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Archive for February 2020

2020 NAPFA Large Firm Forum – Session Speaker

By Shaun Kapusinski | February 21, 2020

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

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2020 Techonology Tools for Today – Session Moderator

By Shaun Kapusinski | February 20, 2020
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Recent Posts

  • “How Do I Find Good Operations Team Members for My RIA?” by Matt Sonnen and Shaun Kapusinski
  • HIFON Members Featured on The COO Roundtable Podcast
  • 2021 Industry Chat: Stacey McKinnon with Shaun Kapusinski
  • 2021 NAPFA Playbook Series
  • The Flexible Advisor Podcast (2020)

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