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Foundations for Fund Directors®
September 25–26
Boston

Preliminary Program

Session times are subject to change.

WEDNESDAY, SEPTEMBER 25

11:30 a.m.–12:15 p.m.

Lunch


12:30–2:30 p.m.

Course Introduction and Objectives

Introduction: Mutual Funds and the Fund Industry

Guiding Principles for Director Oversight


2:30–2:45 p.m.

Break


2:45–5:00 p.m.

Board Statutory, Regulatory, and General Oversight Responsibilities

The 15(c) Process


6:00 p.m.

Dinner

 

THURSDAY, SEPTEMBER 26

7:45–8:15 a.m.

Breakfast


8:30–10:00 a.m.

Oversight of Investment Management and Performance


10:00–10:15 a.m.

Break


10:15 a.m.–1:00 p.m.

Fair Valuation and Liquidity

Oversight of Compliance

Oversight of Risk Management


1:00 p.m.

Boxed lunches will be available