GCMFA

Annual Meeting
2026-05-06 17:00 - 20:00 (America/Detroit) | The Backstage Event Center, 625 Walnut St, Cincinnati, 45202, United States
Join us for the GCMFA Annual Meeting
Meeting Agenda

Trustees Nominations
Annual Officer Approvals
Discussion of 2026-2027 Meetings and Networking Events
Keynote Presentation

Individual Registration
A Member registration form will be available as the event nears. The fee for individual attendance is $40.
Firm Sponsorship Opportunity
Firms have the option to sponsor the GCMFA Annual Meeting. Two different sponsorship opportunities are available:

GCMFA Member Firms: $400
Non-Member Firms: $700

Each sponsorship covers the cost of having five individuals attend the Annual Meeting. All sponsors are recognized and thanked throughout the evening in signage, a PowerPoint presentation, and by the Master of Ceremonies. Additional sponsorship details to be made available as the event nears.
Please direct questions and confirmation of your sponsorship to Dennis Mason (dmason@kbc.team | (202) 753-7141).

Basic Training Workshop
2026-03-11 12:30 - 15:30 | EY Office, 221 East Fourth Street, Cincinnati, OH, 45202, United States
GCMFA Basic Training Workshop
Wednesday, March 11, 2026
Workshop: 12:30 pm – 3:30 pm
Spring Networking Event: 4:00 pm
Cost: Free For GCMFA Members (lunch provided)
$50 non-member fee
Basic Training at Atrium II
EY – Lobby Training Room
221 East Fourth Street
Cincinnati, OH 45202

Todd Heim (Ultimus), Joey Ludwig (EY) , Steve Schoch (PNC), Julie Thomas (FEG) and Matt Donlan (Constellation Insurance) are the presenters for this training course designed to provide attendees with a comprehensive understanding of how mutual funds and ETFs are structured, serviced and sold. The following key areas will be covered during this training:
Part I: Fund Basics – We’ll take a look at how mutual funds and ETFs are structured and discern the key differences between these products.
Part II: Perspectives / “Who’s Who” / Fund life cycle – We’ll introduce key players in the mutual fund / ETF ecosystem, discussing various service providers and roles including the investment manager, the distributor, fund officers and more.
Part III: Perspectives and statistics – We will walk through some key compliance and regulatory aspects of funds and point out where all of you and your firms fit into the mix as well as talk about current industry developments.
Part IV: Comparing mutual funds – we’ll examine the criteria that investors and investment professionals use in comparing various funds: performance, expense, risk indicators, etc.

Deadline for Reservations: March 5, 2026Click here for Basic Training Workshop Flyer.
Register via email or fax the Registration form to 1+513-939-2653 by March 5, 2026.

GCMFA Webinar Series
2026-01-27 15:00 - 16:00
GCMFA Webinar Series
AI at Enterprise Scale. What Leaders, Boards,
and Trustees Need to Know
Tuesday, January 27, 2026
3:00 – 4:00 p.m. EST
As artificial intelligence (AI) scales rapidly across the enterprise, it creates a dual mandate for investment leaders: capturing significant value while managing heightened oversight responsibilities. To help navigate this shifting landscape, we are pleased to welcome Todd James (click here for his bio), who will address the growing disconnect between AI capabilities and governance.
This session will provide a practical overview of current AI trends and their applications in fund operations, compliance, client service, and data monetization. We will also outline the regulatory implications and offer a straightforward framework to help boards and executives close the knowledge gap, strengthen oversight, and enable responsible innovation.
Here is the registration link, you may register directly for the webinar using it and are welcome to share it with others in your organization to allow them to register by January 26, 2026.

GCMFA Winter Social Event
2025-12-03 17:00 - 20:00
GCMFA Winter Social Event
Wednesday, December 3, 2025
MadTree Taproom, Oakley
3301 Madison Road
Cincinnati, OH 45209
5:00 – 8:00 p.m.
Cost: free for Members, drink tickets (2) & light good provided
NO RSVP NEEDED
Click here for the event flyer with more information.

GCMFA ETF Panel Discussion
2025-09-23 16:00 - 18:00 | Atrium One, 12th Floor 221 East 4th Street, Cincinnati, OH, 45202
Save the Date

GCMFA ETF Panel Discussion
Tuesday, September 23, 2025
Atrium One – 12th Floor
221 East 4th Street
Cincinnati, OH 45202
4:00 – 6:00 p.m.
Join us for this upcoming event featuring a panel discussion on current ETF topics including capital markets activity, policy changes, and product developments including ETF Share Classes of Mutual Funds, Private Assets within ETFs, and much more.
A social networking event will conclude the evening.
Cost: Free for GCMFA Members and $25 for Non-Members
Click here for the event flyer with more information.
Click here to register for the GCMFA ETF Panel Discussion and fax to 513-939-2653 or email to info@gcmfa.org by September 16, 2025.

GCMFA Day at the Reds
2025-08-12 18:40 - 21:30 | Great American Ball Park, 100 Joe Nuxhall Way, Cincinnati, 45202, United States
Cincinnati Reds vs. Philadelphia Phillies
Power Alley Patio
Gates Open: 5:10 p.m.
Game: 6:40 p.m.
Join us this year at the annual GCMFA Day at the Reds game. For active member firms, enjoy discounted tickets of only $60. Please note that this event did sell out last year and limited tickets are available this year. Please attend and take advantage of a great networking opportunity!
Please complete the GCMFA Reds Ticket Order Form and fax to 513-939-2653 or email to info@gcmfa.org by Thursday, July 31. Please mail your payment (with the order form) to the following address by Thursday, July 31 to ensure timely receipt before tickets must be purchased:
GCMFA, PO Box 31206, Cincinnati, OH 45231.
Questions? Call Jill Claire at 513-939-2652 or email info@gcmfa.org.

GCMFA Annual Meeting
2025-05-14 17:00 - 20:00 | The Backstage Event Center, 625 Walnut St, Cincinnati, 45202, United States
Join us for the GCMFA Annual Meeting on Wednesday, May 14th.
Additional details regarding sponsorship opportunities and the speaker coming soon.

GCMFA + AI Event
2024-10-24 17:00 - 20:00 | Union Hall, 1311 Vine Street, Cincinnati, Ohio, 45202
Save the Date

GCMFA + AI Event
Thursday, October 24, 2024
Union Hall
1311 Vine Street
Cincinnati, OH 45202
5:00 – 8:00 p.m.
Join us for the GCMFA AI Event. Synthoni is the fiduciary you didn’t know you needed in the world of AI. Just like you guide clients through complex financial landscapes, we help businesses navigate the fast-paced world of artificial intelligence with precision and strategy. From AI-powered efficiency boosters to compliance-friendly solutions, we ensure your team is set to invest in the future without risking today’s stability. We may not predict market trends, but we know exactly how to leverage AI to keep your business on top of them. Let us handle the tech, while you continue mastering the art of financial stewardship.
Click here for AI Event Flyer.
Register via email or fax the Registration form to 1+513-939-2653 by October 17, 2024.

Mutual Funds Night at the Ball Park Pres. by the Investment Company Institute (ICI) & GCMFA
2024-08-14 18:40 - 22:00 | Great American Ball Park, 100 Joe Nuxhall Way, Cincinnati, 45202, United States
Cincinnati Reds vs. St. Louis Cardinals
Angry Orchard Power Alley Patio
Gates Open: 5:10 p.m.
Game: 6:40 p.m.
The package includes admission, food, and beverage. Tickets are $60 for active GCMFA or ICI members. Please attend and take advantage of a great networking opportunity!
Please complete the Reds Ticket Order Form and fax to 513-939-2653 or email info@gcmfa.org by Wednesday, July 31.
Questions? Call Jill Claire at 513-939-2652 or email info@gcmfa.org.

GCMFA Annual Meeting
2024-05-14 17:00 - 20:00 | The Transept, 1205 Elm Street, Cincinnati, OH, 45202, United States
Join us for the GCMFA Annual Meeting

Meeting Agenda

Trustees Nominations

Annual Officer Approvals

Discussion of 2024-2025 Meetings and Networking Events

Keynote Presentation – Erica Richardson – ICI’s Chief Strategic Communications Officer

Individual Registration

Click here to download the registration form for the 2024 GCMFA Annual Meeting. The fee for individual attendance is $60.
Firm Sponsorship Opportunity
Firms have the option to sponsor the GCMFA Annual Meeting. Two different sponsorship opportunities are available:

GCMFA Member Firms: $500
Non-Member Firms: $800

Each sponsorship covers the cost of having four individuals attend the Annual Meeting. All sponsors are recognized and thanked throughout the evening in signage, a PowerPoint presentation, and by the Master of Ceremonies. Click here for more information on this sponsorship opportunity.
Please direct questions and confirmation of your sponsorship to Dennis Mason (dmason@kbc.team | (202) 753-7141).
Deadline for Individual Registrations and Firm Sponsorships: May 6, 2024
Thank you for your ongoing support, and we look forward to having you join us in person!
Click here for a copy of the Sponsor slide deck from the Annual Meeting.

Spring Networking Event
2024-03-05 16:00 - 20:00 | The Backstage Event Center, 625 Walnut St, Cincinnati, 45202, United States
See additional details for the Networking Event under the Basic Training Events page. This includes a link to the Registration Form.

Basic Training Workshop
2024-03-05 12:30 - 15:30 | EY Office, 221 East Fourth Street, Cincinnati, OH, 45202, United States
GCMFA Mutual Funds Basic Training Workshop
Tuesday, March 5, 2024
Workshop: 12:30 pm – 3:30 pm
Cost: Free For GCMFA Members
$50 non-member fee
Basic Training at Atrium II
EY Office
First Floor Conference Room
221 East Fourth Street
Cincinnati, OH 45202
—Lunch is provided—

Todd Heim (Ultimus), Joey Ludwig (EY) and Ryan Wheeler (Thompson Hine) are the presenters for this training course 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 they invest in, legal and compliance considerations and the advantages associated with mutual funds.
Part II: Purchasing Mutual funds – we’ll assess how a fund’s share price is determined, where investors go to purchase funds, the various types of sales charges that exist, and examine what makes up a fund’s expense ratio.
Part III: Comparing mutual funds – we’ll examine the criteria that investors and investment professionals use in comparing various funds: performance, expense, risk indicators, etc.

Following the Basic Training, Members are invited to attend a Spring Networking Event from 4:00-8:00pm at the Backstage Event Center
625 Walnut Street, Cincinnati, Ohio 45202.
Deadline for Reservations: February 28, 2024
Click here for Basic Training Workshop Flyer.
Register via email or fax the Registration form to 1+513-939-2653 by February 28, 2024

Winter Networking Event
2023-12-07 16:00 - 20:00 | Covington Yard, 401 Greenup Street, Covington, KY, 41011, United States
Looking to connect with other investment industry professionals in the Greater Cincinnati community?
Join the GCMFA on December 7 for a Winter Networking Event at Covington Yard. The event will run from 4 to 8pm and will give all attendees the opportunity to expand their personal and professional networks. The first drink is free for all members, food will also be available for members around 5:00pm.
Deadline for Reservations: December 5, 2023

GCMFA and ICI Networking Reception
2023-10-10 17:00 - 20:00 | The View, 1071 Celestial Street, Cincinnati, OH, 45202, United States
Get ready for ICI and GCMFA’s partnered event!

On October 10, ICI is partnering with the Greater Cincinnati Mutual Funds Association to host an evening of networking for asset management professionals in the greater Cincinnati area.

Program Highlights

A fireside chat with ICI President and CEO Eric Pan on his perspectives of the current landscape of the funds industry.
Social opportunities to meet a dynamic community of financial professionals based in the Greater Cincinnati region.
Networking reception with asset management experts, thought leaders, and peer professionals.

GCMFA Day at the Reds
2023-08-15 17:10 - 22:00 | Great American Ballpark, 100 Joe Nuxhall Way, Cincinnati, OH, 45202, United States
2023 GCMFA Day at the Reds
Tuesday, August 15, 2023
Game: 6:40 p.m.
Reds vs. Cleveland Guardians ($45 ea.)
Gates Open 5:10 p.m.
Arrive When Convenient
At the request of members, the game is being hosted this year as a stand-alone event. The Riverboat Deck package includes admission, food, and beverage. Tickets are regularly priced $90 but are only $45 for active GCMFA members. These discounted tickets are another benefit of an active membership with GCMFA. Please attend and take advantage of a great networking opportunity!
Please complete the GCMFA Reds Ticket Order Form and fax to 513-939-2653 or email info@gcmfa.org by Tuesday, July 25.
Please mail your payment (with the order form) to the following address by Tuesday, August 1st to ensure timely receipt before tickets must be purchased:
GCMFA, PO Box 31206, Cincinnati, OH 45231.
Questions? Call Jill Claire at 513-939-2652 or email info@gcmfa.org.
