Dear [Supervisor’s name],

I am requesting approval to attend Synergy 2016, Solium’s annual client conference, which takes place May 17—20, 2016 in Miami Beach, Florida. This year’s event offers me the opportunity to experience the full potential of the Shareworks platform and ensure our company gets the most value from its investment. The new practical skills and industry insight I will gain will help me be more effective and efficient in my role.

Synergy offers a wide range of education and information sessions presented by top industry speakers and Shareworks experts. These sessions will explore some of today’s hottest industry topics and trends, and provide comprehensive hands-on Shareworks training.

Here are some of the ways I will benefit from attending Synergy 2016:

[Customize this list so it’s most applicable to you.]

·  Dive deeper into Shareworks – Breakout sessions are available throughout the conference that will help me make the most of specific features I use each day

·  Experience hands-on training – Workshops and hands-on training sessions focus on Shareworks Ad Hoc reporting, importing and expense snapshot features

·  Make connections – More than 200 Shareworks clients share their experiences and best practices and learn from each other

·  Explore the Shareworks Product Roadmap – Solium CEO Marcos Lopez shares information about latest developments and upcoming enhancements to Shareworks so we can plan in advance for future functionality

·  Provide feedback – I can give the product team feedback on changes that would enhance our Shareworks experience

·  Receive support – During one-on-one consultation sessions in the Support Lab, I can get help with our specific challenges, which will enable me to do my job faster and with greater accuracy

·  Gain insight – I’ll hear from industry experts discussing the latest trends in stock plan administration in key areas such as global compliance, financial reporting and participant communication. And there is plenty of opportunity to speak to them one-on-one.

·  Get informed – Results will be shared from two recent industry surveys: The PwC/NASPP 2015 Global Equity Incentives Survey and the Solium/NASPP Global Stock Plan Challenges and Technology Solutions Survey.

·  Earn professional development credits – Synergy conference sessions qualify me for CPE and/or CEP credits

My Synergy agenda can be customized to fit the focus of my work in [tax, legal, finance, HR] at a [U.S., Canadian, Global] [private, public] company such as ours. I can also choose sessions that are appropriate to my level of experience with the Shareworks platform to ensure our organization gets valuable learning..

Thanks to the Synergy 2016 Interactive Planner, I can easily show you the sessions I've earmarked as beneficial to me and my work.

As an added benefit to the company, I would be pleased to share all of the training and knowledge I gain from the conference with my colleagues. Solium will make the presentations available for download after the conference, so I can easily share relevant information with our internal team.

Breakdown of conference costs (approximate):

Airfare / $ [XXX]
Transportation (airport to hotel) / $100 (taxi – round trip)
Hotel (3 nights at $299) / $897 (plus taxes)
Meals / $0 (all meals included in registration)
Registration fee / $ [XXXX] see current pricing
Total / $ [XXXX]

I believe this conference offers tremendous value and will be a great benefit to my work and the company this year. Thank you for considering my request.

Sincerely,

[Your name]