Events
2026 Annual Conference – Agenda
2026 AADMM Annual Conference
November 12–13, 2026
Virtual
Virtual
Note: All times are in Eastern Daylight Time.
Thursday, November 12, 2026
| Time | Activity / Sessions |
|---|---|
| 10:00am – 11:00am |
General Session
Building Your Brand for Today's Client Journey: How to Be Found, Trusted, and Chosen
Lisa Namm
|
| 11:00am – 12:00pm |
Concurrent Session 1
Approved for 0.5 CEUs - Ethics and 0.5 CEUs - Standards and Practices and Types of Expenses
Approaching Fiduciary Work: Risks, Responsibilities, and Ethical Boundaries for DMMs
Emily Duncan
Concurrent Session 2
Exit Ready or Not? Preparing a Business for Sale
Abigail Bensimhon, Rebecca Eddy, & Lisa Berlin
|
| 12:15pm – 2:15pm | Lunch |
| 2:30pm – 3:30pm |
Concurrent Session 1
Meeting Evolving Client Needs: Expanding DMM Services Within Scope of Practice
Julianne Miller
Concurrent Session 2
Approved for 1.0 CEUs - Payroll & Taxes
When Your Client Becomes an Employer: A Daily Money Manager's Guide to Household & Senior Care Compliance
Stephanie Carpenter
|
| 3:30pm – 3:45pm | Break |
| 3:45pm – 4:45pm |
Concurrent Session 1
Adding an AI Intelligence Layer: Data Strategy & Prompt Engineering for Daily Money Managers
Marti Miller
Concurrent Session 2
Tax Schemes and Scams
Melissa Chapman
|
| 4:45pm – 5:45pm |
Concurrent Session 2
Approved for 1.0 CEUs - Bill Paying
Creative Financial Solutions
Terese Eckelkamp Brady & Christopher M. Carrillo
|
Friday, November 13, 2026
| Time | Activity / Sessions |
|---|---|
| 10:00am – 11:00am |
Concurrent Session 1
Approved for 1.0 CEUs - Payroll, Finance, Bookkeeping and Bill Paying
Financial Management Tools & Technology for the DMM
Rich Kraybill, Megan Paterson, & Deb Vogl
Concurrent Session 2
Approved for 1.0 CEUs - Payroll, Finance, Bookkeeping and Bill Paying
Digging For Treasure – Finding assets when clients can't help
Katherine Gudgel
|
| 11:00am – 12:00pm |
Concurrent Session 1
How to Best Partner with Your Client's Banker
Keri McInnis
Concurrent Session 2
Approved for 1.0 CEUs - Standards of Practice
The Messy World of Care Management: Why it Takes a Village (and a DMM) to Manage the Chaos
Bonnie Shimko
|
| 12:15pm – 2:15pm | Annual Meeting / Lunch |
| 2:30pm – 3:30pm |
Concurrent Session 1
Relieve Stress: It’s Not What You Think
Lois Manzella Marchitto
Concurrent Session 2
Best Practices for Onboarding Clients
Nancy Sobin & Jacqueline Jacquemain
|
| 3:30pm – 3:45pm | Break |
| 3:45pm – 4:45pm |
General Session
Collaborative Problem Solving
|
| 4:45pm – 5:45pm |
General Session
The Art of Deepening Relationships
Amy D’Aprix
|