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Foundations for Fund Directors®
September 12–13, 2017
Boston

Preliminary Program

Tuesday, September 12

1:00–2:00 p.m.

Lunch

2:00–2:20 p.m.

Course Introduction and Objectives

2:20–2:30 p.m.

Introduction: Mutual Funds and the Fund Industry

2:30–3:10 p.m.

Guiding Principles for Director Oversight

3:10–3:25 p.m.

Board Statutory, Regulatory, and General Oversight Responsibilities

3:25–3:40 p.m.

Break

3:40–5:20 p.m.

The 15(c) Process

5:20–5:35 p.m.

Wrap Up Session

6:00 p.m.

Dinner at a nearby restaurant with guest speaker
Paul Schott Stevens, ICI president and CEO

Wednesday, September 13

8:00–8:30 a.m.

Breakfast
 

8:30–8:40 a.m.

Introduction
 

8:40–9:40 a.m.

Oversight of Investment Management and Performance
 

9:40–10:25 a.m.

Fair Valuation and Liquidity
 

10:25–10:40 a.m.

Break
 

10:40–11:25 a.m.

Oversight of Compliance
 

11:25 a.m.–12:10 p.m.

Oversight of Risk Management
 

12:10–12:40 p.m.

Q&A and Closing Session
 

12:40 p.m.

Boxed lunches will be available.
 

 
Note: Times are subject to change.