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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Poonam Gupta CEO & President
Iyka

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Andy Roe General Manager
SurePayroll

Al Goldstein CEO
AVANT

Dan Michelson CEO
Strata Decision Technology

Brian Liston Co-Founder & President
Seed CX

Steve Kreynin CEO
Forte Group

Paul J McEntee Partner
B2B CFO

Bob Burke Founder
Burke America

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

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

Kevin Werner CEO
Renovo Financial, LLC

Jessica Droste Yagan CEO
Impact Engine

Scott Kitun CEO
Technori

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Dan Abbate Founder & Co-CEO
81-c

Canh Tran Co-Founder & CEO
Rippleshot

Dave Kauppi President
MidMarket Capital, Inc.

Glen Nielsen Author
Unvarnished Truth

Jared Kaplan CEO
OppLoans

James Teppen Co-President
Gibraltar Business Capital

Loren Trimble Managing Director and CEO
AArete

Sanjeev Krishnan MD & CIO
S2G Ventures

Chris Rentner Founder & CEO
Akouba

Aaron Gillum Managing Partner
Caerus Investment Partners

Matt Peterson Vice President of Sales & Operations
IdilusHR

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Michael Leonard Managing Partner
Leonard & Associates CPAs

Peter Wilkins Managing Director
Hyde Park Angels

Sean Conlon Founder and CEO
Conlon & Co

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Jerome Grisko CEO & President
CBIZ, Inc.

Ted Devine CEO
Insureon

Lisa Giles CEO & President
Giles & Associates Consultancy

Mark Achler Managing Director
MATH Venture Partners

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Cayla Weisberg Partner
InvestHER Ventures

CJ Montano Partner & Managing Director
Forte Group

Jason Beans CEO
Rising Medical Solutions

Richard Burke CEO
Envoy Global

Mark Miller Partner & Financial Advisor
Focus On Success

Peter B. Fair Managing Director
Golub Capital

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Tom Sosnoff Founder & Co-CEO
tastytrade

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Kristi Ross Co-CEO & President
tastytrade

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

Joe Wright CEO
Access Mobility 24

Vamsi Bonthala CEO
Arbor Lodging Partners

Zack Johnson CEO
Syndio

Muhammad Azfar CEO
Auctus Capital Partners

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Mitch Zacks Principal
Zacks Investment Management

Frank Lee Partner
Weiss & Company LLP

Rick Lane CEO
Trading Technologies

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Neil Book President and CEO
Jet Support Services, Inc.

Dave Mooney CEO
Alliant Credit Union

Ray Grady Executive Vice President
CloudCraze

Steve Miller Partner and Co-Founder
Origin Ventures

Nathan Popkins Founder & CEO
Align Income Share Funding

Steve Kolber President and Managing Partner
FGMK, LLC

Amy Francetic Managing Director
Energize Ventures

Vicki Escarra CEO
Opportunity International

Bill McCabe President and CEO
A. Eicoff & Co.

Michael Norton Director Of Business Development
Houlihan Capital

Rich Fahn CEO
Excell Benefits Group

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Dan Dooley CEO and Principal
Morris Anderson

Todd Jones President
BBMC Mortgage

John Wheeler CEO
Countryside Bank

Dmitry Bresler President
Cambridge Lending Group

Maz Pawar CEO
SA Capital Partners

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Robert Brown Founder and CEO
Options Away

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Dale Kluga President
Cobra Capital LLC

Mike Giordano VP Client Consulting
FactSet

Thomas Flake Founder and CMO
bCause

Drew Lydecker Co-Founder and President
AVANT

William Towns Executive Director
Benefit Chicago

Joe Adams CEO
RSM McGladrey LLP

Nihal Advani Founder & CEO
Georama

David Lyon CEO
Main Street Financial

Neal McNamara Co-Founder
Virtas Partners

Sonia Nagar Partner
Pritzker Group Venture Capital

John Higginson CTO
Enova International

David Macknin CEO and President
Alper Services

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Stephanie Klein CEO
Braviant Holdings

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Tony Villa President and CEO
Insuresoft

Ralph Blust President
Insureon

Eero Pikat President
Barchart

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

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

Alliant Credit Union

Morris Anderson

CALIBR Merchant Solutions

SA Capital Partners

Weiss & Company LLP

Jet Support Services, Inc.

Madison Street Capital, LLC

Charles Botchway

Rising Medical Solutions

Braviant Holdings

Stephanie Klein

Net Zero Analysis and Design Corp.

George Sullivan

Auctus Capital Partners

BMO Harris Bank

Leslie Anderson

Signature Chicago Wealth Management

Focus On Success

Sanjeev Krishnan

Main Street Financial

InvestHER Ventures

Polished Nickel Capital Management

Carol Lavin Bernick

RSM McGladrey LLP

Virtas Partners

Arbor Lodging Partners

Energize Ventures

Cambridge Lending Group

Opportunity International

Unvarnished Truth

Giles & Associates Consultancy

Kruse Asset Management

Renovo Financial, LLC

Origin Ventures

Excell Benefits Group

MATH Venture Partners

Trading Technologies

Midwest Equity Mortgage LLC

Caerus Investment Partners

A. Eicoff & Co.

4WEALTH® FINANCIAL GROUP

Northwestern Mutual Chicago

Nathan Kinzinger

Access Mobility 24

Jessica Droste Yagan

Dimitri P. Eliopoulos

Houlihan Capital

Pritzker Group Venture Capital

MidMarket Capital, Inc.

Benefit Chicago

Chicago Teachers’ Pension Fund

Chuck Burbridge

Leonard & Associates CPAs

Michael Leonard

Accretive Health Inc.

Warady & Davis LLP

MB Financial Bank

Zacks Investment Management

DeAnn O’Donovan

Gibraltar Business Capital

Enova International

Strata Decision Technology

Align Income Share Funding

Hyde Park Angels

The Cleveland Avenue Foundation for Education

Countryside Bank

Chicago Interactive Marketing Association (CIMA)

Wealth Management Group, LLC

Cobra Capital LLC