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How to Use This GuideLook at the sessions on the conference agenda and review your company’s upcoming goals and strategies. Look for common themes and objectives between your manager’s or company’s goals and what you can learn at the conference.Read through the common objections on page 2 and consider how to address them.Once you’ve done your homework and prepared your case, customize the yellow areas on page 3 and share it with your manager—preferably in person!Objections we missed? Need more help? Email programs@. We’re happy to help!Pro tip #1: Use topics on the agenda to highlight the cost of you not attending.Pro tip #2: Come to the discussion with your manager prepared with a plan for how your projects and responsibilities will be managed for the days that you're away at the conference.Pro tip #3: Understand the cost to attend, including your conference ticket, flight, hotel, and meals outside the conference. Make sure to take the tiered pricing into consideration. Early-Bird Tickets (with a USD 200 discount) are available until 11:59 p.m. EST on 31 December 2019, and Advance Tickets (with a USD 100 discount) are available until 11:59 p.m. EST on 31 March 2020. After 31 March, all tickets will be the full-price General Admission.Travel and hotel accommodations are additional costs. CFA? Institute has negotiated special rates at the Omni Atlanta at CNN Center of USD 261.30 per night (including taxes and fees). To take advantage of this special rate, please complete your booking by 5:00 p.m. EST on 19 April 2020. Another way to save on travel is to share a room with team mon Objections + How to Handle ThemHere are some common objections we’ve heard from our bosses, and how to address them.Objection #1: “The conference is too expensive.”Response: What if attending the CFA Institute Annual Conference gave us ideas that helped us better serve our clients’ needs in this rapidly changing market? That's worth more than the cost of my attendance! The sessions at the CFA Institute Annual Conference dive deep into hands-on tactics. Plus, best practices change frequently. The speakers at the CFA Institute Annual Conference are on the industry’s front lines, adapting to new opportunities and developing new best practices. The end result is that I'll bring back the latest ideas for staying current and serving our clients.Objection #2: “The CFA Institute Annual Conference is just like any other conference.”Response: The CFA Institute Annual Conference is the investment industry’s largest and longest-running educational gathering of investment professionals, attracting as many as 2,000 attendees from 70 countries and territories in recent years. With sessions covering every aspect of the investment industry and the ability to network with some of the top investment professionals in the world, this is a unique opportunity.Objection #3: “But you’re not a CFA? charterholder.”Response: The CFA Institute Annual Conference is not just for CFA charterholders or members of CFA Institute. In fact, 40% of attendees in 2019 were not members. Every session is packed with useful, real-world advice applicable to every team, tool, and process.Objection #4: “It’s too much time away from work.”Response: I’ve come prepared with a plan for how I’ll cover my responsibilities while I’m away. By dedicating four days to the experience, I’ll be able to focus and fully immerse myself in “learning mode,” which will allow me to execute what I learn faster and give me new ideas to help us reach our goals faster. When I return from the CFA Institute Annual Conference, I promise to give a presentation on what I learned and how it can be applied here at our company.Objection #5: “You can learn the same content from webinars.”Response: Webinars can fill the gaps but can’t replace an in-person conference experience. At the CFA Institute Annual Conference, I’ll meet other people who work in the same industry and use the same tools. There’s also the chance to network directly with speakers and ask the targeted questions I have that relate directly to our specific goals.Dear [ENTER MANAGER’S NAME],I would like your approval to attend the 73rd CFA Institute Annual Conference, the investment industry’s largest and longest-running educational gathering of investment professionals. The CFA Institute Annual Conference is taking place 17–20 May 2020, at the Georgia World Congress Center in Atlanta, Georgia, USA.Between the content presented in the sessions, interactive workshops, and networking with fellow attendees, I plan to gain insights into market movements and economic trends, increase my knowledge regarding best practices for improving investment returns, and generate new investment ideas. I’ll also have access to the slides and live broadcasts from Conference Live, so we will be able to gain insights from the content presented, even from some of the sessions I’m unable to attend.The 73rd CFA Institute Annual Conference will have sessions covering:TechAlternative InvestingSustainable InvestingInvestment StrategiesWealth ManagementCapital MarketsPsychology and Decision MakingEthicsPersonal DevelopmentGlobal TrendsCareer DevelopmentWhen I return from the CFA Institute Annual Conference, I will be able to share the latest strategies and solutions with the rest of our organization.I am seeking approval for the registration fee and travel expenditures. If I register now, I will receive discounted rates [REMOVE IF SENDING AFTER 31 MARCH 2020]. Here is a complete breakdown of the conference costs:Conference Pass: $XXXX (select from )Airfare: $XXXXHotel: $XXXXMeals: $XXXX (morning coffee, lunch, and snacks are included with the conference pass)Total cost: $XXXXComplete information on the conference is available at annual.. With all the opportunities to learn from industry leaders and connect with some of the top investment professionals in the world, I hope you will see the value of this event.Thanks for your consideration,[YOUR NAME] ................
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