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Finance

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How CEO Scott Kitun On
Strong Leadership

Respect Is Earned Not
Taken

CXO Spotlight in Finance

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Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Mark Miller Partner & Financial Advisor
Focus On Success

Jared Kaplan CEO
OppLoans

Drew Lydecker Co-Founder and President
AVANT

Ted Devine CEO
Insureon

Nihal Advani Founder & CEO
Georama

Brian Liston Co-Founder & President
Seed CX

Tony Villa President and CEO
Insuresoft

Maz Pawar CEO
SA Capital Partners

Dmitry Bresler President
Cambridge Lending Group

Dale Kluga President
Cobra Capital LLC

Vamsi Bonthala CEO
Arbor Lodging Partners

Tom Sosnoff Founder & Co-CEO
tastytrade

Steve Kreynin CEO
Forte Group

Kevin Werner CEO
Renovo Financial, LLC

Jerome Grisko CEO & President
CBIZ, Inc.

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Dave Mooney CEO
Alliant Credit Union

Loren Trimble Managing Director and CEO
AArete

Steve Kolber President and Managing Partner
FGMK, LLC

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Ralph Blust President
Insureon

Matt Peterson Vice President of Sales & Operations
IdilusHR

Vicki Escarra CEO
Opportunity International

John Wheeler CEO
Countryside Bank

Al Goldstein CEO
AVANT

Mike Giordano VP Client Consulting
FactSet

Rick Lane CEO
Trading Technologies

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Frank Lee Partner
Weiss & Company LLP

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Bob Burke Founder
Burke America

Chris Rentner Founder & CEO
Akouba

Eero Pikat President
Barchart

Dan Dooley CEO and Principal
Morris Anderson

Thomas Flake Founder and CMO
bCause

Robert Brown Founder and CEO
Options Away

Jason Beans CEO
Rising Medical Solutions

Dan Michelson CEO
Strata Decision Technology

Jessica Droste Yagan CEO
Impact Engine

David Miller Founder & CEO
PeachCap

Poonam Gupta CEO & President
Iyka

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Sanjeev Krishnan MD & CIO
S2G Ventures

Ray Grady Executive Vice President
CloudCraze

Todd Jones President
BBMC Mortgage

John Higginson CTO
Enova International

William Towns Executive Director
Benefit Chicago

Peter B. Fair Managing Director
Golub Capital

Michael Leonard Managing Partner
Leonard & Associates CPAs

David Macknin CEO and President
Alper Services

Bill McCabe President and CEO
A. Eicoff & Co.

Mark Achler Managing Director
MATH Venture Partners

Carol Lavin Bernick CEO
Polished Nickel Capital Management

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

Dave Kauppi President
MidMarket Capital, Inc.

Scott Kitun CEO
Technori

Dr. Emad Rizk President and CEO
Accretive Health Inc.

David Lyon CEO
Main Street Financial

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

James Teppen Co-President
Gibraltar Business Capital

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

Rich Fahn CEO
Excell Benefits Group

Kristi Ross Co-CEO & President
tastytrade

Nathan Popkins Founder & CEO
Align Income Share Funding

Mark Heffron Managing Partner
Cedar Street Companies

Muhammad Azfar CEO
Auctus Capital Partners

Stephanie Klein CEO
Braviant Holdings

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Peter Wilkins Managing Director
Hyde Park Angels

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Andy Roe General Manager
SurePayroll

Joe Adams CEO
RSM McGladrey LLP

Aaron Gillum Managing Partner
Caerus Investment Partners

Lisa Giles CEO & President
Giles & Associates Consultancy

Steve Miller Partner and Co-Founder
Origin Ventures

Zack Johnson CEO
Syndio

Richard Burke CEO
Envoy Global

Mitch Zacks Principal
Zacks Investment Management

Neil Book President and CEO
Jet Support Services, Inc.

Glen Nielsen Author
Unvarnished Truth

Sean Conlon Founder and CEO
Conlon & Co

Cayla Weisberg Partner
InvestHER Ventures

Neal McNamara Co-Founder
Virtas Partners

Canh Tran Co-Founder & CEO
Rippleshot

Paul J McEntee Partner
B2B CFO

Joe Wright CEO
Access Mobility 24

CJ Montano Partner & Managing Director
Forte Group

Dan Abbate Founder & Co-CEO
81-c

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Sonia Nagar Partner
Pritzker Group Venture Capital

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Michael Norton Director Of Business Development
Houlihan Capital

Amy Francetic Managing Director
Energize Ventures

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Finance

Build a Narrative Around Why You Have to do Something

Thomas Flake

, bCause

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

Professional Services Finance

Put Your People First

David Macknin

, Alper Services

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Company Spotlight in Finance

Cobra Capital LLC

Main Street Financial

SA Capital Partners

Hyde Park Angels

Opportunity International

Midwest Equity Mortgage LLC

Gibraltar Business Capital

Cambridge Lending Group

4WEALTH® FINANCIAL GROUP

BMO Harris Bank

Leslie Anderson

Giles & Associates Consultancy

Rising Medical Solutions

Renovo Financial, LLC

Energize Ventures

Virtas Partners

Auctus Capital Partners

Chicago Teachers’ Pension Fund

Chuck Burbridge

Polished Nickel Capital Management

Carol Lavin Bernick

Countryside Bank

MidMarket Capital, Inc.

Zacks Investment Management

Focus On Success

Strata Decision Technology

Leonard & Associates CPAs

Michael Leonard

CALIBR Merchant Solutions

Northwestern Mutual Chicago

Nathan Kinzinger

Net Zero Analysis and Design Corp.

George Sullivan

Arbor Lodging Partners

Warady & Davis LLP

RSM McGladrey LLP

Cedar Street Companies

Chicago Interactive Marketing Association (CIMA)

Excell Benefits Group

Benefit Chicago

Trading Technologies

MATH Venture Partners

Weiss & Company LLP

Braviant Holdings

Stephanie Klein

Access Mobility 24

Enova International

The Cleveland Avenue Foundation for Education

Jessica Droste Yagan

Caerus Investment Partners

Alliant Credit Union

Morris Anderson

Unvarnished Truth

MB Financial Bank

Sanjeev Krishnan

Madison Street Capital, LLC

Charles Botchway

DeAnn O’Donovan

Kruse Asset Management

Align Income Share Funding

Houlihan Capital

Jet Support Services, Inc.

Origin Ventures

Signature Chicago Wealth Management

A. Eicoff & Co.

InvestHER Ventures

Dimitri P. Eliopoulos

Wealth Management Group, LLC

Pritzker Group Venture Capital

Accretive Health Inc.