Calendar of Events
MFDF 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.
NOTE: In light of the current COVID-19 pandemic, we are postponing all in-person programs until later in the year. Our webinars and web-based programs will broadcast live as scheduled. The rescheduled in-person events will be posted on this website and a Forum staff member will reach out via email with the new dates. If you have any questions or concerns, please contact the Forum.
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June 2, 2020
Risk-based Governance and Reporting: SEC Looks for Boards to Focus on Pricing When it Matters MostJoin Deloitte audit partner and managers as highlight the impact of the SEC's new valuation rule proposal for boards, advisers, and auditors. The webinar will broadcast live from 2 pm - 3 pm (ET).
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June 9, 2020
Changing Distribution ModelsPartners from E&Y will provide insights to how investment managers across the industry are realigning operating models. The webinar will broadcast live from 2 pm - 3 pm (ET).
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Cleveland June 11, 2020
Director Discussion Series - Open Forum (Cleveland, OH)THIS EVENT WILL BE RESCHEDULED.
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June 11, 2020
Director Discussion Series - Open Forum via ZoomDDS Meetings provide a venue for independent directors and CCOs to discuss timely issues with peers and experts. This Zoom meeting will be held from 11:30 am to 12:30 pm. THIS PROGRAM IS FULL.
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June 18, 2020
Director Discussion Series - Open Forum via ZoomDDS Meetings provide a venue for independent directors and CCOs to discuss timely issues with peers and experts. This Zoom meeting will be held from 11:30 am to 12:30 pm.
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June 23, 2020
Conference of Fund Leaders Roundtable via ZoomThe Forum's CFL Roundtable is a program designed specifically for mutual fund chairs and lead independent directors. The program will focus on the SEC's new valuation rule proposal and BCP in the fund industry. This virtual meeting will be on June 23, 2020 at 11:30 am (ET).
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June 30, 2020
Moving Towards the “Now” Normal Work EnvironmentMike Pappacena, Nicole Morton, and Erik Olsen of ACA Compliance Group will discuss the “then” and the potential “now” and how firms’ compliance monitoring, information security, and continuity planning may look as firms move toward returning employees to the office. The webinar will broadcast live from 2 pm - 3 pm (ET).
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July 9, 2020
Director Discussion Series - Open Forum via ZoomDDS Meetings provide a venue for independent directors and CCOs to discuss timely issues with peers and experts. This Zoom meeting will be held from 11:30 am to 12:30 pm.
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July 14, 2020
In Focus: Compliance in the New NormalA virtual roundtable discussion on compliance is functioning in today's work from home environment with Phillip Wellman, CCO for the MassMutual Funds complex
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July 16, 2020
In Focus: Effective Virtual MeetingsA virtual roundtable discussion on effective virtual meetings with Carol McMullen, independent trustee of AB Funds.
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July 23, 2020
Director Discussion Series - Open Forum via ZoomDDS Meetings provide a venue for independent directors and CCOs to discuss timely issues with peers and experts. This Zoom meeting will be held from 11:30 am to 12:30 pm.
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Philadelphia September 15, 2020
Director Discussion Series - Open Forum (Philadelphia)DDS Meetings provide a venue for independent directors and CCOs to discuss timely issues with peers and experts. This lunch meeting will be held from 12:00 pm - 2:00 pm.
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Hunt Valley September 17, 2020
Director Discussion Series - Open Forum (Hunt Valley, MD)DDS meetings provide a venue for independent directors and CCOs to discuss timely issues with peers and industry experts. The meeting will be held over breakfast from 8:30 am to 10:30 am.
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San Francisco October 6, 2020
Director Discussion Series - Open Forum (San Francisco, CA)DDS meetings provide a venue for independent directors and CCOs to discuss timely issues with peers and industry experts. The meeting will be held over lunch from12:00 pm - 2:00 pm.
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Washington November 12, 2020
ESG Deep Dive: What's in a Name?In this one-day program, academics and industry practitioners will look beyond the acronyms and tackle the major questions and issues under the environmental, social or governance, sustainability, socially responsible, and impact investing umbrella.
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Naples November 13, 2020
Director Discussion Series - Open Forum (Naples, FL)DDS Meetings provide a venue for independent directors and CCOs to discuss timely issues with peers and experts. This lunch meeting will be held from 11:30 am - 2:00 pm.
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Miami January 25, 2021
2021 Directors' InstituteThe Directors' Institute offers independent directors an unique opportunity, using a case study format, to discuss new approaches to critical boardroom issues with experts and their peers in the fund industry.
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Washington June 10, 2021
2021 Fund Governance & Regulatory Insights ConferenceThe Forum's annual FGRI Conference will bring independent directors together with legislators, regulators, and other industry experts to discuss issues of critical concern to fund directors.
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Scottsdale January 19, 2022
2022 Directors' InstituteThe Directors' Institute offers independent directors an unique opportunity, using a case study format, to discuss new approaches to critical boardroom issues with experts and their peers in the fund industry.
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