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Thompson Hine LLP, a full-service business law firm with approximately 400 lawyers in 8 offices, was ranked number 1 in the category “Most innovative North American law firms: New working models” by The Financial Times and was 1 of 7 firms shortlisted for The American Lawyer’s inaugural Legal Services Innovation Award. The firm has been recognized by the National Law Journal as a Legal Technology Trailblazer and featured by Bloomberg for its innovative service delivery models, which drive accuracy and predictability. The firm’s commitment to innovation is embodied in Thompson Hine SmartPaTHTM – a smarter way to work – predictable, efficient and aligned with client goals. For more information, please visit ThompsonHine.com and ThompsonHine.com/SmartPaTH.

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Date: Wednesday, April 16, 2025

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Time: 3:00 p.m. – 4:00 p.m. EST

Contact: Elise Hoffer, 513.352.6748, <a href="mailto:Elise.Hoffer@ThompsonHine.com?subject=IM Coffee Chat Series 2025">Elise.Hoffer@ThompsonHine.com</a>

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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.

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In this second session, we explore techniques for identifying and attracting top candidates. Carolyn McPhillips, CEO of the Mutual Fund Directors Forum, and whose organization maintains an extensive industry database designed to assist boards curate searches to best meet their needs. She will share insights on leveraging industry databases and talent matrices. We’ll also discuss resources for conducting efficient, targeted searches to find the right fit.

<a href="https://www.thompsonhine.com/professionals/cassandra-w-borchers/">Cassandra Borchers</a>, Partner, Thompson Hine

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<a href="https://www.linkedin.com/in/dinatantra/">Dina Tantra</a>, 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

<a href="https://www.linkedin.com/in/carolyn-mcphillips/">Carolyn McPhillips</a>, President, Mutual Fund Directors Forum

<a href="https://www.linkedin.com/in/jeannette-lewis-a1014612/">Jeannie Lewis</a>, Board Chair, CEF Accelerator Platform, U.S. Bank

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Session 3: Onboarding Members | October 15, 2025 3:00 - 4:00 p.m. ET

Investment Management Coffee Chat Series – Session 2: Recruiting New Board Members

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