--- title: PMCR Attendee Business Case description: PMCR 2026 isn't just another conference—it's the strategic investment that positions you and your firm ahead of the curve. --- [Skip to content](https://pages.ftfnews.com/get-your-managers-yes-to-attend-pmcr-2026#main-content) [![ftf-logo](https://pages.ftfnews.com/hs-fs/hubfs/ftf-logo.jpg?width=184&height=85&name=ftf-logo.jpg "ftf-logo")](https://www.ftfnews.com/) - [Home](https://pages.ftfnews.com/event-homepage-pmcr-2027) - [PMCR New York](https://pages.ftfnews.com/pmcr-2027-new-york) - [PMCR London](https://pages.ftfnews.com/event-homepage-pmcr-2027-get-notified) - Program - [Event Agenda](https://pages.ftfnews.com/pmcr-2027-agenda) - [Speak For Us](https://pages.ftfnews.com/speak-for-us-at-pmcr) - Sponsors - [2027 Exhibitors & Sponsors](https://pages.ftfnews.com/event-sponser-page-0) - [Become a Sponsor](https://pages.ftfnews.com/pmcr-2027-become-a-sponsor) - [CONTENT HUB](https://blog.ftfnews.com/performance-measurement-client-reporting-content) - ABOUT - [LOCATION](https://pages.ftfnews.com/event-location-0) - [MEET THE ADVISORY BOARD](https://pages.ftfnews.com/meet-the-2027-advisory-board) - [WHAT TO EXPECT AT PMCR](https://pages.ftfnews.com/what-to-expect-at-pmcr-nyc) - [YOUR BOSS WILL SAY YES (JUST ASK!)](https://pages.ftfnews.com/get-your-managers-yes-to-attend-pmcr-2026) - [CONTACT US](https://pages.ftfnews.com/contact-us-pmcr-new-york) - [REGISTER NOW](https://cta-service-cms2.hubspot.com/web-interactives/public/v1/track/redirect?encryptedPayload=AVxigLLZPGlxcs7EU%2BxOrLSscFK4hg3TldTU2k%2BfTD06Vq9BL6hVy7FW3ikKUJx%2Faa5Rpy0lv4hQEfV%2BMn0YBp8exGAWpCEVB4yrirMM6FKvOnBVDEra0KTyzh0SgEfdN0WLPIU7ZGwsrUtCKNRCvVJ%2Fgmm2GPacR4l2FkGMrch5kzQoHzyeL5FP6NYeUOg2uzR%2BFdPpovXARoKbLOxSKqDezRvYvQ%3D%3D&webInteractiveContentId=219649456225&portalId=39616650) [REGISTER NOW AT THE PRE-AGENDA RATE!](https://pages.ftfnews.com/event-registration-2026?hsLang=en) ![Convince Your Boss](https://pages.ftfnews.com/hs-fs/hubfs/Convince%20Your%20Boss.jpg?width=2000&height=312&name=Convince%20Your%20Boss.jpg "Convince Your Boss") # GETTING YOUR MANAGER'S 'YES' TO ATTEND PMCR The performance measurement, client reporting and client services landscape is constantly evolving. New technologies, regulatory shifts, and client demand for sophisticated reporting are reshaping your industry right now. Meanwhile, RFP processes are becoming more complex and competitive, requiring seamless coordination across teams. Those who adapt quickly gain a competitive advantage. Those who don't get left behind.  PMCR isn't just another conference—it's the strategic investment that positions you and your firm ahead of the curve. With 175+ senior professionals from leading firms, timely content from recognized industry experts, and practical solutions you can start implementing right away, PMCR delivers measurable ROI for your professional development budget.  - ##### Want hands-on, technical content? You get that. - Need real-world implementation strategies, not theoretical discussions? You get that. - Looking to connect with peers who understand your daily challenges? You get that, too. - Plus, pre-event workshops, three specialized streams, and takeaways you can use immediately? Absolutely.  We're capping attendance again this year—when we're sold out, that's it. So, if you want to join 175+ performance measurement and client reporting leaders in New York City, secure your spot now.  Use the "Get Your Manager's 'Yes' to Attend PMCR 2027" email template below for joining us at PMCR 2027 in New York City.  [![\

GET YOUR 'YES' EMAIL TEMPLATE\](https://no-cache.hubspot.com/cta/default/39616650/interactive-218790929275.png)](https://pages.ftfnews.com/hs/cta/wi/redirect?encryptedPayload=AVxigLIb0IU%2B8vUCZziUMhR54DwK%2Fztiz5kKu1sAFidWkJq08frl1did3HzTH%2FKyOZ%2FOk86AikLWH2ghWgOhVeUOOdh5WXP2ZU1ISYRW8mR9oqY8xy4Xwx7dJsdasnLa67dxjZ5%2Fqu%2BRD0d3BfIVnehyEUIXVUDNx%2FbFYgCGOhXQ9EXVzL3yM0lnCZByCiKe%2BIe6AlTx25GZN8vD1%2Bwvnkru%2F6Nk%2FWhGZhpAmF3Ad9OjTNf2BK4sps63Awj6xLCMYRU7u2zZWZzEL7s%3D&webInteractiveContentId=218790929275&portalId=39616650&hsLang=en) ![480x480](https://pages.ftfnews.com/hubfs/480x480.png "480x480") #### Rory Pilbrow Conference Producer Phone: [+441143878143](tel:441143878143) COVTACT RORY ## BONUS CONTENT:  2027 PMCR Agenda ## PMCR Highlights Video ATTENDEE TESTIMONIALS ![PMCR attendees enjoying happy hour at @Ease 605 after day 1 of sessions](https://pages.ftfnews.com/hs-fs/hubfs/FTFNews_02.25.26_0479-1.jpg?width=2000&height=1333&name=FTFNews_02.25.26_0479-1.jpg "PMCR attendees enjoying happy hour at @Ease 605 after day 1 of sessions") ![PMCR attendees sitting around a table for a peer-to-peer workshop](https://pages.ftfnews.com/hs-fs/hubfs/FTFNews_02.25.26_0374%20(2).jpg?width=2000&height=1333&name=FTFNews_02.25.26_0374%20(2).jpg "PMCR attendees sitting around a table for a peer-to-peer workshop") ## NYC KEY DATES & LOGISTICS: Conference Sessions: March 17 & 18, 2027 Location: @Ease 605, 605 3rd Ave (7th Fl), New York, NY  10158 Cancellation Policy: [View FTF's Terms & Conditions](https://pages.ftfnews.com/ftf-terms-and-conditions?hsLang=en) Suggested Area Hotels: [Kimpton Ashbel](https://www.ashbelhotelnewyork.com/#book-reservation) [The Shelburne Sonesta New York](http://nyc.sonesta.com/the-shelburne) [The Westin New York Grand Central](https://www.marriott.com/en-us/hotels/nyczw-the-westin-new-york-grand-central/overview/) --- ## MAKING THE CASE Here are five simple steps to help you make the case. **Position PMCR as a Competitive Necessity** The performance measurement and client reporting industry is undergoing rapid transformation. Technology is revolutionizing data analysis and commentary generation. Regulatory requirements continue to evolve with SEC Marketing Rule enforcement and GIPS updates. Client expectations for interactive reporting and real-time insights are higher than ever. Meanwhile, RFP processes are becoming more complex, requiring seamless coordination between performance teams, client services, and business development. **Your Attendance at PMCR Demonstrates Strategic Thinking and Positions Your Firm Ahead of Competitors** With 30+ sessions covering technology implementation, advanced attribution, quality control automation, RFP optimization, and crisis management strategies—all led by practitioners who've successfully navigated these challenges—PMCR provides the competitive intelligence and practical solutions your firm needs to maintain its edge. **Align PMCR Content With Your Firm's Strategic Goals** [Review the 2027 program](https://pages.ftfnews.com/pmcr-2027-agenda?hsLang=en) and identify sessions that directly address your firm's current challenges and growth objectives. Whether your priorities include technology implementation, operational efficiency, regulatory compliance, client service enhancement, or RFP response optimization, PMCR's three-stream format ensures you get targeted, actionable content tailored to your specific role—whether you're in performance measurement, client reporting, client services, business development, or RFP coordination. Connect the dots between your manager's objectives and how PMCR sessions will deliver measurable results for your team's performance, client satisfaction, and operational efficiency. **Prepare for Common Objections with Confidence** Be ready to address budget concerns and ROI questions with concrete evidence. PMCR attendees consistently rate the event 4.8/5 stars with 93.8% rating speakers as excellent—calling it "best in class" and "forward thinking." Unlike generic conferences, every PMCR session is designed specifically for performance measurement, client reporting, and client services professionals—ensuring every hour delivers relevant, implementable insights. [Check out testimonials from past attendees](https://pages.ftfnews.com/get-your-managers-yes-to-attend-pmcr-2026#attendee-testimonials) for social proof that supports your investment request. **Present Your Business Case Strategically** Frame your PMCR attendance as an investment in both your professional growth and your firm's competitive position. Emphasize that your participation demonstrates initiative, strategic thinking, and commitment to staying current with industry best practices—qualities that drive career advancement and team leadership opportunities. Customize the Get Your Manager's 'Yes' to Attend PMCRemail template below and present your case with confidence. [![\

REGISTER NOW\](https://no-cache.hubspot.com/cta/default/39616650/interactive-218634445952.png)](https://pages.ftfnews.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLuTrZKZ4PA3waIHgnMx4SGoR4aEeTGor0khf6wn%2F8CnjEmfxzmxF%2FAd%2FmZ6ppqn8w6hoirk3P8jHha6Xv5drFCbsEdIX15XZbiNGtj9dxfIx%2FO4hbj%2Fk0MvV%2BFu%2F9Opyjh2OrvuDW4hKkOu84JMpi2hX8Qdx6a%2Bsgd31S3fUb%2Fyff9k1Ld6BX2YI8GjuQf%2FLOZaZV8ZuBZssIa7bFk6a6mtg%3D%3D&webInteractiveContentId=218634445952&portalId=39616650&hsLang=en) Register now! Prices increase soon and we expect to sell out again this year.  [![\

GET YOUR 'YES' EMAIL TEMPLATE\](https://no-cache.hubspot.com/cta/default/39616650/interactive-218790929275.png)](https://pages.ftfnews.com/hs/cta/wi/redirect?encryptedPayload=AVxigLIb0IU%2B8vUCZziUMhR54DwK%2Fztiz5kKu1sAFidWkJq08frl1did3HzTH%2FKyOZ%2FOk86AikLWH2ghWgOhVeUOOdh5WXP2ZU1ISYRW8mR9oqY8xy4Xwx7dJsdasnLa67dxjZ5%2Fqu%2BRD0d3BfIVnehyEUIXVUDNx%2FbFYgCGOhXQ9EXVzL3yM0lnCZByCiKe%2BIe6AlTx25GZN8vD1%2Bwvnkru%2F6Nk%2FWhGZhpAmF3Ad9OjTNf2BK4sps63Awj6xLCMYRU7u2zZWZzEL7s%3D&webInteractiveContentId=218790929275&portalId=39616650&hsLang=en) Use this template to build a strong case for why PMCR is the must-attend event for you and your team. --- ## COMMON OBJECTIVES Be ready to answer common objections with confidence. Use these examples to help you make your own arguments to get the training you deserve. Objection #1: The conference budget is tight this year. **Response: **PMCR's focused agenda means I'll gain more relevant, actionable insights per dollar than any general conference. With pre-event workshops, two full days of targeted content, and on-demand access afterward, the cost-per-learning-hour is exceptionally low. Plus, early registration pricing won't get any lower. Objection #2: We've sent someone to conferences before without seeing results. **Response:** PMCR is different. 93.8% of attendees rate speakers as excellent, and the content is specifically designed by practitioners for practitioners. I'll return with implementable solutions, not theoretical concepts. I'm committed to sharing key takeaways and developing an action plan for immediate implementation. Objection #3: You can watch sessions online or read industry reports. **Response:** PMCR sessions aren't available online, and the face-to-face peer interactions and networking opportunities are where the real value lies anyway. There's something irreplaceable about sitting across from another professional who's facing the exact same challenges and having that candid, in-person conversation about what actually works. Learning how other firms solved problems through real, face-to-face dialogue—and building relationships with industry leaders in person—creates trust and opens doors that reports, recordings, or virtual interactions simply can't replicate. These in-person connections often lead to ongoing collaboration opportunities and competitive intelligence that you can only get through genuine, face-to-face relationships. Objection #4: Timing isn't great with our current projects. **Response:** Actually, timing is perfect. The challenges we're facing with \[specific project/initiative\] are exactly what firms will be discussing at PMCR. I'll gain insights from teams who've already navigated similar implementations, potentially saving us time and avoiding costly mistakes.  Objection #5: We're too busy to take time away from the office. **Response:** The time invested at PMCR actually delivers better ROI than staying at my desk. One insight from a peer who's solved a similar challenge can move our projects forward faster than weeks of internal trial and error. The efficiency improvements and troubleshooting solutions I'll gain can help our entire team work smarter, not harder. Plus, I can step away for 2.5 days without everything falling apart—and I'll return with fresh perspectives that make me more effective, not less.  --- ## USE SOCIAL PROOF TO SUPPORT YOUR REQUEST Here are a handful of our favorite testimonials you can use as social proof to support your request.  "Solid gathering of performance and analytics professionals with a great opportunity to make connections and network. The sessions are interactive, cover practical topics." 2026 PMCR New York Attendee "Diverse and relevant agenda for professionals in the Performance & Client Reporting fields. Great place for networking." 2026 PMCR New York Attendee "It is one of the few dedicated forums focused on performance, analytics, reporting, and client servicing within financial services, where technology plays a central role. The conference is highly practical and designed to help professionals improve real-world execution in their roles. It is grounded in reality, addressing actual challenges and sharing practical solutions through real experience and industry know-how." 2026 PMCR New York Attendee "Important discussions with actual practitioners - a takeaway or two from every session." 2026 PMCR New York Attendee "This is a really insightful event to attend. The people in the room have real life experience and are open to sharing what their current challenges are and what it is they are working on. It's also a really great networking event." 2026 PMCR New York Attendee --- ## PMCR HIGHLIGHTS REEL And, when words aren’t enough, see for yourself what it’s all about!   --- ## MORE REASONS PMCR IS A STRATEGIC INVESTMENT We understand conference budgets are always under scrutiny. Here are more reasons why PMCR delivers proven ROI for your investment.  PMCR is dedicated to performance measurement, client reporting, and client services. Sure, there are other operations-focused conferences out there. However, at most of them, you'll find that asset managers, pension funds, hedge funds, insurance companies, private equity, and wealth management firms get lost in broader discussions about general buy-side ops related topics.  ![PMCR attendees & sponsors gathered around a table having a discussion](https://pages.ftfnews.com/hs-fs/hubfs/FTFNews_02.26.26_0099-1.jpg?width=332&height=221&name=FTFNews_02.26.26_0099-1.jpg)But at PMCR, our program focuses exclusively on the unique challenges performance measurement, client reporting, and client services professionals face every day. We bring together some of the most experienced practitioners in the industry to share insider knowledge for successful implementation, problem-solving, and career advancement.  Peer connections and expert advice are invaluable. PMCR attendees get to meet, network, and learn from 175+ fellow professionals who truly understand your daily challenges—at sessions, interactive workshops, and thoughtfully planned networking opportunities. Plus, the access you have to engage with speakers is unmatched. Our experts are practitioners first, which means they attend sessions alongside attendees and openly share their own challenges and solutions beyond their presentations.  Thanks to our tight-knit community, both seasoned professionals and rising talent create meaningful connections they can turn to for advice and collaboration for years to come.  Your industry is constantly evolving. For many professionals—whether you're just starting out in performance measurement or have decades of experience—there's often a gap between what you know today and what you'll need to know as technology, regulations, and client expectations continue to shift.  PMCR has sessions designed specifically to bridge that gap. Our conference helps professionals master new technologies, streamline quality control processes, optimize client![PMCR attendee taking notes](https://pages.ftfnews.com/hs-fs/hubfs/FTFNews_02.25.26_0266-2.jpg?width=300&height=200&name=FTFNews_02.25.26_0266-2.jpg) reporting workflows, improve RFP response strategies, navigate regulatory changes, and so much more. For examples of what's covered, check out our program preview with topics requested directly by past attendees.  It's all about measurable impact. The insights you gain at PMCR—automation strategies, data quality improvements, regulatory compliance, client portal optimization, and operational efficiency—directly contribute to your firm's bottom line and your career advancement.    Investing in your own expertise—or your team's capabilities—in these critical areas is an excellent way to keep your firm competitive and your career trajectory strong in today's demanding environment.  ## Hear what past attendees have to say ![Hermann Lara](https://pages.ftfnews.com/hubfs/hermann.jpg) "PMCR is premier in terms of networking and the dissemination of information, ideas, and trends." Hermann Lara Enterprise Sales Director Confluence ![Kimberly Cash](https://pages.ftfnews.com/hubfs/Kim%20Cash.jpg) "It's a great format. Having people talk to each other in real time is so much more digestible than having someone talk at me for every session." Kimberly Cash, CFA, CAIA, CIPM, CSCP Founding Partner Cascade Investment Compliance & Verification ![Jeffrey Goodman](https://pages.ftfnews.com/hubfs/jeff.jpg) "One of the things I really love about this conference is instead of chairs sitting in rows, there's tables, and it's all about the interaction between the attendees." Jeffrey Goodman VP, Director - Americas Reporting Sales FactSet ![Pamela Everett](https://pages.ftfnews.com/hubfs/Pam%20Everett%20headshot_edited.jpg) "Coming to PMCR will give you a lot of valuable perspectives on how to aspire to do things in a better way." Pamela Everett Executive Director, Client Reporting Morgan Stanley Wealth Management ![Crystal Phipps](https://pages.ftfnews.com/hubfs/crystal.png) "I really enjoyed participating in this year's event. Thank you for all the work you put into making it happen." Crystal Phipps Vice President, Trust Operations Manager Frost Bank ![Mary Qu](https://pages.ftfnews.com/hubfs/Mary%20Qu%20headshot_edited.jpg) "This was one of the best events I've attended." Mary Qu Vice President AllianceBernstein ![Vijay Batavia](https://pages.ftfnews.com/hubfs/Vijay%20Batavia%20headshot.JPG.jpg) "PMCR is one of the few dedicated forums focused on performance, analytics, reporting, and client servicing within financial services. It is grounded in reality, addressing actual challenges and sharing practical solutions through real experience and industry know-how." Vijay Batavia, CFA, CPA CFO Squad - Strategic Consultant ![Ambika D'Souza](https://pages.ftfnews.com/hubfs/Ambika%20DSouza.jpg) "Diverse and relevant agenda for professionals in the Performance & Client Reporting fields. Great place for networking." Ambika D'Souza CSPO, CIPM Managing Director, Head of Client Reporting, Performance, and Data Operations Cambridge Associates ![Michael Margulis](https://pages.ftfnews.com/hubfs/Michael%20Margulis-Sep-06-2025-11-03-26-4009-PM.jfif) "Solid gathering of performance and analytics professionals with a great opportunity to make connections and network. The sessions are interactive and cover practical topics." Michael Margulis Vice President, Investment Performance & Analytics Ameriprise Financial ![Amy Bourdeau](https://pages.ftfnews.com/hubfs/amy.jpg) "This is a really insightful event to attend. The people in the room have real-life experience and are open to sharing what their current challenges are and what it is they are working on. It's also a really great networking event." Amy Bourdeau Managing Director Blueprint GRC 3 of 10 - [Privacy policy](https://www.ftfnews.com/privacy/) - [Terms and conditions](https://www.ftfnews.com/terms/) [facebook-f icon](https://www.facebook.com/FinancialTechnologiesForum/) [linkedin-in icon](https://www.linkedin.com/company/financial-technologies-forum) [Twitter icon](https://twitter.com/FTFnews) [instagram icon](https://www.instagram.com/ftf_news/) ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "contentUrl" : "https://39616650.fs1.hubspotusercontent-na1.net/hubfs/39616650/video_assets/216372818969/inherited/web_optimized.mp4", "dateModified" : "2026-07-02T17:00:59.869Z", "duration" : "PT1M33S", "height" : 1080, "name" : "PMCR Event Recap", "thumbnailUrl" : "https://pages.ftfnews.com/hubfs/PMCR%20Event%20Recap.mp4/medium.jpg", "uploadDate" : "2026-07-02T17:00:20.345Z", "width" : 1920 } ```