2021 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 More

2021 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 More

2020 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 More