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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Dan Abbate Founder & Co-CEO
81-c

Mitch Zacks Principal
Zacks Investment Management

David Lyon CEO
Main Street Financial

Mike Giordano VP Client Consulting
FactSet

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Steve Kreynin CEO
Forte Group

Chris Rentner Founder & CEO
Akouba

Brian Liston Co-Founder & President
Seed CX

Amy Francetic Managing Director
Energize Ventures

Dmitry Bresler President
Cambridge Lending Group

Rick Lane CEO
Trading Technologies

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Joe Adams CEO
RSM McGladrey LLP

Robert Brown Founder and CEO
Options Away

Sonia Nagar Partner
Pritzker Group Venture Capital

Todd Jones President
BBMC Mortgage

Scott Kitun CEO
Technori

Steve Miller Partner and Co-Founder
Origin Ventures

Jason Beans CEO
Rising Medical Solutions

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Michael Norton Director Of Business Development
Houlihan Capital

Michael Leonard Managing Partner
Leonard & Associates CPAs

Frank Lee Partner
Weiss & Company LLP

Vicki Escarra CEO
Opportunity International

Andy Roe General Manager
SurePayroll

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

Kevin Werner CEO
Renovo Financial, LLC

Ted Devine CEO
Insureon

Nathan Popkins Founder & CEO
Align Income Share Funding

Sanjeev Krishnan MD & CIO
S2G Ventures

Maz Pawar CEO
SA Capital Partners

Canh Tran Co-Founder & CEO
Rippleshot

Jessica Droste Yagan CEO
Impact Engine

Mark Achler Managing Director
MATH Venture Partners

Lisa Giles CEO & President
Giles & Associates Consultancy

Ralph Blust President
Insureon

Drew Lydecker Co-Founder and President
AVANT

John Higginson CTO
Enova International

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

CJ Montano Partner & Managing Director
Forte Group

Loren Trimble Managing Director and CEO
AArete

Dave Mooney CEO
Alliant Credit Union

Dan Michelson CEO
Strata Decision Technology

Steve Kolber President and Managing Partner
FGMK, LLC

Patrick Quinn Managing Director
Signature Chicago Wealth Management

John Wheeler CEO
Countryside Bank

Stephanie Klein CEO
Braviant Holdings

Al Goldstein CEO
AVANT

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Nihal Advani Founder & CEO
Georama

Tony Villa President and CEO
Insuresoft

Peter B. Fair Managing Director
Golub Capital

Thomas Flake Founder and CMO
bCause

Jerome Grisko CEO & President
CBIZ, Inc.

Neal McNamara Co-Founder
Virtas Partners

Tom Sosnoff Founder & Co-CEO
tastytrade

Paul J McEntee Partner
B2B CFO

Bill McCabe President and CEO
A. Eicoff & Co.

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

James Teppen Co-President
Gibraltar Business Capital

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Rich Fahn CEO
Excell Benefits Group

Dan Dooley CEO and Principal
Morris Anderson

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Dale Kluga President
Cobra Capital LLC

Kristi Ross Co-CEO & President
tastytrade

Zack Johnson CEO
Syndio

Eero Pikat President
Barchart

Jared Kaplan CEO
OppLoans

Glen Nielsen Author
Unvarnished Truth

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Peter Wilkins Managing Director
Hyde Park Angels

David Macknin CEO and President
Alper Services

Mark Miller Partner & Financial Advisor
Focus On Success

Aaron Gillum Managing Partner
Caerus Investment Partners

Bob Burke Founder
Burke America

Muhammad Azfar CEO
Auctus Capital Partners

Neil Book President and CEO
Jet Support Services, Inc.

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Joe Wright CEO
Access Mobility 24

Vamsi Bonthala CEO
Arbor Lodging Partners

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Richard Burke CEO
Envoy Global

William Towns Executive Director
Benefit Chicago

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Poonam Gupta CEO & President
Iyka

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Matt Peterson Vice President of Sales & Operations
IdilusHR

Ray Grady Executive Vice President
CloudCraze

Sean Conlon Founder and CEO
Conlon & Co

Cayla Weisberg Partner
InvestHER Ventures

Dave Kauppi President
MidMarket Capital, Inc.

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

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Customers Demand More Personalized Insurance

Finance Technology

Tony Villa

, Insuresoft

Auditors Are People Too

Professional Services Finance

Frank Lee

, Weiss & Company LLP

When Disruption Creates Growth: AArete Has Answers

Logistics Finance Technology

Loren Trimble

, AArete

Is Your Investment Firm Your Financial Quarterback?

Investments Finance

David Lyon

, Main Street Financial

“Corporate Jet Maintenance CEO: The World Is Getting Smaller “

Professional Services Finance

Neil Book

, Jet Support Services, Inc.

Consumers Get Better Loans Online

Professional Services Finance Technology

Al Goldstein

, AVANT

Helping Hospitals Get Paid

Finance Health Care Technology

Dr. Emad Rizk

, Accretive Health Inc.

95 Out Of 100 Top Money Managers Use FactSet Analytics

Professional Services Finance Technology

Mike Giordano

, FactSet

Quantifying HR Intangibles: Syndio’s Network Connects Dots

Professional Services Finance Technology

Zack Johnson

, Syndio

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Company Spotlight in Finance

Pritzker Group Venture Capital

Madison Street Capital, LLC

Charles Botchway

Alliant Credit Union

Renovo Financial, LLC

Focus On Success

InvestHER Ventures

Weiss & Company LLP

Unvarnished Truth

Leonard & Associates CPAs

Michael Leonard

Chicago Teachers’ Pension Fund

Chuck Burbridge

Polished Nickel Capital Management

Carol Lavin Bernick

DeAnn O’Donovan

Warady & Davis LLP

Energize Ventures

Cobra Capital LLC

Virtas Partners

SA Capital Partners

MB Financial Bank

Access Mobility 24

Wealth Management Group, LLC

Rising Medical Solutions

Arbor Lodging Partners

RSM McGladrey LLP

Net Zero Analysis and Design Corp.

George Sullivan

Countryside Bank

The Cleveland Avenue Foundation for Education

Morris Anderson

Strata Decision Technology

Midwest Equity Mortgage LLC

Opportunity International

Kruse Asset Management

Enova International

Chicago Interactive Marketing Association (CIMA)

Main Street Financial

Hyde Park Angels

Align Income Share Funding

CALIBR Merchant Solutions

4WEALTH® FINANCIAL GROUP

Benefit Chicago

Excell Benefits Group

Zacks Investment Management

BMO Harris Bank

Leslie Anderson

A. Eicoff & Co.

Cambridge Lending Group

Caerus Investment Partners

Giles & Associates Consultancy

MATH Venture Partners

Trading Technologies

Sanjeev Krishnan

Gibraltar Business Capital

Jessica Droste Yagan

Auctus Capital Partners

Accretive Health Inc.

Jet Support Services, Inc.

Dimitri P. Eliopoulos

Houlihan Capital

Origin Ventures

MidMarket Capital, Inc.

Northwestern Mutual Chicago

Nathan Kinzinger

Signature Chicago Wealth Management

Braviant Holdings

Stephanie Klein