Applied Self-Direction currently serves over 150 different organizations through membership including Financial Management Services (FMS) entities, state program agencies, and other stakeholders such as managed care organizations (MCOs), software providers, support broker agencies, and self-directing participants and families. Through membership we provide education and training around self-direction while bringing together and strengthening the self-direction community.

Membership benefits include:

  • Access to cutting-edge policy analysis
  • Regular webinars, trainings, and discussion forums on best practices and issues related to self-direction
  • Email updates with the latest information on federal policy and national news affecting self-direction
  • Exclusive resources available on the member-only section of our website 
  • The chance to provide feedback to the Centers for Medicare and Medicaid Services (CMS), Department of Labor (DOL), Internal Revenue Service (IRS), and other federal agencies
  • Discounted consulting packages for individualized projects
  • Opportunities to network and collaborate with stakeholders across the United States
  • Reduced registration rates for the national Self-Direction Conference

FMS Entities

We offer membership for FMS entities serving self-direction programs. Members receive basic membership benefits as well as specialized training and targeted emails on important issues related to FMS, monthly call-in help sessions, and up to 5 hours of member inquiries with our team of experts. Learn more here

State Program Agencies

Membership at Applied Self-Direction is available to state agencies at no cost. Members receive basic membership benefits as well as targeted trainings and forums for state program staff, monthly call-in help sessions, and up to 2 hours of consulting from our team of experts to build and improve your program. Learn more here


Membership at Applied Self-Direction is open to any entity that does not meet the requirements of membership for FMS entities or state program agencies. Members may include, but aren’t limited to, community-based organizations, Managed Care Organizations (MCOs), support broker or case management agencies, consultants, software providers, or any organization interested in learning more about self-direction. Learn more here.