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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Drew Lydecker Co-Founder and President
AVANT

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Joe Adams CEO
RSM McGladrey LLP

Steve Kreynin CEO
Forte Group

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Frank Lee Partner
Weiss & Company LLP

Aaron Gillum Managing Partner
Caerus Investment Partners

Mark Achler Managing Director
MATH Venture Partners

Dmitry Bresler President
Cambridge Lending Group

Ralph Blust President
Insureon

Tom Sosnoff Founder & Co-CEO
tastytrade

Todd Jones President
BBMC Mortgage

Eero Pikat President
Barchart

Jason Beans CEO
Rising Medical Solutions

David Macknin CEO and President
Alper Services

Steve Kolber President and Managing Partner
FGMK, LLC

Mitch Zacks Principal
Zacks Investment Management

Rick Lane CEO
Trading Technologies

Zack Johnson CEO
Syndio

Sanjeev Krishnan MD & CIO
S2G Ventures

Andy Roe General Manager
SurePayroll

Amy Francetic Managing Director
Energize Ventures

Scott Kitun CEO
Technori

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Kevin Werner CEO
Renovo Financial, LLC

Tony Villa President and CEO
Insuresoft

James Teppen Co-President
Gibraltar Business Capital

Kristi Ross Co-CEO & President
tastytrade

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Sonia Nagar Partner
Pritzker Group Venture Capital

Peter Wilkins Managing Director
Hyde Park Angels

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Dan Michelson CEO
Strata Decision Technology

Jared Kaplan CEO
OppLoans

John Higginson CTO
Enova International

Chris Rentner Founder & CEO
Akouba

John Wheeler CEO
Countryside Bank

Dale Kluga President
Cobra Capital LLC

Dr. Emad Rizk President and CEO
Accretive Health Inc.

William Towns Executive Director
Benefit Chicago

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Mark Miller Partner & Financial Advisor
Focus On Success

Al Goldstein CEO
AVANT

Thomas Flake Founder and CMO
bCause

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Jessica Droste Yagan CEO
Impact Engine

Muhammad Azfar CEO
Auctus Capital Partners

Peter B. Fair Managing Director
Golub Capital

Neal McNamara Co-Founder
Virtas Partners

Ted Devine CEO
Insureon

Paul J McEntee Partner
B2B CFO

Ray Grady Executive Vice President
CloudCraze

Vicki Escarra CEO
Opportunity International

Michael Leonard Managing Partner
Leonard & Associates CPAs

Dan Abbate Founder & Co-CEO
81-c

Neil Book President and CEO
Jet Support Services, Inc.

Joe Wright CEO
Access Mobility 24

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Robert Brown Founder and CEO
Options Away

Cayla Weisberg Partner
InvestHER Ventures

Matt Peterson Vice President of Sales & Operations
IdilusHR

Richard Burke CEO
Envoy Global

Stephanie Klein CEO
Braviant Holdings

Sean Conlon Founder and CEO
Conlon & Co

Maz Pawar CEO
SA Capital Partners

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Michael Norton Director Of Business Development
Houlihan Capital

Dan Dooley CEO and Principal
Morris Anderson

Bill McCabe President and CEO
A. Eicoff & Co.

Rich Fahn CEO
Excell Benefits Group

Dave Kauppi President
MidMarket Capital, Inc.

Canh Tran Co-Founder & CEO
Rippleshot

Vamsi Bonthala CEO
Arbor Lodging Partners

David Lyon CEO
Main Street Financial

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Lisa Giles CEO & President
Giles & Associates Consultancy

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Loren Trimble Managing Director and CEO
AArete

Mike Giordano VP Client Consulting
FactSet

Steve Miller Partner and Co-Founder
Origin Ventures

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

Charles Botchway Founder & CEO
Madison Street Capital, LLC

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

CJ Montano Partner & Managing Director
Forte Group

Brian Liston Co-Founder & President
Seed CX

Poonam Gupta CEO & President
Iyka

Dave Mooney CEO
Alliant Credit Union

Jerome Grisko CEO & President
CBIZ, Inc.

Nathan Popkins Founder & CEO
Align Income Share Funding

Bob Burke Founder
Burke America

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Glen Nielsen Author
Unvarnished Truth

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Nihal Advani Founder & CEO
Georama

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

Excell Benefits Group

Gibraltar Business Capital

Dimitri P. Eliopoulos

4WEALTH® FINANCIAL GROUP

MidMarket Capital, Inc.

Giles & Associates Consultancy

Auctus Capital Partners

Weiss & Company LLP

Alliant Credit Union

Morris Anderson

MB Financial Bank

Main Street Financial

RSM McGladrey LLP

Cobra Capital LLC

Braviant Holdings

Stephanie Klein

Energize Ventures

Midwest Equity Mortgage LLC

Northwestern Mutual Chicago

Nathan Kinzinger

Pritzker Group Venture Capital

Access Mobility 24

DeAnn O’Donovan

Wealth Management Group, LLC

Jessica Droste Yagan

Houlihan Capital

Caerus Investment Partners

Opportunity International

Madison Street Capital, LLC

Charles Botchway

The Cleveland Avenue Foundation for Education

Origin Ventures

Align Income Share Funding

Cambridge Lending Group

Chicago Interactive Marketing Association (CIMA)

InvestHER Ventures

CALIBR Merchant Solutions

Strata Decision Technology

Hyde Park Angels

Zacks Investment Management

Warady & Davis LLP

Sanjeev Krishnan

Net Zero Analysis and Design Corp.

George Sullivan

Enova International

Virtas Partners

Chicago Teachers’ Pension Fund

Chuck Burbridge

Polished Nickel Capital Management

Carol Lavin Bernick

Focus On Success

Leonard & Associates CPAs

Michael Leonard

Kruse Asset Management

Countryside Bank

Accretive Health Inc.

SA Capital Partners

Signature Chicago Wealth Management

MATH Venture Partners

Renovo Financial, LLC

BMO Harris Bank

Leslie Anderson

Arbor Lodging Partners

A. Eicoff & Co.

Benefit Chicago

Unvarnished Truth

Rising Medical Solutions

Trading Technologies

Jet Support Services, Inc.