Open collaboration
Working together in unison—across teams, functions, and geographies—toward a common goal.
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Thousands of global organizations trust our Enterprise Planning Platform to drive continuous planning by connecting financial, supply chain, and commercial decision-making.
Board exists to help organizations make better, faster decisions in an increasingly complex and volatile world. We do this by unifying strategy, finance, and operations into a single planning environment that breaks down silos, connects data across the enterprise, and enables confident, aligned decision-making at every level.
Built for scale and trusted by global organizations across industries, Board has evolved to support continuous planning – from long-term strategy and financial forecasting to operational execution and performance management. With enterprise-grade governance, proven scalability, and the integration of advanced analytics and AI, Board empowers organizations to adapt continuously, manage uncertainty, and drive sustainable, profitable growth.
Board’s leadership team brings together diverse experience and perspectives from across the enterprise technology landscape. They are united by a clear vision for the future of planning and decision-making.
Jeffrey Casale serves as Board’s Chief Executive Officer. Casale most recently served as CEO of MarkLogic, where he delivered significant profitable growth and an acquisition by Progress Software. Previously, Casale was a President at Dell Technologies, where he created and led the DTS group into a global multi-billion-dollar business, and held senior executive roles at VMware and EMC.
Gordon Pothier is Board’s Chief Financial Officer. He is an experienced SaaS leader, having most recently served as CFO at Swiss-headquartered Sonar and previously at Massachusetts-based Onapsis and Carbon Black (now part of VMware). Gordon has a strong FP&A and sales finance background and is passionate about seeing fellow CFOs and executives leverage the power of Board’s Enterprise Planning Platform.
Sean Maxwell leads Board’s worldwide sales and go-to-market efforts. His high energy and passion come from helping our customers and partners succeed with Board. Sean has built global software sales teams for the past 20 years, from large enterprises to tech start-ups. Sean previously served as Chief Commercial Officer at Absolute Software, and held Sales leadership roles at Symantec, Virtual Instruments, and EMC.
John Loparco is the Chief Customer Officer at Board. With over 20 years of experience in the software industry, John’s most recent position was at MarkLogic, where he played a pivotal role in steering the growth and transformation of that company’s services. His extensive background also includes key leadership positions at Veritas, EMC, Dell, and VMWare.
FJ Gould has over 20 years experience leading tech GTM teams. Previously, FJ led the North America Channel and WW Technology Alliances at HashiCorp, as well as Sales and Partner teams at Turbonomic and VMware. Before entering tech, FJ spent 9 years in the U.S. State Department.
Vijay Kurkal is Board’s Chief Operating Officer. He has an exceptional track record in technology leadership and strategic vision, most recently serving as the CEO of Resolve Systems. Vijay’s prior roles have included Operating Partner at Insight Partners and Head of GTM Strategy, Americas at VMWare.
Mandy Jeffery is the Chief People Officer at Board. She has over 20 years of experience in driving human resource capability to maximize business results, having previously worked at technology companies including Workday and Verifone. Mandy is committed to achieving excellence throughout the organization and is adept at building strong HR partnerships across diverse, global workgroups.
Ross Daniels is the Chief Marketing Officer at Board. With 25 years in software marketing, Ross’ experience spans from the Fortune 50 to growth-oriented private equity backed companies. Most recently Ross served as CMO of Acqueon, culminating in an acquisition by Five9. He previously served as CMO of Calabrio after an 18-year tenure at Cisco.
David Marmer is the SVP, Product at Board. With a strong background in SaaS and hybrid cloud solutions, David is focused on driving innovation and building world-class products that deliver transformational results. Prior to joining Board, he held executive roles at IBM and Cognos, where he led significant growth in analytics and performance management solutions.
Giulia Scalfi is Board’s VP of Finance. Giulia is a seasoned finance leader with over 30 years of experience in finance and operational roles across Europe and North America in the technology sector. Most recently Giulia was CFO and Senior Director of Business Operations for Global Alliances at Dell.
Alessio is a results-driven leader with over 23 years of experience in SaaS EPM Software, holding multiple leadership roles in presales, strategy and go-to-market. As Global Senior Vice President of Value Strategy at Board, he drives alignment, enablement, and excellence across every engagement to deliver transformative value and business growth worldwide.
In his most recent role at Dell, Bill was responsible for leading and driving the successful Go-to-Market (GTM) transformations and integration as part of the merger of Dell Technology and EMC Corporation. A deep understanding of the technology landscape and solid expertise in driving innovation and growth means Bill will play a crucial role in providing strategic insights and guidance to Board.
Steve Webber is a highly experienced CFO and industry leader. He currently serves as COO and CFO at Quickbase, a SaaS project management tool. In his advisory role at Board, Webber helps to further enhance the office of finance solution suite and provide key strategic and operational guidance to the organization.
David Webster is a seasoned technology leader with over 35 years of experience. In his most recent role, Webster served as President, Asia Pacific & Japan for Workday—leading the company’s GTM organization and operations across the regions.
Our values shape how we build technology, work with customers, and lead teams globally.
Working together in unison—across teams, functions, and geographies—toward a common goal.
Embracing change, learning opportunities, and new experiences fuels our commitment to succeed.
Delivering technology and expert services that are as bold and audacious as our customers’ ambitions.
Forging strong partnerships to overcome challenges and deploy solutions that exceed expectations.
Promoting a culture with innovation at its core, Board’s people and partners have a passion to create.
Analysts, industry experts, and customers praise Board’s power, flexibility, and transformative nature. We’ve won more than 40 international awards and are repeatedly ranked a leader for Integrated Planning, CPM, Budgeting & Forecasting, and many more.
We’ve built up a loyal customer base of transformational leaders and planners at some of the world’s most well-known brands. All of them rely on Board to drive aligned decisions across the enterprise.
The ability to have real-time information has been a huge benefit to the organization. It allows for quicker decisions, and it also creates confidence in what my finance team produces with the Executive Leadership Team.
Tony DiFloures, Senior FP&A Manager At Velcro Companies
We’re searching for top talent to continue our success story. Visit our Careers section to learn more about life at Board and see our open roles.
Explore careers at Board
Board’s mission is to help organizations continuously plan and make confident, aligned decisions powered by AI, leveraging your existing trusted business data, and global real-time economic indicators. This mission guides every innovation across the Board Enterprise Planning Platform.
Board delivers a unified Enterprise Planning Platform that connects continuous planning, consolidation and close, embedded forecasting, reporting, and analytics in one environment – powered by analytical and agentic AI and real-time intelligence. By eliminating data and planning silos, Board enables finance and operations to act as one connected enterprise.
Board supports global enterprises across manufacturing, retail, CPG, financial services, professional services, and technology—helping them unify financial and operational decision-making.
Board is privately held and focused on long-term innovation and enterprise customer success.
Board was founded in 1994 and has grown into a global enterprise planning provider trusted by 2,000+ organizations worldwide.
Board AI was built by combining two complementary forms of artificial intelligence – analytical and agentic – inside a single, governed decision layer within your Enterprise Planning Platform.
– Analytical AI builds understanding and foresight by modeling drivers, uncertainty, and multiple scenarios.
– Agentic AI puts that intelligence to work by continuously monitoring plans and performance, surfacing exceptions, and supporting action.
Together, they enable continuous planning that is explainable, auditable, and trusted at enterprise scale.
Board is built on a philosophy of trust and governance, continuous innovation, human-in-the-loop AI, enterprise-grade scalability, and unified decision-making. We believe AI is not a buzzword – it is a strategic partner embedded in every critical decision, always governed by transparency and human oversight.