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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Brian Liston Co-Founder & President
Seed CX

Michael Norton Director Of Business Development
Houlihan Capital

Eero Pikat President
Barchart

Neal McNamara Co-Founder
Virtas Partners

Paul J McEntee Partner
B2B CFO

Mike Giordano VP Client Consulting
FactSet

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Nathan Popkins Founder & CEO
Align Income Share Funding

Dan Abbate Founder & Co-CEO
81-c

Nihal Advani Founder & CEO
Georama

Joe Adams CEO
RSM McGladrey LLP

Ralph Blust President
Insureon

Robert Brown Founder and CEO
Options Away

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Rich Fahn CEO
Excell Benefits Group

Tony Villa President and CEO
Insuresoft

Joe Wright CEO
Access Mobility 24

Amy Francetic Managing Director
Energize Ventures

John Higginson CTO
Enova International

James Teppen Co-President
Gibraltar Business Capital

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Thomas Flake Founder and CMO
bCause

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Zack Johnson CEO
Syndio

Stephanie Klein CEO
Braviant Holdings

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Steve Kolber President and Managing Partner
FGMK, LLC

Bob Burke Founder
Burke America

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Dave Kauppi President
MidMarket Capital, Inc.

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

Jason Beans CEO
Rising Medical Solutions

Steve Kreynin CEO
Forte Group

Michael Leonard Managing Partner
Leonard & Associates CPAs

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Canh Tran Co-Founder & CEO
Rippleshot

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Tom Sosnoff Founder & Co-CEO
tastytrade

Steve Miller Partner and Co-Founder
Origin Ventures

Jared Kaplan CEO
OppLoans

Vamsi Bonthala CEO
Arbor Lodging Partners

David Lyon CEO
Main Street Financial

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Cayla Weisberg Partner
InvestHER Ventures

Dan Dooley CEO and Principal
Morris Anderson

Chris Rentner Founder & CEO
Akouba

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Sean Conlon Founder and CEO
Conlon & Co

Andy Roe General Manager
SurePayroll

Kevin Werner CEO
Renovo Financial, LLC

Dmitry Bresler President
Cambridge Lending Group

Matt Peterson Vice President of Sales & Operations
IdilusHR

Dan Michelson CEO
Strata Decision Technology

Lisa Giles CEO & President
Giles & Associates Consultancy

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

Drew Lydecker Co-Founder and President
AVANT

Mark Achler Managing Director
MATH Venture Partners

Peter Wilkins Managing Director
Hyde Park Angels

Sonia Nagar Partner
Pritzker Group Venture Capital

Ted Devine CEO
Insureon

Peter B. Fair Managing Director
Golub Capital

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Scott Kitun CEO
Technori

Al Goldstein CEO
AVANT

Aaron Gillum Managing Partner
Caerus Investment Partners

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Rick Lane CEO
Trading Technologies

Bill McCabe President and CEO
A. Eicoff & Co.

Poonam Gupta CEO & President
Iyka

Dave Mooney CEO
Alliant Credit Union

Jerome Grisko CEO & President
CBIZ, Inc.

Loren Trimble Managing Director and CEO
AArete

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Mark Miller Partner & Financial Advisor
Focus On Success

Neil Book President and CEO
Jet Support Services, Inc.

John Wheeler CEO
Countryside Bank

Ray Grady Executive Vice President
CloudCraze

Kristi Ross Co-CEO & President
tastytrade

Maz Pawar CEO
SA Capital Partners

Mitch Zacks Principal
Zacks Investment Management

Richard Burke CEO
Envoy Global

Muhammad Azfar CEO
Auctus Capital Partners

Vicki Escarra CEO
Opportunity International

Todd Jones President
BBMC Mortgage

CJ Montano Partner & Managing Director
Forte Group

William Towns Executive Director
Benefit Chicago

Frank Lee Partner
Weiss & Company LLP

David Macknin CEO and President
Alper Services

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Sanjeev Krishnan MD & CIO
S2G Ventures

Jessica Droste Yagan CEO
Impact Engine

Dale Kluga President
Cobra Capital LLC

Glen Nielsen Author
Unvarnished Truth

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.

4WEALTH® FINANCIAL GROUP

Wealth Management Group, LLC

Kruse Asset Management

Northwestern Mutual Chicago

Nathan Kinzinger

SA Capital Partners

Unvarnished Truth

Enova International

The Cleveland Avenue Foundation for Education

Virtas Partners

InvestHER Ventures

Gibraltar Business Capital

MATH Venture Partners

Morris Anderson

Main Street Financial

Align Income Share Funding

Madison Street Capital, LLC

Charles Botchway

Cobra Capital LLC

Sanjeev Krishnan

Signature Chicago Wealth Management

DeAnn O’Donovan

Countryside Bank

Excell Benefits Group

Polished Nickel Capital Management

Carol Lavin Bernick

Trading Technologies

Net Zero Analysis and Design Corp.

George Sullivan

MB Financial Bank

Arbor Lodging Partners

A. Eicoff & Co.

Energize Ventures

Access Mobility 24

MidMarket Capital, Inc.

Zacks Investment Management

BMO Harris Bank

Leslie Anderson

Giles & Associates Consultancy

Renovo Financial, LLC

Chicago Interactive Marketing Association (CIMA)

Braviant Holdings

Stephanie Klein

Hyde Park Angels

Weiss & Company LLP

Houlihan Capital

Leonard & Associates CPAs

Michael Leonard

Caerus Investment Partners

Focus On Success

Rising Medical Solutions

Warady & Davis LLP

Jet Support Services, Inc.

Jessica Droste Yagan

Cambridge Lending Group

Dimitri P. Eliopoulos

Alliant Credit Union

CALIBR Merchant Solutions

Strata Decision Technology

RSM McGladrey LLP

Auctus Capital Partners

Benefit Chicago

Opportunity International

Pritzker Group Venture Capital

Chicago Teachers’ Pension Fund

Chuck Burbridge

Midwest Equity Mortgage LLC

Origin Ventures