OB-LogoLockup-2025-web

OPTIMAL INSIGHTS FORUM 2025
Why Attend

In today’s volatile capital markets environment, staying informed is essential. That’s why we created the Optimal Insights Forum: a focused, one-day event offering a point-in-time analysis of the market forces shaping profitability. Through expert-led sessions, interactive roundtables, and real-world case studies, attendees will gain the clarity and confidence needed to navigate uncertainty and drive results. 

While the annual Optimal Blue Summit provides a comprehensive start to the year, the Optimal Insights Forum complements it by offering mid-year insights and continued engagement.  

Whether you're a capital markets leader, investor, GSE, or simply a fan of the Optimal Insights podcast, this event is your opportunity to connect, learn, and lead with purpose. 

Need to justify your attendance?

If you’re seeking leadership approval to attend the Optimal Insights Forum, the following message can help communicate the strategic value of your participation. Be sure to tailor the cost section to reflect your specific travel plans.  

Subject line: Request to Attend Optimal Blue’s Optimal Insights Forum 

I’m writing to request approval to attend Optimal Blue’s Optimal Insights Forum, taking place September 11, 2025, in Nashville. This exclusive, one-day event is designed for CompassEdge, CompassPoint, and Optimal Blue Secondary Services clients and offers a timely, in-depth look at the capital markets landscape. More details are available on the event website. 

The Forum will provide valuable insights and connections that directly support our business goals. Specifically, it will allow me to: 

  • Gain timely market intelligence and thought leadership from industry experts 
  • Learn about upcoming technology enhancements and Optimal Blue’s product roadmap 
  • Network with peers, investors, and GSEs to exchange best practices and explore new opportunities 

Estimated costs: 

  • Airfare: 
  • Hotel:  
  • Meals: Included 
  • Registration Fee: Complimentary 

Total: $ 

Thank you for considering this request. 

Best regards, 
[Your Name]