Ops Forum

HIFON (High Impact Financial Operations Network)

Have you ever left an operations roundtable wanting more discussion? More interaction? More advice and sharing of best practices?

After attending various workshops and conferences, that was the conclusion of Shaun Kapusinski, Managing Director of Operations at Sequoia Financial Group in Akron, OH.

In 2010, Shaun formed what appears to be the industry’s first study group of operations professionals where the discussion that he and so many others craved, would carry on.

THE VISION

HIFON’s vision is to be the industry’s leading forum for leaders and managers of RIA operations teams to communicate best practices on a regular basis.

THE MISSION

HIFON’s mission is to facilitate communication of best practices through a collaboration of operations professionals, utilizing their experiences and networks to share best practices and referrals from their firms and strategic partners.

THE GOAL

HIFON’s goal is to equip its members to build and carry out operational excellence based on efficiency, maximizing their resources and talent, and prioritizing their objectives based on the strategic direction of their firms.

THE FOCUS

Today HIFON consists of about 130 firms nationwide and is intended for individuals passionate about driving their firms to become world-class in operational excellence. HIFON’s members seek to provide their clients and co-workers with the highest level of service, the best and most relevant technology, and the tools and resources necessary to give their advisors and firms a strategic advantage over the competition.

THE OBJECTIVES

HIFON runs monthly conference calls moderated by volunteer group leaders. Each member firm is placed into sub-groups for these calls, composed of different sizes, shapes and geographic locations. Every six months, the groups are randomly switched around to mix up the discussions and allow for more interaction among the members. The forum focuses on industry best practices through discussions based on the ideas, problems and issues of its members. Agenda topics are always generated by members of the group.

Additionally, in 2013 HIFON began utilizing an online discussion forum to broaden their ongoing communications. This medium allows for day-to-day discussions to take place where all members can be involved.

HOW DO I JOIN?

Simply contact Shaun Kapusinski at (330) 612-7576 or skapusinski@sequoia-financial.com.

Know anyone else who might be interested? Please share this information and encourage them to join us.

The views and opinions expressed in this forum are those of Shaun Kapusinski and do not necessarily reflect the view of any of his former, current or future employers.

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