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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Al Goldstein CEO
AVANT

Joe Adams CEO
RSM McGladrey LLP

Jerome Grisko CEO & President
CBIZ, Inc.

Bob Burke Founder
Burke America

Steve Kreynin CEO
Forte Group

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

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

Rick Lane CEO
Trading Technologies

John Wheeler CEO
Countryside Bank

Richard Burke CEO
Envoy Global

Dave Kauppi President
MidMarket Capital, Inc.

David Macknin CEO and President
Alper Services

Brian Liston Co-Founder & President
Seed CX

Stephanie Klein CEO
Braviant Holdings

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Vamsi Bonthala CEO
Arbor Lodging Partners

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Canh Tran Co-Founder & CEO
Rippleshot

Neal McNamara Co-Founder
Virtas Partners

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

Andy Roe General Manager
SurePayroll

Dale Kluga President
Cobra Capital LLC

Dave Mooney CEO
Alliant Credit Union

Vicki Escarra CEO
Opportunity International

Peter Wilkins Managing Director
Hyde Park Angels

Neil Book President and CEO
Jet Support Services, Inc.

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Steve Miller Partner and Co-Founder
Origin Ventures

David Lyon CEO
Main Street Financial

Zack Johnson CEO
Syndio

Todd Jones President
BBMC Mortgage

Muhammad Azfar CEO
Auctus Capital Partners

Steve Kolber President and Managing Partner
FGMK, LLC

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Sean Conlon Founder and CEO
Conlon & Co

Jason Beans CEO
Rising Medical Solutions

Loren Trimble Managing Director and CEO
AArete

Lisa Giles CEO & President
Giles & Associates Consultancy

Amy Francetic Managing Director
Energize Ventures

Jared Kaplan CEO
OppLoans

Jessica Droste Yagan CEO
Impact Engine

Cayla Weisberg Partner
InvestHER Ventures

Tom Sosnoff Founder & Co-CEO
tastytrade

Drew Lydecker Co-Founder and President
AVANT

Poonam Gupta CEO & President
Iyka

John Higginson CTO
Enova International

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Michael Norton Director Of Business Development
Houlihan Capital

Maz Pawar CEO
SA Capital Partners

Dan Michelson CEO
Strata Decision Technology

Kristi Ross Co-CEO & President
tastytrade

Mike Giordano VP Client Consulting
FactSet

Sanjeev Krishnan MD & CIO
S2G Ventures

Frank Lee Partner
Weiss & Company LLP

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Aaron Gillum Managing Partner
Caerus Investment Partners

Dan Dooley CEO and Principal
Morris Anderson

Joe Wright CEO
Access Mobility 24

Ray Grady Executive Vice President
CloudCraze

Thomas Flake Founder and CMO
bCause

Nathan Popkins Founder & CEO
Align Income Share Funding

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Robert Brown Founder and CEO
Options Away

Mark Miller Partner & Financial Advisor
Focus On Success

Bill McCabe President and CEO
A. Eicoff & Co.

James Teppen Co-President
Gibraltar Business Capital

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

CJ Montano Partner & Managing Director
Forte Group

Peter B. Fair Managing Director
Golub Capital

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Dmitry Bresler President
Cambridge Lending Group

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Glen Nielsen Author
Unvarnished Truth

Ralph Blust President
Insureon

Rich Fahn CEO
Excell Benefits Group

Dan Abbate Founder & Co-CEO
81-c

Kevin Werner CEO
Renovo Financial, LLC

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Ted Devine CEO
Insureon

William Towns Executive Director
Benefit Chicago

Chris Rentner Founder & CEO
Akouba

Matt Peterson Vice President of Sales & Operations
IdilusHR

Michael Leonard Managing Partner
Leonard & Associates CPAs

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Scott Kitun CEO
Technori

Mark Achler Managing Director
MATH Venture Partners

Tony Villa President and CEO
Insuresoft

Mitch Zacks Principal
Zacks Investment Management

Nihal Advani Founder & CEO
Georama

Eero Pikat President
Barchart

Sonia Nagar Partner
Pritzker Group Venture Capital

Paul J McEntee Partner
B2B CFO

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

Midwest Equity Mortgage LLC

Opportunity International

SA Capital Partners

Sanjeev Krishnan

MidMarket Capital, Inc.

Unvarnished Truth

Alliant Credit Union

MB Financial Bank

RSM McGladrey LLP

Caerus Investment Partners

CALIBR Merchant Solutions

Net Zero Analysis and Design Corp.

George Sullivan

Warady & Davis LLP

Renovo Financial, LLC

BMO Harris Bank

Leslie Anderson

Jet Support Services, Inc.

Enova International

Cambridge Lending Group

Strata Decision Technology

Gibraltar Business Capital

Align Income Share Funding

DeAnn O’Donovan

Hyde Park Angels

Madison Street Capital, LLC

Charles Botchway

Origin Ventures

Energize Ventures

Rising Medical Solutions

Giles & Associates Consultancy

MATH Venture Partners

The Cleveland Avenue Foundation for Education

Morris Anderson

Braviant Holdings

Stephanie Klein

Houlihan Capital

Focus On Success

Arbor Lodging Partners

Dimitri P. Eliopoulos

4WEALTH® FINANCIAL GROUP

InvestHER Ventures

Cobra Capital LLC

A. Eicoff & Co.

Leonard & Associates CPAs

Michael Leonard

Chicago Interactive Marketing Association (CIMA)

Chicago Teachers’ Pension Fund

Chuck Burbridge

Trading Technologies

Kruse Asset Management

Countryside Bank

Access Mobility 24

Excell Benefits Group

Main Street Financial

Benefit Chicago

Zacks Investment Management

Polished Nickel Capital Management

Carol Lavin Bernick

Accretive Health Inc.

Northwestern Mutual Chicago

Nathan Kinzinger

Wealth Management Group, LLC

Auctus Capital Partners

Weiss & Company LLP

Pritzker Group Venture Capital

Virtas Partners

Signature Chicago Wealth Management

Jessica Droste Yagan