The Vertex Leadership Team includes the Corporate Leadership Team, which establishes Vertex's long-term growth strategies and manages operational execution, and the Board of Directors, which provides corporate governance and oversight.
Cathy AustinGeneral Counsel and Corporate Secretary
As General Counsel and Corporate Secretary, Cathy Austin oversees Vertex’s legal, policy, compliance and regulatory affairs. She provides guidance across all aspects of the business including U.S. and international development, acquisition and operation of technology, and the protection of intellectual property rights.
With over 30 years of experience in a technology-based practice, Cathy has significant expertise in legal and business issues involving complex information systems, outsourcing, content development, and Web based platforms, as well as ERP licensing, implementation and privacy and security.
Cathy joined Vertex in 2012 and holds an SB from The Massachusetts Institute of Technology and a J.D. from Yale Law School.
Lisa ButlerChief Financial Officer
As Chief Financial Officer, Lisa is responsible for leading the development of the financial strategy to support the business, including investment strategies and five-year financial plans. She provides leadership and guidance to teams in Finance and Accounting and also provides financial reporting at the Board of Directors meetings. Lisa and her team handle financial budgeting, planning, analysis, reporting, audit, and tax compliance for Vertex, as well as all risk management, SSAE-16 audits, payroll, collections, and treasury responsibilities.
As a member of the company's Internal Strategy Team, Lisa is actively involved in creating Vertex’s internal direction and strategies that guide processes, people and systems capability development across the organization. She is also the Leader of the Enterprise Risk Management Key Focus Area.
Lisa joined Vertex in 2003 and holds a BS in Accounting from LaSalle University. Lisa has been a Certified Public Accountant since 1989.
David DeStefano is President of Vertex Inc., the leading provider of corporate tax software and services for companies of all sizes, from small to medium-sized businesses to global multinationals. He sits on the Executive Council which is responsible for attending to the long-term strategic and financial viability of the company as well as our corporate brand and culture. David is a standing member of the Executive Governance Team which ensures the coordination of all strategy work, oversees the budget, and plans all Board interactions.
As steward of the company's External Strategy Team, David is actively involved in creating Vertex’s core strategic direction and the underlying Tax Performance Management strategy. He is also on our strategic business development team.
David joined Vertex in 1999 and holds a BS from Lehigh University.
Barb DysonVice President, Human Resources
Barb Dyson is Vice President of Human Resources. With over 20 years of leadership and Human Resources experience, Barb has significant expertise in full life cycle talent strategies including recruitment, total rewards, performance management and employee relations, talent and leadership development, career planning and change management.
In her current role, Barb stewards the Organization and Workforce Strategy team focusing on organizational and talent strategies to attract, develop, reward and retain the talent needed to deliver value to our customers. In addition, she is an integral member of the Internal Strategy Team responsible for developing the strategies and programs that guide structure, processes, people and systems capability development across the organization.
Barb holds a B.S. in Business Administration from Widener University and has achieved Senior Professional in Human Resources (SPHR) certification. She is a member of the Society for Human Resource Management and the Human Resources Mid-Market Council sponsored by the Conference Board. Barb currently serves on the Delaware County Regional Board for Big Brothers Big Sisters Southeastern PA.
John M. FerraioliExecutive Vice President
John "Jack" Ferraioli is Executive Vice President, Customer Relationship Development (CRD). In this role, he is responsible for sales, consulting, account services, and strategic alliances.
Jack joined Vertex in 1994 as Director of Strategic Alliances, leading Vertex’s efforts to establish partnerships with the major ERP software vendors. He is a member of Vertex's Business Strategy Team, CLT Budget Sub-team, and the Vertex Exchange Planning team. He also stewards Vertex's strategy around partners, allies, and suppliers.
Jack holds a BS in Accounting from The Pennsylvania State University and an MBA from Villanova University.
David HenkinVice President, Managed Services and General Manager of Vertex SMB
David is Vice President of Vertex Managed Services and General Manager of Vertex SMB. Vertex opened its Transaction Tax Returns Processing Center in Naperville, Illinois in July 2008, which includes outsourcing and business development of Vertex's tax processing returns operation. David and the Returns Processing Center staff manage monthly transaction tax compliance activities for Vertex clients utilizing a comprehensive suite of tax software and consulting services. In 2014, Vertex launched its Vertex SMB offering to mid-market ERPs and eCommerce platforms.
In addition to managing Vertex SMB and indirect tax returns operations, David leads the managed services and outsourcing relationship development efforts, which includes working closely with client sales, marketing, and financial executives to help build and optimize their business processes.
David received his M.B.A. from Villanova University, his M.A. from the City College of the City University of New York, and his B.S. from the University of Maryland. He also has extensive Six Sigma Training as an Executive Sponsor, Master Black Belt, Black Belt, and Green Belt. David joined Vertex in December 2008.
A noted author of the book, "Conversation Innovation: A Corporate Fable on Leadership, Coaching and the Power of Conversations," David is also an Adjunct Faculty member at Villanova University School of Business, and a teacher and coach for senior executives who are Villanova students and alumni.
Gerry HurleySenior Vice President, Opportunity Management
Gerry is Senior Vice President of Opportunity Management and provides leadership and guidance to colleagues in product management, market intelligence, emerging business models, partners and alliances, data management, and services marketing.
Gerry's responsibilities revolve around setting strategy for in-market products and services; leading the process of gathering, analyzing, and communicating information about Vertex’s markets; and developing strategies for emerging business models. In addition, Gerry's team develops Vertex’s data management and services strategy in collaboration with the appropriate teams.
Gerry joined Vertex in 1993 and is a graduate of St. Joseph’s University, where he earned a BS in Accounting.
Chris KohlVice President, Corporate Technology and Chief Information Officer (CIO)
As Vice President, Corporate Technology and CIO, Chris Kohl works with leaders across the company to drive business success through appropriate application of technology, systems, and process improvements.
Chris is responsible for Vertex's technology infrastructure and internal systems. Since joining the company in 2003, he has transformed the IT organization from back-office function to strategic contributor. He also provides executive leadership to the Facilities and Real Estate functions within Vertex.
Prior to Vertex, Chris held multiple IT positions in Fortune 1000 companies. He also had a successful tenure as an independent consultant working with healthcare and financial services organizations on strategic IT realignments.
Chris is an active member of the CIO Executive Council, a global professional organization of 500+ CIOs focused on delivering business value through IT. He holds an MBA from Villanova University and a BS from Drexel University.
Jen KurtzChief Technology Officer
Jen Kurtz is the Chief Technology Officer at Vertex, responsible for aligning the technology vision and direction of Vertex solutions with the corporate business strategy. As CTO, Jen works with strategy teams to shape all software-related initiatives, resulting in innovation for the tax technology industry.
Since joining the company in 1999, Jen has contributed both technical and tax expertise by serving as a member of the software development and commercial enterprise architecture teams at Vertex. Jen has also been involved as a technical leader overseeing strategic design, development and implementation. In addition, she led the technology and architecture direction for Vertex Enterprise, the company’s next generation tax technology platform.
As a member of Vertex’s External Strategy Team, Jen plays a key role in executing the commercial business strategy through Vertex solutions. Additionally, she serves as a member of the Women's Leadership Forum.
Jen holds a Master of Science from Villanova University and a Bachelor of Science from Bloomsburg University of Pennsylvania.
Steve RichardVice President, Product Support
Steve Richard is Vice President, Product Support and leads Vertex's customer support, documentation, and training functions. As head of Product Support, he is also responsible for ensuring customer retention and long-term loyalty. Steve's team achieves this by focusing closely on customer satisfaction and measuring the ability to meet customers’ expectations of the Vertex value proposition.
Steve joined Vertex in 1999 and holds a BS from The Pennsylvania State University and an MBA from the University of Houston.
John ViglioneExecutive Vice President
As Executive Vice President, John Viglione is responsible for the technology and architecture direction of all of Vertex’s products, including assuring alignment with Vertex’s corporate strategy. Since joining the company in 1998, John has been responsible for multiple initiatives, including transitioning Vertex's legacy internal systems to a modern ERP-driven environment.
In addition to serving as a member of Vertex’s Business Strategy Team, John is responsible for Vertex’s leadership in multiple industry standards organizations related to the technology, financial, and tax industry.
Prior to joining Vertex, John served for more than 15 years within Fortune 500 companies, focusing on comprehensive enterprise IT initiatives. He earned a BS from St. Joseph’s University and an MBA from The Pennsylvania State University.
Jeff WestphalCEO and Co-Owner, Vertex Inc.
Jeff Westphal is Chief Executive Officer, Chairperson of the Board of Directors and co-owner of Vertex Inc., the leading provider of corporate tax software and services for companies of all sizes, from small to medium-sized businesses to global multinationals.
In 1988, he joined the company founded by his father, Ray Westphal. During his tenure, he has served as Director of Marketing, Vice President of Sales and Marketing, and later as Executive Vice President. He was promoted to President in 1996 and to Chief Executive Officer in 2001.
Under Jeff's stewardship, Vertex has established consulting and implementation service offerings, established European and Brazilian operations, and expanded to become the global leader in Enterprise Tax Performance solutions. During his tenure, Vertex was also awarded one of the "Top Workplaces" in the Delaware Valley and "The Best Place to Work in Pennsylvania.” Since its start in 1978, Vertex has grown to around 900 professionals at its headquarters in the U.S. (Berwyn, PA) and its global offices in Europe (London), Brazil (São Paulo), Dallas, Fort Collins, Naperville, Phoenix, San Francisco, Sarasota and Seattle.
Jeff is a member of the Institute for Professionals in Taxation (IPT), World Presidents' Organization (WPO), the Conference Board, where he currently serves as Chairman of the Middle Market Executive Council, and is also a frequent speaker to business and community organizations. Jeff served as Chairman of the Board of Open Connections, Inc. (a not-for-profit open educational organization) for 15 years and remains a trustee. In addition, he is Co-founder with his wife, Jenifer, of Kyle's Treehouse, (kylestreehouse.org), a web-based resource for families seeking hope and guidance for the treatment of children diagnosed with Autism Spectrum Disorder.