2020 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 ‘tuition request” 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 TypeBefore
March 15th
March 16th -
April 15th
April 15th
 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 $1395
 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 $1395
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  $700

 Special Events/Tours and Guest/Spouse Tickets

March 15th

March 16th-
April 15th
After April 15 

 Tues. May 5th Taliesin West Tour at 12:15 pm

 $125 $150 not available

 Tues. May 5th Golf Tournament at 1 pm

 $175 $200 $225
 Guest/Spouse Program Ticket - Details Coming Soon
*Guest/Spouse registration links will be sent to Forum attendees in late February
 TBD TBD not available
 Guest/Spouse Ticket - Dinners only
*This registration includes only evening receptions and dinners, no other activities
 TBD TBD not available


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, 2019. 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, 2020 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, 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 15, 2020

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, 2020 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, 2020. Registrations that are incomplete/without payment will be increased to the regular rate on March 1, 2020.

Earn CE Credits

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


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 view the live attendee roster on the Forum app once it is available for download.