Webinars
The Forum's webinars feature an hour long presentation on a discrete topic of interest to fund directors. The webinars cover a broad range of technical topics, regulatory issues, and governance-related items. Some webinars are aimed squarely at board oversight issues, and some take a broader view of industry trends. Every webinar features speakers who have particular knowledge about the subject-matter at issue.
All of the Forum's webinars are free to its members, both live and archived versions. The Forum's webinar archives contain links to the written materials and the audio recording of each webinar.
-
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).
Learn more -
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).
Learn more -
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.
Learn more -
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.
Learn more -
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).
Learn more -
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).
Learn more -
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.
Learn more -
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
Learn more -
July 16, 2020
In Focus: Effective Virtual MeetingsA virtual roundtable discussion on effective virtual meetings with Carol McMullen, independent trustee of AB Funds.
Learn more -
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.
Learn more