AADMM Webinar: Navigating the Ethical Dilemmas of a Daily Money Management Business
Written by Lisa Montanaro | June 20, 2011

Join us for Navigating the Ethical Dilemmas of a Daily Money Management Business Webinar

Tuesday, July 26, 2011 — 7 p.m. EST (6 p.m. Central, 5 p.m. Mountain, 4 p.m. Pacific)
**Space is limited to the first 30 registrants** Registration Ends July 19.
1 credit hour to Ethics

Presenter: Lisa Montanaro, Certified Professional Organizer, Business & Life Coach, Motivational Speaker, Author; LM Organizing Solutions, LLC

Lisa Montanaro is a Certified Professional Organizer, Business & Life coach, Motivational Speaker and Author. Drawing upon her experience as an attorney, mediator, educator, and performer, Lisa founded LM Organizing Solutions, LLC in 2002 and has helped thousands of people live better lives and manage more productive businesses and organizations. Lisa is a Golden Circle member of the National Association of Professional Organizers (NAPO) and a member of the National Speakers Association (NSA). A sought-after business expert and speaker, Lisa has presented professionally to audiences throughout the United States, has been interviewed by television and radio hosts, and is a frequent guest expert for teleclasses and webinars. Lisa spoke on ethics at the 2011 NAPO Conference, and has years of experience speaking at conferences for organizers, home stagers, and redesigners on ethical and legal issues. Lisa’s work has been featured in the media, and her written content has been widely published online and in print. She is the author of The Ultimate Life Organizer: An Interactive Guide to a Simpler, Less Stressful & More Organized Life, published by Peter Pauper Press.

What you’ll learn: Are you aware of the types of ethical dilemmas experienced by daily money managers in the operation of their businesses? Based on case studies and led by a business coach-attorney, this webinar will identify some of the most common ethical dilemmas affecting daily money managers, including those that may rear their ugly head with clients, with peers, or with the general public. Understand the differences between ethical issues and legal ones, become more familiar with what to do when faced with an ethical issue, know where to report ethical issues, and what to do when the issue rises to a legal one. Participants will learn how to implement best practices, ways to avoid facing ethical issues, and alternative methods for resolving such issues if they should arise.
After attending this webinar, registrants should be able to:

  • Identify common ethical issues that may arise when providing daily money management services to clients;
  • Identify common ethical issues that may arise when running a daily money management business and interacting with peers and the general public;
  • Understand the difference between ethical issues and legal ones;
  • Become more familiar with what to do when faced with an ethical issue;
  • Know where to report ethical issues;
  • Know what to do when an issue rises to the level of a legal one.

Target Audience: Any member of AADMM will benefit, regardless of level, as ethics affects all AADMM members.

Registration: The deadline to register is July 19, but space is limited to the first 30 registrants. To ensure your spot in this webinar fill out this registration form and fax or mail with payment to:
AADMM Registration Office
174 Crestview Drive, Bellefonte, PA 16823
Fax to: 814-355-2452

Confirmation: Registrants will be notified on how to participate in a follow up email.

Meet the Author

Helping others be the best versions of themselves gets me jazzed!

I’ve worn many hats in my lifetime—often at the same time—while enjoying fulfilling careers. I’ve been a performer, teacher, sign language instructor, lawyer, career counselor, law professor, coach, consultant, mediator, entrepreneur, speaker, trainer, writer, and author. 

I’m an eternal optimist and life-long learner, constantly researching ways to improve personal and professional effectiveness. And it brings me great joy to then pass on the results of that persistent curiosity to my clients and audiences. 

Of all the career hats I’ve been privileged to wear, my favorite is owner of this business since 2002. Why? Because it provides me the opportunity to work with wonderful organizational and individual clients. On any given day, I get to connect deeply with audiences, work with dedicated teams, improve workplaces, watch clients have a-ha moments, and know I’ve made a difference in their lives and careers. And that is very satisfying.