Speaking Engagements
T3 Session: HIFON Talks Tech – AI Comes to the RIA (Mar 2023)
This year our panelists talked about incorporating AI sooner than later to increase their firm’s efficiency at scale. Both of these firms are working on just that: pairing their CRM with brand new AI technology. Panelists Vib Arya, COO, Shufro Rose Trevor Chuna, CTO, Sequoia Financial Group Moderated By Shaun Kapusinski, Founder, HIFON
Read MoreT3 Session: HIFON Talks Tech – Implementing Your Firm’s Tech Objectives (May 2022)
Our panelists shared what each of their firm’s are focused on as a business and how that translates into technology objectives. We learned from these seasoned professionals who are taking their client and employee experiences to the next level. Panelists Trevor Chuna, CTO, Sequoia Financial Group Edgar Collado, COO & CFO, Tobias Financial Advisors Darcy…
Read MoreWeb Presentation to RIE Solutions’ Master Practitioners Club (Nov 2021)
How to Ensure Successful Introduction of New Technology – The Training Perspective Run by RIE Solutions’ Dominika Sieradzka, the Master Practitioners Club is for ambitious Practice Managers or Operations Directors of small to medium-sized Financial Planning firms based in the UK. In this session, Shaun Kapusinski walked the group through the goals of technology within a…
Read More2021 FPA NexGen Gathering
Opportunities in Strategy & Operations HIFON member Edgar Collado & HIFON founder Shaun Kapusinski presented at the August 2021 FPA NexGen Gathering on the importance and growth of operational roles within advisory firms. They talked about the changing landscape where larger firms require more strategic and operational leadership, as well as the importance of understand…
Read More2021 Industry Chat: Stacey McKinnon with Shaun Kapusinski
How does technology fit into your company’s overall strategy? Stacey McKinnon, COO at Morton Capital and long-time HIFON member, recently caught up with Shaun Kapusinski, Director of Tech and Ops at Sequoia Financial Group and Founder of HIFON, to discuss the importance of incorporating a tech strategy into any company’s long-term vision, no matter the…
Read More2021 NAPFA Playbook Series
“Implementing Your 2021 Strategy with Operations at the Wheel” Participants in the panel discussion included: Shaun Kapusinski, Director Technology and Operations, Sequoia Financial Group Kaylyn Melia Acevedo, Chief Operating Officer, Socius Family Office Edgar Collado, CEPA®, Chief Financial Officer & Chief Operating Officer, Tobias Financial Advisors Ann Reilley Gugle, CFP®, CPA, PFS, Principal & CEO of Alpha Financial Partners…
Read More2020 Virtual Insider’s Forum – HIFON Sessions
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…
Read More2020 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
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