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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Tom Sosnoff Founder & Co-CEO
tastytrade

Al Goldstein CEO
AVANT

Dan Abbate Founder & Co-CEO
81-c

Nathan Popkins Founder & CEO
Align Income Share Funding

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

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Steve Kreynin CEO
Forte Group

Bob Burke Founder
Burke America

Neil Book President and CEO
Jet Support Services, Inc.

Poonam Gupta CEO & President
Iyka

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Todd Jones President
BBMC Mortgage

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Jerome Grisko CEO & President
CBIZ, Inc.

Brian Liston Co-Founder & President
Seed CX

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Aaron Gillum Managing Partner
Caerus Investment Partners

Tony Villa President and CEO
Insuresoft

Mike Giordano VP Client Consulting
FactSet

Lisa Giles CEO & President
Giles & Associates Consultancy

Peter B. Fair Managing Director
Golub Capital

Vamsi Bonthala CEO
Arbor Lodging Partners

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Jessica Droste Yagan CEO
Impact Engine

Zack Johnson CEO
Syndio

Ted Devine CEO
Insureon

Steve Kolber President and Managing Partner
FGMK, LLC

John Higginson CTO
Enova International

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Nihal Advani Founder & CEO
Georama

Muhammad Azfar CEO
Auctus Capital Partners

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Dave Mooney CEO
Alliant Credit Union

Sean Conlon Founder and CEO
Conlon & Co

David Lyon CEO
Main Street Financial

Canh Tran Co-Founder & CEO
Rippleshot

Drew Lydecker Co-Founder and President
AVANT

Patrick Quinn Managing Director
Signature Chicago Wealth Management

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

Vicki Escarra CEO
Opportunity International

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Mitch Zacks Principal
Zacks Investment Management

Richard Burke CEO
Envoy Global

Scott Kitun CEO
Technori

Frank Lee Partner
Weiss & Company LLP

Eero Pikat President
Barchart

Joe Wright CEO
Access Mobility 24

Chris Rentner Founder & CEO
Akouba

Mark Achler Managing Director
MATH Venture Partners

Dmitry Bresler President
Cambridge Lending Group

Cayla Weisberg Partner
InvestHER Ventures

Maz Pawar CEO
SA Capital Partners

Michael Norton Director Of Business Development
Houlihan Capital

Robert Brown Founder and CEO
Options Away

Andy Roe General Manager
SurePayroll

CJ Montano Partner & Managing Director
Forte Group

Bill McCabe President and CEO
A. Eicoff & Co.

Rich Fahn CEO
Excell Benefits Group

Glen Nielsen Author
Unvarnished Truth

Sanjeev Krishnan MD & CIO
S2G Ventures

Dale Kluga President
Cobra Capital LLC

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Amy Francetic Managing Director
Energize Ventures

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Dave Kauppi President
MidMarket Capital, Inc.

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Mark Miller Partner & Financial Advisor
Focus On Success

Kristi Ross Co-CEO & President
tastytrade

Michael Leonard Managing Partner
Leonard & Associates CPAs

Peter Wilkins Managing Director
Hyde Park Angels

Stephanie Klein CEO
Braviant Holdings

Thomas Flake Founder and CMO
bCause

Jason Beans CEO
Rising Medical Solutions

Dan Michelson CEO
Strata Decision Technology

Paul J McEntee Partner
B2B CFO

Sonia Nagar Partner
Pritzker Group Venture Capital

Dan Dooley CEO and Principal
Morris Anderson

Ray Grady Executive Vice President
CloudCraze

Loren Trimble Managing Director and CEO
AArete

Steve Miller Partner and Co-Founder
Origin Ventures

William Towns Executive Director
Benefit Chicago

Neal McNamara Co-Founder
Virtas Partners

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Jared Kaplan CEO
OppLoans

Rick Lane CEO
Trading Technologies

David Macknin CEO and President
Alper Services

Ralph Blust President
Insureon

Joe Adams CEO
RSM McGladrey LLP

Kevin Werner CEO
Renovo Financial, LLC

Rick Franklin Co-Managing Partner
Warady & Davis LLP

John Wheeler CEO
Countryside Bank

Matt Peterson Vice President of Sales & Operations
IdilusHR

James Teppen Co-President
Gibraltar Business Capital

Companies Cannot Build Their Way Out of The Energy Crisis

Professional Services Logistics Finance

George Sullivan

, Net Zero Analysis and Design Corp.

How to Book Travel Without the Pain

Professional Services Finance

Robert Brown

, Options Away

Chicago Accounting Firm Reinvents Itself As Clients’ Most Trusted Advisor

Professional Services Finance

Steve Kolber

, FGMK, LLC

Employee Benefits CEO: Companies Must Protect Most Important Asset – Employees

Professional Services Finance

Rich Fahn

, Excell Benefits Group

Secret to Investing? Optimists Win Over Time

Professional Services Finance

Mitch Zacks

, Zacks Investment Management

Nonprofit Creates Global Jobs With Microfinance Model

Professional Services Finance

Vicki Escarra

, Opportunity International

Ecommerce Using Salesforce.com Explained

Professional Services Finance Technology

Ray Grady

, CloudCraze

Online Payroll Tool Makes Paying Wages Easier

Professional Services Finance

Andy Roe

, SurePayroll

Know What Your Medical Costs are BEFORE Your Procedure

Finance Health Care

Jason Beans

, Rising Medical Solutions

Middle Market Companies are the Baseline for the Economy

Professional Services Finance

Joe Adams

, RSM McGladrey LLP

“Futures-Centric Portal Brings in 1M Unique Visitors Per Month “

Finance

Eero Pikat

, Barchart

What 3 Things Do All Businesses Need?

Professional Services Finance

Ted Devine

, Insureon

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Company Spotlight in Finance

Morris Anderson

Net Zero Analysis and Design Corp.

George Sullivan

Align Income Share Funding

MATH Venture Partners

Weiss & Company LLP

Cambridge Lending Group

Warady & Davis LLP

Auctus Capital Partners

SA Capital Partners

Strata Decision Technology

Main Street Financial

CALIBR Merchant Solutions

Chicago Interactive Marketing Association (CIMA)

Origin Ventures

Energize Ventures

Enova International

Arbor Lodging Partners

Dimitri P. Eliopoulos

Braviant Holdings

Stephanie Klein

Excell Benefits Group

Sanjeev Krishnan

MB Financial Bank

Rising Medical Solutions

Kruse Asset Management

Houlihan Capital

Virtas Partners

Benefit Chicago

Madison Street Capital, LLC

Charles Botchway

Polished Nickel Capital Management

Carol Lavin Bernick

The Cleveland Avenue Foundation for Education

Hyde Park Angels

Accretive Health Inc.

Jessica Droste Yagan

Zacks Investment Management

Midwest Equity Mortgage LLC

Focus On Success

Wealth Management Group, LLC

Signature Chicago Wealth Management

Alliant Credit Union

Opportunity International

Renovo Financial, LLC

A. Eicoff & Co.

Jet Support Services, Inc.

Gibraltar Business Capital

Giles & Associates Consultancy

RSM McGladrey LLP

MidMarket Capital, Inc.

Access Mobility 24

Trading Technologies

Unvarnished Truth

Pritzker Group Venture Capital

Caerus Investment Partners

BMO Harris Bank

Leslie Anderson

Northwestern Mutual Chicago

Nathan Kinzinger

Chicago Teachers’ Pension Fund

Chuck Burbridge

Leonard & Associates CPAs

Michael Leonard

InvestHER Ventures

Cobra Capital LLC

DeAnn O’Donovan

Countryside Bank

4WEALTH® FINANCIAL GROUP