The Fiduciary Governance Playbook: Building a Best-In-Class Committee Process

Thompson Hine LLP

Strong fiduciary governance is not just a best practice – it is a critical safeguard against regulatory scrutiny and litigation. During this session, Thompson Hine partners Katherine Kohn and David Whaley will provide a practical, step-by-step playbook for designing and maintaining a fiduciary governance framework that can stand up to a regulatory or courtroom challenge. Our presenters will cover committee structure and composition, delegation and documentation best practices, investment policy statement considerations, benchmarking and monitoring procedures, and strategies for conducting effective committee meetings that create a defensible record. Attendees will gain actionable insights to help strengthen existing processes or build a governance framework from the ground up.

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