2020 Annual Forum - Cancelled
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2020 Annual Forum - Cancelled

 Export to Your Calendar 5/5/2020 to 5/8/2020
When: May 5 - 8, 2020
6:00 PM
Where: Biltmore Hotel
2400 E Missouri Ave
Phoenix, Arizona  85016
United States
Contact: PMI Staff

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PMI Forum COVID-19 Update:

Due to concerns around the coronavirus (COVID-19), and in accordance with health guidance from the CDCWHO, and other health authorities, the board has unanimously decided to cancel the physical PMI 2020 Forum. {Click here to read the full letter from the PMI President}

For those who have registered for Forum 2020 you will receive a full refund.  Refunds will be processed to the original card used for payment in the coming days. PMI will cancel the Forum 2020 room block and all reservations with it.

However, while the Forum in May is cancelled, the board also felt that periods in the market such as the ones we are experiencing now, are the moments where PMI proves its value to our members. Board member and Past President, Sue van der Linden, offered the suggestion of a Virtual Forum to which the entire group concurred unanimously. Since the markets could easily change dramatically between now and May, we will be holding this in the near future rather than waiting for almost two months. Details and agenda will be forthcoming and we hope you can all find the time to participate.


Quick Links:

Registration InfoSchedule at a Glance | Full Agenda Details |  Forum FAQ
Hotel & Travel | Guest/Spouse Program

  • Early Registration fee is $1195 (Only PMI members may attend Forum)
  • Registration Prices Increase on March 1, 2020 to $1295 and on April 15, 2020 to $1395
  • Registration does NOT include your travel/hotel expenses
  • Deadline for Hotel Reservations is March 27, 2020 *Rooms are LIMITED and expected to sell out much sooner! Don't wait to make a reservation.
  • Please note you will need to complete an eReq form for your hotel reservation PRIOR to attending Forum.
  • Due to limited availability of rooms if you are not registered by March 15, 2020 PMI reserves the right to cancel your hotel reservation to make room for already registered attendees.

Image result for az biltmore room

Biltmore Hotel, Phoenix, AZ
Group Name: Portfolio Management Institute
Rate: Starting at $319.00 USD per night+taxes
(Special Rates are available up to 3 days prior to Forum and 3 days after Forum)
Reserve by Friday, March 27, 2020.
Go to https://book.passkey.com/go/PMI2020PhoenixAZ 
or call (800) 950-0086 directly to speak with a reservations agent and reserve over the phone.

Forum Cancellation Policy:
Cancellations must be made in writing to admin@pminstitute.org
Forum Fee minus $75 for cancellations made before March 1, 2020
Forum Fee minus $200 for cancellation made between March 2 - April 1, 2020
Forum Fee minus 50% for cancellations made between April 2 – April 14, 2020
No refunds for cancellations made on or after April 15, 2020

AFG/BDA and Tuition Reimbursement Details:

  • If the cost of airfare and hotel exceeds $1,500 each attendee will need to file for ENC approval PRIOR to attending Forum in order to be eligible for BDA/AFG reimbursement.
  • To access the ENC system – type “ENC” in your web browser.
  • If you have the appropriate certification titles and eligible CEU's you may submit the Forum Tuition fee for tuition reimbursement. This must be done PRIOR to attending Forum and is subject to approval by your branch manager.
  • This is a two-step process found by typing ‘tuitionrequest” into your browser.
        1. Obtain pre-approval prior to attending Forum.
        2. Submit online after attending Forum for reimbursement.