
Events
2021 Annual Conference – Schedule of Events
Friday, November 12
All times are Eastern Standard Time
11:00 am – 11:05 am | Welcome and Overview Clare Dubé, Conference Committee Chair and Alison Salisbury, AADMM President |
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11:10 am – 12:10 pm | ||||
Six Things Business Owners Should Know from a Cyber Security Perspective Howard Page, TeamLogic, Inc. Nanette Duffey, Organized Instincts 1.0 CEU Standards of Practice, Types of Expenses As a DMM, you handle people’s personal information and data; you must protect this information from real and perceived cyber threats. Join a tech guru, Howard Page, and CDMM, Nanette Duffey, for an engaging discussion about cybersecurity. If you use a computer or smartphone to run your DMM business, this is the place to learn! You will walk away knowing how to protect the valuable information with solutions you CAN afford to implement and avoid becoming a cybercrime victim. |
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12:15 pm – 1:15 pm | Concurrent Breakout Sessions | |||
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1:15 pm – 1:30 pm | Break | |||
1:30 pm – 3:00 pm | ||||
Demonstration: Quicken
More details coming soon. |
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3:00 pm – 3:15 pm | Break | |||
3:20 pm – 4:20 pm | ||||
Credit and Creditor Negotiations Ellen Billie, AAA Fair Credit Foundation 1.0 CEU Standards of Practice, Types of Expenses Negotiating with creditors can be exhausting. Ellen will help demystify the process in her discussion on credit and creditors. Medical debt, student loans, credit cards, collection agencies, and reverse mortgages will be discussed in this presentation. |
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4:30 pm – 5:30 pm | ||||
Demonstration: Care.com / HomePay
More details coming soon. |
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5:50 pm – 6:30 pm | Networking Session | |||
6:30 pm – 6:35 pm | Day One Wrap-Up |
Saturday, November 13
11:00 am – 11:05 am | Welcome Clare Dubé, Conference Committee Chair and Alison Salisbury, AADMM President |
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11:10 am – 12:15 pm | |||
Dementia Care Strategies – A Panel Discussion
Come listen to an engaging panel discussion on the topic of dementia with panel members that bring unique perspectives from healthcare, financial and counseling backgrounds. They will help us understand just what dementia is and how to identify the onset of dementia. We will learn about capacity from a healthcare and financial perspective and how it is best documented. The team will also discuss communication pitfalls and how to address clients with dementia. You will come away with tips on long term care insurance qualifications, strategies for compassionate communication and best practices in dealing with dementia clients. We will have plenty of time for questions, so bring them along. |
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12:20 pm – 1:10 pm | AADMM Annual Membership Meeting | ||
1:10 pm – 1:50 pm |
AADMM Board Forum Do you have burning questions about daily money management or AADMM? Did a situation pop up with a client for which you’d love some advice? Do you just like hearing about best practices in the industry? Then AADMM Board Forum is for you! |
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1:50 pm – 2:15 pm | Break | ||
2:15 pm – 3:15 pm | Concurrent Breakout Sessions | ||
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3:20 pm – 4:20 pm | Concurrent Breakout Sessions | ||
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4:25 pm – 5:00 pm | Networking | ||
5:00 pm | Closing Comments and 2022 Conference Announcement |