Industry Involvement

2020 Virtual Insider’s Forum – HIFON Sessions Registration

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Join us for “Guiding Principles for Implementing Workflows” presented by Vib Arya, COO at ShufroRose.

Delivering superior client service throughout the wealth management lifecycle is key to business success. Join this session to learn from a successful RIA that has digitally transformed workflows to continue to seamlessly service clients virtually throughout the COVID-19 outbreak while maintaining compliance requirements and minimizing costs.

This webinar will be on Friday, September 25th at 1:00 pm PT / 4:00 pm ET.

Register here: https://us02web.zoom.us/webinar/register/1116001340622/WN_B8RFlkUbRxG0OmlZKUjDig

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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