2012 Fund Directors Conference
October 1–3, 2012
Chicago, IL

General Information

REGISTRATION INFORMATION

You may register online, or you may complete the registration form and return it to the applicable address noted below. Conference policy allows up to two individuals from associate member firms to attend at the member rate. Registrations will not be accepted by telephone.

REGISTRATION FEES

*This rate applies to independent directors/trustees of ICI member funds. A volume discount may apply if three or more independent directors/trustees from one fund complex pay for and attend the conference. Please contact ICI’s Conference Division at conferences@ici.org or 202-326-5968 before registering to learn more about this option.
**This fee allows guests to attend the Tuesday evening reception and dinner only.

REMITTANCE INSTRUCTIONS

If you register online, please note that your credit card will be charged immediately upon receipt of your registration.

If you register by mail, please return the completed form with check or money order to:

Investment Company Institute
Dept. 3077
Washington, DC 20061-3077

If you register by an express carrier, please return the completed form with check or money order to:

Investment Company Institute
Attn: Accounting Department
1401 H Street, NW, Suite 1200
Washington, DC 20005-2148

Note: Payment for registration must accompany all registration forms. Do NOT send a registration form in advance of mailing a payment. Registrations received without payment information will not be processed.

Confirmation will be emailed within five (5) business days for online registrations and within 10 business days for registrations with check payment.

Cancellations received on or before September 24, 2012, will be subject to a $150 administrative fee. Notices of cancellation must be received in writing. After September 24, 2012, we regret that no registration fees can be refunded.

HOTEL RESERVATION INFORMATION

Attendees may make reservations at the Fairmont Chicago Millennium Park at the special conference rate of $272 (plus tax) based upon availability.

• The hotel will NOT accept reservations over the telephone for hotel rooms at the conference rate. All reservations and modifications to existing reservations must be made online in order to receive the conference rate. A credit card is required to guarantee your reservation.
• You will receive an acknowledgment of your hotel reservation via email.
• Hotel reservations must be made by September 6, 2012, to ensure the special conference rate.

TO MAKE RESERVATIONS

• Reservations at the Fairmont Chicago Millennium Park are now available online.
• Once you have made your hotel reservations online, a confirmation number will be sent to you. Please keep this confirmation number for your records. You will also need it in order to modify or cancel your existing reservation.

Hotel room blocks are intended for the use of conference attendees.

Fairmont Chicago Millennium Park
200 North Columbus Drive 
Chicago, Illinois 60601

Check-in: 3:00 p.m. 
Checkout: Noon

CONFERENCE ATTIRE

Business casual is customary.

CPE/CLE CREDIT

CONTINUING PROFESSIONAL EDUCATION (CPE)

Upon completion of the 2012 Fund Directors Conference, each participant will be eligible for eleven (11.0) hours of CPE credit.

Learning Objectives: To provide information to the investment company independent director community about current topics of interest, including regulatory, legislative, and judicial developments and what they mean for funds and their boards, management’s perspective on the opportunities and challenges for the fund industry, the eurozone and other financial crises, and effective board practices.

Program Level: Basic

Delivery Mode: Group Live Course

No prerequisites or advance preparations are necessary for this conference.

The Investment Company Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CONTINUING LEGAL EDUCATION (CLE)

This program has been approved by the State Bar of California for CLE credit. Application for Continuing Legal Education (CLE) approval will be submitted by ICI to Illinois and Pennsylvania. This program should qualify for approximately 8.5 hours of CLE credit. Because the credit requirements vary from state to state and are governed by different regulatory agencies, we suggest that you contact your governing body to learn if this program meets your individual requirements.

QUESTIONS ABOUT CPE OR CLE

Please direct all questions regarding administrative policies, CPE credit, or CLE credit to Judy Lee of ICI at jlee@ici.org or 202-218-3575.

ICI'S FINANCIAL AID POLICY

ICI will make full or partial scholarships available for Institute conferences to lawyers and law students experiencing financial hardships. Under this policy, a financial hardship is defined as income of $35,000 or less.

To apply for financial aid, please submit a completed registration form, along with a letter stating your interest in attending the specific program. Law students must include a copy of their current student ID card. All requests for financial aid must be submitted at least four weeks prior to the start of the conference. Once your materials have been received, ICI will review and inform you whether or not you have been approved for financial aid. 

MEDIA

Registration for this program is not open to members of the media.

MISCELLANEOUS

Neither the Investment Company Institute nor the Independent Directors Council assumes liability for nonrefundable transportation costs, hotel accommodations, or additional costs incurred by registrants.

Program and speakers are subject to change without notice. Please check periodically for program updates on IDC’s website at www.idc.org/events.

QUESTIONS/CONCERNS

Should you have any questions, please contact ICI's Conference Division at 202-326-5968 or conferences@ici.org.