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 does NOT include hotel, travel and other expenses.

 

Primary Registration Tuition Fees

Member Registration Type	Priority Pricing Before May 1st	Regular Price May 2nd +
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	$1395
Team Member Tuition Open to those who have PMI Team Membership Available to teams that register 2 or more members of their team PMI team membership.  *If only 1 person from your team registers for Forum, you will be billed the difference for individual registration.	$1120	$1320
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	$1395
Emeritus Member Tuition* Emeritus Member Previous member of PMI, retired and in good standing with firm.	$795	$995
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.	$495	$695
Individual NON-MEMBER Individual Tuition Available to those that have PM status or FA status within the Morgan Stanley firm. Also open to those that work on a PM or FA Team.	$1595	$1795

Special Events/Tours and Guest Tickets

Optional Activities	Priority Pricing Before May 1st	Regular Price May 2nd +
Sunday June 9th Golf Tournament, includes boxed lunch	$395	$495
Sunday June 9th Music History Tour, does NOT include lunch	$250	$350
Sunday June 9th BBQ & Brews Tour, includes lunch	$395	$495
Guest Ticket (only for evening events, receptions, dinners for all 3 nights)	$359	$495

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 October 1, 2023. 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 October 14, 2022 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 2, 2024
• Forum Fee minus $200 for cancellation made between March 2 - April 25, 2024
• Forum Fee minus 50% for cancellations made between April 26 - May 16, 2024
• No refunds for cancellations made on or after Friday May 17, 2-24

 

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 September 15, 2022 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 before May 1, 2023. Registrations that are incomplete/without payment will be increased to the updated rate on May 2, 2023 and July 1, 2023 respectively. 

Earn CE Credits

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

Confirmation

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.