2023 Annual Conference – Schedule of Events

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.

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).

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

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.

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)!

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.

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.

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.