Speaking Engagements

Session 1 – Cystal Creekmore (SYM Financial) presents “Crossroads of Compliance and Operations” Session 2 – Taryn McCauley (First Pacific) presents “Talent Management in Today’s COVID World“ Session 3 – Vib Arya (Shufro Rose) presents “Guiding Principles for Creating Workflows“ Session 4 – Kristie Clayton (BCR Wealth Strategies) presents “Running Your Business using the Practical…

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