Events & Webinars

January 21, 2025

As part of MFDF's Board Oversight of AI webinar series, Kevin Gleason, Adam Aderton, and Carlo di Florio will discuss compliance considerations as well as the regulatory outlook for AI. The webinar will broadcast live from 2 pm - 3 pm (ET).

January 22, 2025

Diane Armstrong, Chair of the Boston Trust Walden Funds board, and Michael Wible, Partner at Thompson Hine, will offer insights from board rooms with less than six directors on factors that may influence how and when to use the skills matrices to improve the effectiveness with a small group of directors. This virtual event will take place on Zoom at 1 pm (ET).

Carlsbad January 27, 2025

The 2025 Directors' Institute is scheduled for January 27-29, 2025 in Carlsbad, CA.

February 6, 2025

Fran Cashman and John Krieg CFA, CAIA, will lead discussions with directors that provide deeper insight into the use and understanding of data that directors may consider in the evaluation of their distribution contract responsibility. This virtual event will take place on Zoom at 1 pm (ET).

Stuart February 10, 2025

MFDF will host an in-person Director Discussion Series lunch in Stuart, 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 Willoughby Golf Club located at 3001 SE Doubleton Drive in Stuart, FL.

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.

February 26, 2025

As part of MFDF's AI for Fund Boards webinar series, Karen Aspinall, Doug Clinton, Jan Hopkins, and Joyce Li will highlight case studies of AI usage in investment strategies and questions boards should consider during the 15(c) process as part of their risk oversight responsibilities. The webinar will broadcast live from 2 pm - 3 pm (ET).

Washington March 6, 2025

MFDF's annual Fund Governance & Regulatory Insights Conference will 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 6, 2025 and conclude at 12 pm on March 7, 2025.

March 12, 2025

Join MFDF member independent directors as they discuss MFDF's 15(c) White Paper: Part 3 - Gartenberg Factors Analysis and Challenges. This webinar will broadcast live from 2 pm - 3 pm (ET).

Atlanta April 2, 2025

MFDF will host an in-person Director Discussion Series lunch in Atlant 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 Voya Investment Management in Atlanta.

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.

May 22, 2025

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).

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.

November 13, 2025

Join 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).

Naples January 26, 2026

The 2026 Directors' Institute is scheduled for January 26-28, 2026 in Naples, FL.

Washington March 5, 2026

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 starting at 8 am on March 5, 2026 and conclude at 12 pm on March 6, 2026.