Approval Assistance Letter

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We understand that budgets are tight, or that some managers may be reluctant to let team members travel. That's why we've created this Approval Assistance Letter for your manager.

The template makes it easier to get your manager's approval to attend the conference. It quickly helps your manager understand how the benefits of your attendance far outweigh the costs.

Copy and paste the below or download the Approval Assistance Letter template. Then, simply insert your information in the brackets, delete the bolded instructions, and send!

Approval Assistance Letter for the 2016 Strategic Growth Conference

Dear <Person from whom you are seeking approval for attendance>,

I'd like to attend NAFCU's Strategic Growth Conference, March 8-10, 2016, at the Westin San Diego Gaslamp Quarter in San Diego, CA.

This highly-regarded, strategic conference is a three-day event designed to help boost our credit union's revenue using the hottest marketing and lending strategies. Attending this conference will also give me the opportunity to network and exchange ideas with other credit union leaders and innovators nationwide.

I would be attending sessions ranging in topics from mobile payments and other new technologies, to business development models and lending strategies. Each is designed to help fully maximize our revenue creation.

I am seeking sponsorship for the registration fee, travel costs and expenses. A detailed breakdown of the cost of attendance is below.

After reviewing the Strategic Growth Conference content and program description, I have identified particular aspects that will provide me with the knowledge and skills to help drive revenue growth through marketing and lending strategies here at <name of your credit union>.

  • <insert session descriptions when available and other program aspects which most directly apply to your responsibilities and goals>
  • <session description/program aspect>
  • <session description/program aspect - add bullets as needed>

<In the brackets below, insert cost information as it applies to you>

The full conference registration fee is $1,500. <But as a member of NAFCU, I can enroll for <$1,050 — a savings of $450>.

Here is the breakdown of conference costs:

  • Airfare: <$xxx>
  • Transportation: <$xxx> <consider saving money by taking a bus or shuttle from the airport>
  • Hotel: <$xxx>
  • Meals: <$xxx> <NAFCU provides certain meals that will be detailed in the agenda>
  • Registration fee: <$xxx>

Total cost associated with attending the conference: <$xxxx>

The opportunity for professional development, and to learn innovative credit union growth strategies that will help us stay ahead of the competition and yield maximum results, makes my attendance at the 2016 NAFCU Strategic Growth Conference a wise investment for <name of your credit union>.

Thank you for your time and consideration.


<your name>

P.S. In addition, I plan to share information, handouts, resources and presentation slides with my colleagues when I return.