Networking

Chapters & 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. Click on the + sign to view the details for your region of interest.

Don’t see a regional group or local chapter close to you? Lynn Plait, our Regional Group coordinator, can help you start one!

NORTH AMERICA

Virtual Region

 

Group Contact: Susie Marbury – Email:  susie@checksandbalances4u.com
Checks and Balances for You,  Albuquerque, New Mexico
Our Meetings:

The Virtual Group is open to all AADMM members, even if you have another group in your area. Guests may participate twice before joining AADMM.

Zoom calls are held the fourth Tuesday of the month (unless there is a holiday) at 10:00am PST (11:00am MST, 12:00pm CST, and 1:00pm EST). Contact Susie for more information.

 

SOUTHEAST REGION

Atlanta Chapter
Group Contact:

Mary Pradhan – Email: mary@dailymattersorganizing.com 
Daily Matters Organizing, Peachtree Corners, GA

Our Meetings:

Meetings are held on the third Thursday of most months at 6:00pm at the Southern Bistro at
Chastain Restaurant, 4920 Roswell Road, Atlanta, GA 30342.

Learn More About the Atlanta Chapter

Florida
Group Contacts:

Diane Summers – Email: diane@familyfinancialalliance.com
Family Financial Alliance, LLC , Oviedo, FL

Jennifer Shulman – Email: Jennifer@simplybalanced4u.com 
Simply Balanced Solutions, LLC, Saint Petersburg, FL

Our Meetings: Monthly conference call held at 10 a.m. the second Thursday of each month.
Carolinas (NC/SC) - NEW GROUP!
Group Contact:

Amy Carrick – Email: Amy@CarrickConsulting.com
Carrick Consulting, Greenville, SC

Our Meetings:

Organizational meeting to be held on May 6, 2020, at 11:30 am at Trios, 10709 McMillen Creek Parkway, Charlotte, NC 28226. 

More information to come for other meetings. Please contact Amy Carrick via email for details.

Northern Virginia/DC Area

 

Group Contact:  Valerie Mawdsley – Email: valerie@smartmoneymgt-va.com
Smart Money Management – VA, Falls Church, VA
Our Meetings:

This group meets every other month for lunch. Contact Valerie for specific dates as the next lunch meeting is agreed to during the current meeting. 

*Our next luncheon will be at 12:30 pm on April 24 at J. Gilbert’s Wood-Fired Steaks & Seafood McLean, 6930 Old Dominion Drive, McLean, VA.

 

 

 

 

NORTHEAST REGION

Greater New York Chapter

 

Group Contact:

Nicole Klemens – Email: nsklemens@optionline.net 
Let’s Get Organized, Rye, NY

Our Meetings:

During 2020, meetings are generally held the first Thursday of the month (with no meeting in August). March, June, September, and December meetings are in person, 5:00 – 7:00 pm, in New York City. Other meetings by Zoom conference calls are 7:00 – 8:30pm.

Visit our website: www.aadmmgny.com for specific information.

Learn More About the Greater New York Chapter

 

DC/Maryland Suburban Area

 

Group Contact: Sharon Zissman, JD, CDMM®  Email: sharon@everydaymm.com
Phone: (301) 675-9083
Everyday Money Management, Bethesda, MD
Our Meetings:

We meet in person on the second Thursday of every month. Please email Sharon for more information on the next meeting.

Upcoming meeting information below: 

DATE: March 12, 2020

TIME: 11:15 a.m. – 1:30 p.m.

LOCATION: Beth El – Zahler Social Hall, 8215 Old Georgetown Road, Bethesda, MD

TOPIC: Denial – When we have experienced it with clients and their families

SPEAKER: Dr Tova Rubin, Ph.D.

**Brown Bag Lunch – ONLY DAIRY/VEGETARIAN FOOD (NO MEAT OR SHELLFISH) MAY BE BROUGHT IN.**

 

Brandywine Region (Delaware/Southeastern PA)
Group Contact: Thomas Lapp  Email: thomas@triadpaperwork.com
Triad Personal Paperwork Services, Chadds Ford, PA
Our Meetings: We meet in person on the first Thursday of March, June, September, and December at 11:30 am at Tavern 52, 329 Kennett Pike, Mendenhall, PA. We meet via Zoom videoconferencing on the first Thursday of the other months. Please contact Thomas for more information.
Vermont
Group Contact: Bonnie Heaslip – Email: bonnie@bjhlifematters.com 
BJH Life Matters LLC, Shelburne, VT
Our Meetings: The Vermont group will meet in 2020 on March 12, June 4, Sept 3, and Dec 3. Contact Bonnie Heaslip if you would like to be added to the group’s email list. Meeting details and reminders will be sent out to members on the list.
Connecticut - NEW GROUP!
Group Contact:

Faith Manierre – Email: faith@busybeesorganizing.com
Busy Bees Professional Organizing, East Hampton, CT

Our Meetings: Meets monthly on the fourth Tuesday of the month via Zoom. Please contact Faith to be added to the email list.
Massachusetts - NEW GROUP!
Group Contact: Gina Distefano – Email: info@thedailymoneymanager.com
The Daily Money Manager, Lynnfield, CT
Our Meetings: Our group meets monthly, except for July. Some meetings are via Zoom conferencing and others are “meet up” brunches. To be added to our email list, contact Gina Distefano.

MIDWEST REGION

Chicago

 

Group Contact:

Rick Cummings – Email: rickcummings1@icloud.com
Cummings Daily Finance, Glenview, IL

Ruth Levy – Email: ruthalevy@yahoo.com
365 Financial Care, Chicago, IL

Our Meetings:

We meet via Zoom videoconferencing on first Tuesday of odd months at 8:00 pm. We meet in person on the second Friday of even months at 9:00am. No meetings in July or August.

Contact Rick or Ruth to be added to our email list.

 

Southern Wisconsin
Group Contact: Barb Irvin – Email: barb@barbirvin.com 
Nimble Numbers, Madison, WI
Our Meetings:

Upcoming Zoom meetings for 2020: April 17, July 16, and October 15 beginning at 9:00 am (Note: The July meeting may be in person).

We meet on a quarterly basis and invite other DMMs to join us. We welcome new members! Contact Barb Irvin with questions.

SOUTHWEST REGION

Arizona
Group Contact: Mary Kay Kirgis – Email: marykay@ovdmm.com
Oro Valley Daily Money Manager, Oro Valley, AZ
Our Meetings:

The Arizona group meets the third Thursday of every other month (January, March, May, July, September, and November) for lunch. We alternate between locations in the North Phoenix and Tempe/Chandler areas. Meetings have either a roundtable discussion or a speaker.

Contact Mary Kay to be added to our email list.

Dallas - Fort Worth
Group Contact: Pam Adams – Email: pamadams@dailymoneywhys.com
Phone: (214) 908-3753
Daily Money Whys, Dallas, TX
Our Meetings:

The Dallas – Fort Worth group meets every odd month and alternates between in person and virtual meetings. Upcoming 2020 meetings are March 27, May 18, July 20, September 21, and November 20.

Guests are welcome to attend our meetings twice before becoming an AADMM member. Please contact Pam Adams if you would like to be added to the group’s email list. Meeting reminders and locations will be sent out to members on the list.

 

Colorado
Group Contact:

Donna Fryer – Email: donna@freedommoneymgmt.com
Freedom Money Management, Denver, CO

Our Meetings:

The Colorado group meets every odd month and alternates between in person and virtual meetings. Upcoming 2020 meetings are March 12, May 15, July 9, September 11, and November 10. Contact Donna to be added to our email list.

Los Angeles
Group Contact: Jennifer Bigelow – Email: jenniferbveritas@gmail.com
Veritas Home Office Management, Inc., Pasadena, CA
Our Meetings: The LA regional group meets quarterly via conference calls from 8:30 – 10:00 am and semi-annually in January and July in person. We network, share resources, build camaraderie and expand our knowledge together.

NORTHWEST REGION

San Francisco Bay Area
Group Contact: Julie Wright – Email: wrightonyourmoney@gmail.com
Wright On Your Money, Walnut Creek, CA
Our Meetings:

Our meetings are held on the third Saturday of odd months from noon to 2:00 pm at Hobee’s Restaurant, 1101 Shoreway Rd, Belmont, CA 94002.

Guests are welcome to attend our lunch meetings twice before becoming an AADMM member. In lieu of charging a fee for using the space, the restaurant asks that attendees order off the menu and pay in cash. Please RSVP to Debbie Verity at 650-464-4330.