Contact PROVEN TRACK RECORDS. Joe Gomes – CEO Joe Gomes believes in the value of cohesive teams that openly work together to achieve a common goal. By teaching and listening to those around him, he exemplifies this value not only in the office, but also with his family and community. Joe brings extensive experience in client services, product management, strategic planning, operations, and sales to the PowerPlan team. Most recently, he was President of I.P.A., a healthcare technology company. Prior to joining I.P.A, Joe was Senior Vice President, Operations at MedAssets, where he led the services organization. He held responsibility for software implementations, customer service, and account management for a client base of more than 2,600 U.S. hospitals, supporting the office of the CFO. Joe understands the challenges companies face in providing reliable numbers for reporting and forecasting. He believes in PowerPlan’s ability to deliver financial clarity for CFOs. He earned a bachelor's degree in Business Administration from Auburn University and a Master of Business Administration from Harvard Business School. Joe, his wife, Lauren, and three children live in Georgia. Outside of work, Joe enjoys fishing, skiing, and coaching pretty much any sport his kids play. Brett Bertz - CCO Brett Bertz has a history of building customer-centric cultures. He believes if you put customers first and take care of your employees, then all else will fall into place. Brett brings more than 25 years of experience in leading global services organizations in delivering technology, consulting, and outsourcing solutions to clients across multiple industries. Most recently, he led the Technology Support organization for nThrive, which includes all post implementation support and client adoption functions for the company’s SaaS portfolio. After assuming the role, Brett led a cross-functional team to launch a new service strategy for the business focused on maximizing client success through the delivery of outcome-based services. Brett previously held positions at MedAssets, Avaya, Alltel Information Services (now Windstream) and American Management Systems (now CGI). Brett graduated from Georgia Tech with a B.S. in Management and earned an MBA in Finance from Georgia State University. Brett was born and raised in Georgia. He resides in Atlanta with his wife, Suzanne, their two children and two dogs. Outside of the office, Brett enjoys CrossFit workouts and competing in extreme obstacle course challenges. He has recently completed several Tough Mudder and Spartan races around the southeast. Joost Rutten – CFO Joost Rutten did not take a traditional career route in becoming a CFO. He graduated with a Bachelor of Science in Aerospace Engineering and then completed his Master of Science in Aerospace Engineering from the Delft University of Technology in the Netherlands. After leaving his engineering roots, Joost began his journey in finance, working for a number of software companies. Most recently, Joost was the CFO for Liaison Technologies, based here in Atlanta. Prior to joining Liaison, he held strategic leadership positions at several organizations including SAP SuccessFactors. As Division CFO, Joost was responsible for leading and managing the SAP SuccessFactors finance team and managing the Global SAP SuccessFactors P&L. Joost has a tremendous track record of building organizations with a focus on business partnering and business strategy. Originally from the Netherlands, Joost is fluent in English and Dutch and has a basic understanding of German and French. Joost lives in Atlanta with his wife Melissa, daughter Margaux and infant son Sebastiaan. Although life with an infant and a four-year-old does not allow for much spare time, he loves hiking and anything with four wheels and an engine. Neal Tisdale - SVP & CTO Neal Tisdale has a passion for enabling teams to succeed - from the teams he leads to the teams his products have empowered. Neal brings more than 25 years of enterprise software experience building solutions for the utility and energy industries to PowerPlan. Most recently in his role as Chief Technology Officer of 4Tell Solutions, he led the team that elevated their asset planning and assessment tools to the Azure cloud. Additionally, Neal has held leadership roles at ABB, Siemens, and NewEnergy associates. Neal lives in Atlanta with his wife Michelle and their two daughters. When not in the office, you can find Neal kayaking, attending his daughter’s performances and playing guitar poorly. He also enjoys cooking and brewing his own craft beer. John Budala – CIO John Budala has a proven track record of building and supporting critical platforms and solutions that are scalable, secure and sustain rapid growth across various industries. Most recently he held the title of Vice President of IT and Data Services at 3M | M*Modal where John led global IT operations, cloud operations, cybersecurity, telecom and data services teams. Prior to 3M | M*Modal, he provided technology and consulting services to various companies such as COX Communications Inc., Genuine Parts Company and held technical leadership roles with AON, The Home Depot, and CompuCredit Holdings Corp. John is passionate about creating solutions that improve quality, security and processes for greater business development, revenue recognition and sustained growth. John earned a bachelor’s degree in Mathematics and Physics and a master’s degree in Computer Science and Information Technology from Osmania University, India. John and his wife enjoy road trips, cooking, international travel and watching soccer and cricket. Outside of the office, John enjoys volunteering his time and outdoor activities, like tennis and cycling. Marc Bortniker - SVP, Global Sales Marc brings more than 25 years of experience building high performing enterprise software sales teams across multiple industries, including utilities. Most recently, he led industry sales and customer success at Trinet USA. Marc previously led sales teams at Oracle/Hyperion delivering capital planning and forecasting solutions for the office of the CFO as well as leadership positions at Digitalthink/Convergys and Xerox. Marc lives in Pine Brook, New Jersey, with his wife Lori. Suzanne Ward - SVP, Product Management Suzanne joins PowerPlan with over 20 years of experience in Product Management and Go-To-Market Strategy with her core focus on developing differentiated data and analytics solutions within the FinTech and Data & Information Industries. Most recently in her role as Head of Product at eVestment, she was instrumental in implementing an outcome based strategy approach to long term planning and championing the rollout of a product process that improved the success of new product launches & overall ROI. Prior to joining eVestment, Suzanne has held leadership positions at companies both large and small including Salesfusion, Equifax, Blackbaud and Thomson Reuters. Throughout her career, Suzanne has focused on one thing - building products and solutions that customers love – as they are at the center of her product, ux and delivery process from beginning to end. Suzanne earned a bachelor’s degree in Anthropology and Psychology from Wheaton College and holds a Masters of International Business Administration from Brandeis University. Suzanne lives in Georgia with her husband Rich and daughter Emma. When she is not in the office she loves traveling, spending time outdoors and pushing the limits on her Peloton. Drea Toretti – VP, Marketing In seventh grade, while her friends were babysitting and playing sports after school, Drea Toretti was managing advertising campaigns through Ketchum Explorers, an outreach program created by the agency to introduce young people to marketing. The hands-on experience with the Explorers sparked a strong interest in the field. After graduating from Pennsylvania State University with a degree in Marketing, Drea took a position with Ketchum as a media planner, where she built successful plans for accounts such as AT&T, Digital Equipment and Cognos. After several years on the agency side of the business, she joined PacifiCare and helped launch their individual plan to both brokers and consumers. Prior to joining PowerPlan, she held senior marketing positions at several software companies, including Nuasis (now Convergys), Servigistics (now PTC) and Bomgar. As PowerPlan’s Vice President of Marketing, Drea oversees product marketing, lead generation, public relations, brand management and employee communications. A native of Pennsylvania, Drea has lived in New York, California and Colorado, and currently resides with her husband in the Atlanta area. She’s involved in multiple charitable organizations and oversees annual food and clothing drives. In her downtime, Drea enjoys gardening, hiking and yoga. Sarah Park – VP, Human Resources Sarah Park was working as a paralegal at an employment law firm when she discovered she was more interested in understanding the dynamics of company-employer relationships than she was in writing legal briefs. The experience inspired her to put aside plans to go to law school and instead pursue a career in human resources. Today, Sarah is PowerPlan’s Vice President of Human Resources, where she leads the company’s recruiting, benefits and employee relationship initiatives. She graduated from Emory University with a B.A. in English and went on to earn her MBA with a concentration in HR from Georgia State University. Before joining PowerPlan, she held HR positions at Novellis, GenOn and Rossmore Management Group and has seen firsthand how important the employee/employer relationship is to a company’s success. Together with PowerPlan’s leadership team, she works to develop strategies around employee engagement, career development, staffing and retention. Sarah was born and raised in Columbus, GA and currently lives in Atlanta with her husband Raj, her daughter Parker and their French Bulldog Tiberius Maximus. When she’s not working, Sarah enjoys cooking and entertaining. She’s also an avid runner and has completed several half marathons. Jim Dahlby - VP, Growth Strategy With nearly 20 years of experience at PowerPlan, Vice President of Growth Strategy Jim Dahlby has held a variety roles including program management, product management, solution architecture and implementation. Jim holds a unique view into PowerPlan’s solutions, as early in his career he was the key architect for two modules and designed and authored four others. That experience, coupled with his leadership, has allowed Jim to build strong relationships with customers, and today he leads the Customer Success team. Jim graduated with highest honors from Georgia Tech with a B.S. in Industrial and Systems Engineering with a minor in Economics. Jim and his wife have three children and reside in Atlanta. Solutions Support About Connect Resources Customer Community ELEVATE PULSE Events Request a Demo 300 Galleria Parkway, Suite 2100 Atlanta, Georgia 30339 US: +1 678.223.2800 info@powerplan.com © 2021 POWERPLAN. ALL RIGHTS RESERVED. 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