Speaker Proposal Form

As the premier provider of education in the investment management consulting industry, the goal of the Institute conferences is to provide ongoing high-level education that helps attendees maintain their elite status and become even more successful in their practices. The typical conference attendee is very well educated (holding either a CIMA®, CPWA®, or RMA® designation, or other financial services designations) and has significant experience and responsibilities in the industry.


To have your topic considered for presentation at a conference, please keep the following in mind while completing this application:


Relevance and Clarity: The content is interesting and useful to a significant number of expected attendees. Learning objectives are clearly stated and describe how the presentation will help attendees.


Practical Application: Presentations should provide take-away knowledge and material that can be transferred for use by others, and/or offer how-to skills to improve performance. Case studies are encouraged.


Leading-Edge: Presentations should address critical issues, emerging trends and/or innovative technologies and methodologies.

Contact Information

Sponsorship Level*

Session Information

Conference*
Select or enter value
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Catchy, interesting (recommended 15-word limit)

200-word limit.

Clear and concise description focusing on the guidelines described.

150-word limit - using verbs such as implement, evaluate, prepare, solve, demonstrate, etc.


At the end of this session, participants will be able to:

150-word limit - using verbs such as implement, evaluate, prepare, solve, demonstrate, etc.


At the end of this session, participants will be able to:

150-word limit - using verbs such as implement, evaluate, prepare, solve, demonstrate, etc.


At the end of this session, participants will be able to:

Level of Complexity*
Format*

Speaker Qualifications

Have you presented on this topic previously?

Include name and contact information

Additional Guidelines

SCHEDULING: Due to the complexity of determining topic placement, we are unable to accommodate specific date and time requests.


COMMERCIAL-FREE ZONE: Direct promotions of speaker's products, services, or monetary self-interest are not appropriate for education sessions. Case studies on product applications, project management systems and services, etc., should include presentations from user agencies and organizations.

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