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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Paul J McEntee Partner
B2B CFO

Vicki Escarra CEO
Opportunity International

Mark Miller Partner & Financial Advisor
Focus On Success

Neal McNamara Co-Founder
Virtas Partners

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Ted Devine CEO
Insureon

Steve Kreynin CEO
Forte Group

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Poonam Gupta CEO & President
Iyka

Nihal Advani Founder & CEO
Georama

Thomas Flake Founder and CMO
bCause

Dan Michelson CEO
Strata Decision Technology

Dmitry Bresler President
Cambridge Lending Group

Ralph Blust President
Insureon

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Peter Wilkins Managing Director
Hyde Park Angels

Andy Roe General Manager
SurePayroll

Maz Pawar CEO
SA Capital Partners

Sonia Nagar Partner
Pritzker Group Venture Capital

Sanjeev Krishnan MD & CIO
S2G Ventures

Michael Norton Director Of Business Development
Houlihan Capital

Rich Fahn CEO
Excell Benefits Group

Amy Francetic Managing Director
Energize Ventures

David Lyon CEO
Main Street Financial

John Wheeler CEO
Countryside Bank

Mark Achler Managing Director
MATH Venture Partners

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Eero Pikat President
Barchart

Drew Lydecker Co-Founder and President
AVANT

Cayla Weisberg Partner
InvestHER Ventures

Tom Sosnoff Founder & Co-CEO
tastytrade

Frank Lee Partner
Weiss & Company LLP

Chris Rentner Founder & CEO
Akouba

Zack Johnson CEO
Syndio

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

David Macknin CEO and President
Alper Services

Neil Book President and CEO
Jet Support Services, Inc.

Ray Grady Executive Vice President
CloudCraze

Tony Villa President and CEO
Insuresoft

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Dan Dooley CEO and Principal
Morris Anderson

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Jason Beans CEO
Rising Medical Solutions

Muhammad Azfar CEO
Auctus Capital Partners

James Teppen Co-President
Gibraltar Business Capital

Steve Miller Partner and Co-Founder
Origin Ventures

Bob Burke Founder
Burke America

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Aaron Gillum Managing Partner
Caerus Investment Partners

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Matt Peterson Vice President of Sales & Operations
IdilusHR

Mitch Zacks Principal
Zacks Investment Management

Jessica Droste Yagan CEO
Impact Engine

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Al Goldstein CEO
AVANT

Canh Tran Co-Founder & CEO
Rippleshot

Jared Kaplan CEO
OppLoans

Kevin Werner CEO
Renovo Financial, LLC

Rick Lane CEO
Trading Technologies

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Loren Trimble Managing Director and CEO
AArete

Dan Abbate Founder & Co-CEO
81-c

Kristi Ross Co-CEO & President
tastytrade

John Higginson CTO
Enova International

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Sean Conlon Founder and CEO
Conlon & Co

Glen Nielsen Author
Unvarnished Truth

Robert Brown Founder and CEO
Options Away

Mike Giordano VP Client Consulting
FactSet

Brian Liston Co-Founder & President
Seed CX

CJ Montano Partner & Managing Director
Forte Group

Stephanie Klein CEO
Braviant Holdings

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

William Towns Executive Director
Benefit Chicago

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Richard Burke CEO
Envoy Global

Bill McCabe President and CEO
A. Eicoff & Co.

Dave Mooney CEO
Alliant Credit Union

Michael Leonard Managing Partner
Leonard & Associates CPAs

Jerome Grisko CEO & President
CBIZ, Inc.

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Todd Jones President
BBMC Mortgage

Steve Kolber President and Managing Partner
FGMK, LLC

Nathan Popkins Founder & CEO
Align Income Share Funding

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

Joe Wright CEO
Access Mobility 24

Vamsi Bonthala CEO
Arbor Lodging Partners

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

Joe Adams CEO
RSM McGladrey LLP

Peter B. Fair Managing Director
Golub Capital

Scott Kitun CEO
Technori

Dave Kauppi President
MidMarket Capital, Inc.

Lisa Giles CEO & President
Giles & Associates Consultancy

Dale Kluga President
Cobra Capital LLC

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

Cambridge Lending Group

BMO Harris Bank

Leslie Anderson

Main Street Financial

Strata Decision Technology

Warady & Davis LLP

The Cleveland Avenue Foundation for Education

Trading Technologies

A. Eicoff & Co.

Excell Benefits Group

Enova International

RSM McGladrey LLP

Accretive Health Inc.

MidMarket Capital, Inc.

Houlihan Capital

Wealth Management Group, LLC

Caerus Investment Partners

Kruse Asset Management

CALIBR Merchant Solutions

Focus On Success

Zacks Investment Management

Access Mobility 24

MATH Venture Partners

Leonard & Associates CPAs

Michael Leonard

Renovo Financial, LLC

Arbor Lodging Partners

Braviant Holdings

Stephanie Klein

Cobra Capital LLC

Countryside Bank

Polished Nickel Capital Management

Carol Lavin Bernick

Rising Medical Solutions

Alliant Credit Union

Chicago Interactive Marketing Association (CIMA)

Net Zero Analysis and Design Corp.

George Sullivan

Northwestern Mutual Chicago

Nathan Kinzinger

4WEALTH® FINANCIAL GROUP

Dimitri P. Eliopoulos

Opportunity International

Jet Support Services, Inc.

Chicago Teachers’ Pension Fund

Chuck Burbridge

Align Income Share Funding

Hyde Park Angels

Morris Anderson

Benefit Chicago

Sanjeev Krishnan

SA Capital Partners

Weiss & Company LLP

Jessica Droste Yagan

DeAnn O’Donovan

Giles & Associates Consultancy

Virtas Partners

Pritzker Group Venture Capital

MB Financial Bank

Signature Chicago Wealth Management

Madison Street Capital, LLC

Charles Botchway

Energize Ventures

Auctus Capital Partners

InvestHER Ventures

Origin Ventures

Unvarnished Truth

Midwest Equity Mortgage LLC

Gibraltar Business Capital