CLIEvents
2023 Annual Conference
DoubleTree by Hilton Hotel Chattanooga Downtown
407 Chestnut Street
Chattanooga, TN
Register today for the AADMM Annual Conference, taking place in Chattanooga, Tennessee, at the DoubleTree by Hilton Hotel Chattanooga Downtown, Friday, November 10-Sunday, November 12, 2023. The AADMM Annual Conference is the focal point for those engaged in daily money management. The conference provide a forum for discussion, access to a variety of resources and opportunities for continuing education credits.
2023 Annual Conference – Schedule of Events
All times listed are Eastern Standard Time
Friday, November 10
| 7:30 am – 5:30 pm | Registration Desk Open |
| 8:30 am – 4:30 pm | Business Basics Workshop |
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Presented by: Rebecca Eddy MBA, CDMM® & Cynthia Hoffman MBA, CSA® The Business Basics Workshop offered by AADMM is a one-day workshop for those who are interested in daily money management as a career, or those who are new to the profession. This is an ideal opportunity to learn the basics, and hear from individuals who are successfully running their own businesses. The workshop sets forth the components needed to perform the duties of a DMM on a day-to-day basis. At the end of this session, participants will be able to: explain what DMMs do; identify the traits and skills needed to be an effective DMM; understand the steps needed to establish or build a client base; and understand the steps needed to jump-start a DMM business. |
| 8:00 am – 1:00 pm | Board of Directors Meeting |
| 12:00 pm – 1:00 pm | Business Basics Workshop: Working Lunch |
| 1:00 pm – 4:00 pm | Pre-conference session: Maximize Your DMM Practice with Quickbooks Online (QBO)! (1 CEU Payroll, Finance, Bookkeeping and Bill Paying) |
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Presented by: Lynn Talbott This 3-hour pre-conference session will focus on Quickbooks Online (QBO) and how you can |
| 2:00 pm – 4:45 pm | Certification Exam |
| Are you ready to take the CDMM™ Exam? Apply now to take the exam at the conference. (Note, the deadline to submit your application for the CDMM™ Exam is September 10, 2023. For more information on the exam, contact info@AADMM.com). |
| 5:00 pm – 5:30 pm | First-Timers Meet-and-Greet |
| First time at an in-person AADMM conference? Come to this exclusive opportunity to meet AADMM veterans and other first-timers, to hear about AADMM programs, and get oriented for a fantastic weekend of learning and collegiality. This is an opportunity to ask all your questions about AADMM and the weekend. |
| 5:45 pm – 7:15 pm | Conference Welcome and AADMM 25th Anniversary Celebration |
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Kick off the Conference by meeting colleagues, reconnecting with friends, and special presentations and surprises as AADMM celebrates its 25th Anniversary! Network and enjoy a cash bar and heavy hors d’oeuvres. Exclusive Sponsor |
Saturday, November 11
| 7:00 am – 5:30 pm | Registration Desk Open |
| 8:00 am – 9:00 am | Breakfast |
| 8:00 am – 9:00 am | CDMM Breakfast |
| A unique opportunity for those who have attained Certified Daily Money Manager (CDMM) status to talk about their practices and workshop issues with other long-established DMMs. |
| 9:00 am – 9:30 am | Networking and Exhibits: |
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Start off your morning by visiting our fabulous sponsors, and/or participating in a guided networking program to meet other DMMs from around the country. |
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| 12:30 pm – 2:15 pm | Annual Meeting Luncheon |
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| 6:00 pm – 9:00 pm | Dine-Around and Sunset Riverboat Cruise |
| Sign-Up sheets for the dine-around restaurants will be available at the conference registration desk at the hotel pre-function area. For those attending the Riverboat Cruise, there will also be dinner reservations available for after the cruise. Please note, dinner is pay on your own and pre-registration for the Sunset Riverboat Cruise was required. |
Sunday, November 12
| 7:30 am – 8:30 am | Breakfast |
| 7:30 am – 8:30 am | Regional Leaders Breakfast |
| A time for Regional Leaders only to meet and discuss successful programs and share resources. |
| 8:30 am – 9:30 am | General Session: Time is Money: Essential Time Management Tools for DMMs |
| Presented by: Alexis Boccanfuso CDMM®, CPO®, CPC
It’s about TIME! Time management that is! Explore essential time management tools tailored and vetted for DMMs! By making efficient use of your time, you can be more productive, reduce stress and take on more work (or more play)! |
| 9:45 am – 10:45 am | General Session: Ethics of Referrals – (1 CEU, Ethics) |
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Panel: Sharon Zissman CDMM®, Rebecca Eddy MBA, CDMM®, Robert Mayetta, CDMM® The AADMM Code of Ethics states that “DMMs shall refer clients to other service providers or
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| 11:00 am – 12:00 pm | General Session: Financial Exploitation: Frauds and Scams Targeting Older Adults (1 CEU, Standards of Practice) |
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Presented by: Andre Lingham It is estimated that seniors are scammed out of 36 billion dollars per year in financial exploitation. Such exploitation occurs whenever older adults are deprived of their property by improper means and commonly includes fraud, theft, or deceptive behavior. Often the perpetrator of this behavior is a family member, caregiver, or someone who has a relationship of trust with the older adults. Increasingly, older adults are also targeted for exploitation by strangers using various types of scams and frauds. Case studies and interviews with victims are included in the presentation. |
| 12:00 pm – 1:15 pm | Lunch |
| 1:30 pm – 2:30 pm | General Session: Helping Clients who struggle with ADHD |
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Presented by: Dr. William M. Hillner, PhD DMMs more and more frequently are helping clients diagnosed with ADHD. This session will teach DMMs about the history, definition, evaluation and treatment of ADHD and Executive Function so that they may better understand how to help clients with these disorders. |
2023 Conference Registration Fees:
AADMM Member and ALCA Member:
$425 – Early Bird Fee (on or before October 13, 2023)
$495 – Registration Fee (October 14, 2023 on)
AADMM Non-Member fees:
$495 – Early Bird Registration Fee (on or before October 13, 2023)
$565 – Registration Fee (October 14, 2023 on)
Business Basics Workshop:
$295 (Friday, November 10, 2023, 8:30am-4:30pm)
The fee includes the complete training course, a training manual, lunch and refreshment breaks. This course may be taken alone or in conjunction with the conference.
Pre-Conference Workshop: Maximize Your DMM Practice with Quickbooks Online (QBO)! CEU Approved:
$150 per person (Friday, November 10,2023, 1:00pm-4:00pm). This pre-con may be taken alone or in conjunction with the conference.
Friday night Welcome Reception Guest Ticket:
$90/Guest
AADMM Cancelation Policy:
Cancelations received prior to November 1, 2023 will receive a full refund, less a $25.00 cancelation fee. No refunds will be provided for cancelations received on or after November 1, 2023.
To cancel your registration, please contact AADMM at info@aadmm.com.
Support AADMM and elevate your brand among the leading individuals and organization in Daily Money Management by sponsoring the Annual Conference.
Accommodations
The DoubleTree by Hilton Hotel Downtown Chattanooga is sold out. Here are some alternate hotel options within close walking distance of the conference hotel:
- Holiday Inn Express, 434 Chestnut Street, Chattanooga
- Hampton Inn & Suites, 400 Chestnut Street, Chattanooga
- Hilton Garden Inn, 311 Chestnut Street, Chattanooga
Thank you and we look forward to seeing you in Tennessee! Click here for more information about Chattanooga.
AADMM Conference Committee
Transportation
The airport that is closest to the DoubleTree By Hilton Downton Chattanooga is the Chattanooga Airport (CHA). If you are having issues finding a direct or connecting flight into Chattanooga, an alternative would be to take a shuttle from a neighboring airport that better suits your needs. Groome Transportation offers shuttle services from neighboring airports. Find out more about this option here.
Saturday Night Dine-Around
The AADMM Conference Planning Committee is putting together a dine-around for Saturday night. This is a great opportunity for you to sample some of the great restaurants in Chattanooga while networking with peers. Sign up will be at the conference registration desk during the conference!
Southern Belle Riverboat Cruise
Join AADMM after the conference on Saturday, November 11th for a Sunset Cruise aboard the Southern Belle Riverboat! Dine-Around and Sunset Riverboat Cruise. Sign-Up sheets will be available at the conference registration desk at the hotel pre-function area to have dinner at a local restaurant with your AADMM colleagues. There will also be reservations available for after the Sunset Riverboat Cruise. Please note, dinner is pay on your own and the registration for the Sunset Riverboat Cruise needs be done in advance here.
Date: Saturday, November 11, 2023
Time: 6:00pm-7:30pm (arrive a half hour early)
Cost: $43.56 (includes tax and service charge)
THINGS TO DO AND SEE IN CHATTANOOGA
Chattanooga is a sparkling jewel on the banks of the Tennessee River. It’s home to Lookout Mountain, Coolidge Park’s legendary carousel, the Chattanooga Choo Choo, Olympic rapids and ample greenways. It also has a spectacular downtown, world-class museums and bustling arts and shopping districts. It’s a little bit of everything you need and anything you want nestled in the Appalachian Mountains.
Built on a ninety-foot limestone bluff overlooking the Tennessee River and comprised of a 1905 classical revival mansion, a low-slung 1970s building and a 2005 contemporary structure, the Hunter Museum of American Art showcases 100 years of architecture and houses the finest collection of American art in the Southeast. The collection of the Hunter Museum spans the history of American art from the colonial period to the present day, and covers a wide variety of media including painting, sculpture, contemporary studio glass, and crafts.
Tennessee Valley Railroad Museum
The Tennessee Valley Railroad Museum (TVRM) in Chattanooga offers a deep dive into the city’s rich railway history, dating back to 1850. Despite the rail industry’s decline in the mid-20th century, local enthusiasts founded TVRM in 1961 to preserve and restore historic railway equipment. The museum, which operates passenger trains on the original East Tennessee, Virginia, and Georgia roadbed, has expanded thanks to Southern Railway donations
Classic Arcade Pinball Museum of Chattanooga
Chattanooga’s Classic Arcade Pinball Museum is an interactive museum dedicated to the nostalgia, history, science, and fun behind the fascinating game of pinball. Patrons to the museum have the opportunity to play and/or view our 50+ exhibits including many of the Classica Arcade games from the 80’s and 90’s.
Ride the Incline Railway up Lookout Mountain
A ride unlike any other! The thrill of riding ‘America’s Most Amazing Mile’ has delighted guests for more than a century. As the Incline climbs historic Lookout Mountain, Chattanooga’s surrounding mountains and valleys come alive as the trolley-style railcars carry you cloud-high. The breathtaking 72.7 % grade of the track near the top gives the Incline the distinction of being the world’s steepest passenger railway. Discover the charm of the Lookout Mountain Station. The free observation deck is the highest overlook on Lookout Mountain. The Incline Centennial Exhibits depict the history of one of Chattanooga’s most unusual landmarks, featuring rare photographs of the Incline and points of interest on Lookout Mountain from the late 1800s to the present.
Chickamauga and Chattanooga National Military Park
The oldest and largest of America’s Civil War parks, Chickamauga and Chattanooga National Military Park (NMP), commemorates the 1863 battles for Chattanooga that marked a major turning point in the war. The NMP spans the borders of Georgia and Tennessee, with major units at Chickamauga, Lookout Mountain, Missionary Ridge, Orchard Knob and Signal Point. The park is headquartered at Chickamauga Battlefield, where the fields and woods of northwest Georgia witnessed the last major Confederate victory of the Civil War. Moccasin Bend National Archeological District, the newest addition to the NMP in 2003, not only commemorates the Civil War but preserves over 12,000 years of human history and heritage.
Located in the historic Chattanooga Choo Choo, Gate 11 Distillery is a true micro-distillery, producing, serving and selling Vodka, Gin, Rum and Whiskey. Gate 11 offers daytime tours, tastings, flights, bottle and merchandise sales and, in the evening, cocktails at our indoor and outdoor bars overlooking the iconic Choo Choo engine and Glenn Miller Gardens. Honoring the long tradition of innovation and industry in Chattanooga, Gate 11 distillers use the finest raw materials and custom-built pot, column and reflux stills to practice their Small Batch Alchemy!
Explore Chattanooga with a Tour!
Chatt Taste Tours for foodies
Chattanooga Ghost Tours for haunted stories behind many of the buildings downtown
Outshine Adventure if you’re up for exploring Bat Caves
Experience Chattanooga for a private hiking tour
Explore Chattanooga by Segway!
Sightseeing & Sunset Cruises on the Southern Belle Riverboat
River Gorge Excursions on the Chattanooga River
Getting around Chattanooga
Market Street and Broad Street run North to South from the river all the way to Lookout Mountain. So, if you ever find yourself saying, “where am I? What am I doing?” just navigate to one of those streets and you’ll be able to get your bearings.
Chattanooga has an incredibly walkable downtown and offers additional great ways to get around the city. So, ditch the car and ride the shuttle, walk, or easily rent a bike for the day as you enjoy Chattanooga.
The free electric shuttle covers downtown from the Southside District to the Riverfront, and additionally connects to the Southside, Northshore and St. Elmo neighborhoods. Downtown shuttle stops every 15 minutes, Monday-Friday, 6:30 a.m.-10 p.m., and later on Saturdays (Only open until 11pm on Saturdays. Sundays until 8:30pm). The Northshore and St. Elmo routes have varied hours.
Bike Chattanooga, the first citywide bike share system in the South, offers more than 400 bikes at 42 locations throughout the city. The easiest way to use the bikes is to download the PBSC app to purchase passes, unlock bikes, see bike availability, and more. Passes give you unlimited 60-minute trips; if you need more time, dock the bike and unlock another to continue riding without accumulating overage fees.
Whether it’s a book by a Chattanooga author or Chattanooga is the book’s setting, there are many must reads prior to your visit! If you like to visit local bookstores on your travels, Chattanooga has several to offer. Visit here for more information.
Check out the restaurant scene in Chattanooga! From fine dining, to local hotspots, Chattanooga has it all.
