Date: Wednesday, April 16, 2025
Time: 3:00 p.m. – 4:00 p.m. EST
Location: Virtual
Contact: Elise Hoffer, 513.352.6748, Elise.Hoffer@ThompsonHine.com
Session 2: Recruiting New Board Members
As a fund board leader, you are likely facing governance challenges like succession planning, board recruiting and onboarding the next generation of members. Join our three-part Coffee Chat series, where independent directors share insights and strategies for tackling these issues.
Join us for our second session for an interactive discussion on board recruitment and future skills needs. We’ll explore key findings from the MFDF Survey, discuss the evolving skills boards need based on market and technology changes, and identify skill gaps. The conversation will cover resources for sourcing board candidates, including networking, databases, and recruiting firms, as well as best practices for structuring inclusive interviews to ensure fairness and equal opportunities for all candidates.
Presenters:
- Cassandra Borchers, Partner, Thompson Hine
- Dina Tantra, Independent Board Director and Chair for Heartland Funds, Chair of Nominating and Governance Committees for Boston Trust Walden Funds, Thornburg Income Builder Opportunities Trust and Mutual Fund Directors Forum
- Carolyn McPhillips, President, Mutual Fund Directors Forum
- Jeannie Lewis, Board Chair, CEF Accelerator Platform, U.S. Bank
Sign up for the Final Session
Session 3: Onboarding New Members | Wednesday, October 15, 2025
3:00 - 4:00 p.m. ET
Delve into tools and techniques to ensure a smooth transition for new board members. Topics include mentorship programs, onboarding agendas and formal and informal integration strategies.
NOTE: You must register for each session you wish to attend.