Calendar of Events
MFDF regularly hosts educational programs on a wide variety of current topics of interest to fund independent directors. These programs include single day in-person seminars, multi-day conferences, web-based programs, and informal networking discussions. MFDF's webinars are recorded and archived for MFDF members and registered participants. Our virtual and in-person events are discussion based and are not recorded.
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May 20, 2025
Categories: WebinarCassandra Borchers with Squire Patton Boggs and Freddie Jacobs, Jr. CPA with Institutional Trust Services of BPAS, will kick off MFDF's Series Trust Funds program series with discussion on core responsibilities and best practices for effective series trust board oversight. The webinar will broadcast live from 2 pm - 3 pm (ET).
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May 22, 2025
Categories: WebinarThis 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).
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May 29, 2025
Categories: WebinarThe next MFDF Spotlight webinar will feature Leslie Beckbridge with MFDF as she highlights the key observations and trends for MFDF's Fund Board Recruitment Practices Report 2 pm - 2:30 pm (ET).
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June 17, 2025
Categories: WebinarJoin Lori Paris with Northern Trust Securities Finance as she provides the basics of security lending that fund boards should know in their oversight roles. The webinar will broadcast live from 2 pm - 3 pm (ET).
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June 18, 2025
Categories: WebinarThe next MFDF Spotlight webinar will be led by Tom Westle, partner with BlankRome, as he discusses fund board directors' independence. This will broadcast live from 2 pm - 2:30 pm (ET).
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June 24, 2025
Categories: VirtualMFDF's DDS meetings provide an opportunity for independent directors and CCOs to discuss timely issues with peers and experts. This Zoom meeting will be held from 11:00 am - 12:00 pm (ET).
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June 26, 2025
Categories: VirtualIndependent chairs Eve Guernsey (Lord Abbett) and Joseph Obermeyer (Voya) will discuss strategic approaches to succession planning in the boardroom. This virtual event will take place on Zoom at 1 pm (ET).
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Chicago July 9, 2025
Categories: In-PersonMFDF will host an in-person Director Discussion Series lunch in Chicago 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 - 2 pm at the offices of Ropes & Gray LLP in Chicago.
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Philadelphia July 15, 2025
Categories: In-PersonMFDF will host an in-person Director Discussion Series lunch in Philadelphia 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 - 2 pm at the offices of Stradley Ronon in Philadelphia.
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New York July 22, 2025
Categories: In-PersonMFDF will host an in-person Director Discussion Series lunch meeting in New York 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 - 2 pm at the offices of Sidley Austin LLP in New York.
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July 24, 2025
Categories: VirtualSpeakers from MFDF's AI for Fund Board webinar series returns to host an in-depth Ask Anything on AI session for current independent directors and CCOs. This virtual discussion will take place on Zoom at 11 am (ET).
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September 10, 2025
Categories: WebinarJoin Martin Dean, President of Northern Lights Compliance LLC, as he discusses key priorities and best practices of compliance and board reporting cruicial to series trust fund boards' oversight role. The webinar will broadcast live from 2 pm - 3 pm (ET).
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September 23, 2025
Categories: WebinarVanessa Richardson and Jay Spinola, partners at Willkie Farr & Gallagher LLP will highlight latest in CEF litigations. The webinar will broadcast live from 2 pm - 3 pm (ET).
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October 15, 2025
Categories: WebinarLearn how series trust fund boards can create and maintain effective board relationships with advisers, This webinar is the third webinar in the Series Trust Funds program series. The webinar will broadcast live from 2 pm - 3 pm (ET).
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November 13, 2025
Categories: WebinarJoin MPI as they highlight the results from its latest annual survey of mutual fund Chief Compliance Officer compensation. The webinar will broadcast live from 2 pm - 3 pm (ET).
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Naples January 26, 2026
Categories: In-PersonThe 2026 Directors' Institute is scheduled for January 26-28, 2026 in Naples, FL.
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Washington March 5, 2026
Categories: In-PersonMFDF'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.
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Amelia Island February 1, 2027
Categories: In-PersonThe 2027 Directors' Institute is scheduled for February 1-3 in Amelia Island, FL.
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Washington April 8, 2027
Categories: In-PersonMFDF'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.
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