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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Cayla Weisberg Partner
InvestHER Ventures

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Ray Grady Executive Vice President
CloudCraze

Zack Johnson CEO
Syndio

Poonam Gupta CEO & President
Iyka

Chris Rentner Founder & CEO
Akouba

Dmitry Bresler President
Cambridge Lending Group

Scott Kitun CEO
Technori

Sanjeev Krishnan MD & CIO
S2G Ventures

Glen Nielsen Author
Unvarnished Truth

Joe Adams CEO
RSM McGladrey LLP

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Dan Michelson CEO
Strata Decision Technology

Dave Mooney CEO
Alliant Credit Union

Canh Tran Co-Founder & CEO
Rippleshot

Robert Brown Founder and CEO
Options Away

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

Bob Burke Founder
Burke America

Dave Kauppi President
MidMarket Capital, Inc.

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Jerome Grisko CEO & President
CBIZ, Inc.

Dan Abbate Founder & Co-CEO
81-c

Jason Beans CEO
Rising Medical Solutions

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

Vamsi Bonthala CEO
Arbor Lodging Partners

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

CJ Montano Partner & Managing Director
Forte Group

Jessica Droste Yagan CEO
Impact Engine

Mike Giordano VP Client Consulting
FactSet

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Eero Pikat President
Barchart

Al Goldstein CEO
AVANT

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Kevin Werner CEO
Renovo Financial, LLC

Frank Lee Partner
Weiss & Company LLP

Jared Kaplan CEO
OppLoans

Brian Liston Co-Founder & President
Seed CX

William Towns Executive Director
Benefit Chicago

Stephanie Klein CEO
Braviant Holdings

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Matt Peterson Vice President of Sales & Operations
IdilusHR

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Todd Jones President
BBMC Mortgage

Neil Book President and CEO
Jet Support Services, Inc.

Dan Dooley CEO and Principal
Morris Anderson

Tony Villa President and CEO
Insuresoft

Vicki Escarra CEO
Opportunity International

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Paul J McEntee Partner
B2B CFO

Maz Pawar CEO
SA Capital Partners

Rich Fahn CEO
Excell Benefits Group

Amy Francetic Managing Director
Energize Ventures

Neal McNamara Co-Founder
Virtas Partners

Muhammad Azfar CEO
Auctus Capital Partners

Thomas Flake Founder and CMO
bCause

Ralph Blust President
Insureon

John Higginson CTO
Enova International

Steve Kolber President and Managing Partner
FGMK, LLC

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Kristi Ross Co-CEO & President
tastytrade

Rick Lane CEO
Trading Technologies

Michael Norton Director Of Business Development
Houlihan Capital

Peter Wilkins Managing Director
Hyde Park Angels

Andy Roe General Manager
SurePayroll

Dale Kluga President
Cobra Capital LLC

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Mark Achler Managing Director
MATH Venture Partners

Nihal Advani Founder & CEO
Georama

James Teppen Co-President
Gibraltar Business Capital

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Sonia Nagar Partner
Pritzker Group Venture Capital

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Bill McCabe President and CEO
A. Eicoff & Co.

Lisa Giles CEO & President
Giles & Associates Consultancy

John Wheeler CEO
Countryside Bank

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Michael Leonard Managing Partner
Leonard & Associates CPAs

Mitch Zacks Principal
Zacks Investment Management

Mark Miller Partner & Financial Advisor
Focus On Success

Ted Devine CEO
Insureon

Steve Miller Partner and Co-Founder
Origin Ventures

Sean Conlon Founder and CEO
Conlon & Co

David Macknin CEO and President
Alper Services

Steve Kreynin CEO
Forte Group

Nathan Popkins Founder & CEO
Align Income Share Funding

Tom Sosnoff Founder & Co-CEO
tastytrade

Loren Trimble Managing Director and CEO
AArete

Richard Burke CEO
Envoy Global

Aaron Gillum Managing Partner
Caerus Investment Partners

Joe Wright CEO
Access Mobility 24

Peter Recchia President
4WEALTH® FINANCIAL GROUP

David Lyon CEO
Main Street Financial

Drew Lydecker Co-Founder and President
AVANT

Peter B. Fair Managing Director
Golub Capital

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

Warady & Davis LLP

Hyde Park Angels

Opportunity International

MATH Venture Partners

Gibraltar Business Capital

InvestHER Ventures

Unvarnished Truth

Kruse Asset Management

Enova International

The Cleveland Avenue Foundation for Education

Chicago Interactive Marketing Association (CIMA)

Sanjeev Krishnan

Jet Support Services, Inc.

MidMarket Capital, Inc.

Zacks Investment Management

Focus On Success

Align Income Share Funding

4WEALTH® FINANCIAL GROUP

RSM McGladrey LLP

Trading Technologies

SA Capital Partners

Accretive Health Inc.

Pritzker Group Venture Capital

Origin Ventures

Braviant Holdings

Stephanie Klein

Wealth Management Group, LLC

Leonard & Associates CPAs

Michael Leonard

Renovo Financial, LLC

Midwest Equity Mortgage LLC

Morris Anderson

Net Zero Analysis and Design Corp.

George Sullivan

Main Street Financial

Excell Benefits Group

DeAnn O’Donovan

Access Mobility 24

Chicago Teachers’ Pension Fund

Chuck Burbridge

Alliant Credit Union

Dimitri P. Eliopoulos

Houlihan Capital

Energize Ventures

Caerus Investment Partners

Auctus Capital Partners

Jessica Droste Yagan

Polished Nickel Capital Management

Carol Lavin Bernick

Countryside Bank

MB Financial Bank

Rising Medical Solutions

A. Eicoff & Co.

Cobra Capital LLC

Cambridge Lending Group

Virtas Partners

BMO Harris Bank

Leslie Anderson

Giles & Associates Consultancy

Weiss & Company LLP

Arbor Lodging Partners

Strata Decision Technology

Signature Chicago Wealth Management

Benefit Chicago

Northwestern Mutual Chicago

Nathan Kinzinger

Madison Street Capital, LLC

Charles Botchway

CALIBR Merchant Solutions