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Speaking Engagements

NAPFA Fall Conference (2019)

By p2vrc | October 17, 2019
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Salesforce Dreamforce (2018)

By p2vrc | October 17, 2019
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FPA DFW Annual Conference (2017)

By p2vrc | October 17, 2019
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Schwab IMPACT (2014)

By p2vrc | October 17, 2019
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Insider’s Forum (2013, 2014, 2017, 2018)

By p2vrc | October 17, 2019
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Recent Posts

  • Shaun Kapusinski wins 2019 Iconoclast Award
  • Co-author of book, “The Financial Advisor M&A Guidebook: Best Practices, Tools and Resources for Technology Integration and Beyond” (2018)
  • 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)

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    About HIFON

    HIFON is a private, independent study group for RIA Operations Professionals. Founded in 2010, HIFON has quietly built the premier operations community for RIAs. HIFON membership gives you access to best practices, independent advice, and peer-to-peer support you cannot find anywhere else.

    Your Success is Our Mission.

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    The views and opinions expressed in this forum from members, including HIFON founder Shaun Kapusinski, are their own and do not necessarily reflect the views of any former, current or future employers.