I’m a Senior HCM Account Executive with Paylocity and have been with the organization for 12 years. I partner with HR leaders and CFOs across the country to help companies of all industries and sizes to streamline payroll and HR operations.

I am passionate about helping organizations become more efficient through smart use of HRIS technology – from recruiting, onboarding, benefits enrollment to performance management and time tracking. I start by listening to current challenges and then design solutions that improve the day-to-day experience for both administrators and employees.

A great referral for me is an HR or finance leader who feels their current system is clunky, disconnected, or creating unnecessary manual work.

Barry Pollard is president of Adivi Corporation. Since 1994, Adivi has provided critical business solutions and world class IT service to mostly Fortune 1000 companies. Barry changed the focus of the company in 2002 and created a service offering for small to midsized companies. The AMS offering is comprised of an unprecedented range of IT services that reduced typical IT costs by 60-90%. Some of the services included in the offering are preventive maintenance, remote takeover and support, helpdesk telephone support, on-site support (reactive break/fix), 24/7 network monitoring, file and print sharing, network security (firewalls, virus protection, etc.), data backups, cloud-based technology selection, boutique hosting, and many more. Barry and his staff of technology experts are the people you need to talk to if you have any IT issues, concerns or questions.

As a Co-Owner/Manager of Wrangler Tech, Danene’s wide variety of professional accomplishments contributes many strengths and attributes to the company. Working at Nordstrom in many different roles has given her the background of running a business wearing many different hats. She began in sales and quickly excelled through management, store openings and eventually the buying division and quickly learned that hard work, dedication and customer service pays off. Carrying these values over to Wrangler Tech has allowed her to develop great relationships with customers ensuring the customer that they come first. Danene has experience in the residential construction industry and electrical contractor profession with family owned businesses which opened her eyes to the distribution world. Her focus, attention to detail and quest for knowledge with cost-efficient solutions has allowed her to excel in this industry. Danene is a mother of four living in the western suburbs of Chicago where she also enjoys giving back to the community. She was a member of Hinsdale Junior Women’s Club, on the Board of Hinsdale Community Service Auxiliary, chaired St. Isaac Jogues Boutique Shopping Night and Silver Tea both benefiting the WIN (Women In Need) Grant as well as served on the School Board. She received her degree from the University of Iowa in Finance and is also a Paralegal.

Dawn Cardin helps business owners, executives, and high net worth individuals/families who are accumulating wealth to.... utilize leverage to grow their personal balance sheet identify tax risks introduce strategies to address tax risks incorporate solutions to achieve client ambitions preserve, protect, and grow wealth for clients and their next generation She has more than 20 years of financial services experience. She is a Private Banking Market Manager for CIBC Private Wealth in Chicago. Dawn has served as Vice President of Business Banking at Capital One, as Managing Director of Business Banking at CIBC, as Managing Director of Treasury Management at CIBC, oversaw Corporate Training and Development at Wintrust, and ran multiple Retail Financial Banking Centers for US Bank and Park National Bank. She earned a Bachelor of Arts degree in Communication from Purdue University Northwest. Dawn volunteers for and teaches financial literacy programs, including Junior Achievement, Banking on Our Future, and Money Savvy. Additionally, Dawn has been a board member of a privately held company, was a member of Capital Oneu2019s Sales Advisory committee, and has been a judge and committee member for the Network for Teaching Entrepreneurship. Dawn is a recipient of Presidentu2019s Club and Gold Club Awards at various banks. On the personal side, Dawn resides in Park Ridge, IL with her husband and 3 daughters. She golfs, researches health benefits of various foods, and cheers on her daughters at soccer games and swim meets.

Jason is a Senior Managing Director with CBIZ in Chicago. He has more than 27 years of experience in providing services to privately held and family businesses, including partnerships, limited liability companies and corporations. His emphasis is on pass-through entities across a wide variety of industries. Jason frequently consults with clients on various tax strategies and business planning. His expertise includes pass-through entity advisory, taxation and planning services, financial statement reporting and analysis, tax-free exchanges, operational efficiency and internal control reviews, and high net worth individuals. Jason graduated Summa Cum Laude from Northwestern College (Iowa) with bachelors degrees in both Accounting and Business Finance. On the personal side, he resides in Tinley Park with his wife, three children and three dogs.

Katherine Stabler is the founding partner of Launch Legal Advisors, a Chicago-based legal strategy firm serving fund managers, financial institutions, and investors nationwide. With over 15 years of experience in private funds and corporate law—including roles at leading firms such as Kirkland & Ellis and Ropes & Gray—she brings a depth of elite legal training and fund-specific expertise to every client engagement.

Throughout her career, Katherine has supported managers who have collectively raised over $10 billion. She has also closed more than 100 private deal transactions, giving her a sharp technical foundation and a nuanced understanding of the complex challenges fund managers may face.

Katherine has held multiple C-suite in-house legal roles and takes a distinctly client-first approach to her work. Known for being exceptionally responsive, deeply strategic, and easy to work with, she builds trust through commercial insight, grounded advice, and a collaborative style that turns legal support into long-term partnerships.

Lisa Howard is the Founder and Principal Consultant of People Core Strategies LLC, where she provides HR consulting and advisory services designed to help organizations across industries optimize their people strategies to drive business success. With over 25 years of HR experience in leadership roles, Lisa brings a practical, people-first approach to solving the people challenges that can stall progress. She partners with leaders to build tailored solutions that support, engage, and develop their teamsu2014believing that strong relationships and transparency are essential to building healthy, thriving organizations. Lisa earned her Bachelor of Arts from the University of Michigan and holds two senior-level HR certifications: Senior Professional in Human Resources (SPHR) from HRCI and SHRM Senior Certified Professional (SHRM-SCP) from the Society for Human Resource Management. She also holds an Organizational Culture Leadership certification from CultureCon. Lisa serves on the Board of Directors for HOPE (Health Opportunity through Partnership in Education), a nonprofit dedicated to funding research to fight cancer and other critical illnesses. She's active in her community and volunteers with organizations including Nourishing Hope (formerly Lakeview Pantry), The Honeycomb Project, and the Leukemia & Lymphoma Society.

Jessica O'Hara serves as Vice President for Streamu2019s Investment Management (IM) platform, which oversees five discretionary funds and separate account mandates totaling over $2 billion in equity. Jessica focuses on corporate solutions to ensure the delivery of a consistent and seamless customer experience for tenants throughout Streamu2019s industrial portfolio. Additionally, she concentrates on industrial asset management activities throughout Chicago and the Southeast. Before assuming her current position, Jessica specialized in agency leasing and tenant representation in Streamu2019s Chicago market. Prior to joining Stream, Jessica spent the majority of her eight-year career in the commercial real estate industry with CBRE, Inc., where she focused on office leasing, tenant representation, and transaction management.

Rick Rivero started Connections Marketing in 2009 with the goal of developing an agency that could execute truly integrated marketing solutions for small and medium-sized businesses. He saw clients juggling multiple agencies to handle different marketing tasks and felt there was need for a full-service agency that could do it all u2013 and do it well. He was successful in his mission. Connections Marketing now works with over 100 clients in 25 states, managing all of their marketing needs under one roof. u201cWhile working for the Chicago Tribune, CBS Television, and Comcast Spotlight, I was fortunate to serve a wide variety of clients with different goals. I learned to identify the best solution for each one to achieve its marketing goals for the year. At Connections Marketing, we develop solutions based on clientsu2019 specific needs, not what makes us the most money.u201d - Rick Rivero

Steve Brown is a “recovering” CFO/COO and the Founder and CEO of Stratego Partners. Stratego is a boutique management consultancy focused on identifying and delivering six and seven figure cost saving results for its clients. Prior to founding Stratego Partners in July 2002, Steve was CFO/COO at 5 privately owned and closely held companies in the Chicago area (two tech businesses, two consulting businesses and the largest provider of railcar maintenance and repair services in the U.S.).

Stratego’s fees are 100% performance based providing only upside outcomes for clients. A self-proclaimed corporate “Treasure Hunter,” Steve brings his unique blend of strategy, passion, and business savvy to clients across a wide range of industries including the manufacturing, distribution, technology, professional services and nn-profit organizations.

Steve is looking to meet CEO’s, COO’s and CFO’s at companies with U.S. revenue ranging from $50 million to $1+ billion, and U.S. headcount ranging from 500 to 5,000 employees.

Steve earned his MBA from the University of Chicago (1977), his BA from The Johns Hopkins University (1975), and he was an active member of the AICPA and the Illinois CPA Society for more than 25 years. His favorite charity is PAWS Chicago, the largest no kill shelter in Chicago and he is passionate about supporting organizations that serve pets, children, veterans and first responders. He was the Johns Hopkins Chicago Alumni Association President for more than 20 years, led the Illinois ITA CFO Roundtable for 10+ years, and he founded CFOChicago in 2015, the largest peer-to-peer seated CFO networking group in Chicago.

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