelley Howes, Partner and Co-Chair of the Investment Management Group at Morrison and Foerster LLP, will provide highlights from the latest MPI Annual Survey of Investment Firm Profitability and implications for fund director oversight. The webinar will broadcast live from 2 pm - 3 pm (ET).

Charlotte April 14, 2026

MFDF and EY will host an in-person Director Discussion Series breakfast meeting in Charlotte, NC to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 9:30 am to 11:30 am at EY's Charlotte office.

Kansas City April 16, 2026

MFDF and KPMG will host an in-person Director Discussion Series lunch meeting in Kansas City to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 12 pm to 2 pm (CT) at KPMG's Kansas City office.

May 13, 2026

Join Julia Ulstrup and John Mulligan from ICI Mutual as they provide an update of fund industry claims trends and recent developments in the fund industry insurance market. The webinar will broadcast live from 2 pm - 3 pm (ET).

May 21, 2026

This webinar will summarize the findings from MPI's recent annual "Survey of Mutual Fund Director/Trustee Compensation and Organizational Practices." The webinar will broadcast live from 2 pm - 3 pm (ET).

Chicago June 4, 2026

MFDF's CFL Roundtable is a program designed specifically for mutual fund chairs and lead independent directors. This in-person meeting will take place on June 4, 2026 at the offices of Kirkland & Ellis' Chicago office from 10:00 am to 2:00 pm (CT).

Amelia Island February 1, 2027

The 2027 Directors' Institute is scheduled for February 1-3 in Amelia Island, FL.

Washington April 8, 2027

MFDF's annual FGRI Conference bring independent directors together with legislators, regulators, and other industry experts to discuss issues of critical concern to fund directors. This program is scheduled to be in-person on April 8-9, 2027 in Washington, DC.

Marana January 24, 2028

The 2028 Directors' Institute is scheduled for January 24-26 in Marana, AZ.

Washington April 4, 2028

MFDF's annual FGRI Conference bring independent directors together with legislators, regulators, and other industry experts to discuss issues of critical concern to fund directors. This program is scheduled to be in-person on April 4-5, 2028 in Washington, DC.