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Conference Proposal Template

Copy. Customize. Get Approved.

Copy and paste the following text into an email to your manager and update as appropriate with your information.

To:

From:

Re: Proposal to attend ICMI Contact Center Expo

Date:

I've been invited to attend ICMI Contact Center Expo 2026. Our organization would benefit greatly from my attendance at this event, taking place October 26-29, 2026 in Orlando, FL. ICMI Contact Center Expo will bring together the most respected, knowledgeable, and influential community in contact center management for a week of learning, networking, and organizational transformation. They are expecting over 900 of my peers that I can network with while I am there.

This conference will deliver solid ROI. I'll learn from other companies facing the same challenges that we face and bring back best practices that we can implement within our organization. The event is also an excellent way for us to discover new ways to help our business save money by streamlining processes.

The conference agenda includes keynote sessions, education tracks that boast over 45 sessions. Throughout the conference, I can attend sessions in these tracks that are directly applicable to our ongoing projects.

Pick sessions from our program that are applicable to your company and add your own description or justification for attending them.

  • Session name here
  • Session name here
  • Session name here
  • Session name here
  • Session name here

Two specific projects where I believe we could benefit include: 1- add project or initiative and 2- add project or initiative

Many of the sessions are interactive and can provide a benchmark for us with other organizations as well as suggested valuable strategies and tips. It's also an excellent opportunity to network with industry experts and gain knowledge in specific areas to optimize our current system as well as find out about their newest solutions to meet our most critical business issues. More details about the event are posted on the ICMI Contact Center Expo website.

If we register 3 people, additional discounts apply. Given the number of sessions offered, it would allow us to divide and conquer, covering more ground in several sessions, rather than just the ones I would attend.

Here is an approximate breakdown of conference costs:

Airfare: $XXX

Transportation (shuttle service): $XXX

Hotel (per night): $XXX

Meals: $XXX

Conference Registration Fee: $XXX

Total: $XXX

Upon my return from the conference, I'll submit a post-conference report that will include a summary, major takeaways, tips and suggestions to optimize our current investment in ICMI Contact Center Expo.

Thank you for considering this request. I look forward to your reply.

Regards,

YOUR NAME

Trip Report

When you return from your trip, fill out the information below and submit it to your manager. Take time to review the blank report before you go to assist in notetaking while onsite, so you will be prepared when it's time to fill this out.

Executive Summary

Attendee Name:

Attendee Title:

Department:

Conference Summary: ICMI Contact Center Expo brings together 900+ of the most respected, knowledgeable, and influential community in contact center management for a week of learning, networking, and organizational transformation. ICMI Contact Center Expo will take place from October 26-29, 2026 in Orlando, FL.

Conference URL: icmievents.com

Goals Met

Identify specifically what was brought back to the organization relevant to your business goals as payback for the organization’s investment in sending you.

1.

2.

3.

Cost Summary

Conference Fee (Budget $ / Actual $)

Airfare (Budget $ / Actual $)

Transportation (Budget $ / Actual $)

Hotel (Budget $ / Actual $)

Meals (Budget $ / Actual $)

Session ROI

Please reference the notes you took onsite. Insert additional session fields as needed by copying and pasting the text below as many times as you need.

Session Title:

Session Presenter:

Session Summary:

Major Takeaways:

Action Items:

Estimated Impact:


Session Title:

Session Presenter:

Session Summary:

Major Takeaways:

Action Items:

Estimated Impact:


Session Title:

Session Presenter:

Session Summary:

Major Takeaways:

Action Items:

Estimated Impact:

Business Relationships

Include contact information for all presenters, exhibitors, and attendees that would be useful for your company to contact post-event to address your business priorities. Insert additional fields as needed by copying and pasting the text below as many times as you need.

Name:

Description:

Name:

Description:

Name:

Description:

Summary:

Outline additional details on the ROI value to you and your company. In your summary, we suggest offering to train others on what you learned and include the date/time of your planned briefing.