Speaking Engagements

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…

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…

“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…

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