BILL (NYSE: BILL), a leading financial operations platform for small and midsize businesses (SMBs), today announced that innovative fintech executive Keri Gohman and visionary software leader Dan Wernikoff have joined the company’s board of directors.

“The market opportunity for BILL is immense as we deliver new innovations through our essential financial operations platform for SMBs,” said René Lacerte, CEO and Founder of BILL. “Keri and Dan bring significant product, operational, and leadership expertise across financial services and B2B software companies, as well as strong governance experience from both public and private boards. With their strong track records driving growth, they will be tremendous assets to help us extend BILL’s category leadership.”

Keri Gohman

Keri has spent her career innovating in financial services working across payments, banking, and the accounting sector. She is a proven software and fintech executive with a track record of scaling SaaS businesses for growth, including in the legal and accounting markets. She has held leadership and strategy roles with established financial services firms and technology companies, including GE, Capital One, Intuit, and Xero. At Capital One she led the Small Business Bank, including the build and launch of the digital small business banking suite. She is currently a board member at CARET and was previously the CEO. She is also a board member at Practice Tek, and has served as an Operating Partner and Senior Advisor at technology investment firm Bain Capital Ventures.

“Throughout my career in fintech and software, I have been passionate about accelerating technology innovation across banking, SaaS, and financial services companies,” said Gohman. “BILL is at the center of the financial operations for businesses and understands deeply how SMBs and accountants deserve truly impactful technology solutions to optimize business and deliver for customers. I’m thrilled to be joining the BILL board.”

Dan Wernikoff

Dan has a proven track record of innovation in the software and payment industries, especially serving SMBs, with over 15 years of experience leading well-known business and consumer brands. He most recently served as CEO of LegalZoom, the largest business formation platform, where he led the company through significant growth and a major shift to a subscription-based business model. Prior, Dan held executive roles at Intuit, including EVP and GM of both the small business and the consumer groups. In the small business group, he oversaw the transformation of QuickBooks from a desktop, US-based software business to a global, cloud-based ecosystem. During his leadership, the first native version of QuickBooks Online was launched with integrated payments, payroll, and a newly created Intuit Partner Platform. In the consumer group, he was responsible for the creation of TurboTax Live. Earlier in his career, Dan held technology leadership roles at Charles Schwab and Bank One.

“BILL has achieved significant scale, processing approximately 1% of US GDP. In a highly compelling market, its growth has been fueled by continuing to transform the way SMBs and accountants use financial automation and there is still a large opportunity ahead,” said Wernikoff. “I have always been passionate about democratizing technology to support SMBs, so I’m delighted to have the opportunity to serve on the board of BILL.”

Kight and Wagner Stepping Down from BILL’s Board of Directors

Board members Pete Kight and Scott Wagner are retiring from their board roles, with Kight transitioning into a new advisory role as Director Emeritus for BILL.

“I also want to extend my gratitude to Pete and Scott for their years of service on the BILL Board. They have both contributed important expertise to our growth during their tenure, and we wish them the best. I look forward to working with Pete in an advisory role,” said Lacerte.

About BILL

BILL (NYSE: BILL) is a leading financial operations platform for small and midsize businesses (SMBs). As a champion of SMBs, we are automating the future of finance so businesses can thrive. Our integrated platform helps businesses to more efficiently control their payables, receivables and spend and expense management. Hundreds of thousands of businesses rely on BILL’s proprietary member network of millions to pay or get paid faster. Headquartered in San Jose, California, BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. For more information, visit bill.com.

IR Contact: Karen Sansot ksansot@hq.bill.com

Press Contact: John Welton john.welton@hq.bill.com

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