Industry Involvement
Tools and knowledge built by operations leaders. for operations leaders
Posts
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…
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!
To learn more about the book, visit this page.
- « Previous
- 1
- 2
- 3
- 4
- Next »