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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. 

Start Location Description
October 03, 2019 Philadelphia, PA Director Discussion Series - Open Forum (Philadelphia, PA)
October 02, 2019 Boston, MA Director Discussion Series - Open Forum (Boston, MA)
September 10, 2019 New York, NY Cybersecurity – A Dialogue with Fund Risk Experts
September 05, 2019 Greenwich, CT Director Discussion Series - Open Forum (Greenwich, CT)
July 24, 2019 New York, NY Director Discussion Series - Open Forum (New York, NY)
July 17, 2019 Milwaukee, WI Director Discussion Series - Open Forum (Milwaukee, WI)
July 10, 2019 Minneapolis, MN Director Discussion Series - Open Forum (Minneapolis, MN)
June 11, 2019 Cambridge, MA CFL Roundtable
May 21, 2019 Chicago, IL Director Discussion Series - Open Forum (Chicago)
May 08, 2019 Washington, DC Director Discussion Series - Open Forum (Washington, DC)
April 17, 2019 Boston, MA Director Discussion Series - Open Forum (Boston, MA)
April 10, 2019 Costa Mesa, CA Director Discussion Series - Open Forum (Costa Mesa, CA)
April 09, 2019 San Francisco, CA Director Discussion Series - Open Forum (San Francisco, CA)
April 03, 2019 Stuart, FL Director Discussion Series - Open Forum (Stuart, FL)
April 02, 2019 Naples, FL Director Discussion Series - Open Forum (Naples, FL)
March 04, 2019 Washington, DC Fund Governance and Regulatory Insights, 2019
January 16, 2019 Naples, FL 2019 Directors' Institute
November 29, 2018 Atlanta, GA Director Discussion Series - Open Forum (Atlanta, GA)
October 10, 2018 Cincinnati, OH Director Discussion Series - Open Forum (Cincinnati, OH)
September 27, 2018 Kansas City Director Discussion Series - Open Forum (Kansas City)
September 25, 2018 Boston, MA Director Discussion Series - Open Forum (Boston, MA)
September 24, 2018 Webinar Working Group - 2018
September 18, 2018 Denver, CO Director Discussion Series - Open Forum (Denver, CO)
July 24, 2018 New York, NY Director Discussion Series - Open Forum (New York)
June 14, 2018 Greenwich, CT Director Discussion Series - Open Forum (Greenwich, CT)
June 12, 2018 Minneapolis, MN Director Discussion Series - Open Forum (Minneapolis, MN)
June 04, 2018 Cambridge, MA CFL Roundtable
May 22, 2018 Chicago, IL Director Discussion Series - Open Forum (Chicago, IL)
May 08, 2018 Washington, DC The Road Ahead - Disruption and Innovation in Fund Industry
May 01, 2018 San Francisco, CA Director Discussion Series - Open Forum (San Francisco, CA)
April 18, 2018 Philadelphia, PA Director Discussion Series - Open Forum (Philadelphia, PA)
March 27, 2018 Washington, DC 2018 Policy Conference
March 26, 2018 Washington, DC Nuts and Bolts of Being a Director
March 06, 2018 Stuart, FL Director Discussion Series - Open Forum (Stuart, Florida)
March 05, 2018 Naples, FL Director Discussion Series - Open Forum (Naples, FL)
January 23, 2018 Scottsdale, AZ Nuts and Bolts of Being a Director
January 23, 2018 Scottsdale, AZ 2018 Directors' Institute
December 05, 2017 New York, NY CFL Roundtable
October 30, 2017 Boston, MA Director Discussion Series - Open Forum (Boston, MA)
October 19, 2017 Denver, CO Director Discussion Series - Open Forum (Denver, CO)
September 28, 2017 Milwaukee, WI Director Discussion Series - Open Forum (Milwaukee, WI)
July 19, 2017 New York, NY Director Discussion Series - Open Forum (New York)
June 29, 2017 Kansas City Director Discussion Series - Open Forum (Kansas City)
June 27, 2017 Los Angeles, CA Director Discussion Series - Open Forum (LA)
June 26, 2017 San Francisco, CA Director Discussion Series - Open Forum (San Francisco, CA)
June 18, 2017 Cambridge, MA CFL Roundtable
June 15, 2017 Greenwich, CT Director Discussion Series - Open Forum (Greenwich, CT)
June 01, 2017 New York, NY Brexit for Fund Directors: What You Need to Know
May 15, 2017 Chicago, IL Director Discussion Series - Open Forum (Chicago)
April 20, 2017 Washington, DC 2017 Policy Conference
April 19, 2017 Washington, DC Nuts and Bolts of Being a Director
April 05, 2017 New York, NY Mutual Fund Directors Working Group
March 28, 2017 Philadelphia, PA Director Discussion Series - Open Forum (Philadelphia, PA)
March 23, 2017 Scottsdale, AZ Director Discussion Series - Open Forum (Scottsdale, AZ)
March 01, 2017 Stuart, FL Director Discussion Series - Open Forum (Stuart, Florida)
February 28, 2017 Bonita Springs, FL Director Discussion Series - Open Forum (Bonita Springs FL)
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 09, 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 07, 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 06, 2016 Philadelphia, PA Director Discussion Series - Open Forum (Philadelphia, PA)
May 05, 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 09, 2016 Stuart, FL Director Discussion Series - Open Forum (Stuart, Florida)
March 08, 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 New York, NY New Challenges for Fund Directors: Pricing, Valuation and Derivatives
February 10, 2016 San Francisco, CA Director Discussion Series - Open Forum (San Francisco, CA)
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 07, 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 09, 2015 Greenwich, CT Director Discussion Series - Open Forum (Greenwich, CT)
August 04, 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 03, 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 09, 2015 Washington, DC 2015 Policy Conference
April 08, 2015 Washington, DC Nuts and Bolts of Being a Director
March 05, 2015 Bonita Springs, FL Director Discussion Series - Open Forum (Bonita Springs FL)
March 04, 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 Nuts and Bolts of Being a Director
January 20, 2015 Palm Beach, FL 2015 Director's Institute
January 13, 2015 2015 PC Task Force
December 09, 2014 2015 PC Task Force
November 20, 2014 Washington, DC Best Execution in Today’s Complex Markets
October 30, 2014 Morningstar Advisory Council (10/30)
October 23, 2014 Morningstar Advisory Council (10/23)
October 15, 2014 Morningstar Advisory Council ALL
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 08, 2014 Forum Webinar Series The Evolving Distribution Landscape - Considerations for Fund Directors
October 07, 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 09, 2014 Minneapolis, MN Director Discussion Series - Open Forum (Minneapolis)
July 22, 2014 New York, NY Director Discussion Series - Open Forum (New York)
June 30, 2014 Director Candidate
May 15, 2014 Kansas City Director Discussion Series - Open Forum (Kansas City)
May 01, 2014 Philadelphia, PA Director Discussion Series - Open Forum (Philadelphia)
April 29, 2014 Director Discussion Series - Open Forum (Boston)
April 02, 2014 Waitlist: 2014 Policy Conference
April 02, 2014 Washington, DC 2014 Policy Conference
April 01, 2014 Nuts & Bolts of Being a Director
March 04, 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)
February 11, 2014 2014 PC Task Force
January 29, 2014 Nuts and Bolts of Being a Director
January 29, 2014 WAIT LIST: 2014 Directors' Institute
January 29, 2014 2014 Director's Institute
January 29, 2014 January 2014 Board Meeting
January 14, 2014 2014 PC Task Force
December 10, 2013 2014 PC Task Force
November 21, 2013 Board Oversight of Valuation
November 11, 2013 CFL Roundtable
November 07, 2013 Director Discussion Series - Open Forum (Seattle)
November 06, 2013 Trends & Transparency in the Fair Value Process - What Fund Directors Should Know
November 05, 2013 Director Discussion Series - Open Forum (Portland)
October 29, 2013 Director Discussion Series - Open Forum (Denver)
October 09, 2013 Board Oversight of Performance
October 09, 2013 October 2013 Board Meeting
October 03, 2013 Director Discussion Series - Open Forum (Minneapolis)
September 12, 2013 Webinar Task Force Mtg
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 08, 2013 Director Discussion Series - Open Forum (Houston)
April 10, 2013 2013 Policy Conference
April 09, 2013 Newer Director Program
March 06, 2013 DDS - Bonita Springs
March 05, 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 07, 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
June 18, 2012 ASM Reception
April 24, 2012 CFL Roundtable
March 28, 2012 Director Discussion Series-Open Forum (Stuart, FL)
January 24, 2012 2012 Directors' Institute
December 09, 2011 DDS - Boston
November 18, 2011 DDS - Denver
November 14, 2011 CFL Roundtable
November 09, 2011 Risk Governance for Fund Directors
October 19, 2011 2011 Newer Director
October 18, 2011 2011 Basic Accounting
October 12, 2011 Advancing Fund Governance
October 10, 2011 Morningstar Board Oversight of Performance
October 05, 2011 SEC Roundtable
September 21, 2011 DDS - Chicago
September 09, 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 09, 2010 DDS - Denver
November 30, 2010 DDS - Kansas City
October 05, 2010 CFL Roundtable
September 29, 2010 DDS - Minneapolis
September 22, 2010 2010 Newer Director Program
September 21, 2010 2010 Basic Accounting
September 14, 2010 DDS - Chicago
July 29, 2010 DDS - New York
June 02, 2010 DDS - Washington
June 02, 2010 SEC Roundtable
April 15, 2010 2010 Policy Conference
March 26, 2010 DDS - Washington
March 01, 2010 CFL Roundtable
January 26, 2010 2010 Directors Institute
January 26, 2010 2010 New Director
December 10, 2009 2009 Advanced Accounting
December 09, 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 06, 2009 SEC Roundtable
May 05, 2009 Steering Committee Meeting
May 04, 2009 2009 Policy Conference
April 21, 2009 Treasur Coast Director Discussion Series
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 SEC Roundtable
September 25, 2008 Advisory Board Lunch Meeting
May 07, 2008 DDS - Denver
April 17, 2008 2008 Policy Conference
April 02, 2008 DDS - San Francisco
March 07, 2008 DDS - Philiadelphia
January 15, 2008 2008 Directors Institute
January 09, 2008 DDS - Boston
December 10, 2007 2007 Advanced Accounting
November 08, 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
February 15, 2006 2006 Policy Conference
January 01, 2001 test
January 01, 1910 DDS Profile
January 01, 1910 Washington, DC OLD - DO NOT USE - Fund Governance and Regulatory Insights, 2019
January 01, 1910 Fund Governance and Regulatory Insights, 20XX
January 01, 1900 CFL Profile