Leading the Evolution of Consolidation Solutions
Fluence Technologies is a leader in the cloud accounting and consolidation space.
Our leadership team brings 2 centuries of combined experience from companies like IBM, Outlooksoft, Clarity Systems, SAP, Longview, Vena Solutions, and Delbridge Solutions.
For too long, financial consolidation tools have been designed to support the world’s largest organizations. These tools are hard to use, costly to implement and maintain.
Fluence Technologies is in the market with a solution that is purpose-built to be easily owned and maintained by finance, all while providing the power and functionality of the most robust solutions.
To be the company our customers want us to be, it takes an eclectic group passionate about the customer experience. Get to know the people leading the way at Fluence.

Michael Morrison
Michael ensures Fluence's product, services and support offerings meet all the financial consolidation and close needs of our global customers and partners. With 20 years in executive roles at Cognos, IBM and Applix, his vision for Fluence is informed by experience starting from the earliest days of corporate performance management (CPM) software. Michael successfully transformed Applix from an early stage vendor to market leader in three short years, leading to a 12x return for shareholders. His work ethic was honed holding down multiple jobs to finance both his college and law degrees; the same month he paid off his final student loan, Michael wrote a check for his eldest daughter’s college tuition.

Don Mal
Don advises Fluence’s executives and board on strategy and corporate governance matters, drawing on his proven executive track record at high-growth SaaS companies. As co-founder and CEO of Vena Solutions, Don led the startup’s growth to over 300 employees and 700 clients worldwide. Spending over 30 years as an executive in B2B software sales and marketing allowed him to shape his own style as a leader; one that champions empathy and the importance of EQ over IQ. Don’s ambitions extend to golf and music, building Wildfire from an idea to an award-winning Canadian golf course in less than three years, and signing with a record label as a young singer and guitarist.

John Power
John provides the product vision for our market-leading consolidation solutions and ensures Fluence delivers outstanding customer experiences. With 35 years in tech and 25 years in the corporate performance management (CPM) space, he’s been at the helm of over 300 software implementations for hundreds of thousands of end users. As CEO at Longview, John’s dedication to customer satisfaction resulted in an industry-leading retention rate of over 96%. His success is due in part to the belief that customers should be a member of your extended family, not just a business transaction. John is an avid runner and cyclist, completing over 100 road races and duathlons over the last four decades.

Sherry Zersch
Sherry and her professional services team ensure our customers get the most benefit from Fluence's software - implementing solutions in weeks, not months. During her 25-year career in technology and financial services, she’s helped hundreds of clients in customer success and professional services capacities. Sherry believes client relationships based on trust and advocacy are the foundation for meaningful partnerships. Her ability to foster deeply committed work environments has resulted in high employee retention, morale and motivation to succeed - as a team and alongside the success of her customers. A true global citizen, Sherry has climbed a volcano in Bali, explored Icelandic ice caves and participated in the Maori Haka in New Zealand.

Bogdan Baliuc
Bogdan leads product development at Fluence, ensuring mid-market companies benefit from a financial consolidation solution that’s designed just for them. After 15 years in the corporate performance management (CPM) space, he’s personally managed over 300 software implementations for nearly 50,000 users. As CEO of Obero, Bogdan’s operational excellence and problem-solving expertise helped the company achieve annual revenue growth of over 220%. When he’s not developing software for customers in finance and accounting, he’s taking snaps in the sky (astrophotography!), training in Tae Kwon Do, and delighting friends with magic tricks.

Jason Burke
Jason leads our finance function and supports Fluence in earning the trust of customers, partners, investors and other key stakeholders. He’s dedicated to eliminating financial complexity by delivering financial models, reporting and processes that are accurate and reliable. Jason believes that highly effective teams united around a common goal can accomplish anything, as is evident from his involvement in more than 50 funding and M&A transactions totaling over $10 billion. ‘Family first’ is a mantra Jason carries personally and professionally. As a former college and national level athlete, he loves playing sports with his wife and their three kids.

Philip Kaszuba
Phil leads Fluence’s sales, business development, marketing and partner teams to ensure mid-market companies know there's a financial consolidation solution that's designed to suit their needs. Being a part of the Canadian startup community since the 1990’s, he’s helped bring new software solutions to millions of users and thousands of companies. Using principles of value-based selling, Phil connects customers and solutions with go-to-market strategies and high-performance sales and marketing teams, especially in the areas of corporate performance management (CPM) and marketing automation. A father to three boys and married for over 30 years, he enjoys gym time, playing golf, and supporting The Hospital for Sick Children.

Gary Crawford
Gary runs the XLCubed operations team, ensuring our customers and partners have the resources and support they need to get the most value from Fluence’s market-leading reporting solution. Before Fluence acquired XLCubed in 2021, he was a driving force behind the company helping secure over 40 partners and 750 customers across six continents. A longtime expert in data visualization, he is a published author and frequent speaker on using information design and visualization to drive intelligent business decisions. Gary is an avid fan of Premier League football, a passion for the game he shares with his three sons.

Craig Salter
Craig leads product development for Fluence’s market-leading reporting software, powered by XLCubed since Fluence acquired the company in 2021. He authored the original version of XLCubed in 2002, providing finance teams with a unique combination of agile reporting, data integrity and connectivity. Craig's software development philosophy is focused on involving end users early and often to ensure new applications address the needs and pain points that matter most to those who use it. Craig’s first piece of programming was written in BASIC on a ZX Spectrum when he was 7 - it drew a face!

Josh Mal
Josh heads up sales, business development and wellness at Fluence to create an environment that fosters fun, teamwork and growth. He believes positive change occurs when you find a common interest among team members and transform it into a passionate shared goal. Josh adopted this mindset throughout his sales career and the hundreds of customer relationships he’s developed along the way. Josh was the first employee at Vena Solutions, where he built the sales team and personally secured most of the company's first 50 customers (Vena boasts over 1,000 today). Fun fact: Snoop Dogg has called Josh his ‘neffew’ on more than one occasion. It turns out, they have some things in common!

Kevin Beckberger
Kevin leads our solution engineering team to ensure future clients understand how Fluence helps solve their business pain points, and meet their finance and company-wide performance goals. Over the last 20 years, he’s provided finance and accounting solutions and enablement to over 1,000 customers. In previous roles as a sales leader, his ability to build world-class teams led directly to accelerated profitability and successful acquisitions by larger software organizations. Kevin has travelled extensively and cherishes the opportunity he’s had to live in cities across the globe, from New York to Singapore. These travels have shaped his outlook and provided him unique perspectives on different cultures, both in the business world and life in general.

Corey Bidmead
Corey works closely with our partners, enabling them to deliver the best sales and implementation experience to customers across the globe. With a background in finance, he’s experienced firsthand the long days and lost weekends Fluence’s customers used to struggle with. He’s proud to have been a part of several forward-thinking product launches in his career, many of which are still serving clients over a decade later. Corey has worked in various capacities in corporate performance management (CPM) for over 25 years, building relationships with hundreds of customers and delivering on over 300 software implementations. If you pass by his home at Christmas or Halloween, it’s the one that elicits ‘oohs’ and ‘aahs’ from all the kids in the neighbourhood.

Hervé Capo
Hervé developed the engine that powers Fluence’s software, already recognized as the best financial consolidation solution on the market. For 35 years, he’s directly helped nearly 1,000 customers across the globe improve their financial close and consolidation practices. Hervé designed and developed the financial consolidation engines for enterprise vendors including OutlookSoft, SAP and IBM, ensuring Fluence was built from the ground up to be the best, most modern solution - period. He’s always striving to make complex processes easier with solutions that are easy for customers to understand and adopt. Hervé holds a black belt in Judo, was a vice-champion of volleyball in France, and is part of the ‘Pied-Noirs’ (French nationals living in Algeria during French rule).

Guy Ménard
Guy develops the products that differentiate Fluence from any other vendor in the consolidation software market – an easy-to-use solution for mid-market companies that provides robust functionality at a fair price. Throughout his 25-year career in professional services, pre-sales and account management, he’s helped hundreds of customers get more value from their technology investments, including Disney, Xerox, Lockheed Martin and Cirque du Soleil. Guy has a twin sister and married a twin, and he has two beautiful children - but not twins! He loves to cook for his family, especially grilling on an open fire using natural firewood. He’s also a CPA and PMP with a degree in accounting.

Bill Van Zandt
Bill leads the development and integration behind Fluence’s out-of-the-box consolidation, close and financial reporting solutions. His career spans over 30 years in corporate performance management (CPM), with senior roles at LEX2000, Cognos, IBM and MicroStrategy. In delivering finance and analytics software to thousands of global companies, Bill always takes his direction from the voice of his customers - and prides himself on giving team members the experience and opportunity to grow their careers in the software sector. Bill loves collaboration and creative pursuits, as a guitarist in local bands, an avid cook and homebrewer. He and his wife enjoy live music, the beach, and hosting large group dinners with family and friends.

Shobha Lee
Shobha and her team build meaningful relationships with Fluence’s future customers, starting with their first interaction with the company. With a background in radiology and music, Shobha adapted to business development quickly, achieving record-breaking conversion rates in all of her roles. Her decade-long career in the corporate performance management (CPM) space gives her unique expertise in her role, and her team benefits from her ‘player-coach’ approach to leadership. An award-winning singer, songwriter (Sony Music Publishing) and recording artist, she often collaborates with her multi-platinum producer and partner, including working with Justin Bieber and Olivia Newton-John. Fun fact: Shobha sung the theme song for “Degrassi - The Next Class” airing on Netflix.
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