IDC Foundations

Foundations for Fund Directors ®


March 1–2, 2022 • Virtual

Note: The individual online course should be completed before you participate in the live group virtual sessions.


Program is subject to change. Times are shown in eastern time.

Tuesday, March 1

11:00 a.m.–4:30 p.m. (ET)

Objectives and Course Overview

Introduction: Mutual Funds and the Fund Industry

Guiding Principles for Director Oversight


The 15(c) Process

Wrap-Up Discussion

Wednesday, March 2

11:00 a.m.–4:30 p.m. (ET)

Welcome Back: Level-Setting for the Day

Oversight of Investment Management and Performance

Oversight of Fair Valuation and Liquidity

Oversight of Risk Management

Oversight of Compliance

Wrap-Up Discussion and Conclusion