2018 Forum Registration Prices
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Registration is limited PMI Members and you must be a current/active member to register and attend PMI Forum.
PMI will assign the lowest possible rate based on your current Membership status and category. Refunds cannot be granted for updates in membership status after the time of initial purchase. 

Forum Fees cover Forum only and do NOT include hotel, travel and other expenses.

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.
  •  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.

Primary Registration Tuition Fees

Member Registration Type Early Bird before
March 1, 2018
March 1 - Onsite

Individual Member Tuition

Individual Voting Member
Available to those that have PM status within the Morgan Stanley firm.  Also open to FA's that work on a PM Team.

Associate Non-Voting Member
Available to Non-Financial Advisor Morgan Stanley employees who share a desire to support PMI and wish to participate in its activities. If you work for someone who is PM but are not a PM yourself then you qualify as an associate member.

$1195 $1295

Branch/Complex/Regional Manager Tuition

Branch/Complex Manager/Regional Manager Member
Available to those involved in Morgan Stanley management that support the mission and goals of PMI.

$1195 $1295

New Professionals Member Tuition*

New Professional Member
This is a non-voting membership.
To join as a New Professional you be must be an FAA or have less than 5 years of Length Of Production Service.  
*Not eligible for Forum Travel Scholarships

$500 $600
Special Events/Tours and Guest/Spouse Tickets
Tuesday Pre-Forum Reception Guest Ticket
(May 1st 6:30 - 8:30 pm)
Guest/Spouse Program Ticket - click here for program details
*Guest/Spouse registration links will be sent to Forum attendees in Mid-March
 Arrive Early & Play Activities *Guest/Spouses Welcome*
 Tues. May 1st
Golf Tournament at Arrowhead Golf Course (12:00 - 6:00 pm) $219
Flies, Fishing and Fun Tour (1:00 pm - 6:00 pm) $549
Mountain Hiking Excursion (1:00 - 6:00 pm) $349
E-Tuk Denver Brewery Tour (1:00 - 6:00 pm) $199
Stay & Play Activity *Guest/pouses Welcome*
Friday May 4th 
Northern Brewery Tour and Dinner (1:30 - 9:30 pm) $259


Registration Policies

Cancellation, Refund & Substitution Policy

All Forum registration cancellations and refund requests must be made in writing to admin@pminstitute.org

Submit all requests to PMI Registration via email at admin@pminstitute.org. PMI regrets that refunds will not be given for no-shows. All requests for exceptions to the cancellation/refund policy must be submitted in writing by the registrant with appropriate documentation no later than March 20, 2018. After that time, no refund considerations will be made.

A transfer of your full registration to another PMI member is permitted when sent to PMI by April 15, 2018 by submitting written request to admin@pminstitute.org.  The individual submitting the transfer request is responsible for all financial obligations (any balance due) associated with that substitution. Funds from this program cannot be transferred to another program. Badge sharing, splitting and reprints are strictly prohibited.

 Forum Cancellation Policy:
Cancellations must be made in writing to admin@pminstitute.org
Forum Fee minus $75 for cancellations made before March 1, 2018
Forum Fee minus $200 for cancellation made between March 2 - April 1, 2018
Forum Fee minus 50% for cancellations made between April 2 – April 15, 2018
No refunds for cancellations made on or after April 15, 2018

PMI Registration Eligibility Policy

PMI's Annual Forum is designed for MS Portfolio Managers, Non-Financial Advisor employees, Branch/Regional/Complex Managers, FAAs/under 5 year LOPS) and others on PM/FA teams who share a desire to support PMI and wish to participate in its activities to learn and discuss the industry’s future and the newest big ideas.  Only PMI Forum registrants will be given access to purchase guest/spouse program and/or tour and Stay & Play activity tickets.

Ineligible Registrations

All registrations are reviewed to ensure they meet PMI eligibility policies. PMI reserves the right to refuse or cancel all ineligible registrations at any time and shall not be held accountable for any outside fees associated with this cancellation. Please refer to the specific Eligibility Policy above.  In addition, PMI will review the registration list vs. hotel rooming lists on March 20, 2018 for accuracy.  PMI reserves the right to cancel any room reservation held by a non-registered member to make space available for already registered attendees.

Consent Clause

Registration and attendance at, or participation in, PMI meetings and other activities constitutes an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image in photographs, of such events and activities by PMI and other third parties, including but not limited the venue, Steelcase, etc. Your registration may include technology that monitors your activities throughout the meeting, such as session attendance and networking areas visited.

Payment Policy

Save when you register by March 1, 2018. Registrations that are incomplete/without payment will be increased to the regular rate on March 1, 2018.

Earn CE Credits

You will be eligible to receive CE (continuing education) credits for attending Forum for CPM®, CFP®, CFA®, CIMA®, CIMC®, CPWA®, number of hourse  


If you register online, you will immediately receive an electronic confirmation of your registration from admin@pminstitute.org. (Please note: this is an HTML-coded email and you may need to save our email to your Safe Senders list.) You can view/print your registration and payment confirmation by logging in and going to the website and going to the Invoices, Payments & History section and clicking on the Event Registrations tab.

Official Attendee Roster

You will be able to find a live attendee roster on the Forum webpage under the registration button.