Industry Involvement

Tools and knowledge built by operations leaders. for operations leaders

Industry Involvement

2020 NAPFA Large Firm Forum – Session Speaker

M&A: Addressing the Challenges of Integrating Technology, Shaun Kapusinski & Greg Friedman M&A Panel: Successfully Navigating the Complexities of Merging Firms: Shaun Kapusinski (moderator), Greg Friedman, Tom Orecchio, & Sarah Wotherspoon

2020 Techonology Tools for Today – Session Moderator

Shaun Kapusinski honored with 2019 Iconoclast Award

HIFON founder Shaun Kapusinski becomes the youngest ever recipient of the prestigious 2019 Iconoclast Award at Bob Veres’ Insider’s Forum Conference for his ceaseless advocacy for Operations Professionals in the RIA space. Congratulations, Shaun!

Co-author of book, “The Financial Advisor M&A Guidebook: Best Practices, Tools and Resources for Technology Integration and Beyond” (2018)

To learn more about the book, visit this page.

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

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

Kapusinski: Former Member, The University of Akron’s Finance Advisory Board (2013 – 2020)

Kapusinski: 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