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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Joe Adams CEO
RSM McGladrey LLP

Scott Kitun CEO
Technori

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Thomas Flake Founder and CMO
bCause

Paul J McEntee Partner
B2B CFO

Mitch Zacks Principal
Zacks Investment Management

Jared Kaplan CEO
OppLoans

Ralph Blust President
Insureon

Brian Liston Co-Founder & President
Seed CX

Vicki Escarra CEO
Opportunity International

Bob Burke Founder
Burke America

Bill McCabe President and CEO
A. Eicoff & Co.

Drew Lydecker Co-Founder and President
AVANT

Al Goldstein CEO
AVANT

Joe Wright CEO
Access Mobility 24

Dan Michelson CEO
Strata Decision Technology

Todd Jones President
BBMC Mortgage

Sanjeev Krishnan MD & CIO
S2G Ventures

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

Chris Rentner Founder & CEO
Akouba

Rick Franklin Co-Managing Partner
Warady & Davis LLP

John Wheeler CEO
Countryside Bank

Sonia Nagar Partner
Pritzker Group Venture Capital

Peter Wilkins Managing Director
Hyde Park Angels

Tom Sosnoff Founder & Co-CEO
tastytrade

Dave Mooney CEO
Alliant Credit Union

Tony Villa President and CEO
Insuresoft

Cayla Weisberg Partner
InvestHER Ventures

Dan Abbate Founder & Co-CEO
81-c

Vamsi Bonthala CEO
Arbor Lodging Partners

Ray Grady Executive Vice President
CloudCraze

Lisa Giles CEO & President
Giles & Associates Consultancy

David Macknin CEO and President
Alper Services

Loren Trimble Managing Director and CEO
AArete

James Teppen Co-President
Gibraltar Business Capital

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Peter B. Fair Managing Director
Golub Capital

Jerome Grisko CEO & President
CBIZ, Inc.

Aaron Gillum Managing Partner
Caerus Investment Partners

Steve Miller Partner and Co-Founder
Origin Ventures

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

Rick Lane CEO
Trading Technologies

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Glen Nielsen Author
Unvarnished Truth

Ted Devine CEO
Insureon

Nathan Popkins Founder & CEO
Align Income Share Funding

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Dan Dooley CEO and Principal
Morris Anderson

Zack Johnson CEO
Syndio

Steve Kreynin CEO
Forte Group

Neil Book President and CEO
Jet Support Services, Inc.

Muhammad Azfar CEO
Auctus Capital Partners

David Lyon CEO
Main Street Financial

William Towns Executive Director
Benefit Chicago

Jason Beans CEO
Rising Medical Solutions

Mark Achler Managing Director
MATH Venture Partners

Andy Roe General Manager
SurePayroll

Sean Conlon Founder and CEO
Conlon & Co

Steve Kolber President and Managing Partner
FGMK, LLC

Dale Kluga President
Cobra Capital LLC

Kevin Werner CEO
Renovo Financial, LLC

Dave Kauppi President
MidMarket Capital, Inc.

Dmitry Bresler President
Cambridge Lending Group

Mark Miller Partner & Financial Advisor
Focus On Success

Eero Pikat President
Barchart

Nihal Advani Founder & CEO
Georama

Kristi Ross Co-CEO & President
tastytrade

Canh Tran Co-Founder & CEO
Rippleshot

Poonam Gupta CEO & President
Iyka

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Rich Fahn CEO
Excell Benefits Group

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Mike Giordano VP Client Consulting
FactSet

Michael Leonard Managing Partner
Leonard & Associates CPAs

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Maz Pawar CEO
SA Capital Partners

Amy Francetic Managing Director
Energize Ventures

Michael Norton Director Of Business Development
Houlihan Capital

Neal McNamara Co-Founder
Virtas Partners

CJ Montano Partner & Managing Director
Forte Group

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Richard Burke CEO
Envoy Global

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

John Higginson CTO
Enova International

Stephanie Klein CEO
Braviant Holdings

Matt Peterson Vice President of Sales & Operations
IdilusHR

Jessica Droste Yagan CEO
Impact Engine

Frank Lee Partner
Weiss & Company LLP

Robert Brown Founder and CEO
Options Away

Carol Lavin Bernick CEO
Polished Nickel Capital Management

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

Northwestern Mutual Chicago

Nathan Kinzinger

Polished Nickel Capital Management

Carol Lavin Bernick

DeAnn O’Donovan

Energize Ventures

Braviant Holdings

Stephanie Klein

Accretive Health Inc.

Zacks Investment Management

Dimitri P. Eliopoulos

SA Capital Partners

Jet Support Services, Inc.

Chicago Teachers’ Pension Fund

Chuck Burbridge

Renovo Financial, LLC

A. Eicoff & Co.

MB Financial Bank

Caerus Investment Partners

Trading Technologies

Net Zero Analysis and Design Corp.

George Sullivan

Hyde Park Angels

Madison Street Capital, LLC

Charles Botchway

Opportunity International

Jessica Droste Yagan

Align Income Share Funding

CALIBR Merchant Solutions

Chicago Interactive Marketing Association (CIMA)

MATH Venture Partners

4WEALTH® FINANCIAL GROUP

BMO Harris Bank

Leslie Anderson

Midwest Equity Mortgage LLC

Morris Anderson

Pritzker Group Venture Capital

InvestHER Ventures

Warady & Davis LLP

Unvarnished Truth

Kruse Asset Management

Auctus Capital Partners

Arbor Lodging Partners

Rising Medical Solutions

Wealth Management Group, LLC

Cobra Capital LLC

Gibraltar Business Capital

Alliant Credit Union

Leonard & Associates CPAs

Michael Leonard

Focus On Success

Signature Chicago Wealth Management

Benefit Chicago

Access Mobility 24

Weiss & Company LLP

Enova International

Virtas Partners

RSM McGladrey LLP

Cambridge Lending Group

Main Street Financial

Strata Decision Technology

Excell Benefits Group

Giles & Associates Consultancy

Countryside Bank

The Cleveland Avenue Foundation for Education

Houlihan Capital

MidMarket Capital, Inc.

Origin Ventures

Sanjeev Krishnan