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Finance

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Respect Is Earned Not
Taken

How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Matt Peterson Vice President of Sales & Operations
IdilusHR

Neal McNamara Co-Founder
Virtas Partners

Thomas Flake Founder and CMO
bCause

Brian Liston Co-Founder & President
Seed CX

Sanjeev Krishnan MD & CIO
S2G Ventures

Bob Burke Founder
Burke America

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Todd Jones President
BBMC Mortgage

William Towns Executive Director
Benefit Chicago

John Higginson CTO
Enova International

Kevin Werner CEO
Renovo Financial, LLC

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Jason Beans CEO
Rising Medical Solutions

Joe Adams CEO
RSM McGladrey LLP

Al Goldstein CEO
AVANT

Dan Dooley CEO and Principal
Morris Anderson

Ralph Blust President
Insureon

Mike Giordano VP Client Consulting
FactSet

Peter Wilkins Managing Director
Hyde Park Angels

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

Zack Johnson CEO
Syndio

Tony Villa President and CEO
Insuresoft

David Lyon CEO
Main Street Financial

Maz Pawar CEO
SA Capital Partners

Drew Lydecker Co-Founder and President
AVANT

CJ Montano Partner & Managing Director
Forte Group

Rick Lane CEO
Trading Technologies

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Stephanie Klein CEO
Braviant Holdings

Dan Michelson CEO
Strata Decision Technology

Poonam Gupta CEO & President
Iyka

Scott Kitun CEO
Technori

Sean Conlon Founder and CEO
Conlon & Co

Chris Rentner Founder & CEO
Akouba

Michael Leonard Managing Partner
Leonard & Associates CPAs

Aaron Gillum Managing Partner
Caerus Investment Partners

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Glen Nielsen Author
Unvarnished Truth

David Miller Founder & CEO
PeachCap

Dave Mooney CEO
Alliant Credit Union

Jared Kaplan CEO
OppLoans

Patrick Quinn Managing Director
Signature Chicago Wealth Management

John Wheeler CEO
Countryside Bank

Dan Abbate Founder & Co-CEO
81-c

Steve Kreynin CEO
Forte Group

Joe Wright CEO
Access Mobility 24

Ted Devine CEO
Insureon

Cayla Weisberg Partner
InvestHER Ventures

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Richard Burke CEO
Envoy Global

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Steve Kolber President and Managing Partner
FGMK, LLC

Dmitry Bresler President
Cambridge Lending Group

Sonia Nagar Partner
Pritzker Group Venture Capital

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Steve Miller Partner and Co-Founder
Origin Ventures

Bill McCabe President and CEO
A. Eicoff & Co.

Dale Kluga President
Cobra Capital LLC

Mark Miller Partner & Financial Advisor
Focus On Success

Michael Norton Director Of Business Development
Houlihan Capital

Robert Brown Founder and CEO
Options Away

Rick Franklin Co-Managing Partner
Warady & Davis LLP

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

Eero Pikat President
Barchart

Amy Francetic Managing Director
Energize Ventures

Andy Roe General Manager
SurePayroll

Frank Lee Partner
Weiss & Company LLP

Dave Kauppi President
MidMarket Capital, Inc.

Lisa Giles CEO & President
Giles & Associates Consultancy

Nathan Popkins Founder & CEO
Align Income Share Funding

Loren Trimble Managing Director and CEO
AArete

James Teppen Co-President
Gibraltar Business Capital

Mark Achler Managing Director
MATH Venture Partners

David Macknin CEO and President
Alper Services

Nihal Advani Founder & CEO
Georama

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Vamsi Bonthala CEO
Arbor Lodging Partners

Muhammad Azfar CEO
Auctus Capital Partners

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Kristi Ross Co-CEO & President
tastytrade

Neil Book President and CEO
Jet Support Services, Inc.

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Mark Heffron Managing Partner
Cedar Street Companies

Peter B. Fair Managing Director
Golub Capital

Canh Tran Co-Founder & CEO
Rippleshot

Jessica Droste Yagan CEO
Impact Engine

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Ray Grady Executive Vice President
CloudCraze

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Tom Sosnoff Founder & Co-CEO
tastytrade

Jerome Grisko CEO & President
CBIZ, Inc.

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Vicki Escarra CEO
Opportunity International

Paul J McEntee Partner
B2B CFO

Rich Fahn CEO
Excell Benefits Group

Mitch Zacks Principal
Zacks Investment Management

Finance

Build a Narrative Around Why You Have to do Something

Thomas Flake

, bCause

Professional Services Finance

Have the right Leadership in Place

Muhammad Azfar

, Auctus Capital Partners

Professional Services Finance

Constantly Reinforcing Culture Though Interaction

Neal McNamara

, Virtas Partners

Investments Professional Services Finance

Creating Something New Is A Challenge

William Towns

, Benefit Chicago

Investments Professional Services Finance

Constantly Think 2-Steps Ahead

Craig Bolanos

, Wealth Management Group, LLC

Professional Services Finance

Hold Loosely To Goals And Firmly To Intent

Dave Mooney

, Alliant Credit Union

Professional Services Finance

You Have To Be Above Average In Output

Brian Liston

, Seed CX

Investments Professional Services Finance

Turn Ambiguity Into A Positive

Sanjeev Krishnan

, S2G Ventures

Professional Services Finance Technology

Make Sure Core Values Scale

Stephanie Klein

, Braviant Holdings

Real Estate Professional Services Finance

Common Sense Is Not That Common

Sean Conlon

, Conlon & Co

Investments Professional Services Finance

Look For Grit And Persistence

Mark Achler

, MATH Venture Partners

Investments Professional Services Finance

Anticipate What’s Going To Happen

Dawn Reese

, The Cleveland Avenue Foundation for Education

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Company Spotlight in Finance

Main Street Financial

Giles & Associates Consultancy

BMO Harris Bank

Leslie Anderson

Madison Street Capital, LLC

Charles Botchway

RSM McGladrey LLP

Cobra Capital LLC

Houlihan Capital

Polished Nickel Capital Management

Carol Lavin Bernick

Midwest Equity Mortgage LLC

Jet Support Services, Inc.

CALIBR Merchant Solutions

Virtas Partners

MATH Venture Partners

MidMarket Capital, Inc.

Kruse Asset Management

A. Eicoff & Co.

Chicago Teachers’ Pension Fund

Chuck Burbridge

Dimitri P. Eliopoulos

Weiss & Company LLP

Rising Medical Solutions

Energize Ventures

Enova International

Wealth Management Group, LLC

Hyde Park Angels

Access Mobility 24

InvestHER Ventures

Morris Anderson

Renovo Financial, LLC

Benefit Chicago

Sanjeev Krishnan

Signature Chicago Wealth Management

Zacks Investment Management

Origin Ventures

DeAnn O’Donovan

Northwestern Mutual Chicago

Nathan Kinzinger

Cambridge Lending Group

Jessica Droste Yagan

Arbor Lodging Partners

Alliant Credit Union

Caerus Investment Partners

Accretive Health Inc.

Strata Decision Technology

The Cleveland Avenue Foundation for Education

Trading Technologies

Gibraltar Business Capital

Net Zero Analysis and Design Corp.

George Sullivan

Align Income Share Funding

MB Financial Bank

4WEALTH® FINANCIAL GROUP

Excell Benefits Group

Opportunity International

Countryside Bank

Focus On Success

Warady & Davis LLP

Unvarnished Truth

SA Capital Partners

Auctus Capital Partners

Cedar Street Companies

Leonard & Associates CPAs

Michael Leonard

Braviant Holdings

Stephanie Klein

Chicago Interactive Marketing Association (CIMA)

Pritzker Group Venture Capital