Industry Involvement

Tools and knowledge built by operations leaders. for operations leaders

Industry Involvement

Former Member, Schwab Advisor Services Technology, Operations & Service (TOS) Advisory Board (2012-2014)

Recipient of the Outstanding Financial Professional of the Year by the University of Akron’s Department of Finance (2019)

Current Member, The University of Akron’s Finance Advisory Board (2013 –Present)

Current Committee Member, Operations Track at Bob Veres’ Insider’s Forum (2013 –Present)

Jay Coulter’s The Resilient Advisor Podcast (2019)

“The Challenges Of Tech Integration During The M&A Process With Greg Friedman & Shaun Kapusinski” https://theresilientadvisor.libsyn.com/the-challenges-of-tech-integration-during-the-ma-process-with-greg-friedman-shaun-kapusinski

Nathan Mersereau’s Day in a Canoe Podcast (2019)

“Greg Friedman: CEO of Private Ocean & Shaun Kapusinski: Director of Operations of Sequoia Financial” https://dayinacanoe.libsyn.com/020-greg-friedman-ceo-of-private-ocean-shaun-kapusinski-director-of-operations-of-sequoia-financial

Matt Sonnen & PFI Advisors’ The COO Roundtable (2019)

“Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group” https://podcasts.apple.com/us/podcast/ep-3-trevor-chuna-shaun-kapusinski-sequoia-financial/id1446368392?i=1000473774594

Michael Kitces’ Financial Advisor Success Podcast (2017)

#FASuccess Ep 047: Pursuing An Operations Career Path In An Advisory Firm With HIFON Study Group Support With Shaun Kapusinski” https://www.kitces.com/blog/shaun-kapusinski-sequoia-financial-group-podcast-hifon-study-group-operations/

NAPFA Fall Conference (2019)

Salesforce Dreamforce (2018)