IDC Foundations

Foundations for Fund Directors ®


June 13–14, 2022 • Washington, DC

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 (ET).

Monday, June 13

11:45 a.m.–12:15 p.m.


12:30–2:15 p.m. 

Course Introduction and Objectives

Introduction: Mutual Funds and the Fund Industry

Guiding Principles for Director Oversight

2:15–2:30 p.m.


2:30–4:30 p.m.

Statutory, Regulatory, and General Oversight Responsibilities


The 15(c) Process

Wrap-Up Discussion

6:00 p.m.

Dinner, Ocean Prime
1341 G St., NW, Washington, DC 20005

Tuesday, June 14

7:45–8:15 a.m.


8:30–10:30 a.m. 

Welcome Back: Level-Setting for the Day

Oversight of Investment Management and Performance

Oversight of Fair Valuation and Liquidity

10:30–10:45 a.m.


10:45 a.m.–12:15 p.m.

Oversight of Risk Management

Oversight of Compliance

Wrap-Up Discussion

12:30 p.m.

Boxed Lunch Available