AADMM
   
American Association of Daily Money Managers

 

Schedule of Events

Registration Note: Separate registration fee is required for the PDMM ® Review Course, Certification Exam, Business Basics Workshop, and Conference Intensive.
FRIDAY, NOVEMBER 15
7:30 am – 6:30pm Registration Area Open
8:00am – Noon

PDMM® Certification Review Course

(Separate registration fee required.)
Is testing for the PDMM® designation in your future? Combine your conference experience with AADMM’s Certification Review Course to get the most bang for your buck. The Certification Review Course is intended to provide DMMs with assistance and practice to prepare them to take the certification exam. Participants will find additional support to facilitate their study efforts. Attendance does NOT guarantee a passing grade on the exam.
9:00am – 4:00pm

Business Basics Workshop

(Separate registration fee required)

The Business Basics Workshop offered by AADMM is a one-day workshop for those who are interested in daily money management as a career, or those who are new to the profession. This is an ideal opportunity to learn the basics, and hear from individuals who are successfully running their own businesses. The workshop sets forth the components needed to perform the duties of a DMM on a day-to-day basis. At the end of this session, participants will be able to: explain what DMMs do, identify the traits and skills needed to be an effective DMM, understand the steps needed to establish or build a client base, and understand the steps needs to jump-start a DMM business.

    1:00pm – 4:00pm

    Pre-Conference Intensive: Making QuickBooks Work for Your Small Business
    Nadira Ramcharan, MBA | NRNY Consulting, LLC

    (Separate registration fee required)
    In this session, entrepreneurs with small businesses will build their capacity to make the best use of QuickBooks to increase their impact, influence, and income. The objectives of this session are to support small business owners with information to: keep track of expenses and revenues using Small Business QuickBooks to enhance business activities, create efficiencies in systems and structures in their small businesses, and use QuickBooks to support growth of their small businesses.
    2:00pm – 4:45pm

    PDMM® Certification Exam

    Your certification as a Professional Daily Money Manager® (PDMM) demonstrates in a tangible way the professionalism among daily money managers. Through voluntary certification, you can validate your skill level and add to your credentials as a leader in the industry. A proctored exam will be given on in conjunction with the conference, but  applications to sit for the exam must be received by September 3, 2019. Click here to view the application form, frequently asked questions, and important information about testing on AADMM’s website.
    5:00pm – 5:15pm Conference Kickoff
    Clare Dubé, Conference Committee Chair and Lewis Knopf, AADMM President
    5:15pm – 6:30pm AADMM 411
    Facilitator: AADMM Board Member
    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 411 is for you! Formally known as Listserv Live, this interactive, informative session will kick off this year’s conference to generate robust discussion right from the start. This year, you’ll even have an opportunity to write down some of your burning questions when you register, which the board and other seasoned DMMs will answer during the session. Get the 411 and kick off AADMM’s 2019 conference with a bang!
    6:30pm – 7:15pm Welcome Reception
    7:15pm – 9:00pm Networking Dinner
    SATURDAY, NOVEMBER 16
    7:30am – 6:30pm Registration Area Open
    7:45am – 8:45am Conference Breakfast and PDMM® Breakfast
    8:50am – 9:00am Daily Happenings
    9:00am – 10:30am Target Market Roundtable
    Decisions on how to choose one, how to advertise to target markets, and who else works with the same target market are just a few of the questions we were asked after last year’s conference. After hearing conference attendees express a desire to focus more on target markets, we strategized, and have dedicated 90 minutes to all things “target market.” DMMs will facilitate breakout discussions on the following target markets: seniors, high net-worth, small business, people in transition, military (active and retired).
    10:30am – 10:45am Break
    10:45am – 11:45am Concurrent Breakout Sessions (2)
    10:45am – 11:45am Avoiding Disputes Through Clear and Complete Engagement Agreements
    Matthew Thiry, Esq., Matthew Thiry Law LLC
    Join Matthew Thiry as he assists DMMs in considering issues that can be better addressed in engagement agreements to avoid or limit the potential for future disputes regarding their services. Clarity and completeness protect both the DMM and the client. This workshop will provide practical educational materials to help DMMs avoid and address disputes through preparing in advance in an engagement letter, and will address the ethics of confidentiality and client mental capacity.
    10:45am – 11:45am

    There’s Money Hidden Behind Your Clients’ Walls
    Christopher S. Dowler, Dowler Construction Servces LLC

    1.0 CEU Standards of Practice, Types of Expense
    Too often, homes and facilities (buildings and the grounds upon which they sit) are viewed as cost centers. Chris will introduce you to ideas which will assist you in altering your clients’ perceptions, and help you educate your clients to view their homes and facilities as strategic assets.
    11:45am – Noon Break
    Noon – 2:00pm Lunch/Annual Meeting/Time with Sponsors
    2:00pm – 2:15pm Break
    2:15pm – 3:15pm Risk Management Course
    Details Coming Soon!
    3:15pm – 3:45pm Break
    3:45pm – 4:45pm Concurrent Breakout Sessions (2)
    3:45pm – 4:45pm

    Recognizing Valuable Veterans Benefits
    Dan Mangus, Senior Marketing Specialists

    1.0 CEU Standards of Practice, Types of Expense
    Veterans today have many benefits available. Unfortunately, many go unused because veterans are unaware that they have them. This session, led by Dan Mangus, will highlight several of these benefits and provide resources to find out exactly what your clients may be eligible for, making you a true client advocate.
    3:45pm – 4:45pm The Financial Cost of Addiction
    TBD
    Details Coming Soon!
    6:00pm – 11:59pm

    Downtown Dine-Around

    Savannah has an outstanding restaurant scene, and this is your chance to experience it! We will make reservations for small groups at various local restaurants. Once you arrive at the conference, visit the local area information table to view menus and sign up for one of the restaurants. This is a great opportunity to explore downtown Savannah and the surrounding areas, continue networking, visit with old friends, and make new connections.
    SUNDAY, NOVEMBER 17
    7:30am – 3:00pm Registration Area Open
    7:30am – 8:35am Conference Breakfast and Regional, Group & Chapter Leaders Breakfast
    8:35am – 8:45am Daily Happenings
    8:45am – 9:45am Be Prepared
    Julie Hauser, Bloom People Solutions

    1.0 CEU Ethics

    Spend an hour with Julie Hauser, a human resources expert with more than 20 years of experience in HR best practices. Julie’s expertise includes all HR disciplines: learning and development, executive coaching, strategic planning, enhancing business models, and guiding organizations to foster respectful and ethical work environments. Understanding that daily money managers are such a diversified group of individuals, with backgrounds ranging from social work to financial advisors and CPAs and more, many gray areas and questions may arise, such as, which compliance standards and best practices should be followed? By which ethical standards is each professional governed? When is it appropriate to follow licensure ethical standards? All of these are great and important questions, and the answer is…it depends.

    In this session, Julie will teach daily money managers how to think critically when real life situations arise that challenge the norms and ethical standards. In addition, she will discuss how be respectful and build your business while enhancing the client experience.

    9:45am – 10:00am Break
    10:00am – 11:00am Concurrent Breakout Sessions (2)
    10:00am – 11:00am Be Prepared: Innovative Money Management Interventions for Clients with Dementia
    Colleen Cove, RN

    1.0 CEU Standards of Practice, Types of Expense
    When a client is diagnosed with dementia, there are life-changing decisions that need to be made. As daily money managers, you can raise awareness on the importance of advance financial planning and how to prevent financial exploitation of your clients. This workshop will enhance your knowledge of dementia, the impact the disease will have on your client’s financial future, and how to protect your clients from financial abuse.
    10:00am – 11:00am The World of Electronic Money
    Steve Lyskawa

    1.0 CEU Payroll, Finance, Bookkeeping, and Bill Paying
    Every business owner has a method of accepting payments from clients. In this session, Steven will review the traditional methods that are available, such as checks, credit card processing, and electronic funds transfers. He will also explain how money is moved from one institution to another. People now have many more options for receiving payments, such as: Stripe, Square, Apple Pay, Google Pay, Amazon Payments, Zelle, Venmo, and more! Steven will discuss the pros and cons of each method, and reasons why or why not to implement them in your business workflow. He will also explain digital currency, such as Bitcoin.
    11:00am – 11:15am Break
    11:15am – 12:15pm Concurrent Breakout Sessions (2)
    11:15am – 12:15pm Working Remotely with Clients: The Why and The How
    Lynn Plait, Financial Order, LLC
    Debbie Gilster, At Home FinanceCare, LLC

    Lynn Plait and Debbie Gilster are experienced at working from their home offices for clients they hardly ever see. Both started working remotely with clients to be more efficient, and found that they liked the flexibility that it provided. With data stored in the cloud, it is seamless to share with the clients’ family, professional team, and other DMMs. Now, even if across town or in another state, Lynn and Debbie prefer to implement these remote “processes” for every client.

    As a repeat of their popular webinar earlier this year, this session will include the many tech tools they use. Webinar content will be updated. Q&A will be interactive. And, in keeping with our conference theme, the focus will be on being prepared so even if you work at the clients’ home, you will gain valuable knowledge.

    11:15am – 12:15pm How I Grew This: Scaling Up Your DMM Business
    Alison Salisbury, Fiscally Fit, Inc.
    Leah Nichaman, Everyday Money Management
    DMMs are in demand! Take advantage of our growing industry by growing your business. Build a team, build higher revenues, and build a sellable asset, while serving more clients. We’ll cover key things to consider: hiring, financials, training, management, infrastructure, quality control, and sales. This session explores how DMMs can expand their businesses by building a team. Participants will learn practical considerations for moving from an individual practice to a multi-person enterprise.
    12:15pm – 1:15pm Lunch
    1:15pm – 2:15pm The Hard Soft Skills: The Neuroscience of Compassion in Challenging Client Conversations
    Jacy Imilkowski, PMP, CPCC, ACC, CLL

    Have you ever said something to a client that unintentionally upset, or even offended, him or her? Money is an emotionally-charged
    topic. Even with the best intentions, our words sometimes have unintended impacts. How do you recover from the disconnection and rebuild trust when that happens?

    This session provides one solution to that problem: Conversational Intelligence® (C-IQ®). C-IQ is a neuroscience framework for recovering from unintentional impacts and building trust in communication. During a conversation, there’s a neurochemical cocktail that’s influencing all parties involved. These influences are unconscious, however, we can learn to recognize the signs of neurochemical impacts. That knowledge is key to building relationships with intention and having effective conversations around challenging topics.

     By the end of the session, participants will be able to: navigate difficult and crucial conversation using neuroscience, plan different conversational approaches for specific outcomes, overcome blind spots that negatively impact trust, and apply neuroscience techniques to restore positive relationships following a disconnection.

    2:15pm – 2:35pm Closing Remarks

     

    The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies form state to state. All members are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by other members should not be relied upon as being comprehensive or error free. Any legal documents shared by members should be reviewed by an attorney in the member's home state.
    The user assumes all responsibility and risk for the use of this website. Under no circumstances shall the American Association of Daily Money Manager (AADMM), its board members, or management team be liable for any direct or indirect damages that result from the use of information posted on the website. Reference to any products of services are for convenience only and do not constitute an endorsement of AADMM.