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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Jason Beans CEO
Rising Medical Solutions

Amy Francetic Managing Director
Energize Ventures

Frank Lee Partner
Weiss & Company LLP

Vicki Escarra CEO
Opportunity International

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Dale Kluga President
Cobra Capital LLC

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

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

Tom Sosnoff Founder & Co-CEO
tastytrade

Ralph Blust President
Insureon

John Higginson CTO
Enova International

Sanjeev Krishnan MD & CIO
S2G Ventures

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Steve Kolber President and Managing Partner
FGMK, LLC

Peter B. Fair Managing Director
Golub Capital

Paul J McEntee Partner
B2B CFO

Drew Lydecker Co-Founder and President
AVANT

Aaron Gillum Managing Partner
Caerus Investment Partners

CJ Montano Partner & Managing Director
Forte Group

Matt Peterson Vice President of Sales & Operations
IdilusHR

Kristi Ross Co-CEO & President
tastytrade

Ray Grady Executive Vice President
CloudCraze

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

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Mike Giordano VP Client Consulting
FactSet

James Teppen Co-President
Gibraltar Business Capital

Steve Miller Partner and Co-Founder
Origin Ventures

Joe Adams CEO
RSM McGladrey LLP

Sonia Nagar Partner
Pritzker Group Venture Capital

Rich Fahn CEO
Excell Benefits Group

Lisa Giles CEO & President
Giles & Associates Consultancy

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Dan Abbate Founder & Co-CEO
81-c

Dr. Emad Rizk President and CEO
Accretive Health Inc.

David Lyon CEO
Main Street Financial

Michael Leonard Managing Partner
Leonard & Associates CPAs

Kevin Werner CEO
Renovo Financial, LLC

Canh Tran Co-Founder & CEO
Rippleshot

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Steve Kreynin CEO
Forte Group

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Poonam Gupta CEO & President
Iyka

Nathan Popkins Founder & CEO
Align Income Share Funding

Neal McNamara Co-Founder
Virtas Partners

Michael Norton Director Of Business Development
Houlihan Capital

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Peter Wilkins Managing Director
Hyde Park Angels

Dave Mooney CEO
Alliant Credit Union

Eero Pikat President
Barchart

Dave Kauppi President
MidMarket Capital, Inc.

Todd Jones President
BBMC Mortgage

Mark Miller Partner & Financial Advisor
Focus On Success

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Jessica Droste Yagan CEO
Impact Engine

Dan Michelson CEO
Strata Decision Technology

Dmitry Bresler President
Cambridge Lending Group

David Macknin CEO and President
Alper Services

Stephanie Klein CEO
Braviant Holdings

Maz Pawar CEO
SA Capital Partners

Jared Kaplan CEO
OppLoans

Chris Rentner Founder & CEO
Akouba

Mark Achler Managing Director
MATH Venture Partners

Bob Burke Founder
Burke America

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Vamsi Bonthala CEO
Arbor Lodging Partners

Ted Devine CEO
Insureon

Jerome Grisko CEO & President
CBIZ, Inc.

Nihal Advani Founder & CEO
Georama

Tony Villa President and CEO
Insuresoft

Joe Wright CEO
Access Mobility 24

Sean Conlon Founder and CEO
Conlon & Co

Rick Lane CEO
Trading Technologies

Al Goldstein CEO
AVANT

Brian Liston Co-Founder & President
Seed CX

Muhammad Azfar CEO
Auctus Capital Partners

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Neil Book President and CEO
Jet Support Services, Inc.

Scott Kitun CEO
Technori

Robert Brown Founder and CEO
Options Away

John Wheeler CEO
Countryside Bank

William Towns Executive Director
Benefit Chicago

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Glen Nielsen Author
Unvarnished Truth

Thomas Flake Founder and CMO
bCause

Dan Dooley CEO and Principal
Morris Anderson

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Andy Roe General Manager
SurePayroll

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Richard Burke CEO
Envoy Global

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Cayla Weisberg Partner
InvestHER Ventures

Loren Trimble Managing Director and CEO
AArete

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Bill McCabe President and CEO
A. Eicoff & Co.

Mitch Zacks Principal
Zacks Investment Management

Zack Johnson CEO
Syndio

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

Excell Benefits Group

Braviant Holdings

Stephanie Klein

Unvarnished Truth

MATH Venture Partners

Northwestern Mutual Chicago

Nathan Kinzinger

SA Capital Partners

Virtas Partners

4WEALTH® FINANCIAL GROUP

Main Street Financial

BMO Harris Bank

Leslie Anderson

Rising Medical Solutions

The Cleveland Avenue Foundation for Education

Leonard & Associates CPAs

Michael Leonard

Wealth Management Group, LLC

Align Income Share Funding

Weiss & Company LLP

Cambridge Lending Group

Signature Chicago Wealth Management

Focus On Success

CALIBR Merchant Solutions

Giles & Associates Consultancy

Opportunity International

RSM McGladrey LLP

Midwest Equity Mortgage LLC

Caerus Investment Partners

Accretive Health Inc.

Zacks Investment Management

A. Eicoff & Co.

Gibraltar Business Capital

DeAnn O’Donovan

Renovo Financial, LLC

Countryside Bank

Warady & Davis LLP

Trading Technologies

Madison Street Capital, LLC

Charles Botchway

Benefit Chicago

Auctus Capital Partners

Kruse Asset Management

Hyde Park Angels

Origin Ventures

Jessica Droste Yagan

Dimitri P. Eliopoulos

Jet Support Services, Inc.

Chicago Interactive Marketing Association (CIMA)

Enova International

MB Financial Bank

MidMarket Capital, Inc.

Chicago Teachers’ Pension Fund

Chuck Burbridge

Energize Ventures

Net Zero Analysis and Design Corp.

George Sullivan

Cobra Capital LLC

Morris Anderson

Pritzker Group Venture Capital

Strata Decision Technology

InvestHER Ventures

Houlihan Capital

Sanjeev Krishnan

Polished Nickel Capital Management

Carol Lavin Bernick

Arbor Lodging Partners

Alliant Credit Union

Access Mobility 24