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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Steve Kolber President and Managing Partner
FGMK, LLC

Jessica Droste Yagan CEO
Impact Engine

Eero Pikat President
Barchart

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

John Higginson CTO
Enova International

Ray Grady Executive Vice President
CloudCraze

Jared Kaplan CEO
OppLoans

William Towns Executive Director
Benefit Chicago

Nihal Advani Founder & CEO
Georama

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Al Goldstein CEO
AVANT

David Macknin CEO and President
Alper Services

Kristi Ross Co-CEO & President
tastytrade

Dan Abbate Founder & Co-CEO
81-c

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Mitch Zacks Principal
Zacks Investment Management

Joe Wright CEO
Access Mobility 24

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Jerome Grisko CEO & President
CBIZ, Inc.

Vamsi Bonthala CEO
Arbor Lodging Partners

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

Peter Wilkins Managing Director
Hyde Park Angels

Michael Norton Director Of Business Development
Houlihan Capital

Dale Kluga President
Cobra Capital LLC

Kevin Werner CEO
Renovo Financial, LLC

Maz Pawar CEO
SA Capital Partners

Michael Leonard Managing Partner
Leonard & Associates CPAs

David Lyon CEO
Main Street Financial

Sanjeev Krishnan MD & CIO
S2G Ventures

Thomas Flake Founder and CMO
bCause

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Neal McNamara Co-Founder
Virtas Partners

Poonam Gupta CEO & President
Iyka

Loren Trimble Managing Director and CEO
AArete

Mark Miller Partner & Financial Advisor
Focus On Success

Stephanie Klein CEO
Braviant Holdings

Richard Burke CEO
Envoy Global

Todd Jones President
BBMC Mortgage

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Glen Nielsen Author
Unvarnished Truth

Mark Achler Managing Director
MATH Venture Partners

Steve Miller Partner and Co-Founder
Origin Ventures

Dan Michelson CEO
Strata Decision Technology

Lisa Giles CEO & President
Giles & Associates Consultancy

Nathan Popkins Founder & CEO
Align Income Share Funding

Brian Liston Co-Founder & President
Seed CX

Amy Francetic Managing Director
Energize Ventures

Aaron Gillum Managing Partner
Caerus Investment Partners

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Zack Johnson CEO
Syndio

Vicki Escarra CEO
Opportunity International

Sean Conlon Founder and CEO
Conlon & Co

Ted Devine CEO
Insureon

Jason Beans CEO
Rising Medical Solutions

Patrick Quinn Managing Director
Signature Chicago Wealth Management

James Teppen Co-President
Gibraltar Business Capital

Paul J McEntee Partner
B2B CFO

Joe Adams CEO
RSM McGladrey LLP

Frank Lee Partner
Weiss & Company LLP

Sonia Nagar Partner
Pritzker Group Venture Capital

Peter B. Fair Managing Director
Golub Capital

Steve Kreynin CEO
Forte Group

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Tom Sosnoff Founder & Co-CEO
tastytrade

Rick Lane CEO
Trading Technologies

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

Ralph Blust President
Insureon

Neil Book President and CEO
Jet Support Services, Inc.

Drew Lydecker Co-Founder and President
AVANT

Dan Dooley CEO and Principal
Morris Anderson

Robert Brown Founder and CEO
Options Away

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Andy Roe General Manager
SurePayroll

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Dmitry Bresler President
Cambridge Lending Group

John Wheeler CEO
Countryside Bank

Bob Burke Founder
Burke America

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Chris Rentner Founder & CEO
Akouba

Dave Kauppi President
MidMarket Capital, Inc.

Rich Fahn CEO
Excell Benefits Group

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Matt Peterson Vice President of Sales & Operations
IdilusHR

Cayla Weisberg Partner
InvestHER Ventures

Scott Kitun CEO
Technori

Muhammad Azfar CEO
Auctus Capital Partners

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Canh Tran Co-Founder & CEO
Rippleshot

Mike Giordano VP Client Consulting
FactSet

CJ Montano Partner & Managing Director
Forte Group

Dave Mooney CEO
Alliant Credit Union

Bill McCabe President and CEO
A. Eicoff & Co.

Tony Villa President and CEO
Insuresoft

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

Access Mobility 24

RSM McGladrey LLP

Caerus Investment Partners

Auctus Capital Partners

Madison Street Capital, LLC

Charles Botchway

DeAnn O’Donovan

Warady & Davis LLP

Braviant Holdings

Stephanie Klein

Main Street Financial

Arbor Lodging Partners

Polished Nickel Capital Management

Carol Lavin Bernick

Northwestern Mutual Chicago

Nathan Kinzinger

SA Capital Partners

Kruse Asset Management

Gibraltar Business Capital

Houlihan Capital

Trading Technologies

Wealth Management Group, LLC

InvestHER Ventures

Strata Decision Technology

CALIBR Merchant Solutions

Benefit Chicago

Renovo Financial, LLC

Energize Ventures

Zacks Investment Management

The Cleveland Avenue Foundation for Education

Enova International

Focus On Success

4WEALTH® FINANCIAL GROUP

Countryside Bank

Virtas Partners

A. Eicoff & Co.

Dimitri P. Eliopoulos

Hyde Park Angels

MATH Venture Partners

Weiss & Company LLP

Excell Benefits Group

Leonard & Associates CPAs

Michael Leonard

MidMarket Capital, Inc.

Align Income Share Funding

Rising Medical Solutions

Origin Ventures

Jessica Droste Yagan

Cobra Capital LLC

Opportunity International

MB Financial Bank

Unvarnished Truth

Chicago Teachers’ Pension Fund

Chuck Burbridge

Jet Support Services, Inc.

Accretive Health Inc.

Giles & Associates Consultancy

Sanjeev Krishnan

Cambridge Lending Group

Net Zero Analysis and Design Corp.

George Sullivan

Signature Chicago Wealth Management

Chicago Interactive Marketing Association (CIMA)

Pritzker Group Venture Capital

Morris Anderson

Midwest Equity Mortgage LLC

BMO Harris Bank

Leslie Anderson

Alliant Credit Union