The mission of the organization is to support daily money management services in an ethical manner, to provide information and education to members and the public, and to develop a network of dedicated professionals.

Chambers of Commerce & Business Leagues

Four newsletters sent to 849 members and select non-members. Sent six news you can use email bulletins. Electronic broadcasts, linkedin and listserv contacts between members and non-members. All administrative work. networking: national conference in san diego had 140 attendees. Exhibited at 10 regional related conferences for membership recruitment. education: held one business basics workshop with 23 attendees. Two business basics webinars with 33 particpants. 9 webinars offered as training opportunities to members and non-members with 338 participants. One webinar regarding marketing with 32 participants. Cert review course webinar offered with 20 participants. Presented the pdmm webinar series with 66 attendees.