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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Kevin Werner CEO
Renovo Financial, LLC

Richard Burke CEO
Envoy Global

Neil Book President and CEO
Jet Support Services, Inc.

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Bill McCabe President and CEO
A. Eicoff & Co.

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Steve Kolber President and Managing Partner
FGMK, LLC

Mike Giordano VP Client Consulting
FactSet

Joe Adams CEO
RSM McGladrey LLP

Stephanie Klein CEO
Braviant Holdings

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Matt Peterson Vice President of Sales & Operations
IdilusHR

George Sullivan Senior Principal and CEO
Net Zero Analysis and Design Corp.

Aaron Gillum Managing Partner
Caerus Investment Partners

Canh Tran Co-Founder & CEO
Rippleshot

Dale Kluga President
Cobra Capital LLC

Brian Liston Co-Founder & President
Seed CX

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Andy Roe General Manager
SurePayroll

Dmitry Bresler President
Cambridge Lending Group

Scott Kitun CEO
Technori

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Neal McNamara Co-Founder
Virtas Partners

Paul J McEntee Partner
B2B CFO

Patrick Quinn Managing Director
Signature Chicago Wealth Management

David Lyon CEO
Main Street Financial

CJ Montano Partner & Managing Director
Forte Group

Tom Sosnoff Founder & Co-CEO
tastytrade

John Higginson CTO
Enova International

Mark Achler Managing Director
MATH Venture Partners

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Cayla Weisberg Partner
InvestHER Ventures

Dave Mooney CEO
Alliant Credit Union

Rick Lane CEO
Trading Technologies

James Teppen Co-President
Gibraltar Business Capital

Mark Miller Partner & Financial Advisor
Focus On Success

Maz Pawar CEO
SA Capital Partners

Jessica Droste Yagan CEO
Impact Engine

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Tony Villa President and CEO
Insuresoft

Joe Wright CEO
Access Mobility 24

Ray Grady Executive Vice President
CloudCraze

Muhammad Azfar CEO
Auctus Capital Partners

Ralph Blust President
Insureon

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Todd Jones President
BBMC Mortgage

Eero Pikat President
Barchart

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Frank Lee Partner
Weiss & Company LLP

Jared Kaplan CEO
OppLoans

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Michael Norton Director Of Business Development
Houlihan Capital

Bob Burke Founder
Burke America

Robert Brown Founder and CEO
Options Away

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Glen Nielsen Author
Unvarnished Truth

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Michael Leonard Managing Partner
Leonard & Associates CPAs

Mitch Zacks Principal
Zacks Investment Management

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Steve Kreynin CEO
Forte Group

Peter B. Fair Managing Director
Golub Capital

Vicki Escarra CEO
Opportunity International

Sean Conlon Founder and CEO
Conlon & Co

Lisa Giles CEO & President
Giles & Associates Consultancy

Dan Abbate Founder & Co-CEO
81-c

Dave Kauppi President
MidMarket Capital, Inc.

Thomas Flake Founder and CMO
bCause

Loren Trimble Managing Director and CEO
AArete

Chris Rentner Founder & CEO
Akouba

Drew Lydecker Co-Founder and President
AVANT

Jason Beans CEO
Rising Medical Solutions

Vamsi Bonthala CEO
Arbor Lodging Partners

Sonia Nagar Partner
Pritzker Group Venture Capital

John Wheeler CEO
Countryside Bank

Rich Fahn CEO
Excell Benefits Group

Al Goldstein CEO
AVANT

Nathan Popkins Founder & CEO
Align Income Share Funding

Jerome Grisko CEO & President
CBIZ, Inc.

Steve Miller Partner and Co-Founder
Origin Ventures

Poonam Gupta CEO & President
Iyka

Dan Dooley CEO and Principal
Morris Anderson

William Towns Executive Director
Benefit Chicago

Kristi Ross Co-CEO & President
tastytrade

Leslie Anderson SVP, U.S. Head of Business Banking Treasury and Payment Solutions
BMO Harris Bank

Sanjeev Krishnan MD & CIO
S2G Ventures

Nihal Advani Founder & CEO
Georama

David Macknin CEO and President
Alper Services

Amy Francetic Managing Director
Energize Ventures

Ted Devine CEO
Insureon

Zack Johnson CEO
Syndio

Peter Wilkins Managing Director
Hyde Park Angels

Dan Michelson CEO
Strata Decision Technology

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Really Care About Customer Experience

Real Estate Professional Services Finance

Kevin Werner

, Renovo Financial, LLC

Build a Narrative Around Why You Have to do Something.png

Build a Narrative Around Why You Have to do Something

Finance

Thomas Flake

, bCause

Constantly Reinforcing Culture Though Interaction

Professional Services Finance

Neal McNamara

, Virtas Partners

Creating Something New Is A Challenge

Investments Professional Services Finance

William Towns

, Benefit Chicago

Constantly Think 2-Steps Ahead

Investments Professional Services Finance

Craig Bolanos

, Wealth Management Group, LLC

Hold Loosely To Goals And Firmly To Intent

Professional Services Finance

Dave Mooney

, Alliant Credit Union

You Have To Be Above Average In Output

Professional Services Finance

Brian Liston

, Seed CX

Turn Ambiguity Into A Positive

Investments Professional Services Finance

Sanjeev Krishnan

, S2G Ventures

Make Sure Core Values Scale

Professional Services Finance Technology

Stephanie Klein

, Braviant Holdings

Common Sense Is Not That Common

Real Estate Professional Services Finance

Sean Conlon

, Conlon & Co

Look For Grit And Persistence

Investments Professional Services Finance

Mark Achler

, MATH Venture Partners

Anticipate What’s Going To Happen

Investments Professional Services Finance

Dawn Reese

, The Cleveland Avenue Foundation for Education

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Company Spotlight in Finance

Accretive Health Inc.

Jessica Droste Yagan

Main Street Financial

Midwest Equity Mortgage LLC

RSM McGladrey LLP

Zacks Investment Management

Rising Medical Solutions

MidMarket Capital, Inc.

Access Mobility 24

Braviant Holdings

Stephanie Klein

MB Financial Bank

Warady & Davis LLP

Kruse Asset Management

Alliant Credit Union

Signature Chicago Wealth Management

Cambridge Lending Group

Weiss & Company LLP

Chicago Interactive Marketing Association (CIMA)

Wealth Management Group, LLC

Unvarnished Truth

Benefit Chicago

Focus On Success

Hyde Park Angels

InvestHER Ventures

Virtas Partners

DeAnn O’Donovan

Houlihan Capital

BMO Harris Bank

Leslie Anderson

Excell Benefits Group

Strata Decision Technology

Renovo Financial, LLC

Morris Anderson

Jet Support Services, Inc.

The Cleveland Avenue Foundation for Education

SA Capital Partners

Energize Ventures

CALIBR Merchant Solutions

Giles & Associates Consultancy

Arbor Lodging Partners

Net Zero Analysis and Design Corp.

George Sullivan

Cobra Capital LLC

Origin Ventures

Sanjeev Krishnan

4WEALTH® FINANCIAL GROUP

Trading Technologies

MATH Venture Partners

Northwestern Mutual Chicago

Nathan Kinzinger

Countryside Bank

Align Income Share Funding

Opportunity International

A. Eicoff & Co.

Caerus Investment Partners

Polished Nickel Capital Management

Carol Lavin Bernick

Auctus Capital Partners

Madison Street Capital, LLC

Charles Botchway

Enova International

Leonard & Associates CPAs

Michael Leonard

Dimitri P. Eliopoulos

Chicago Teachers’ Pension Fund

Chuck Burbridge

Pritzker Group Venture Capital

Gibraltar Business Capital