Business Basics Workshop (additional registration required) (NO CEU)

The Business Basics Workshop is for those interested in a daily money management career or new to the profession. It covers the components needed to perform the duties of a DMM on a day-to-day basis, including identifying traits and skills, establishing a client base, and jump-starting a business.

Tips and Tricks with Quicken Inc (additonal registration required) (2 CEU, Bill Paying)

During this Quicken workshop, Quicken will highlight some tips & tricks for the variety of products they offer with some time for Q&A. This workshop is intended for those who currently use Quicken product(s) and are looking to make the most of what they offer. They hope to expose new and useful ways in which you can benefit from using their solutions.

General Session: Introduction to the Business Accelerator: Successful Networking to Get More Clients (NO CEU)

Learn how to use networking to build a successful DMM business. We will cover how to define your message, build credibility, determine which networking events to attend, and perform effective follow-up. We will also discuss ideas and tools for tracking your networking efforts to identify which activities give you the most and best potential clients.

Concurrent Session 1: Planning opportunities for DMMs after the One Big Beautiful Bill (1 CEU, Payroll, Finance, Bookkeeping and Bill Paying)

This session will equip Daily Money Managers — including those without a tax background — with practical strategies to navigate client planning opportunities created by the landmark “One Big Beautiful Bill.” Participants will learn the key provisions most likely to affect their clients, including changes to tax rates, deductions, and documentation requirements. The presentation will highlight ways DMMs can clearly explain new rules in plain language, guide client decision‑making, and coordinate with other financial professionals. Attendees will also review workflow updates and recordkeeping best practices to ensure compliance and efficiency without stepping into the role of a tax preparer. By the end of the hour, DMMs will leave with actionable steps to better support their clients in the post‑legislation landscape.

Concurrent Session 2: The Digital Afterlife: What Every DMM Needs to Know to Protect Their Clients’ Digital Assets 

Daily Money Managers (DMMs) are uniquely positioned to educate and support clients in the new area of digital legacy planning. The term “digital assets” refers to any electronic record in which an individual has rights or interests, including email, social media, and cryptocurrency. This session will educate AADMM members on how the law treats digital assets and provide tips to help DMMs guide their clients in organizing and safeguarding their digital legacy.

Concurrent Session 3: Beyond Pink: What Daily Money Managers Need to Understand about Women and Money (0.5 CEU, Payroll, Finance, Bookkeeping and Bill Paying, 0.5 CEU, Standards of Practice and Types of Expenses)

Women face unique challenges with money, and Daily Money Managers who work with women clients can benefit from understanding the typical money issues women face in their 40s, 50s, 60s, and beyond. This session will discuss practical tips for women to build money confidence, make informed financial decisions, and collaborate with allied professionals (tax, investment, estate planning, and wellness experts) to achieve optimal results.

Concurrent Session 4: BILL AP Live Certification (1 CEU, Basic Finance/Bookkeeping)

Join Jake Steadman, BILL Solutions Consultant, for this exclusive, live AP certification. We’ll cover the importance of A.I./automation, separation of duties, how to standardize and create efficiency in AP, and much more.

Concurrent Session 5: Fraud Ready and Scam-Proof: Building your Client Protection Toolkit (1 CEU, Standards of Practice and Types of Expenses)

This practical session is designed to strengthen your fraud-fighting skills. You will explore how to identify the red flags of identity theft and respond effectively when it strikes. You’ll learn concrete steps to guide clients through the recovery process after financial fraud and how to handle difficult situations involving financial abuse.

Concurrent Session 6: Time Management: Find A System That Works for You (NO CEU)

Time management is not one-size-fits-all; the system that drives one person’s productivity may leave someone else feeling frustrated. Understanding your options can help you choose which system suits you best. Join Holly Uverity, owner of Office Organizers, for a clear, practical comparison of four leading approaches: Getting Things Done (GTD), Pomodoro, Kanban, and the Eisenhower Matrix. By the end of the session, you’ll have a clear understanding of these proven strategies and the knowledge to select or combine the methods that best align with your goals, your work style and your productivity needs.

Concurrent Session 7: Bridging the Gap – the role Care Managers and End of life Doulas in Supporting Families through Final Transitions (1 CEU, Types of Expenses, Standards of Practice)

In this session, two experienced professionals will explore how collaborative, grief-informed care can ease the emotional, logistical, and spiritual challenges families face when a loved one is nearing the end of life. The conversation will include practical tools, case examples, and a compassionate framework.

Concurrent Session 8: Successful Dementia Communication (NO CEU)

Communicating with someone with dementia can be intimidating. Together we will learn how to better understand the challenges of communicating with people with dementia, practical tips for improving conversations, what to avoid and how to improve your communication skills. You will feel more prepared not only to prevent communication pitfalls but also create meaningful connections with your clients with dementia.

General Session: Presenting Yourself: Building a personal brand and improving client interactions. (NO CEU)

This interactive seminar is designed to help elevate your professional presence and deepen trust with clients. Rooted in Dale Carnegie principles, the session explores how authenticity, empathy, and intentional communication can shape a brand that resonates. You will learn how to craft a compelling personal narrative, enhance client engagement, and apply timeless human connection techniques.

General Session: How Trauma Can Affect Your Client’s Financial Future (1 CEU, Ethics)

This training session is designed to help financial professionals recognize the often-hidden influence of trauma on a client’s financial behaviors and long-term economic decisions. By deepening awareness of the psychological and neurological roots of trauma, participants will learn how to better support clients with empathy, clarity, and effectiveness.

General Session: AI for Daily Money Managers: Smarter Tools for Smoother Workflows (1 CEU, Payroll, Finance, Bookkeeping and Bill Paying)

This interactive session will introduce DMMs to the practical and ethical use of artificial intelligence tools like ChatGPT. Learn how AI can help streamline repetitive tasks, enhance client communication, and support financial organization. This session will demystify AI, walk participants through real-world examples, and demonstrate how tools can assist with tasks such as email drafting and budget planning. Attendees will also learn to craft effective prompts and understand data privacy best practices.

General Session: Amplify Your Voice, Elevate Your Leadership (NO CEU)

Based on 30 years of practiced communication, this session arms business leaders with methodologies for clear, concise, and more confident speaking. You will learn to apply a storytelling framework that enables you to speak more confidently, lean into your authenticity, connect memorably with audiences, and tailor your messages for anyone.