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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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James Teppen Co-President
Gibraltar Business Capital

Steve Kolber President and Managing Partner
FGMK, LLC

Amy Francetic Managing Director
Energize Ventures

Nathan Popkins Founder & CEO
Align Income Share Funding

Michael Norton Director Of Business Development
Houlihan Capital

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Tony Villa President and CEO
Insuresoft

Ralph Blust President
Insureon

Joe Wright CEO
Access Mobility 24

John Wheeler CEO
Countryside Bank

Rich Fahn CEO
Excell Benefits Group

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Rick Lane CEO
Trading Technologies

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Eero Pikat President
Barchart

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Jerome Grisko CEO & President
CBIZ, Inc.

Patrick Quinn Managing Director
Signature Chicago Wealth Management

David Lyon CEO
Main Street Financial

Dale Kluga President
Cobra Capital LLC

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Brian Liston Co-Founder & President
Seed CX

Bill McCabe President and CEO
A. Eicoff & Co.

Vicki Escarra CEO
Opportunity International

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Mark Miller Partner & Financial Advisor
Focus On Success

Dan Abbate Founder & Co-CEO
81-c

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Chris Rentner Founder & CEO
Akouba

Vamsi Bonthala CEO
Arbor Lodging Partners

Drew Lydecker Co-Founder and President
AVANT

Robert Brown Founder and CEO
Options Away

Canh Tran Co-Founder & CEO
Rippleshot

Lisa Giles CEO & President
Giles & Associates Consultancy

Steve Kreynin CEO
Forte Group

Peter Wilkins Managing Director
Hyde Park Angels

Frank Lee Partner
Weiss & Company LLP

Loren Trimble Managing Director and CEO
AArete

William Towns Executive Director
Benefit Chicago

David Macknin CEO and President
Alper Services

Dmitry Bresler President
Cambridge Lending Group

John Higginson CTO
Enova International

Sanjeev Krishnan MD & CIO
S2G Ventures

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Ray Grady Executive Vice President
CloudCraze

Al Goldstein CEO
AVANT

Zack Johnson CEO
Syndio

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

Mitch Zacks Principal
Zacks Investment Management

Jessica Droste Yagan CEO
Impact Engine

Sonia Nagar Partner
Pritzker Group Venture Capital

Jared Kaplan CEO
OppLoans

Thomas Flake Founder and CMO
bCause

Dan Dooley CEO and Principal
Morris Anderson

Paul J McEntee Partner
B2B CFO

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

Poonam Gupta CEO & President
Iyka

Scott Kitun CEO
Technori

Joe Adams CEO
RSM McGladrey LLP

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Jason Beans CEO
Rising Medical Solutions

Michael Leonard Managing Partner
Leonard & Associates CPAs

Neal McNamara Co-Founder
Virtas Partners

Bob Burke Founder
Burke America

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Muhammad Azfar CEO
Auctus Capital Partners

Dave Kauppi President
MidMarket Capital, Inc.

Mike Giordano VP Client Consulting
FactSet

Maz Pawar CEO
SA Capital Partners

Richard Burke CEO
Envoy Global

Sean Conlon Founder and CEO
Conlon & Co

Stephanie Klein CEO
Braviant Holdings

Nihal Advani Founder & CEO
Georama

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Todd Jones President
BBMC Mortgage

Dave Mooney CEO
Alliant Credit Union

Kevin Werner CEO
Renovo Financial, LLC

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Andy Roe General Manager
SurePayroll

Peter B. Fair Managing Director
Golub Capital

Steve Miller Partner and Co-Founder
Origin Ventures

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Dan Michelson CEO
Strata Decision Technology

Tom Sosnoff Founder & Co-CEO
tastytrade

Matt Peterson Vice President of Sales & Operations
IdilusHR

Ted Devine CEO
Insureon

Mark Achler Managing Director
MATH Venture Partners

Aaron Gillum Managing Partner
Caerus Investment Partners

CJ Montano Partner & Managing Director
Forte Group

Neil Book President and CEO
Jet Support Services, Inc.

Kristi Ross Co-CEO & President
tastytrade

Glen Nielsen Author
Unvarnished Truth

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Cayla Weisberg Partner
InvestHER Ventures

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Be Aware Of Where You Are In The Moment

Investments Professional Services Finance

Peter Wilkins

, Hyde Park Angels

You Need A Bit of Naivety

Professional Services Finance

Frank Lee

, Weiss & Company LLP

Understand The Concept Of A Quantified Self

Media and PR Professional Services Finance

Scott Kitun

, Technori

Don’t Compromise

Professional Services Finance Technology

Jessica Droste Yagan

, Impact Engine

Become More Client Centric

Professional Services Finance

Rick Franklin

, Warady & Davis LLP

Helping Companies Provide More Value To Employees

Professional Services Finance

Matt Peterson

, IdilusHR

The Craft of Building Technology

Professional Services Finance Technology

Rick Lane

, Trading Technologies

A Great Time To Invest in Startups

Professional Services Finance

Aaron Gillum

, Caerus Investment Partners

Building a National Platform

Professional Services Finance

Dale Kluga

, Cobra Capital LLC

Helping Businesses and Individual Plan

Professional Services Finance Technology

Michael Leonard

, Leonard & Associates CPAs

The Unvarnished Truth

Finance

Glen Nielsen

, Unvarnished Truth

Sticking With Innovation Makes Things Happen

Professional Services Logistics Finance

Joe Wright

, Access Mobility 24

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Company Spotlight in Finance

InvestHER Ventures

Warady & Davis LLP

Chicago Interactive Marketing Association (CIMA)

Polished Nickel Capital Management

Carol Lavin Bernick

DeAnn O’Donovan

Excell Benefits Group

Virtas Partners

Focus On Success

SA Capital Partners

Rising Medical Solutions

Arbor Lodging Partners

Opportunity International

Access Mobility 24

Wealth Management Group, LLC

MB Financial Bank

Enova International

BMO Harris Bank

Leslie Anderson

RSM McGladrey LLP

CALIBR Merchant Solutions

Pritzker Group Venture Capital

Renovo Financial, LLC

A. Eicoff & Co.

Dimitri P. Eliopoulos

Jessica Droste Yagan

Caerus Investment Partners

Cambridge Lending Group

Morris Anderson

Signature Chicago Wealth Management

Leonard & Associates CPAs

Michael Leonard

The Cleveland Avenue Foundation for Education

Weiss & Company LLP

4WEALTH® FINANCIAL GROUP

Braviant Holdings

Stephanie Klein

Chicago Teachers’ Pension Fund

Chuck Burbridge

Energize Ventures

Strata Decision Technology

Northwestern Mutual Chicago

Nathan Kinzinger

Auctus Capital Partners

Gibraltar Business Capital

Main Street Financial

MidMarket Capital, Inc.

Countryside Bank

Net Zero Analysis and Design Corp.

George Sullivan

Houlihan Capital

Kruse Asset Management

MATH Venture Partners

Accretive Health Inc.

Midwest Equity Mortgage LLC

Origin Ventures

Jet Support Services, Inc.

Sanjeev Krishnan

Trading Technologies

Unvarnished Truth

Benefit Chicago

Madison Street Capital, LLC

Charles Botchway

Align Income Share Funding

Alliant Credit Union

Zacks Investment Management

Giles & Associates Consultancy

Hyde Park Angels

Cobra Capital LLC