Meet the people that make the magic happen.

Steven Kapor

CEO and Founder

Becky Asher

Vice President, Operations

Aaron Dotson

Director, Business Development

Bruce Smith

Director of Software Engineering

Don Sullivan

Director, IT and Information Security

Amy Cotterell

Senior Onboarding Advisor

Beth Thormann

Lead Development Engineer, Impact

Chris Michaelis

Client Onboarding Advisor

Cosley Campbell, RYT

Culture & Communications Lead

Elisabeth Bargo, CPA

Controller

James Stockton

.NET Developer

Jenn Barker

Assistant Director of Onboarding & Special Projects

Jennifer Johnson

Product Manager

Jennifer Post

Client Support Manager, Impact

Johanna Gross, CPA

Onboarding Team Manager

Jon Anderson

Assistant Director, Inbound Support

Kala Zornow, CMA

Lead Onboarding Advisor

Lisa Clark

Assistant Director of Client Engagement

Lisa Robotham

Lead Development Engineer, Balance

Maria Slyneva

Quality Assurance Analyst

Megan Page

Special Projects Advisor

Michelle Watts, CPA

Endowment Accounting Specialist

Monica Duffell

Sr. SQL Developer

Paul Sabataitis

Endowment Accounting Specialist

Rosa Roman

Endowment Accounting Specialist

Sara Erno

Client Onboarding Coordinator

Sofia Shrestha

Senior .NET Developer

Tracy Gust

Endowment Accounting Specialist

Vicky Smith

Business Analyst

Carrie Gemmell

Bookkeeper

Marsha Roudabush

Chief Financial Officer

Tina Williams

Attorney

Zand Walters

Human Resources Consultant