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MUTUAL FUND DIRECTORS FORUM PAST EVENTS
The Mutual Fund Directors Forum 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. For more information about any of these programs, click on the event title in the list. 
DATE LOCATION DESCRIPTION
February 21, 2017 New York, NY CFL Roundtable
January 17, 2017 Palm Beach, FL Nuts and Bolts of Being a Director
January 17, 2017 Palm Beach, FL 2017 Director's Institute
November 15, 2016 Boston, MA Director Discussion Series - Open Forum (Boston)
November 9, 2016 Washington, DC Director Discussion Series - Open Forum (Washington, DC)
September 27, 2016 Boston, MA Board Oversight of Service Providers
September 22, 2016 Milwaukee, WI Director Discussion Series - Open Forum (Milwaukee, WI)
September 13, 2016 Minneapolis, MN Director Discussion Series - Open Forum (Minneapolis, MN)
September 7, 2016 Chicago, IL Director Discussion Series - Open Forum (Chicago)
July 26, 2016 New York, NY Director Discussion Series - Open Forum (New York)
June 16, 2016 Kansas City Director Discussion Series - Open Forum (Kansas City)
May 25, 2016 New York, NY CFL Roundtable
May 23, 2016 Atlanta, GA Director Discussion Series - Open Forum (Atlanta, GA)
May 6, 2016 Philadelphia, PA Director Discussion Series - Open Forum (Philadelphia, PA)
May 5, 2016 Denver, CO Director Discussion Series - Open Forum (Denver, CO)
April 20, 2016 Washington, DC Changing Markets: Challenges for Fixed Income Funds
March 29, 2016 Washington, DC 2016 Policy Conference
March 28, 2016 Washington, DC Nuts and Bolts of Being a Director
March 9, 2016 Stuart, FL Director Discussion Series - Open Forum (Stuart, Florida)
March 8, 2016 Bonita Springs, FL Director Discussion Series - Open Forum (Bonita Springs FL)
February 23, 2016 Washington, DC Director Discussion Series - Open Forum (Washington, DC)
February 10, 2016 San Francisco, CA Director Discussion Series - Open Forum (San Francisco, CA)
February 10, 2016 New York, NY New Challenges for Fund Directors: Pricing, Valuation and Derivatives
January 26, 2016 San Diego, CA Nuts and Bolts of Being a Director
January 26, 2016 San Diego, CA 2016 Director's Institute
November 10, 2015 New York, NY CFL Roundtable
October 7, 2015 Chicago, IL Risk, Reward & Regulation
September 10, 2015 New York, NY Distribution, Product and Pricing Considerations for Fund Directors within an Evolving Marketplace
September 9, 2015 Greenwich, CT Director Discussion Series - Open Forum (Greenwich, CT)
August 4, 2015 Los Angeles, CA Director Discussion Series - Open Forum (LA)
July 30, 2015 Boston, MA Director Discussion Series - Open Forum (Boston)
July 21, 2015 New York, NY Director Discussion Series - Open Forum (New York)
July 20, 2015 New York, NY Nuts and Bolts of Being a Director
June 19, 2015 Kansas City Director Discussion Series - Open Forum (Kansas City)
June 3, 2015 New York, NY CFL Roundtable
May 14, 2015 Chicago, IL Director Discussion Series - Open Forum (Chicago)
April 29, 2015 Philadelphia, PA Director Discussion Series - Open Forum (Philadelphia)
April 9, 2015 Washington, DC 2015 Policy Conference
April 8, 2015 Washington, DC Nuts and Bolts of Being a Director
March 5, 2015 Bonita Springs, FL Director Discussion Series - Open Forum (Bonita Springs FL)
March 4, 2015 Stuart, FL Director Discussion Series - Open Forum (Stuart, Florida)
February 19, 2015 Denver, CO Director Discussion Series - Open Forum (Denver)
January 20, 2015 Palm Beach, FL 2015 Director's Institute
November 20, 2014 Washington, DC Best Execution in Today’s Complex Markets
October 15, 2014 Forum Webinar Series Board Oversight of the Fair Value Process - What Fund Directors Should Know
October 14, 2014 San Francisco, CA Director Discussion Series - Open Forum (San Francisco)
October 8, 2014 Forum Webinar Series The Evolving Distribution Landscape - Considerations for Fund Directors
October 7, 2014 New York, NY CFL Roundtable
September 30, 2014 Washington, DC Director Discussion Series - Open Forum (Washington DC)
September 18, 2014 Greenwich, CT Director Discussion Series - Open Forum (Greenwich, CT)
September 9, 2014 Minneapolis, MN Director Discussion Series - Open Forum (Minneapolis)
July 22, 2014 New York, NY Director Discussion Series - Open Forum (New York)
May 15, 2014 Kansas City Director Discussion Series - Open Forum (Kansas City)
May 1, 2014 Philadelphia, PA Director Discussion Series - Open Forum (Philadelphia)
April 29, 2014   Director Discussion Series - Open Forum (Boston)
April 2, 2014 Washington, DC 2014 Policy Conference
April 1, 2014   Nuts & Bolts of Being a Director
March 4, 2014 Ney York, NY CFL Roundtable
February 27, 2014   Director Discussion Series - Open Forum (Bonita Springs, Florida)
February 26, 2014   Director Discussion Series - Open Forum (Stuart, Florida)
January 29, 2014   2014 Director's Institute
January 29, 2014   January 2014 Board Meeting
November 21, 2013   Board Oversight of Valuation
November 11, 2013   CFL Roundtable
November 7, 2013   Director Discussion Series - Open Forum (Seattle)
November 6, 2013   Trends & Transparency in the Fair Value Process - What Fund Directors Should Know
November 5, 2013   Director Discussion Series - Open Forum (Portland)
October 29, 2013   Director Discussion Series - Open Forum (Denver)
October 9, 2013   Board Oversight of Performance
October 9, 2013   October 2013 Board Meeting
October 3, 2013   Director Discussion Series - Open Forum (Minneapolis)
July 25, 2013   Director Discussion Series - Open Forum (New York)
July 17, 2013   Director Discussion Series - Open Forum ( Kansas City)
June 18, 2013   CFL Roundtable
June 17, 2013   June 2013 Board Meeting
May 30, 2013   Director Discussion Series - Open Forum (Denver)
May 8, 2013   Director Discussion Series - Open Forum (Houston)
April 10, 2013   2013 Policy Conference
April 9, 2013   Newer Director Program
March 6, 2013   DDS - Bonita Springs
March 5, 2013   DDS - Stuart
February 19, 2013   CFL Roundtable
February 18, 2013   February 2013 Board Meeting
January 29, 2013   Newer Director Program
January 29, 2013   2013 Director's Institute
December 11, 2012   December 2012 Board Meeting
November 28, 2012   Board Oversight of Alternative Investments
October 16, 2012   October 2012 Board Meeting
September 18, 2012   DDS - Minneapolis
September 7, 2012   DDS - Denver
July 25, 2012   DDS - LA
July 24, 2012   DDS - San Francisco
July 19, 2012   DDS - Boston
June 19, 2012   2012 Policy Conference
April 24, 2012   CFL Roundtable
March 28, 2012   Director Discussion Series-Open Forum (Stuart, FL)
January 24, 2012   2012 Directors' Institute
December 9, 2011   DDS - Boston
November 18, 2011   DDS - Denver
November 14, 2011   CFL Roundtable
November 9, 2011   Risk Governance for Fund Directors
October 19, 2011   2011 Newer Director
October 18, 2011   2011 Basic Accounting
October 10, 2011   Morningstar Board Oversight of Performance
September 21, 2011   DDS - Chicago
September 9, 2011   Oversight of Derivatives Roundtable
July 20, 2011   DDS - New York
June 22, 2011   DDS - Philadelphia
May 19, 2011   DDS - San Francisco
April 28, 2011   2011 Policy Conference
January 25, 2011   2011 Directors Institute
December 10, 2010   2010 Advanced Accounting
December 9, 2010   DDS - Denver
November 30, 2010   DDS - Kansas City
October 5, 2010   CFL Roundtable
September 29, 2010   DDS - Minneapolis
September 21, 2010   2010 Basic Accounting
September 14, 2010   DDS - Chicago
July 29, 2010   DDS - New York
June 2, 2010   DDS - Washington
April 15, 2010   2010 Policy Conference
March 26, 2010   DDS - Washington
March 1, 2010   CFL Roundtable
January 26, 2010   2010 Directors Institute
January 26, 2010   2010 New Director
December 10, 2009   2009 Advanced Accounting
December 9, 2009   2009 Accounting- Boston
November 10, 2009   2009 Accounting- New York
October 15, 2009   2009 Accounting- Chicago
September 22, 2009   2009 Newer Director Program
June 24, 2009   CFL Roundtable
June 23, 2009   Risk Principles for Fund Directors
May 5, 2009   Steering Committee Meeting
May 4, 2009   2009 Policy Conference
February 18, 2009   DDS - Washington (Regulatory Reform)
February 10, 2009   DDS - San Francisco (Regulatory Reform)
January 15, 2009   2009 Directors Institute
December 10, 2008   2008 Advanced Accounting
November 13, 2008   DDS - San Francisco (Market Events)
October 30, 2008   2008 Accounting -Chicago
October 28, 2008   DDS - New York (Market Events)
October 27, 2008   CFL Roundtable
October 14, 2008   2008 Basic Accounting
October 13, 2008   2008 New Director
September 25, 2008   DDS - Washington (Valuation)
September 25, 2008   Advisory Board Lunch Meeting
May 7, 2008   DDS - Denver
April 17, 2008   2008 Policy Conference
April 2, 2008   DDS - San Francisco
March 7, 2008   DDS - Philiadelphia
January 15, 2008   2008 Directors Institute
January 9, 2008   DDS - Boston
December 10, 2007   2007 Advanced Accounting
November 8, 2007   Funds' Use of Derivatives
October 26, 2007   2007 Accounting- Boston
October 25, 2007   2007 Accounting- Chicago
October 23, 2007   2007 Basic Accounting
June 21, 2007   DDS - Denver (12b-1)
June 12, 2007   DDS - Boston (12b-1)
April 12, 2007   2007 Policy Conference
January 16, 2007   2007 Directors Institute