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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

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)

Presented by: Lynn Talbott

This 3-hour pre-conference session will focus on Quickbooks Online (QBO) and how you can
maximize its potential to help your DMM practice. We will cover what is new in QBO over the
last year; “Tips and Tricks” for getting around in QBO; how AI has added some cool features to
save you time; how to use the phone app to capture receipts; and how to get your client’s file
organized and streamlined for efficiency. Plus, we’ll have time to answer your questions about
the program, with an opportunity to submit questions in advance. If you are using QB
Desktop, you will want to see how to move to QBO and its efficiencies. This session is meant
for DMMs with at least some QuickBooks experience (not beginners).

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
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

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:

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.

9:45 am – 10:45 am Concurrent Breakout Sessions

What Every Financial Professional Should Know about Paying for College
(1 CEU, Types of Expenses)

Presented by: Paula Bishop, CPA

This presentation focuses on how financial advisors can help their clients with paying for college issues. We will address how to use income and asset strategies to lower the cost of college for families.

3 Keys to Success in a Digital World
(1 CEU, Standards of Practice)

Presented by: Darra N Wray, MBA, CSA

Harness the power of digital information to avoid becoming an analog refugee in a digital world. Arm yourself and your clients with 3 key ingredients for success in this new digital world – permission, information, and imagination.

11:00 am – 12:00 pm Concurrent Breakout Sessions

The Power of Money: Creating a Roadmap for Successful Client Engagements (1 CEU, Basic Finance/Bookkeeping)

Presented by: Karen D. Sparks, CDFA®, J.D.

Do you struggle with creating a new financial outlook and plan for your clients? If so, come and learn how you can transform your client engagements from challenging to dynamic by applying human centered practices to your existing financial client processes.

What You Need To Know About Solo Aging
(1 CEU, Types of Expenses)

Presented by: Dr. Gerda Maissel MD, BCPA; Nancy Ruffner

This session reviews demographics, myths, realities, and strategies to find and serve the Solo Ager. Two patient advocates, one a physician and one a social worker will present this important session.

Exclusive Sponsor




12:30 pm – 2:15 pm Annual Meeting Luncheon
2:30 pm – 3:30 pm Concurrent Breakout Sessions

A Tour of The Private Pay Market that Serves Seniors & People With Disabilities
(1 CEU, Types of Expenses)

Presented by: Dr. Gerda Maissel MD, BCPA

You already know about Assisted Living. Do you know about the many home care options and services that are available to older people? Join physician and patient advocate Dr. Gerda Maissel to learn more.

Exclusive Sponsor

Using the Reverse Mortgage to Help Provide a Sustainable Retirement
(1 CEU, Standards of Practice & Types of Expenses)

Presented by: Genie McGee

Reverse mortgages have become an important part of older Americans’ sustainable retirement. This session will explore the history and definition of the reverse mortgage, and the various strategies for using a reverse mortgage in coordination with other assets. By explaining these instruments and squashing persistent myths about them, DMMs will learn how to understand their clients’ usage of reverse mortgages, and when they might want to recommend the possibility of their use to their clients.

3:45 pm – 4:45 pm Concurrent Breakout Sessions

Learn to Love LinkedIn, the B2B and B2C Gem

Presented by: Kathy Vines

LinkedIn doesn’t have to be just a necessary evil! It can be your best hidden gem for B2B and B2C marketing! Learn tips and tricks for navigating LinkedIn and aligning it with your marketing strategy to find success.

What Can Be Deducted on a Tax Return?
(1 CEU, Payroll and Tax Basics)      

Presented by:  Katherine (Katie) Gudgel, EA, PhD

Deductions can be claimed in various places on a tax return, i.e. as itemized deductions, credits, or expenses, but may be reported differently on the state tax return. This presentation will help DMMs identify what supporting documents are needed to reduce a client’s tax liability.

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)

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
consult with the other service providers when additional knowledge and expertise are
required.” However, this seemingly simple requirement may become more complex and
uncertain in real-life situations. A panel of seasoned DMMs will consider several questions
regarding referrals and consultations in this session.

PALS | Professionals of After Loss Services

11:00 am – 12:00 pm General Session: Financial Exploitation: Frauds and Scams Targeting Older Adults
(1 CEU, Standards of Practice)

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

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.

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