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Foundations for Fund Directors ®

General Info

September 14–15, 2022 • Pasadena, CA

Online Program

Participants are encouraged to complete the online training before participating in the in-person session. The online course takes one to two hours to complete.

PARTICIPANT LOG-IN
  • Log-In Instructions

    To log in to the Foundations for Fund Directors prerequisite individual online course for the first time, visit the log-in page hosted by KPMG.

    Trouble logging in? If you have clicked launch on an online module, but are unable to proceed past the Loading title. One moment please screen, it is likely that your pop-up blocker is the problem. Here’s how to disable your pop-up blocker for the Foundations for Fund Directors website:

    Internet Explorer
    • If you’re stuck on the loading screen, you’ll see a message on the bottom of your screen saying that “Internet Explorer blocked a pop-up from kpmg.csod.com.”
    • Click on options for this site and select always allow.
    Chrome
    • Open Chrome and click the three-dots icon in the upper right corner.
    • Click settings, scroll down the page, and click advanced.
    • Under the privacy and security topic, click content settings and then click pop-ups.
    • Under the allow topic, click add.
    • Type https://kpmg.csod.com into the text field and click add.
    Safari, using iPad or iPhone
    • Tap settings, scroll down the screen, and tap Safari.
    • Scroll down the screen to general, and tap the radio button to turn off the block pop-ups (If you’re using an older operating system, you won’t see a radio button—just turn off block pop-ups.)
    • Now, any site attempting to launch a pop-up will ask you if you want to allow it. When you are on https://kpmg.csod.com, tap allow to view the online modules.
    • To protect against cybersecurity threats, IDC recommends that you turn your pop-up blocker back on each time after you allow pop-ups for the Foundations for Fund Directors
    Android (option 1)
    • Tap the browser or internet app to open the stock internet browser for your Android device.
    • Tap the three-dots icon or the more button in the upper right corner. You might need to scroll down the open page to make it appear.
    • Select settings.
    • Select advanced.
    • Slide the block pop-ups option to the off position.
    Android (option 2)
    • Tap the Chrome app.
    • Tap the three-dots icon in the upper right corner. You might need to scroll down the open page to make it appear.
    • Tap settings.
    • Scroll down and select site settings from the advanced
    • Scroll down and select pop-ups.
    • Slide the pop-ups button to the on

    If you have any questions about logging in, please email KPMG at us-kpmglearning@kpmg.com.

  • Navigation Instructions
    Proceeding to the Next Screen in a Module

    The first time you work through a module, you’ll need to click on each item on the screen before you can proceed to the next screen. This includes any Did You Know? icons in the lower left corner of the screen. Once you’ve completed a module, it will “unlock,” enabling you to proceed from screen to screen without clicking on each item.

    Navigating Between Modules

    Once you complete a module and are ready to proceed to the next one, click the exit link in the upper right corner of the screen to close the completed module and return to the home page. There, you will see the other module(s) listed in a box labeled your learning path. Click on another module to launch it.

    Returning to an Incomplete Module

    You can always take a break during a module and come back to it later. If you idle in a module for more than an hour, it will time out. If you close the module by clicking the exit link in the upper right corner of the screen, you can relaunch it from the home page the next time you log in, with the option to return to the last page you viewed. The module will be listed as in progress in the box labeled your learning path.

    Returning to a Completed Module

    Once you complete a module, it will no longer be listed on the home page. To view a completed module, hover your cursor over the browse for training tab and click on it to see a list of all the modules. Click on the name of the module you wish to return to and then click the launch button.

    Returning to the Home Page

    To return to the home page from any other screen on the Foundations for Fund Directors website, hover your cursor over the home tab and click welcome.

In-person Program

The program begins with lunch at 11:45 a.m. on Monday, June 13, and concludes after lunch at 1:00 p.m. on Tuesday, June 14. The event takes place at the Investment Company Institute’s offices (first floor conference room), located at 1401 H Street, NW, Washington, DC 20005. Dinner on Monday evening is included in the price of registration.

1401 H Street, NW
Washington, DC 20005

Registration Information

Participants can register online. Registrations are not accepted by telephone.

Registration Fee

$1,500

Limited Registration

Registration for this program is open only to directors of ICI member funds, and was designed for newer independent directors (those with up to five years’ experience). The number of participants in each session is limited.

Cancellations

Cancellations received by June 2 are subject to a $500 administrative fee. Cancellations are not accepted by telephone. After June 2, no registration fees will be refunded.

Attire

Business casual is appropriate.

Miscellaneous

Neither ICI nor IDC 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.

Staff may take photos at the event for promotional and other purposes.

Hotel Information

Hotel rooms are available at the Sofitel Washington DC Lafayette Square at the rate of $329/night (plus taxes). 

Questions/Concerns

If you have any questions about registration, please contact the Conference Division at 202-326-5968 or conferences@ici.org. For questions regarding the program, please contact Nicole Baker at nicole.baker@ici.org.