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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Mark Miller Partner & Financial Advisor
Focus On Success

James Teppen Co-President
Gibraltar Business Capital

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Steve Kolber President and Managing Partner
FGMK, LLC

John Wheeler CEO
Countryside Bank

Poonam Gupta CEO & President
Iyka

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Eero Pikat President
Barchart

John Higginson CTO
Enova International

Mike Giordano VP Client Consulting
FactSet

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Brian Liston Co-Founder & President
Seed CX

Al Goldstein CEO
AVANT

Zack Johnson CEO
Syndio

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

Neil Book President and CEO
Jet Support Services, Inc.

Ted Devine CEO
Insureon

Dave Kauppi President
MidMarket Capital, Inc.

Peter Wilkins Managing Director
Hyde Park Angels

Tony Villa President and CEO
Insuresoft

Vamsi Bonthala CEO
Arbor Lodging Partners

Stephanie Klein CEO
Braviant Holdings

Scott Kitun CEO
Technori

Kristi Ross Co-CEO & President
tastytrade

Cayla Weisberg Partner
InvestHER Ventures

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Robert Brown Founder and CEO
Options Away

Vicki Escarra CEO
Opportunity International

Dmitry Bresler President
Cambridge Lending Group

Dan Dooley CEO and Principal
Morris Anderson

Jason Beans CEO
Rising Medical Solutions

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

William Towns Executive Director
Benefit Chicago

Nihal Advani Founder & CEO
Georama

Todd Jones President
BBMC Mortgage

Glen Nielsen Author
Unvarnished Truth

Frank Lee Partner
Weiss & Company LLP

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Bill McCabe President and CEO
A. Eicoff & Co.

Sean Conlon Founder and CEO
Conlon & Co

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Mark Achler Managing Director
MATH Venture Partners

David Macknin CEO and President
Alper Services

Rich Fahn CEO
Excell Benefits Group

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Jared Kaplan CEO
OppLoans

Drew Lydecker Co-Founder and President
AVANT

Paul J McEntee Partner
B2B CFO

Neal McNamara Co-Founder
Virtas Partners

Sonia Nagar Partner
Pritzker Group Venture Capital

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Lisa Giles CEO & President
Giles & Associates Consultancy

CJ Montano Partner & Managing Director
Forte Group

Michael Leonard Managing Partner
Leonard & Associates CPAs

Rick Lane CEO
Trading Technologies

Loren Trimble Managing Director and CEO
AArete

Richard Burke CEO
Envoy Global

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Steve Miller Partner and Co-Founder
Origin Ventures

Dale Kluga President
Cobra Capital LLC

Jessica Droste Yagan CEO
Impact Engine

Dan Abbate Founder & Co-CEO
81-c

Muhammad Azfar CEO
Auctus Capital Partners

Dave Mooney CEO
Alliant Credit Union

Michael Norton Director Of Business Development
Houlihan Capital

Amy Francetic Managing Director
Energize Ventures

Aaron Gillum Managing Partner
Caerus Investment Partners

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Steve Kreynin CEO
Forte Group

Matt Peterson Vice President of Sales & Operations
IdilusHR

Chris Rentner Founder & CEO
Akouba

Joe Adams CEO
RSM McGladrey LLP

Ray Grady Executive Vice President
CloudCraze

Joe Wright CEO
Access Mobility 24

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Sanjeev Krishnan MD & CIO
S2G Ventures

Canh Tran Co-Founder & CEO
Rippleshot

Tom Sosnoff Founder & Co-CEO
tastytrade

Peter B. Fair Managing Director
Golub Capital

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

Dan Michelson CEO
Strata Decision Technology

Kevin Werner CEO
Renovo Financial, LLC

Maz Pawar CEO
SA Capital Partners

Nathan Popkins Founder & CEO
Align Income Share Funding

David Lyon CEO
Main Street Financial

Mitch Zacks Principal
Zacks Investment Management

Andy Roe General Manager
SurePayroll

Thomas Flake Founder and CMO
bCause

Ralph Blust President
Insureon

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Bob Burke Founder
Burke America

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Jerome Grisko CEO & President
CBIZ, Inc.

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

Align Income Share Funding

Energize Ventures

Kruse Asset Management

Rising Medical Solutions

Pritzker Group Venture Capital

A. Eicoff & Co.

Leonard & Associates CPAs

Michael Leonard

Focus On Success

Hyde Park Angels

Chicago Teachers’ Pension Fund

Chuck Burbridge

Polished Nickel Capital Management

Carol Lavin Bernick

Warady & Davis LLP

Virtas Partners

Opportunity International

Jet Support Services, Inc.

BMO Harris Bank

Leslie Anderson

MidMarket Capital, Inc.

Weiss & Company LLP

Excell Benefits Group

Dimitri P. Eliopoulos

SA Capital Partners

Auctus Capital Partners

Access Mobility 24

MATH Venture Partners

Giles & Associates Consultancy

Trading Technologies

DeAnn O’Donovan

Strata Decision Technology

Zacks Investment Management

CALIBR Merchant Solutions

Gibraltar Business Capital

Main Street Financial

Houlihan Capital

Signature Chicago Wealth Management

MB Financial Bank

Renovo Financial, LLC

Caerus Investment Partners

RSM McGladrey LLP

Origin Ventures

Alliant Credit Union

Cambridge Lending Group

InvestHER Ventures

Madison Street Capital, LLC

Charles Botchway

Wealth Management Group, LLC

Northwestern Mutual Chicago

Nathan Kinzinger

Midwest Equity Mortgage LLC

Enova International

Sanjeev Krishnan

Accretive Health Inc.

Cobra Capital LLC

Morris Anderson

4WEALTH® FINANCIAL GROUP

Net Zero Analysis and Design Corp.

George Sullivan

Jessica Droste Yagan

Benefit Chicago

Arbor Lodging Partners

Unvarnished Truth

Chicago Interactive Marketing Association (CIMA)

Countryside Bank

The Cleveland Avenue Foundation for Education

Braviant Holdings

Stephanie Klein