ICI Transforms Its Next Conference
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Wednesday, August 05, 2020

ICI Transforms Its Next Conference

A mutual fund industry trade group is transforming its big fall conference in light of the ongoing coronavirus crisis.

Paul Schott Stevens
Investment Company Institute
President, CEO
The Investment Company Institute (ICI) team is turning their big Tax and Accounting Conference (TAC) into a virtual event spaced out across three weeks. The online conference will take place from 11am to 3:30pm eastern on September 22, September 29, and October 6. (Before going virtual, the conference had been scheduled for September 20-23 in Palm Desert, California).

Numerous industry conferences and other events have been affected by the COVID-19 pandemic. Indeed, the ICI previously postponed and then cancelled its two big spring 2020 conferences: MFIMC and ICI GMM

"After careful consideration, ICI chose to hold TAC virtually. The health and safety of our industry community is of the utmost importance," Olivia Caverly, an ICI spokesperson, told MFWire. TAC will include representatives from regulatory agencies, fund sponsors, audit firms, and service providers. Current SEC/fund accounting issues, domestic tax updates, and diversity and inclusion are some of the topics that will be discussed.

The event will feature speakers from the SEC and one speaker from the OECD. Among the speakers are Paul Schott Stevens, retiring president and CEO of ICI, and Grace perez-Navarro, deputy director OECD Centre for Tax Policy and Administration.

"The virtual TAC will have the same speakers, topics, and sessions you expect from our in-person conferences, as well as opportunities for live Q&A with panelists. While we encourage people to attend the conference live to take advantage of the interactive opportunities we're offering, recordings of each session will also be made available the day after," Caverly said.

Registration for the event opened on Monday. "We have a great program lined up and expect a lot of interest," said Caverly.

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