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Leadership Team

For 30 years, PowerPlan and its leaders have helped asset intensive companies make the right financial decisions around infrastructure and modernization investment, while optimizing compliance, strategic decision making and financial performance.

In partnering with our most influential customers and industry groups, PowerPlan leaders are working hard to take our software and expertise to the next level to meet the ever evolving tax and regulatory changes of not just today, but tomorrow.  

Raphael (Rafi) Shure

Chief Executive Officer

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Raphael (Rafi) Shure

Chief Executive Officer

Rafi brings a wealth of experience to PowerPlan from his years in the software delivery space. He previously served as Chief Operating Officer at Aderant. As a key member of the executive team for more than 12 years, he played a pivotal role in driving the company’s strong growth during that time. His expertise spans strategy, finance and customer operations.

Prior to Aderant, Rafi worked as an investment professional at Thoma Bravo, a Chicago-based private equity firm focused on software and services companies. Before Thoma Bravo, he worked at Cambridge Associates, an investment advisory firm, where he advised institutional investors on private equity investments across North America, Europe, and Asia. Rafi holds an MBA with honors distinction from the University of Chicago’s Booth School of Business and a BA in Government and Economics from Cornell University.

Outside the office, you can catch Rafi on the tennis court or playing pick-up basketball with his kids, and spending quality time with friends and family.

Paresh Patel

Chief Operating Officer

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Paresh Patel

Chief Operating Officer

Paresh brings more than 20 years of leadership experience focused on building, transforming and scaling sales and professional services organizations for SaaS organizations and the clients they serve. He has served businesses across multiple industries including utilities, financial services, retail and technology, and understands the many complexities they face in adopting and optimizing enterprise technologies to drive business outcomes. Most recently Paresh led Professional Services at SaaS leader Salesloft, which was recognized for delivering outstanding client implementation experiences. Paresh previously held global leadership roles in Professional Services at Verifone, Equifax and Accenture.

He earned a bachelor’s degree in Business Administration from the University of Florida and a Masters of Business Administration from Emory University’s Goizueta Business School.

Paresh and his wife, Sajani, live in Atlanta with their three children. Outside the office, Paresh enjoys traveling with his family, attending his kids’ sporting events and tackling home improvement projects.

Trey Ruello

Chief Financial Officer

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Trey Ruello

Chief Financial Officer

Trey brings extensive experience in financial leadership, strategy and strategic transformation. At PowerPlan, he oversees Finance, Accounting, Legal, and IT, guiding the company’s operational scale-up and cloud transformation.

Prior to PowerPlan, Trey served as Vice President of Corporate Development and Strategic Planning at Aderant, where he played a key role in driving M&A strategy and execution, planning, and growth initiatives. He previously led FP&A at Masterbrand and held finance and product management leadership roles at Roper Technologies and its portfolio company iTradeNetwork. Prior to Roper, Trey was an investment banker at VRA Partners.  He earned a BS in Commerce from the University of Virginia and an MBA from Northwestern University’s Kellogg School of Management.

Outside of the office you can find Trey spending time with his wife and two children, cooking and cheering for his favorite college and NFL football teams.

Todd Bransford

Chief Product Officer

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Todd Bransford

Chief Product Officer

Todd Bransford brings over 30 years of experience in software and SaaS businesses to his role as PowerPlan’s Chief Product Officer. He leads the company's product strategy, delivery, user experience (UX), and marketing across the entire product portfolio.

Prior to joining PowerPlan, Todd held leadership positions in product management, marketing, and general management at technology companies including HHAeXchange, Solera, Omnitracs, WellSky, Cyveillance, and Descartes Systems. He holds a degree in economics from Vanderbilt University.

Jim Dahlby

Chief Customer Officer

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Jim Dahlby

Chief Customer Officer

With more than 20 years of experience at PowerPlan, Jim has held a variety of roles including head of growth strategy, program management, product management, solution architecture and implementation. Jim holds a unique view into PowerPlan’s solutions, as early in his career he was the key architect for two modules and designed and authored many others. That experience, coupled with his leadership experience, has allowed Jim to build strong relationships with customers and a deep understanding of their strategic challenges. Today he leads the Customer Success, Support and Managed Services teams, with a focus on supporting clients in achieving their desired business outcomes.

Jim graduated with highest honors from Georgia Tech with a B.S. in Industrial and Systems Engineering with a minor in Economics. Jim and his wife have three children and reside in Atlanta.

Sarah Park

Chief People Officer

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Sarah Park

Chief People Officer

Sarah Park was working as a paralegal at an employment law firm when she discovered she was more interested in understanding the dynamics of company-employer relationships than she was in writing legal briefs. The experience inspired her to put aside plans to go to law school and instead pursue a career in human resources.

Today, Sarah is PowerPlan’s Chief People Officer, where she leads the company’s recruiting, benefits and employee relationship initiatives. She graduated from Emory University with a B.A. in English and went on to earn her MBA with a concentration in HR from Georgia State University. Before joining PowerPlan, she held HR positions at Novellis, GenOn and Rossmore Management Group and has seen firsthand how important the employee/employer relationship is to a company’s success. Together with PowerPlan’s leadership team, she works to develop strategies around employee engagement, career development, staffing and retention.

Sarah was born and raised in Columbus, GA and currently lives in Atlanta with her husband Raj, her daughter Parker and their French Bulldog Tiberius Maximus. When she’s not working, Sarah enjoys cooking and entertaining. She’s also an avid runner and has completed several half marathons.

Lee Watkins

Chief Strategy Officer

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Lee Watkins

Chief Strategy Officer

As a strategic visionary and seasoned leader, Lee Watkins plays a crucial role in shaping and executing PowerPlan’s long-term strategies, driving growth and spearheading innovative approaches to propel the company forward. With 30 years’ experience in energy and utilities, Lee has held notable positions at NextEra Energy, Southern Company, and Black Hills Energy, where she led regulated accounting and tax teams leveraging PowerPlan software.  Additionally, Lee advised investor-owned utilities while at Deloitte and EY. Her forward-thinking approach and deep industry expertise make her a valuable addition to PowerPlan's executive team.

Lee is a Certified Public Accountant and was born and raised in Alabama. She and her husband Alan live in Georgia, and they have two grown sons. When she’s not in the office, Lee and Alan enjoy spending time outdoors, watching college football and exploring new restaurants. She is also an avid runner and has completed many marathons.