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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Event Listing

GCMFA hosts a variety of events throughout the year (click on read more then here for sample topics).  Events are posted here and emailed to our members as details become available.

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Annual Meeting & Dinner Program

Thursday, November 16, 2017 The University Club of Cincinnati 401 E. 4th Street, Cincinnati, Ohio 45202 Join us at the GCMFA Annual Dinner for our Keynote Presentation. The evening will begin at 5:00 p.m. with a reception and a Sponsor’s Raffle for cutting edge technology toys followed by dinner and the annual meeting, then our keynote speaker. Program and Dinner $70/person Attendance is limited to 120 people Deadline for Reservations: November 7, 2017 Click here for more details. Annual Dinner Meeting Registration...

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19th Annual Mutual Fund Basic Training Workshop

Monday, November 6, 2017 8:30am – 1:00 pm Workshop Pictoria Tower 1st Floor Conference Room 225 Pictoria Dr. Cincinnati, OH 45246 This half day training course is designed to provide attendees with a comprehensive understanding of how mutual funds are structured, assessed and sold.  Chris Minton, VP/Training Manager for Citi Investor Services Operations, will lead the training.  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 they invest...

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Overview of the 2017 ICI Tax & Accounting Conference

Tuesday, October 24, 2017 4:30 pm – 5:00 pm Networking 5:00 pm – 6:30 pm Workshop Guilford Building, Enterprise Hall 421 E 4th Street Cincinnati, OH 45202 This workshop will highlight key sessions of the ICI Tax & Accounting Conference Security Lending Current Developments Current Tax Developments Current Mutual Fund/SEC Accounting Issues The Seminar is open to all employees in your organization, a benefit of your membership and participation in the Greater Cincinnati Mutual Funds Association.   Program is Free to GCMFA members! $100 non-member fee. Deadline for Reservations:...

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