Leadership

Meet the leaders shaping the future of financial automation. Discover the expertise and passion that power our dedication to our customers' success.

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René Lacerte
CEO and Founder
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John Rettig
President and Chief Operating Officer
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Sarah Acton
Chief Customer Officer
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Bobbie Grafeld
Chief People Officer
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Rohini Jain
Chief Financial Officer
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Ken Moss
Chief Technology Officer
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Mary Kay Bowman
Executive VP, General Manager of Payments and Financial Services
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Michael Cieri
Executive VP, General Manager of Software Solutions
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Board of Directors

René Lacerte
Chief Executive Officer
Aida Álvarez
Former Administrator,
U.S. Small Business Administration
Steven Cakebread
Former CFO, Yext
Steve Fisher
President and Chief Product Officer,
Salesforce.com
Keri Gohman
Board Member and Advisor, CARET
David Hornik
General Partner, August Capital
General Partner, Lobby Capital
Brian Jacobs
Founder and General Partner, Emergence Capital Partners; Founder and Managing Partner, Moai Capital
Allie Kline
Founding Principal, LEO DIX
Allison Mnookin
Former Software Executive;
Senior Lecturer at Harvard Business School
Tina Chan Reich
Former SVP and Chief Credit Officer, American Express
Alison Wagonfeld
Chief Marketing Officer, Google Cloud and Vice President, Marketing, Alphabet
Dan Wernikoff
Former CEO, LegalZoom.com, Inc.;
Former EVP & GM, Intuit

Emeritus

Peter Knight
Director Emeritus,
Former Chairman and CEO, CheckFree

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