Industry Involvement
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).
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…
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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
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!
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