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Finance

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CXO Spotlight in Finance

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Dr. Emad Rizk President and CEO
Accretive Health Inc.

Richard Burke CEO
Envoy Global

Drew Lydecker Co-Founder and President
AVANT

CJ Montano Partner & Managing Director
Forte Group

Michael Leonard Managing Partner
Leonard & Associates CPAs

Kristi Ross Co-CEO & President
tastytrade

Aaron Gillum Managing Partner
Caerus Investment Partners

Loren Trimble Managing Director and CEO
AArete

Matt Peterson Vice President of Sales & Operations
IdilusHR

Jared Kaplan CEO
OppLoans

Paul J McEntee Partner
B2B CFO

Tony Villa President and CEO
Insuresoft

Ralph Blust President
Insureon

Lisa Giles CEO & President
Giles & Associates Consultancy

David Lyon CEO
Main Street Financial

John Wheeler CEO
Countryside Bank

Chris Rentner Founder & CEO
Akouba

Joe Wright CEO
Access Mobility 24

Bob Burke Founder
Burke America

Thomas Flake Founder and CMO
bCause

Bill McCabe President and CEO
A. Eicoff & Co.

David Macknin CEO and President
Alper Services

John Higginson CTO
Enova International

Mark Miller Partner & Financial Advisor
Focus On Success

Amy Francetic Managing Director
Energize Ventures

Mark Achler Managing Director
MATH Venture Partners

Mike Giordano VP Client Consulting
FactSet

Peter Wilkins Managing Director
Hyde Park Angels

Dale Kluga President
Cobra Capital LLC

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Glen Nielsen Author
Unvarnished Truth

Sonia Nagar Partner
Pritzker Group Venture Capital

Ray Grady Executive Vice President
CloudCraze

James Teppen Co-President
Gibraltar Business Capital

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Robert Brown Founder and CEO
Options Away

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Mitch Zacks Principal
Zacks Investment Management

William Towns Executive Director
Benefit Chicago

Jerome Grisko CEO & President
CBIZ, Inc.

Maz Pawar CEO
SA Capital Partners

Cayla Weisberg Partner
InvestHER Ventures

Jason Beans CEO
Rising Medical Solutions

Dave Mooney CEO
Alliant Credit Union

Brian Liston Co-Founder & President
Seed CX

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Al Goldstein CEO
AVANT

Andy Roe General Manager
SurePayroll

Muhammad Azfar CEO
Auctus Capital Partners

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

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Vamsi Bonthala CEO
Arbor Lodging Partners

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Steve Kreynin CEO
Forte Group

Nathan Popkins Founder & CEO
Align Income Share Funding

Sean Conlon Founder and CEO
Conlon & Co

Dave Kauppi President
MidMarket Capital, Inc.

Nihal Advani Founder & CEO
Georama

Michael Norton Director Of Business Development
Houlihan Capital

Jessica Droste Yagan CEO
Impact Engine

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Frank Lee Partner
Weiss & Company LLP

Ted Devine CEO
Insureon

Scott Kitun CEO
Technori

Neil Book President and CEO
Jet Support Services, Inc.

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Patrick Quinn Managing Director
Signature Chicago Wealth Management

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Dan Dooley CEO and Principal
Morris Anderson

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Steve Miller Partner and Co-Founder
Origin Ventures

Rick Lane CEO
Trading Technologies

Todd Jones President
BBMC Mortgage

Joe Adams CEO
RSM McGladrey LLP

Dmitry Bresler President
Cambridge Lending Group

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Vicki Escarra CEO
Opportunity International

Neal McNamara Co-Founder
Virtas Partners

Zack Johnson CEO
Syndio

Canh Tran Co-Founder & CEO
Rippleshot

Rich Fahn CEO
Excell Benefits Group

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Eero Pikat President
Barchart

Steve Kolber President and Managing Partner
FGMK, LLC

Dan Michelson CEO
Strata Decision Technology

Poonam Gupta CEO & President
Iyka

Sanjeev Krishnan MD & CIO
S2G Ventures

Stephanie Klein CEO
Braviant Holdings

Charles Botchway Founder & CEO
Madison Street Capital, LLC

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

Tom Sosnoff Founder & Co-CEO
tastytrade

Dan Abbate Founder & Co-CEO
81-c

Kevin Werner CEO
Renovo Financial, LLC

Peter B. Fair Managing Director
Golub Capital

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

Polished Nickel Capital Management

Carol Lavin Bernick

Strata Decision Technology

Origin Ventures

Trading Technologies

Chicago Teachers’ Pension Fund

Chuck Burbridge

SA Capital Partners

MB Financial Bank

Cambridge Lending Group

Northwestern Mutual Chicago

Nathan Kinzinger

Midwest Equity Mortgage LLC

Virtas Partners

Dimitri P. Eliopoulos

Wealth Management Group, LLC

Cobra Capital LLC

Net Zero Analysis and Design Corp.

George Sullivan

MATH Venture Partners

Chicago Interactive Marketing Association (CIMA)

Jet Support Services, Inc.

Excell Benefits Group

MidMarket Capital, Inc.

Morris Anderson

Pritzker Group Venture Capital

Signature Chicago Wealth Management

Leonard & Associates CPAs

Michael Leonard

Rising Medical Solutions

Giles & Associates Consultancy

Kruse Asset Management

Sanjeev Krishnan

BMO Harris Bank

Leslie Anderson

Braviant Holdings

Stephanie Klein

Jessica Droste Yagan

Hyde Park Angels

Zacks Investment Management

Gibraltar Business Capital

Enova International

CALIBR Merchant Solutions

The Cleveland Avenue Foundation for Education

Warady & Davis LLP

RSM McGladrey LLP

InvestHER Ventures

Houlihan Capital

Arbor Lodging Partners

Benefit Chicago

Countryside Bank

Accretive Health Inc.

Focus On Success

Renovo Financial, LLC

Main Street Financial

Align Income Share Funding

DeAnn O’Donovan

A. Eicoff & Co.

Alliant Credit Union

Unvarnished Truth

Access Mobility 24

4WEALTH® FINANCIAL GROUP

Energize Ventures

Weiss & Company LLP

Auctus Capital Partners

Caerus Investment Partners

Opportunity International

Madison Street Capital, LLC

Charles Botchway