2024 Annual Conference

2024 AADMM Annual Conference
November 8–9, 2024

Save the date! More info coming soon.

Call for Proposals

The American Association of Daily Money Managers (AADMM) is seeking quality presenters for the 2024 Professional Development Webinars and the Annual Conference (Virtual in 2024). Topics include a wide array of skills, competencies, and knowledge to help Daily Money Managers (DMMs) thrive and promote the profession.

All Levels Welcome

While basics are important, many of the AADMM educational event attendees are experienced professionals who are looking for intermediate and advanced levels of training. Sessions should provide all members with knowledge they can take away and use in their practices. All proposals generated by this call for presentations will be considered for pre-conference sessions, general and breakout conference sessions, and webinars.


About the Conference

The AADMM annual conference in 2024 will be held virtually on Friday, November 8th and Saturday, November 9th.


About the Webinars

AADMM offers many professional development webinars throughout the year.

Both the conference and the webinars are an exceptional platform for you to share your expertise, discuss developments on issues that affect the populations DMMs serve and introduce innovations in practice. Presentations are aimed at educating DMMs in a full range of skills, competencies, and knowledge to help them thrive as professional DMMs.


About the Application Process

Proposals must be submitted electronically using this link by February 8, 2024.

Complete the online form in its entirety. Do not send additional support materials at this time. The committee will select proposals based on overall quality, originality, continuing education unit (CEU) applicability, appropriateness to this program, and your presentation experience. Presenters who are accepted will be notified in a timely manner.

The due date for final presentation submissions for conference sessions will be due one month prior to the conference. For webinars, the due date is no later than two weeks prior to the session date.


Topics AADMM is seeking in 2024

Below is a list of topics for which speakers are requested.

Indicate whether you would be available on Wednesdays at 5 PM Eastern time throughout the year or during the conference (November 8 – 9) with time of day to be determined.

Strategic Planning

What is strategic planning, why is it important, and when should it be implemented? 

Identify Client Income

What information should be collected and why? Provide an overview of what questions to ask, where to look, what information may be found, and the importance of sorting through client files. Identify sources, who has access to them, what is the tax consequence, etc.

Create Value by Partnering

How does your involvement with other professionals in your clients’ lives help your clients, help you, and help the professionals? How do you prepare to provide the most benefit to other professionals? What are you looking for from them? How can you collaborate? Which ones are key?

HIPAA, Beyond the Basics

Why is it important? How do you assist your clients when you bump into HIPAA compliance walls from hospitals, providers’ offices, and insurance companies?

Tax Changes

What are recent changes in tax reporting that would be relevant to our clients and what changes may be coming that we should know about?

Assist Client with Credit Card Communications, Tips and Tricks

What are the “rules” of credit card disputes? How do you get past “no” from the company? How to ensure your client doesn’t get caught in the churn of unproductive communications when addressing issues.

Top Three Financial Ratios for Your Business

Managing the financial health of your business is paramount to your success; these three financial ratios are critical. How are they collected and how are they used? What adjustments might be made in response to the information?

Digital Assets

What is a digital asset? How do you identify them and help clients protect them? How do they figure into a client’s estate? What questions to ask in order to create a list of those assets? Who needs to be informed of the digital assets?

Critical Thinking, the Art of Inquiring and Questioning

How do you know which questions to ask your client? How do you determine what is important and suggest further inquiry? How do you shape your questions to elicit productive, information-packed answers beyond the basics?

Conceptual Thinking

What is conceptual thinking? How do you use it to better run your business? How does it tie into effective leadership?


How might AI impact our clients and business and what ethical issues should we consider? What do we need to know about ChatGPT?

DMM Business

How can our DMMs do better with their business?

  • Creating individualized client organization systems
  • Time management (demands, needs, priorities of different clients)
  • Solo practice – beyond the basics
  • Measuring client satisfaction
  • Business development (website, blogs, email campaigns, podcasts, social media)
Care Management
  • Ageism (understanding and how to avoid in your practice)
  • Knowing the boundaries of clients with mental health issues
  • Strategies for working with people with ADD or ADHD
  • Selecting the right senior facility and getting them in!
  • When to involve an Aging Life Care Professional?
Fraud Protection for Clients

What are some recent scams? How to help clients avoid them? What should be monitored to help protect clients? If there has been a scam or fraudulent activity, what are the next steps to rectify the problem? What agencies should be informed?

Federal Trade Commission Safeguard Rules

What do we need to know?

Estate Planning

How best to provide estate support post death? What are the ways that a DMM can assist an executor? What are some of the pitfalls an executor might encounter if proper planning wasn’t done prior to the death of the principal? How can those problems be resolved?

How to Manage Family Dynamics

Listening vs. counseling. What is the DMM’s role in sorting out differing strategies and needs?

Finance / Credit issues

How best to:

  • Create client spending plans (aka the budget);
  • Identify client expenses;
  • Provide financial literacy;
  • Manage and reduce debt;
  • Work with the client’s financial advisor and banker to manage cash flow.
Technology Assistance
  • Essential tech tools for DMMs with specific info on software and solutions
  • How to optimize your LinkedIn page
  • Safely maneuvering through security protocols
  • How to rectify identity theft and which paid services and insurance are best
Banking / Investments
  • Digital assets (bitcoin style investments & NFTs)
  • Understanding investment statements, how to discuss them with a financial advisor, and how to help your clients understand them
  • Organizing and obtaining tax documents
  • Helping both financial advisors and accountants be aware of changes in a client’s circumstances that might affect their taxes and what investments are most appropriate (i.e. is a lower yielding municipal bonds that are not taxable necessary if a client now has large medical expenses and could use the income from higher yielding corporate bonds?)
Topics Regarding High-net-worth Clients
  • What is the best way to record charitable giving?
    • Collecting proof of charitable giving
    • Sharing information with the accountant
    • Communicating with the client about giving completed and giving still to be done
  • Handling recordkeeping for multiple homes
  • Setting up payroll for household staff (using a payroll company and acting as an intermediary)
  • Understanding health insurance options for household staff
Health Insurance
  • Understanding Medicare options and when to apply even if still working, what choices exist if a client wants/needs to change from an Advantage Plan to Original Medicare with a supplemental plan.
  • What are the penalties for not having coverage?
  • The differences in HSA, MSA, FSA, and a LPFSA and what to do if the client has any of these: is there an order in which they should be used?
  • Submitting and tracking out-of-network claims and using HSA, MSA, FSA, or LPFSA to cover out-of-pocket costs
  • Understanding private health insurance including choosing a high- or low-deductible policy
  • The difference between Federal health insurance policies for retirees and policies available to the general public
  • Long term care insurance:
    • Helping a client work with an insurance broker and understanding the options before purchasing
    • Understanding the financial benefits of long-term care insurance
    • How to contest having a policy lapse for nonpayment.
    • What to do when it is time to submit a claim – what is the process and how long will it take.
  • Catastrophe insurance – what is it, is it worth paying for, what is the trigger for submitting a claim and how do you submit a claim?
Employer Benefits

Helping clients review and understand the list of benefits that an employer offers and helping the clients make choices.

Juggling Client Projects

Project management – working on long-term and short-term goals for many clients and for your own business. Strategies and tools.

The owner of this website has made a commitment to accessibility and inclusion, please report any problems that you encounter using the contact form on this website. This site uses the WP ADA Compliance Check plugin to enhance accessibility.