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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Chris Rentner Founder & CEO
Akouba

Jessica Droste Yagan CEO
Impact Engine

Stephanie Klein CEO
Braviant Holdings

Rich Fahn CEO
Excell Benefits Group

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Dan Dooley CEO and Principal
Morris Anderson

Dan Michelson CEO
Strata Decision Technology

Vicki Escarra CEO
Opportunity International

Peter Wilkins Managing Director
Hyde Park Angels

Bill McCabe President and CEO
A. Eicoff & Co.

Sean Conlon Founder and CEO
Conlon & Co

Mark Achler Managing Director
MATH Venture Partners

Michael Norton Director Of Business Development
Houlihan Capital

Dan Abbate Founder & Co-CEO
81-c

Michael Leonard Managing Partner
Leonard & Associates CPAs

Robert Brown Founder and CEO
Options Away

Paul J McEntee Partner
B2B CFO

Mark Miller Partner & Financial Advisor
Focus On Success

Lisa Giles CEO & President
Giles & Associates Consultancy

Poonam Gupta CEO & President
Iyka

Jason Beans CEO
Rising Medical Solutions

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Richard Burke CEO
Envoy Global

Ray Grady Executive Vice President
CloudCraze

Muhammad Azfar CEO
Auctus Capital Partners

Scott Kitun CEO
Technori

Joe Wright CEO
Access Mobility 24

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Frank Lee Partner
Weiss & Company LLP

Kristi Ross Co-CEO & President
tastytrade

Bob Burke Founder
Burke America

Sanjeev Krishnan MD & CIO
S2G Ventures

Jerome Grisko CEO & President
CBIZ, Inc.

Rick Lane CEO
Trading Technologies

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Todd Jones President
BBMC Mortgage

Amy Francetic Managing Director
Energize Ventures

Mitch Zacks Principal
Zacks Investment Management

Dale Kluga President
Cobra Capital LLC

James Teppen Co-President
Gibraltar Business Capital

William Towns Executive Director
Benefit Chicago

Neil Book President and CEO
Jet Support Services, Inc.

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Dave Kauppi President
MidMarket Capital, Inc.

Mike Giordano VP Client Consulting
FactSet

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

John Wheeler CEO
Countryside Bank

Nihal Advani Founder & CEO
Georama

Brian Liston Co-Founder & President
Seed CX

Drew Lydecker Co-Founder and President
AVANT

Zack Johnson CEO
Syndio

Canh Tran Co-Founder & CEO
Rippleshot

David Macknin CEO and President
Alper Services

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Nathan Popkins Founder & CEO
Align Income Share Funding

Ralph Blust President
Insureon

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Loren Trimble Managing Director and CEO
AArete

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Joe Adams CEO
RSM McGladrey LLP

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

David Lyon CEO
Main Street Financial

Al Goldstein CEO
AVANT

Matt Peterson Vice President of Sales & Operations
IdilusHR

Aaron Gillum Managing Partner
Caerus Investment Partners

Sonia Nagar Partner
Pritzker Group Venture Capital

John Higginson CTO
Enova International

Jared Kaplan CEO
OppLoans

Andy Roe General Manager
SurePayroll

Glen Nielsen Author
Unvarnished Truth

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Vamsi Bonthala CEO
Arbor Lodging Partners

Dave Mooney CEO
Alliant Credit Union

Thomas Flake Founder and CMO
bCause

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

Peter B. Fair Managing Director
Golub Capital

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Kevin Werner CEO
Renovo Financial, LLC

Maz Pawar CEO
SA Capital Partners

Ted Devine CEO
Insureon

Steve Kreynin CEO
Forte Group

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Steve Kolber President and Managing Partner
FGMK, LLC

Steve Miller Partner and Co-Founder
Origin Ventures

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

Neal McNamara Co-Founder
Virtas Partners

Cayla Weisberg Partner
InvestHER Ventures

Eero Pikat President
Barchart

Dmitry Bresler President
Cambridge Lending Group

Tony Villa President and CEO
Insuresoft

Dr. Emad Rizk President and CEO
Accretive Health Inc.

CJ Montano Partner & Managing Director
Forte Group

Tom Sosnoff Founder & Co-CEO
tastytrade

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

Northwestern Mutual Chicago

Nathan Kinzinger

Arbor Lodging Partners

Main Street Financial

Focus On Success

Align Income Share Funding

DeAnn O’Donovan

MidMarket Capital, Inc.

BMO Harris Bank

Leslie Anderson

Polished Nickel Capital Management

Carol Lavin Bernick

Giles & Associates Consultancy

Accretive Health Inc.

RSM McGladrey LLP

Unvarnished Truth

Morris Anderson

MATH Venture Partners

Chicago Teachers’ Pension Fund

Chuck Burbridge

Alliant Credit Union

Trading Technologies

Dimitri P. Eliopoulos

Signature Chicago Wealth Management

Origin Ventures

Cambridge Lending Group

Jet Support Services, Inc.

Zacks Investment Management

Kruse Asset Management

Sanjeev Krishnan

The Cleveland Avenue Foundation for Education

CALIBR Merchant Solutions

Net Zero Analysis and Design Corp.

George Sullivan

Countryside Bank

Wealth Management Group, LLC

Enova International

Strata Decision Technology

Hyde Park Angels

Cobra Capital LLC

Chicago Interactive Marketing Association (CIMA)

Benefit Chicago

Virtas Partners

InvestHER Ventures

Auctus Capital Partners

Madison Street Capital, LLC

Charles Botchway

Access Mobility 24

Leonard & Associates CPAs

Michael Leonard

SA Capital Partners

Rising Medical Solutions

Warady & Davis LLP

Pritzker Group Venture Capital

Energize Ventures

Houlihan Capital

A. Eicoff & Co.

Excell Benefits Group

Renovo Financial, LLC

Opportunity International

4WEALTH® FINANCIAL GROUP

Braviant Holdings

Stephanie Klein

Midwest Equity Mortgage LLC

Caerus Investment Partners

MB Financial Bank

Jessica Droste Yagan

Gibraltar Business Capital

Weiss & Company LLP