| Chicago
New Group Leaders
2 New Group Leaders in the Chicago Area
Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection. If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.
Michael Batilaran
Partner – Commercial Banking
American Commercial Bank
(630) 536-0624
mbatilaran@acbandt.com
Home Group: Chicago South
Bob Green
Owner/Board Facilitator
The Alternative Board North Shore
(847) 651-4267
bob@tabnorthshore.com
Home Group: Schaumburg 1
New Members
7 New Members in the Chicago Area
Join us in welcoming our newest members! Reach out via their email below to make a connection.
Michael Bartolic
Bartolic Law
Attorney – ERISA
(312) 584-1723
michael@bartoliclaw.com
Attorney
Home Group: Chicago 3
Kevin Grenning
CBIZ MHM, LLC
Senior Tax Manager
(312) 602-6826
kgrenning@cbiz.com
Accountant
Home Group: Chicago 12
Bio: Sr. Tax Manager at CBIZ with a CPA and Master’s in Taxation. Specializing in complex tax solutions for real estate partnerships and high-net worth individuals. Expertise in accurate filings, strategic planning, and multi-state taxation.
Matt Hoenes
Karchmar Group
Partner/Advisor
(224) 326-2143
matt@karchmar.com
Insurance
Home Group: Lake County North
Bio: Boutique firm focused on Life Insurance and Tax Planning for individuals, wealthy families and business owners wanting to efficiently accumulate, protect and transfer wealth through a Comprehensive Financial Planning approach.
Norman Janis
New York Life Insurance Company
Adviser
(847) 421-0973
njanis@ft.newyorklife.com
Insurance
Home Group: Lake County North
Shane Kissack
Calder Capital
(773) 505-0675
shane@caldergr.com
Consultant Service
Home Group: North Shore 1
Katherine Puffer
VH Valuations
Owner
(312) 235-2866
kpuffer@vhvaluations.com
Financial Service
Home Group: Lake County North
Bio: Business Valuations, Damage Estimates for litigation (divorce, shareholder disputes) & taxes (gifting, estate planning). Experienced in expert testimony. CPA 40 years, Accredited in Business Valuation, MBA U of Chicago, banking program, U of Wisc.
Dave Scriven-Young
Peckar & Abramson, P.C.
Attorney
(312) 881-6309
dscriven-young@pecklaw.com
Attorney
Home Group: Naperville 1
Bio: Trial lawyer & litigator for companies & professionals. Attorney in civil litigation and appeals in business and commercial disputes, breach of contract, fraud, employment law, professional liability and malpractice, environmental law, & construction law.
Member News
If you haven’t checked out our new ProVisors Power Networking series yet, take a peek at our Power Networking Trailer HERE. Learn tips and best practices from some of our very own power networkers. These short, bite-sized videos reveal a specific technique to help you refine and sharpen your networking skills. Watch all the videos in the series HERE.
Member Milestones
Reach out to congratulate your fellow members on their anniversary with ProVisors!
Celebrating 5 Years
Vince Amatuzzi
Coordinate Marketing and Public Relations
President
(865) 484-6232
vince@wearecoordinate.com
Marketing
Home Group: Chicago 1
Bio: Coordinate is a full-service marketing and public relations agency that develops robust marketing programs for clients of all industries. Expertise includes branding, design, website development, social and email strategy, advertising, and PR.
Matthew Formeller
Formeller & Formeller LLP
Partner
(312) 207-1682
mformeller@formellerlaw.com
Attorney
Home Group: Chicago 9
Bio: Corporate Lawyer working with businesses and business owners. I assist clients with starting new businesses and joint ventures, buying and selling businesses, contracts, intellectual property, corporate matters…
Andrew Hays
Hays Firm LLC
(312) 626-2537
ahays@haysfirm.com
Attorney
Home Group: Chicago Central
Bio: Andy is the principal of Hays Firm LLC, a small estate and business law firm in the Chicago Loop that concentrates its practice in the areas of estate and trust administration and estate and trust litigation.
Events
Join us for our Fall PV@Night at the University Club of Chicago on Tuesday, August 29th from 5:00-7:00pm. Registration and details are on the Hub.
Accelerate Your Membership (AYM) on August 14th (8:30a P / 10:30a C / 11:30a E) with Doug Duerr and Lauren Hauptman who will discuss Personal Brand & The Power of a Tagline. This is an accelerated 60-minute session in which key strategies are introduced to assist the more established member.
Join a New Member Orientation for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.
New Member Orientations
Tuesday, August 1, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, August 2, 2023 – 8:30a PT | 10:30a CT | 11:30a ET
Wednesday, August 2, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
Thursday, August 3, 2023 – 11:30a PT | 1:30p CT | 2:30p ET
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