Industry Involvement

2020 Virtual Insider’s Forum – HIFON Sessions

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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 Methods of the Entrepreneurial Operating System” including a panel with Kara Armstrong (CapSouth Wealth Management); Melissa Bushman (AltruVista); and Nicole Parsons (Hawkins Wealth Management).

NAPFA ARTICLE: 4 questions for evaluating a change in technology BY SHAUN KAPUSINSKI

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It can be hard to know where to start when changing your firm’s technology. Whether you’re going through an M&A event or simply evaluating the potential of upgrading your current technology systems, it’s important to begin the process by asking the right questions…

Finish this article at https://www.napfaadvisor-digital.com/napfm/0720_july_2020/MobilePagedArticle.action?articleId=1602807#articleId1602807

2020 NAPFA Large Firm Forum – Session Speaker

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M&A: Addressing the Challenges of Integrating Technology, Shaun KapusinskiGreg Friedman

M&A Panel: Successfully Navigating the Complexities of Merging FirmsShaun Kapusinski (moderator), Greg FriedmanTom Orecchio, & Sarah Wotherspoon

2020 Techonology Tools for Today – Session Moderator

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Shaun Kapusinski honored with 2019 Iconoclast Award

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HIFON founder Shaun Kapusinski becomes the youngest ever recipient of the prestigious 2019 Iconoclast Award at Bob Veres’ Insider’s Forum Conference for his ceaseless advocacy for Operations Professionals in the RIA space.

Congratulations, Shaun!

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

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To learn more about the book, visit this page.

Former Member, Schwab Advisor Services Technology, Operations & Service (TOS) Advisory Board (2012-2014)

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Recipient of the Outstanding Financial Professional of the Year by the University of Akron’s Department of Finance (2019)

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Current Member, The University of Akron’s Finance Advisory Board (2013 –Present)

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Current Committee Member, Operations Track at Bob Veres’ Insider’s Forum (2013 –Present)

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Jay Coulter’s The Resilient Advisor Podcast(2019)

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Nathan Mersereau’s Day in a Canoe Podcast(2019)

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Matt Sonnen & PFI Advisors’ The COO Roundtable(2019)

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Michael Kitces’ Financial Advisor Success Podcast(2017)

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NAPFA Fall Conference (2019)

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Salesforce Dreamforce (2018)

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FPA DFW Annual Conference (2017)

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Schwab IMPACT (2014)

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

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