American Association of Daily Money Managers
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Webinar Registration
Helping Clients Manage Assets in the Internet Age
Date: Monday, April 3, 2017
7:00 PM Eastern (6:00 PM Central, 5:00 PM Mountain, 4:00 PM Pacific)
*1 Credit hour to Payroll, Finance, Bookkeeping and Bill Pay for PDMM® recertification.
Presenter: Stephen Wu, Shareholder (Attorney), Silicon Valley Law Group
Stephen Wu is an shareholder with Silicon Valley Law Group. He advises clients concerning information security, privacy, computer fraud, and secure ecommerce matters. His litigation practice includes trade secret, copyright, trademark, and commercial litigation, along with e-discovery and electronic records retention counseling. Mr. Wu acts as outside general counsel to Silicon Valley startups and technology companies, drafting and negotiating licensing, marketing agreements, and other technology transactions. Finally, he advises clients concerning cutting edge information technologies, such as robotics, artificial intelligence, mobile computing, cloud computing, Big Data, human-computer interfaces, and the Internet of Things.
What you'll learn:
Participants will learn about changes in technology and how to account for them in their work as DMMs. They will also learn about coordinating efforts with other professionals when it comes to technology.
Target Audience:
DMMs should understand how information flows in their clients’ financial lives, which may encompass information on their computers, portable devices, portable media and online accounts. In addition, part of their management process, for many and perhaps most clients, will include managing software and online accounts. Finally, DMMs should be informed about when other professionals need to become involved with a client’s finances, including lawyers and computer forensic experts.
What it will cost:
The cost is $65 for members and $85 for non-members.
Registrants will be notified on how to participate in a follow up email.
  The deadline to register is March 27.
  NO REFUNDS will be made for cancellations after the registration deadline.
  Note: Registration is for one entrant. Any other individuals who would like to join this session are required to complete their own registration form. (The registration fee is set per person, not per connection.) This also applies to CEU credits. Only registered individuals will receive the CEU credit available with this webinar.
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$0.00 AADMM’s Federal ID #: 52-1944683
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Our Federal ID #: 52-1944683
Various credit cards accepted.


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