GCMFA Annual Meeting & Reception

Tuesday, December 4, 2018        The University Club of Cincinnati 401 E. 4th Street ▪ Cincinnati, Ohio 45202 Parking is available in the Guilford School Lot after 5:00 pm, located on 4th St. just east of the Club. Overflow parking is provided in the Western & Southern garage.   Join us at the GCMFA Annual Meeting & Reception for our Keynote Presentation Assessing the Current Political & Legislative Environment Brendon Cull, Vice President and Chief Operating Officer Brendon Cull is the Senior Vice President and Chief Operating Officer of the Cincinnati USA Regional...

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The 2018 GCMFA Compliance, Tax & Accounting Workshop

Tuesday, October 30, 2018        |             11:30 am – 1:30 pm Workshop                                                                         Scripps Center 312 Walnut Street, 10th Floor Cincinnati, OH 45202   Event will cover compliance, tax, and accounting topics from the 2018 ICI Conferences Topics Include: Compliance Hot Topics Current Accounting/SEC Developments SEC Reporting Modernization/S-X Changes Tax Update The Seminar is open to all employees in your organization, a benefit of...

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GCMFA Networking Open House

GCMFA Networking Open House Thursday, September 13, 2018        |        5:00 pm – 8:00 pm Rhinegeist Brewery, Annex Room (1910 Elm Street, Cincinnati, OH 45202)   Looking to connect with other investment industry professionals in the Greater Cincinnati community? Join the GCMFA on September 13 for a Networking Happy Open House at Rhinegeist Brewery. The event will run from 5 to 8pm and will give all attendees the opportunity to expand their personal and professional networks. This event is free to attend and open to all current members and non-members. Food will also be...

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20th Annual Mutual Fund Basic Training Workshop

Thursday, November 08, 2018        |        8:30am – 1:00 pm Workshop   Pictoria Tower 1st Floor Conference Room 225 Pictoria Dr. Cincinnati, OH 45246   Behind Showcase Cinema de Lux At Route 4 and I-275 (Exit 41)   This half day training course is designed to provide attendees with a comprehensive understanding of how mutual funds are structured, assessed and sold.  The following key areas will be covered during this training:   Part I:  Fund Basics – we’ll take a look at common mutual fund objectives, the risk/reward characteristics of the securities...

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The 2018 GCMFA Distribution Workshop and FC Cincinnati

Workshop: Current Topics in Mutual Fund Distribution Wednesday, July 18, 2018 Workshop runs from 5:00 – 6:30 p.m. Match starts at 7:30pm University of Cincinnati Tangeman University Center Room 400B The seminar is open to all employees in your organization, a benefit of your membership and participation in the Greater Cincinnati Mutual Funds Association. Attending a GCMFA event provides financial professionals continuing education and the opportunity to interact and network with their peers who face the same daily challenges Program is Free to GCMFA members! $100 non-member...

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Fund Technology, Blockchain and Cryptocurrency

GCMFA Developments in Fund Technology & Cryptocurrency Monday, March 5, 2018 4:30 p.m. MadTree Brewing Company 3301 Madison Road Cincinnati, Ohio 45209 Speakers: Scott Schulenburg – Senior Vice President & Director of Transfer Agency, UMB Fund Services Scott will give a presentation on Cybersecurity & Technology Investments. Scott oversees the Investor Services & Transfer Agency functions for UMB Fund Services. UMB Fund Services provides a broad array of services for mutual funds and alternative investments – as well as turnkey solutions including series trust,...

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