Course
Financial Management
Content Level: Intermediate
Personas: Accountant, Owner/Principal
Products: Applied Epic
Danielle DuFour (she/her/hers)
Senior Manager of Agency Systems, VP
NBT Insurance Agency
Norwich, New York
Kayla Marx (she/her/hers)
Sr. Solution Specialist
Applied Systems
Ro Olguin
Senior Manager, Onboarding & Success Services
Applied Systems, Texas