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2015 Annual Conference
"Stand Tall: Be Your Best"
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Call for Presentations!
All proposals must be submitted electronically by using the link below.
The deadline is March 31, 2015!
The AADMM Conference Committee is seeking quality presenters to speak on a wide array of daily money management issues at the 2015 Annual Conference in Scottsdale, Arizona, November 6 - 8, 2015. We know the AADMM membership includes experts in various topics and issues, so we invite you to share that expertise with your colleagues by being a presenter at this year's conference. We are also interested in excellent speakers outside of our association that can provide us with exceptional education. Consider teaming an outside expert with an AADMM member. Please forward this to other professionals you think would be appropriate and qualified to speak to our group.
All Levels Welcome
While basics are important, many of the AADMM conference attendees are experienced professionals who are looking for intermediate and advanced levels of training. Sessions should provide all members with knowledge they can take home and put to use in their practices.
About the Conference
This three-day conference brings together daily money managers from across the country with varying levels of expertise and experience. Pre-Conference sessions, which occur during the day on Friday (separate registration required), include a three-hour TBD intensive class. We kick off the conference for all attendees Friday evening with our opening keynote speaker. Saturday is a full day of general sessions, our annual meeting and break-out sessions with free time for dinner in the evening. Sunday ends the conference with a mix of general and break-out sessions.
The AADMM annual conference is an exceptional platform for you to share your expertise, discuss developments on issues that affect the populations we serve and to introduce innovations in practice. All proposals generated by this Call for Presentations will be considered for pre-conference, general and break-out sessions.
About the Selection Process
Proposals must be submitted electronically using the link below by March 31, 2015.
Fully complete the online form, but do not send additional support materials at this time. A worksheet is attached so you know what questions you will have to answer. 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 May.
Handouts are required for all speakers and must be submitted electronically to AADMM by October 2, 2015.
When considering your topic, keep in mind we are always looking for CEU-qualified sessions - those that provide information we can share directly with a client. We have indicated sessions that most likely would qualify for CEU's with an asterisk (*). For a full list of recertification content topics, click here.
This year, we're also interested in sharing best practices while continuing to go deeper in how-to sessions. Sessions can be directed at DMMs of all levels, serving different client bases, or specific to one level or client type. Be creative! Think about what DMMs need to be successful and share your knowledge. Submit something new or with a different slant.
Pre-Conference Session (3 hours)
The following is only a sample of suggested topic ideas. All proposals will be considered.
  • QuickBooks Intensive or some other in-depth software or technology related session
  • Marketing Intensive - especially use of website and social media tools, plus pitching the media
  • Public Speaking - How to prepare, give and market an effective presentation
  • Running a remote DMM business (intensive)
  • Selling skills
  • Tax intensive - How to prepare our client and run our own business better *
General or Breakout Session (1 hour)
The following is only a sample of suggested topic ideas. All proposals will be considered.
Payroll, Finance, Bookkeeping and Bill Paying (* all apply)
  • Bill Paying procedures, pitfalls and best practices
  • Handling vendor issues with bills and creditors
  • Online banking: issues and tips
  • Budgeting & Saving
  • How to read and report on financials
  • Reviewing investment statements - what a DMM needs to know
  • Employee vs Independent Contractors - for both residential and business
  • Payroll Taxes & Deductions
  • Recordkeeping for individuals and/or small businesses
  • Tax issues and working with a tax preparer
  • 1040/Schedule C overview
Standards of Practice & Types of Expenses (* all apply)
  • Medical bills and health/long term care insurance
  • Understanding Medicare
  • Understanding Medicaid & Veterans Benefits
  • Understanding housing costs and options
  • The Fiduciary duty - Roles, Responsibilities and Liabilities
  • Powers of Attorney: Various types & their implications for both Clients and DMM's
  • How to prevent and deal with scams, fraud and identity theft
  • Marketing/Selling Your Services - just starting out as a DMM
  • Marketing for the Veteran DMM: Unique Challenges and Opportunities
  • Using Social Media effectively
  • Strategic Partnerships - What works and what doesn't (including other DMMs!)
  • Niche related such as Working with the Courts - Probate & Conservators/Guardians or The psychology of working with senior clients
Business Building/Practice Management
  • DMM business models
  • Succession planning for your DMM business
  • Legal & operational documents for every DMM business (contracts, etc.)
  • Coping with the loss of a client: The financial and emotional issues
  • Website Best Practices
  • Supporting clients remotely
  • File storage and backup options/issues *
  • Security of personal information - both online and offline (passwords, shared files, remote access, etc.) *
Industry Changes & Impacts (* all may be eligible)
  • Debt & Credit Repair - What a DMM can/should do and how to help clients
  • Understanding Medicaid and spend down issues
Proposals will only be accepted by using the online form found here:  2015 AADMM Call For Presentations
Download the 'Call for Presentations Worksheet' HERE. This contains the
questions on the online form to help you prepare your submission.
Call 877-326-5992 for more information.

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