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GENERAL INFO   |   CPE CREDIT   |   FAQs   |   FOUNDATIONS HOME

Foundations for Fund Directors®
March 1–2
Virtual

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

Preliminary Program

Session times are subject to change. Times are shown in eastern standard time.

MONDAY, MARCH 1

11:30 a.m.–5:00 p.m. (ET)

Introductions, Objectives, and Course Overview

Introduction: Mutual Funds and the Fund Industry

Guiding Principles for Director Oversight

Board Statutory, Regulatory, and General Oversight Responsibilities

The 15(c) Process

Wrap-Up Discussion

 

TUESDAY, MARCH 2

11:00 a.m.–5:00 p.m.

Welcome Back: Level-Setting for the Day

Oversight of Investment Management and Performance

Oversight of Compliance and Risk Management

Wrap-Up Discussion and Conclusion


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