2025 Therap National Conference

The schedule is subject to change without notice until the start of the conference. Changes made during the conference will be communicated with attendees on-site.

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3:15pm CST

Personal Finance

Tuesday February 4, 2025 3:15pm - 4:00pm CST

Kingsley

Overview of the setup and record keeping of individuals' personal finance transactions, tracking receipts, reporting and reconciliation of accounts

Therap Presenters

Gavin Darby

Senior Support Specialist, Therap Services, LLC

Started in the field: 2009 Joined the Therap Team: 2023 Part of the Following Teams: Regular Provider Small Provider Favorite Therap Tip/Trick: Export to excel can be so helpful for looking at the data from Therap in different ways Favorite Report: ISP Data Report Favorite Modul... Read More →

Nathaniel Hanley

Senior Support Specialist, Therap Services, LLC

Started in the field: 2010Joined the Therap Team: 2022Part of the Following Teams: Digital Transformation Most Memorable Therap Trip: Pursue the Clues in Torrington, CT. It was a great team-building exercise Favorite Therap Tip/Trick: Learn Excel because it makes exporting reports... Read More →

Tuesday February 4, 2025 3:15pm - 4:00pm CST
Kingsley

Documentation

Module Personal Finance
Account Type Provider
Session Type Classic

2025 Therap National Conference

From $75.00