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Getting attendance approval from your manager is sometimes a challenge, as it takes time and money. This page contains help and suggestions on how to make your case effectively.

MAKE YOUR CASE FOR ATTENDING VISION

When you propose attending VISION 2017: Annual Meeting and 25th Anniversary Celebration which will be held September 24-26, at the Breakers in Palm Beach, FL.  it is key to focus specifically on what you will bring back to the organization. VISION is the place to gain knowledge of best practices and to learn how others in the insured retirement industry are tackling the same problems that your organization is facing.  Hear from thought-leaders and your industry peers.

To demonstrate a return on the investment for attending VISION 2017 use this "benefits guide" to help you state your case.

GAIN KNOWLEDGE FROM VISION EDUCATIONAL PROGRAMMING:

  • State your organization's specific goals or needs, and then state how specific components of the conference will help meet those needs.
  • View the agenda and select which topic tracks or specific sessions have particular relevance to your department's or organization's current priorities and goals? Are there sessions that will provide insight into a particular challenge or goal your organization is facing right now, or expects to face in the next 12 months? Identify specifically what you can use, and how.
  • Which of the sessions are most relevant to your professional development goals or your organization's expectations of you? What new skill(s) or approach(es) will you bring back?

NETWORKING BENEFITS:

  • Be sure to state how VISION will enable you to meet and interact with industry professionals in similar roles and organizations. You will be able to take the pulse of what your peer organizations are talking about and planning for, and how they are accomplishing their specific goals.


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JUSTIFICATION LETTER

Customize this letter and provide your manager with a detailed explanation of the education you will receive at VISION.

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INVITE COLLEAGUE TO ATTEND VISION

Customize this email to invite your colleague to attend VISION 2017.

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