chicago Chapter

When we decided to form our Chicago chapter, we were very excited about all of the potential that this thriving area has to offer:

a bustling metropolis of trailblazers, home to many incubators, start-ups, hedge funds, financial derivative exchanges, and trading firms – and the roots of GoGo and Google. In our mission to empower CFOs, Chicago is the place to be! Where there’s innovation, there’s also an abundance of energetic CFOs, paving the way for plenty of creative idea exchange and networking.

Chapter Events

National Events

chicago Advisory Board

Exceptional. Diverse. Financial-Fixers. This group is out-of-this world.

Meet and connect with the team below.



Angela Tise
Executive Director



Melissa Clark
VP & CFO, Primera Engineers

Mike Matthews
CFO, Krueck Sexton Partners


Abbey Garnett
Business Performance Advisor, Insperity

Annette Kastner
Principal & EVP, Kastner Accounting & Consulting Inc.


Brian Mulroe
Vice President/ Producer, Lockton Companies

Dan Malone
 CEO and Owner at Lewis Felix Consulting, LLC

David Zwick
CFO, Flexera Software

Jeffrey Mazza
CEO, Millstone Consulting Group


Jim Lawler
CFO, KemperSports

Headshot of Julie Dee

Julie Dee
Tax Partner, FORVIS

Kendyll Van Zandt

Kendyll Van Zandt
Kendyll Van Zandt, Account Executive, TravelBank

Kristen Erbacci
VP Finance & Administration, indieDwell

Lisa Mirabelli
Business Performance Advisor, Insperity

Patrick O’Toole
Senior Vice President, Bank of America Merrill Lynch

Ron Hausner
Chief Financial Officer, Northern Illinois Food Bank


Russ Romanelli
Managing Partner, FORVIS


Scott Willis
Producer, Lockton Companies

Sean Farnan
Chief Financial Officer, Marathon Capital

Shannon Edelstein

Shannon Edelstein
Senior Account Executive, NetSuite


Steve Wolff
Partner, SeatonHill Partners


Tiffany Garry
Senior Director of Sales,

Tony Nasharr
Managing Director, Polsinelli

Tracy Shick
Vice President of Advisory Services, IFG

Chapter Sponsors

We are honored to be aligned with the following industry experts.
Interested in becoming a partner? Let’s chat! Visit our partner page for more information.


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  • Discounts to Conferences, and more!