Chapters and Regional Groups

Chapters and Regional Groups

The networking community of AADMM consists of both local chapters and regional groups to help you connect with others interested in Daily Money Management and related topics. Groups connect formally and informally and share information via meetings and conference calls.

Below is a listing by geographic location of the various regional groups. Contact information and upcoming events are listed for each area.

Don’t see a regional group or local chapter close to you? Start one!



Group Contact:

Susie Marbury – Email:
Checks and Balances for You,  Albuquerque, New Mexico

Next Conference Call:

All calls are held the first Monday of the month (unless there is a holiday) at 9 am Pacific, 10 am Mountain, 11 am Central, and Noon Eastern..

  • January 9, 2017 – moved to 2nd Monday
  • February 6, 2017
  • March 6, 2017
  • April 10, 2017
  • May 1, 2017
  • June 5, 2017
  • July 10, 2017 – moved to 2nd Monday
  • August 7, 2017
  • September 11, 2017 – moved to 2nd Monday
  • October 2, 2017
  • November 6, 2017
  • December 4, 2017

Group Contact:

Diane Smith– Email:

Next Meeting:

All meetings are held on the 3rd Thursday of the Month at 6:00pm located in Southern Bistro at Chastain Restaurant, 4920 Roswell Road, Atlanta, GA 30342

Learn More About the Atlanta Chapter


Group Contact:

Diane Summers – Email:
Family Financial Alliance, LLC , Oviedo, Florida

Next Meeting:

Monthly conference call held at 10 a.m. the second Thursday of each month


Group Contact:

Marcia Turner, PDMM – Email: Y.E.A., LLC, North Branford, Connecticut
Please contact Marcia Turner if you would like to be added to the group’s email list. Meeting details and reminders will be set out to members on the list.

Next Meeting:

  • August 24, 2017 at 7 p.m. Eastern
    Conference Call – Topic TBD

Group Contact:

Peter Gordon – Email:
New York Financial Organizers, Inc.

Next Meeting:

2017 Phone Meeting Dates

(1st or 2nd Thursday)

  • 12/1/16
  • 1/12/17
  • 2/2/17
  • 3/2/17
  • 4/6/17
  • 5/4/17
  • 6/1/17
  • 7/13/17
  • 9/7/17
  • 10/5/17
  • 11/2/17
  • 12/7/17

Subject to change WITH notice

Please RSVP to Chapter President, Peter Gordon: or 917-279-3972. Visit our new website:

Learn More About the Greater New York Chapter

Before our March, June and September and December phone meetings, new and prospective DMMs are invited to join a 6-7 PM “Ask the Veteran DMM” segment.

Saturday, May 6, 2017—Third Bi-Annual GNY Conference, New Rochelle, New York


Group Contact:

John BowenEmail:
Bookkeeping and Daily Money Management

Next Meeting:

  • Friday, September 8, 2017 at 12:30 p.m.
    Location: Seasons 52 in Tyson’s Corner Mall
  • Thursday, October 12, 2017
    Location: Season’s 52 in the Tyson’s Corner Mall
    JOINT MD-DC-VA Regional Meeting
    11:30 a.m. – 1:30 p.m.
    The Irish Inn at Glen Echo
    6119 Tulane Avenue
    Glen Echo, MD 20812Topic: Open Discussion

Group Contact:

Linda Smit Email:
Estate & Senior Support Services LLC

Next Meeting:

We meet on the 2nd Thursday of each month from 11:15 am – 1:30 pm.
Please order/pay for your lunch as you enter the meeting.

  • Thursday, September 14, 2017DMM Business Development Workshops

    9:30 – 10 a.m. Gather and Mingle

    10 – 11:30 a.m.: “Why They Buy and Why They Stay” — Communications Workshop
    Addresses personality types and their communication preferences

    12 – 1:00 p.m.: Marketing Your DMM Business
    Topics include developing referral sources and “elevator speech”

    1:15 – 2:45 p.m.: Setting Your Business Foundation for Growth and Profitability
    Covers setting up an infrastructure of systems and processes in business planning, finance, marketing and operations

    Location: Maryland Women’s Business Center
    51 Monroe Street, PE-20
    Rockville, MD 20850

    Cost: Morning workshop: $15; Lunch workshop: no charge; Afternoon workshop; $15 — Pre-registration highly encouraged

    Catered Lunch: $15 (or buy your own at local restaurants)

    Please email Melissa Kahn at which workshops you want to attend and she will send you the registration links.

  • Thursday, October 12, 2017
    11:30 – 1:30 p.m.
    JOINT MD-DC-VA Regional MeetingThe Irish Inn at Glen Echo
    6119 Tulane Avenue
    Glen Echo, MD 20812



Group Contact:

Amie Hyman – Email
Heartfelt Solutions for Seniors, Inc., Willow Springs, Illinois

Next Meeting:

Coffees:  Third Friday of the month at  10:00 a.m.
Conference Calls:  Fourth Monday of the month at 8:00 p.m.
Topics for conference calls will be determined at a later date.

  • Friday, Jan. 20 – Coffee 10 a.m.
  • Monday, Feb. 27 – Conference Call 8 p.m.
  • Friday, March 17 – Coffee 10 a.m.
  • Monday, April 24 – Conference Call 8 p.m.
  • Friday, May 19 – Coffee 10 a.m.
  • Monday, June 26 – Conference Call 8 p.m.
  • July – no meeting
  • August – no meeting
  • Monday Sept. 15 – Coffee 10 a.m.
  • Monday, Oct. 23 – Conference Call 8 p.m.
  • Monday, Nov. 27 – Conference Call 8 p.m. (2017 AADMM Conference review)
  • December – No meeting

Group Contact:

Barbara Boustead – Email
Mary’s Daughter, LLC

Next Meeting:

  • Thursday, January 19, 2017 – Conference Call at 8 a.m. Central
  • Thursday, April 13, 2017  – In person at the Egg & I restaurant. – 8 a.m. (contact Barbara to confirm and for directions).
  • Thursday, October 12, 2017 – Conference Call at 8 a.m. Central

We meet in person, on a quarterly basis, and  invite other DMMs in the area. We welcome new members! Contact with questions.  No summer meetings will be held.



Group Contact:

Kent Couch – Email:
Paraclete Ventures, LLC, Arlington, Texas

Next Meeting:

  • Monday, August 21, 2017 3:00 PM – 4:00 PM
  • Monday, November 20, 2017 3:00 PM – 4:00 PM

All meetings are at 3:00 PM Central time.



Group Contact:

Natalie Stanger, PDMM – Email: NSTANGER2@GMAIL.COM
Natalie Stanger Personal Assistant, Culver City, California

Next Meeting:

The LA regional group meets quarterly via conference calls from 8:30 – 10 a.m. and semi-annually in June and December in person. We network, share resources, build camaraderie and expand our knowledge together.

  • Friday, January 27, 2017 – Conference Call
  • Friday, April 28, 2017 – Conference Call
  • June 2017 semi-annual get-together TBA
  • Friday, July 21, 2017 – Conference Call
  • Friday, October 27, 2017 – Conference Call
  • December 2017 semi-annual get-together TBA

Group Contact:

Jeralyn Fleig, PDMM – Email:
Leave It To Jeralyn, Sacramento, CA

Next Meeting:

  • May 9 at 6:00 p.m. at Brookfield’s Restaurant in Sacramento, 4343 Madison Avenue

Regional group meetings are a combination of conference calls and in-person meetings held on the 3rd Tuesday of the month at 6:00 p.m.


Group Contact:

Julie Wright – Email:
Wright On Your Money, Walnut Creek, California

Next Meeting:

All meetings are the 3rd Saturday afternoon, of every ODD NUMBERED month from noon to 1:30 PM at:

Mimi’s Cafe, 2208 Bridgepointe Parkway, San Mateo, CA 94404

Please RSVP to Sally Cooper at 650-619-1591.  If you are a guest, or have not attended before, our meeting is a lunch meeting. You may eat or not – your choice.  You simply pay for what you order. Guests are welcome to attend our meeting twice before becoming an AADMM member.