2020 Forum FAQ
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Registration Info | Forum FAQ | Schedule at a Glance | Full Schedule Details | Events/Tours | Hotel & Travel  | Guest/Spouse Program


Q: I have registered and paid for the event already, will I get full refund if I need to cancel?

A: 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 15, 2020

*No refunds for cancellations made on or after April 16, 2020


Q: Will this event generate CE credit for CPM designation?

A: Yes, PMI counts for 20 CE credits for CPM. We have submitted forum session for CE approval for the following designations: CFP, CIMA, CPWA, CIMC


Q: Does this event qualify for Tuition Reimbursement?

A: Yes, if you have CPM, CFP, CIMA, CIMC, CPWA.  Search Wealth Management Expense Policy in your firm browser for more details. Note you need to complete the required forms to get approval from your Branch Manager BEFORE attending Forum.  Or review details at https://www.pminstitute.org/global_engine/download.aspx?fileid=0ED3695B-727B-4D90-8BB3-4D105BDB1416&ext=pdf (PMI member login required to view file)


Q: Do I qualify for the $500 Forum Scholarship?

A: If you are an Individual or Associate member who registered for the Forum 2020 Tuition ticket - YES!

A: If you are a Branch/Regional/Complex manager - NO

A: If you are a New Professional Member - NO, your Forum ticket is already pre-discounted.


Q: How do I apply for the $500 Forum Scholarship?

A: Simply register for Forum!  There are a limited number of scholarships available and once full it will be noted on the website and in Forum marketing emails.  Forum scholarships are done as BDA/AFG credits post Forum.  If you are not BDA/AFG eligible you will not be able to receive the scholarship credit.


Q: How do I receive the $500 Forum Scholarship?

A: Once you have attended the PMI Forum and completed your session evaluations PMI will submit scholarship funds and a list of qualifying attendees to the firm.  Once received, a $500 credit will go directly to your BDA/AFG account.  Typically this process is completed within 60 days after Forum.


Q: How do I register my spouse for the events that are available to him/her?

A: You may register your spouse beginning in late February, an email will go out to all registrants once it is available.


Q: Do I have to fill out an ENC for Hotel expenses in Arizona?

A: If the cost of airfare and hotel exceeds $1,500 you 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.

Q: How to enter ENC?

A: The event type is Industry Conference Registration-Client Focused Conference, then you detail and estimated your expenses for the event.   All Advisor travel would also need to be booked via CSTO and pre-approved prior to travel.


Q: How do I register for my Breakouts?

A: This year you will register for all break-out sessions in the app. The app will be available for download in February 2020.  You will received an email with your log in instructions once it is available.

Log into the app, go to the Agenda, choose the break out group, choose the break-out session you would like to attend, and select My Schedule. If the break-out has reached capacity it will let you know.


Q: How do I download the PMI Forum app?

A: Once the Forum app is ready for download all registered attendees will receive instructions and their personal login details.


Q: What are the dates of Forum this year:

A: Wednesday, May 5th to Friday, May 8th, 2020
*Pre-Forum Golf Tournament is Tues. May  4th.
*Pre-Forum registration will be open Tues. May  5th 12 noon - 5 pm


Q: What is a general timeline for Forum?  

A: View the 2020 Forum Schedule at https://www.pminstitute.org/page/2020ForumataGlance


Q: What is the dress code for Forum?

A: The dress code for forum is business casual. Tuesday Opening Reception is casual (outdoor location)


Q: How do I receive my CE Credit?

A: To receive CE Credit, check-in to each session you attend in the app and be aware that completing the session survey is required to receive CE credit(s).


Q: How do I receive my CFA CE Credit?

A: CFA Institute members will need to self-document their efforts in their online CE tracker. To receive CFA CE's, you must log into your CFA Institute account, go to My Account, go to Continuing Education under Career Development & Learning and complete the CE tracker.


Q: Will there be printed handouts available listing the events of Forum?

A: No, all events and speaker material will be within the app.


Q: What is the closest airport?

A: The closest airport is the Phoenix Airport (PHX) which is located 10 miles from The Arizona Biltmore and is approximately 30 minutes from the hotel.


Q: Will there be a golf tournament?

A: Yes, the golf tournament will be on Tuesday May 5th, transportation will leave at 8:00 am, and will be held at . The fee is . Dress code: shorts are fine, Bermuda length - shirts with collars. No denim or cargo shorts please.


Q: Can I purchase a ticket for my spouse to attend Forum?

A: Yes, PMI does have an optional Spouse Program, registration deadline is April 1st - onsite and last minute tickets are NOT available.  View program details, ticket options and pricing beginning in late February, an email will go out to all registrants once it is available.