Industry Involvement
“Episode 35 – Find Your Tribe in the Advisory Industry — With Shaun Kapusinski“
Episode 35 – Find Your Tribe in the Advisory Industry — With Shaun Kapusinski
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…
Finish this article at https://www.napfaadvisor-digital.com/napfm/0720_july_2020/MobilePagedArticle.action?articleId=1602807#articleId1602807
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!
“The Challenges Of Tech Integration During The M&A Process With Greg Friedman & Shaun Kapusinski”
“Greg Friedman: CEO of Private Ocean & Shaun Kapusinski: Director of Operations of Sequoia Financial”
“Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group”
#FASuccess Ep 047: Pursuing An Operations Career Path In An Advisory Firm With HIFON Study Group Support With Shaun Kapusinski”
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