Events

Los Angeles November 13, 2024

MFDF will host an in-person Director Discussion Series lunch in Los Angeles, CA to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 12:00 pm to 2:00 pm at the offices of PwC located at 601 South Figueroa Street, Ste. 900 in Los Angeles, CA.

December 11, 2024

As part of MFDF's ETF webinar series, K&L Gates partners Stacy Fuller and Kevin Gustafson will discuss ETF products and trends in the current landscape and how the product type and exposures can affect the board's oversight responsibilitites. This webinar will broadcast live from 2 pm - 3 pm (ET).

Naples February 11, 2025

MFDF will host an in-person Director Discussion Series lunch in Naples, FL to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 11:30 am to 2:00 pm at Wyndemere Country Club located at 700 Wyndemere Way, Naples, FL.

Boston April 15, 2025

MFDF will host an in-person Director Discussion Series lunch in Boston 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 PwC in Boston.

Chicago July 9, 2025

MFDF 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.

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 11 am to 1 pm (CT) at KPMG's Kansas City office.

April 22, 2026

Join MFDF's Leslie Beckbridge as she highlights the key findings from MFDF's Fund Board Composition Survey, along with the survey’s methodology and explore how directors may draw meaning from the data. This will broadcast live from 2 pm - 2:30 pm (ET).

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).

San Francisco May 27, 2026

MFDF and KPMG will host an in-person Director Discussion Series lunch meeting in San Francisco to facilitate discussions for independent directors and CCOs to discuss timely issues brought up by participants. The event will be in-person from 11 am to 1 pm (PT) at KPMG's San Francisco office.

June 2, 2026

As part of MFDF's ongoing ETF oversight series, this MFDF Spotlight webinar will discuss how ETFs utilize APs and market makers, including how those relationships form initially and then may evolve over time. This will broadcast live from 2 pm - 2:30 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 10:30 am to 2:00 pm (CT).

June 17, 2026

Deloitte's latest webinar for MFDF will provide RIC board independent directors with a practical overview of fund financial statements and the key areas that warrant heightened attention. The webinar will broadcast live from 2 pm - 3 pm (ET).

June 23, 2026

MFDF'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).

June 25, 2026

As part of MFDF's Series Trust Funds program series, this session features a board‑focused overview of series trust fund audits, highlighting key risks, oversight responsibilities, and best practices for audit committee directors on series trust boards. The webinar will broadcast live from 2 pm - 3 pm (ET).

Chicago July 16, 2026

MFDF and Ropes & Gray will host an in-person Director Discussion Series lunch meeting 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 to 2 pm (CT) at Ropes & Gray's Chicago office.

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.