How Being You Impacts Your Work: A Live Demonstration of Person of the Therapist Genogram Exploration

Thursday, October 5 | 4:30 pm – 5:20 pm | Providence 3

This presentation showcases a component of financial therapy work derived from The Person-of-the-Therapist-Training (POTT) Model. The POTT Model emphasizes therapists’ need to learn how to use their own experiences. By empathizing with and understanding clients’ pain, therapists can address these issues or refer them to appropriate resources. This requires therapists to work on their own personal struggles, allowing them to deeply connect with clients while maintaining a healthy distance. The presentation includes a demonstration of how a supervisor can help a practitioner explore the similarities and differences between their own financial history and a client’s, while ensuring client confidentiality.

Stephen Molchan

Stephen Molchan, MS, EA, AFC®, CPFFE is a Ph.D. candidate in Family Consumer Sciences Education with an emphasis in Financial Therapy at Texas Tech University. He holds a BS in Accounting from Ramapo College of New Jersey, MS in Taxation from Florida Atlantic University, and a Graduate Certificate in Financial Therapy from Kansas State University. He is an Enrolled Agent, Accredited Financial Counselor®, and Certified Personal and Family Finance Educator. He also volunteers as a student member on the Financial Therapy Association’s Board of Directors. His research interests focus on financial therapy, LGBTQ+ financial inclusion, and financial literacy education. He has published in peer reviewed journals on topics that include financial literacy and the impact the COVID-19 pandemic has had on personal finances. In addition to this, he also works full time at KPMG US as a Senior Tax Associate, primarily working with individual federal and state income tax compliance while also serving as an adjunct instructor at various universities. 

Additional Authors

  • Megan McCoy
  • Dr. Kristy Archuleta, PhD
  • Ingrid Ponciano

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