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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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David Lyon CEO
Main Street Financial

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Rich Fahn CEO
Excell Benefits Group

Lisa Giles CEO & President
Giles & Associates Consultancy

Vamsi Bonthala CEO
Arbor Lodging Partners

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Dr. Emad Rizk President and CEO
Accretive Health Inc.

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

Nathan Popkins Founder & CEO
Align Income Share Funding

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Joe Wright CEO
Access Mobility 24

Drew Lydecker Co-Founder and President
AVANT

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Nihal Advani Founder & CEO
Georama

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Frank Lee Partner
Weiss & Company LLP

Ralph Blust President
Insureon

Vicki Escarra CEO
Opportunity International

Matt Peterson Vice President of Sales & Operations
IdilusHR

Loren Trimble Managing Director and CEO
AArete

Scott Kitun CEO
Technori

Joe Adams CEO
RSM McGladrey LLP

William Towns Executive Director
Benefit Chicago

Glen Nielsen Author
Unvarnished Truth

Dan Dooley CEO and Principal
Morris Anderson

Amy Francetic Managing Director
Energize Ventures

Kevin Werner CEO
Renovo Financial, LLC

Peter Wilkins Managing Director
Hyde Park Angels

Neal McNamara Co-Founder
Virtas Partners

Richard Burke CEO
Envoy Global

Jason Beans CEO
Rising Medical Solutions

Bill McCabe President and CEO
A. Eicoff & Co.

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Dan Abbate Founder & Co-CEO
81-c

Tony Villa President and CEO
Insuresoft

Brian Liston Co-Founder & President
Seed CX

Ray Grady Executive Vice President
CloudCraze

Cayla Weisberg Partner
InvestHER Ventures

Neil Book President and CEO
Jet Support Services, Inc.

Eero Pikat President
Barchart

Mitch Zacks Principal
Zacks Investment Management

Thomas Flake Founder and CMO
bCause

Andy Roe General Manager
SurePayroll

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Dmitry Bresler President
Cambridge Lending Group

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Mark Achler Managing Director
MATH Venture Partners

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Steve Miller Partner and Co-Founder
Origin Ventures

Canh Tran Co-Founder & CEO
Rippleshot

Steve Kolber President and Managing Partner
FGMK, LLC

Ted Devine CEO
Insureon

Rick Lane CEO
Trading Technologies

Todd Jones President
BBMC Mortgage

CJ Montano Partner & Managing Director
Forte Group

Stephanie Klein CEO
Braviant Holdings

James Teppen Co-President
Gibraltar Business Capital

Paul J McEntee Partner
B2B CFO

John Wheeler CEO
Countryside Bank

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

John Higginson CTO
Enova International

Muhammad Azfar CEO
Auctus Capital Partners

Sonia Nagar Partner
Pritzker Group Venture Capital

Dave Mooney CEO
Alliant Credit Union

Dale Kluga President
Cobra Capital LLC

Poonam Gupta CEO & President
Iyka

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

Dan Michelson CEO
Strata Decision Technology

Bob Burke Founder
Burke America

Chris Rentner Founder & CEO
Akouba

Mike Giordano VP Client Consulting
FactSet

Al Goldstein CEO
AVANT

Mark Miller Partner & Financial Advisor
Focus On Success

Jessica Droste Yagan CEO
Impact Engine

Tom Sosnoff Founder & Co-CEO
tastytrade

Steve Kreynin CEO
Forte Group

Sanjeev Krishnan MD & CIO
S2G Ventures

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Sean Conlon Founder and CEO
Conlon & Co

Michael Norton Director Of Business Development
Houlihan Capital

Michael Leonard Managing Partner
Leonard & Associates CPAs

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Maz Pawar CEO
SA Capital Partners

Robert Brown Founder and CEO
Options Away

Aaron Gillum Managing Partner
Caerus Investment Partners

Zack Johnson CEO
Syndio

Jerome Grisko CEO & President
CBIZ, Inc.

David Macknin CEO and President
Alper Services

Peter B. Fair Managing Director
Golub Capital

Jared Kaplan CEO
OppLoans

Dave Kauppi President
MidMarket Capital, Inc.

Kristi Ross Co-CEO & President
tastytrade

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

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

Focus On Success

Benefit Chicago

Jet Support Services, Inc.

Caerus Investment Partners

Net Zero Analysis and Design Corp.

George Sullivan

MidMarket Capital, Inc.

Weiss & Company LLP

Sanjeev Krishnan

Hyde Park Angels

Signature Chicago Wealth Management

Chicago Teachers’ Pension Fund

Chuck Burbridge

Midwest Equity Mortgage LLC

Morris Anderson

Origin Ventures

Dimitri P. Eliopoulos

Energize Ventures

Excell Benefits Group

Pritzker Group Venture Capital

A. Eicoff & Co.

Opportunity International

Warady & Davis LLP

DeAnn O’Donovan

Main Street Financial

Accretive Health Inc.

Leonard & Associates CPAs

Michael Leonard

Virtas Partners

Giles & Associates Consultancy

Jessica Droste Yagan

4WEALTH® FINANCIAL GROUP

Gibraltar Business Capital

Madison Street Capital, LLC

Charles Botchway

Alliant Credit Union

Countryside Bank

Enova International

Wealth Management Group, LLC

Strata Decision Technology

Braviant Holdings

Stephanie Klein

Chicago Interactive Marketing Association (CIMA)

RSM McGladrey LLP

MATH Venture Partners

Unvarnished Truth

BMO Harris Bank

Leslie Anderson

Access Mobility 24

CALIBR Merchant Solutions

Kruse Asset Management

MB Financial Bank

Renovo Financial, LLC

Northwestern Mutual Chicago

Nathan Kinzinger

Zacks Investment Management

InvestHER Ventures

Cobra Capital LLC

SA Capital Partners

Polished Nickel Capital Management

Carol Lavin Bernick

Rising Medical Solutions

Auctus Capital Partners

Cambridge Lending Group

Houlihan Capital

Align Income Share Funding

Trading Technologies

The Cleveland Avenue Foundation for Education

Arbor Lodging Partners