Industry Involvement

Tools and knowledge built by operations leaders. for operations leaders

Speaking Engagements

2020 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

2020 Techonology Tools for Today – Session Moderator

NAPFA Fall Conference (2019)

Salesforce Dreamforce (2018)

FPA DFW Annual Conference (2017)

Schwab IMPACT (2014)

Insider’s Forum (2013, 2014, 2017, 2018)