President & CEO
Spencer Kupferman joined Global Software, Inc. in 1996 as a Marketing Analyst where he quickly advanced and held multiple positions throughout the organization. Today, Spencer currently builds the company's worldwide brand, while laying out the overall strategic initiatives for Global’s market leading Excel automation tools. Spencer is a recognized authority amongst his peers in the industry regarding best practices for enhancing the ERP user experience via the Microsoft Excel application. Spencer received a BS degree in Kinesiology from the University of New Hampshire and holds an MBA with a concentration in Technology Management from the University of Phoenix. Spencer is known as the 'ultimate competitor' who has positioned the Company for accelerated growth. His leadership skills and natural ability to inspire those around him was derived from his time as a Division I basketball player at the University of New Hampshire. Spencer enjoys playing basketball and spending every spare minute he has with his wife and 3 children.
"After serving more than 2 decades at Global Software, Inc. I am thoroughly convinced that our people are the secret of our continued success. Global is a special place for me, where the cutting edge of Excel Automation innovation meets unrivaled work ethic, where loyalty to coworker and customer take priority above all. One cannot find this environment on any street corner. Some people call this a great place to work, I like to call it 'family'."
Chief Operating Officer
Phil brings more than 30 years’ leadership experience to Global Software as an accomplished software industry executive with extensive experience in finance, technology, and operations. Phil originally joined Global Software in 1994 as Controller and became the company’s CFO in 1997. In 2000, Phil became the CFO of MediClick (a Global Software spinoff) and helped pioneer the transition of legacy financial products into new cloud-based technology. In 2003, Phil was instrumental in the design and development of a highly successful cloud based financial solution. Phil is considered amongst his industry peers as a subject matter expert in the area of financial systems and Excel-based automation & financial reporting. Phil also served as Vice President, Customer Operations at Premier. In addition, Phil also worked in Big Four accounting, not-for-profit organizations, and multi-national technology companies.
Phil is a Certified Public Accountant, a member of the American Institute of Certified Public Accountants, and is a Deloitte and Touche alumni. He holds a bachelor’s degree in accounting with a minor in computer science.
Phil currently lives in Raleigh and is an avid motorcyclist. He also enjoys playing tennis and racquetball, bicycling, and hiking. In 2014 Phil was a recipient of the Triangle Business Journal CFO of the Year award. Phil is a veteran of the United States Air Force.
Chief Technology Officer
Mark Osborne has more than 30 years of technology expertise and experience in Software Engineering. Mark began his career developing ERP applications for IBM systems. In 1993 Mark joined Global Software, Inc. as an application developer working as a major contributor on the development and architecture of Global’s IBM AS/400 ERP products. In the late 90’s Mark became a member of an exclusive team of elite programmers and developers who architected and built the first version of today’s flagship platform, Spreadsheet Server. In 2000, Mark joined MediClick (a Global Software spinoff) as the Lead Architect, in the development of a revolutionary Cloud based ERP and Materials Management system for the Healthcare industry. During his 14 years with MediClick, Mark demonstrated his superior knowledge and command of Cloud-based development and integration strategies with the Microsoft Excel application. In 2014 Mark was promoted to Vice President, New Product Development. In 2014 MediClick was acquired by Premier, Inc. where Mark was instrumental in the integration of newly acquired technologies. In 2016 Mark reunited and joined Global Software, Inc. as Chief Technology Officer. Mark’s passion, vision, and desire to deliver only the highest quality user experience for the Spreadsheet Server user community has brought back home to take Spreadsheet Server to the next level. Mark has a BS in Computer Science from North Carolina State University. Mark is a North Carolina native, has 2 children, and is considered “King of the Grill” by friends and family. You can also catch him camping at the beach or working on his photography skills in his spare time.
Chief Sales Officer
Tonya Cannady came to Global Software, Inc. with more than 10 years of sales, marketing and operational leadership experience. Prior to joining Global, Tonya was President of DBBasics, a regional technology training and consulting firm. During her tenure at DBBasics, Tonya grew the company from a single location to a regional provider of both technology training and consulting services. After achieving significant revenue growth, she negotiated and managed the merger of DBBasics with publicly traded New Horizons. Today, Tonya has been with Global Software, Inc. for over 10 years and is viewed by her colleagues and peers throughout the industry as a leading strategic thinker. Her contribution and insight at Global has led to the company’s expansion into new markets and industry verticals. Tonya holds a BA in Public Policy Analysis from the University of North Carolina at Chapel Hill. Tonya’s family life is her top priority, where she spends her spare time with her husband and two sons. She also enjoys playing golf, tennis, travel and watching UNC athletics.
"I don't take for granted that every day I get to do what I love with the greatest teammates the software community has to offer. Over the last decade I have recognized that being a part of Global is something special. The challenges are different, but the thrill of helping people and organizations is consistently rewarding and exciting and we also happen to do it better than anyone in the industry."
Chief Financial Officer
Steve joins Global Software with more than 30 years’ experience in financial management, operational responsibilities, and business analysis including strategic planning, financial modeling and reporting, mergers and acquisitions, and fundraising activities. He has history in a variety of industries, including software, semiconductors, advertising technology, consumer products, and biotechnology. Prior to joining Global, Steve served as CFO for Advanced Animal Diagnostics, a venture-backed biotechnology company providing diagnostics and information to the livestock industry. He has held numerous executive management roles at several companies including Geomagic, LVL7 Systems, and various start-ups. Steve also held management positions at Eastman Kodak/Qualex and is a licensed CPA. In 2009, Business Leader magazine awarded Steve with the Movers and Shakers Award, an annual award that recognizes up-and-coming business leaders in the Raleigh-Durham area. He holds an MBA from University of North Carolina’s Kenan-Flagler Business School and a BS in Business Administration from Northeastern University. Originally hailing from Buffalo, NY, Steve still cheers for both the Buffalo Bills and the Buffalo Sabres. Despite his affinity for Buffalo’s sport teams, Steve currently lives in Raleigh with his wife and two sons. He is a former Pop Warner football coach and enjoys sports and traveling.
"The Spreadsheet Server and Atlas platforms have experienced tremendous successes over the years. These Excel platform juggernauts are uniquely positioned as market leaders and I am honored and proud to join the most accomplished team in the history of the Excel Automation space. I am looking forward to leveraging my skill set as a financial leader and communicator to work hand in hand with our Senior Management team and Board of Directors to meet the financial goals of Global Software, Inc."
Lori brings a rich and diverse industry skill set to Global Software, Inc. She holds over 20 years of experience in a variety of positions in multiple disciplines throughout her career including Director of Quality Assurance & Documentation, Director of Sales and more recently as Vice President, Client Services. Lori’s industry experiences took her from IBM, CFS Group PLC, International Decision Systems, Set and Service Resources and finally back with Global Software, Inc. Lori previously served for 10 years with Global Software, Inc. in the late 80s and early 90s. Lori’s passion and commitment to a customer centric philosophy as well as being known to industry peers as an exceptional relationship builder equip her with the ability to take our customer engagement team to the next level. She holds a BAS in Productions and Operations Management from The Ohio State University. Lori resides in Raleigh with her husband and enjoys spending time with family and relaxing on the beach.
"It's exciting and gratifying to wake up every day and know that I'm leading a customer engagement team that is committed to a customer-centric philosophy. Our customers aren't just a number and they aren’t just a client. They are our partners for the future and they're input is invaluable to how we conduct business on every level here at Global Software, Inc."
Sherry Puckett joined Global Software, Inc. in 2011. Sherry leads one of our most strategic & dynamic departments in the company, Solution Enablement. Sherry served more than 20 years in the Banking Industry prior to joining Global. She brings to the table a unique blend of technology savvy and a superior practical application knowledge of the flagship platform, Spreadsheet Server. Sherry has held many impactful roles throughout her career ranging from M & A analysis to core system conversions. She led an effort in implementing and building an Enterprise Data Warehouse to capture and analyze customer profitability from all of the bank's disparate systems, all while leading the FP&A group for the former National Commerce Financial Corp. When NCFC was acquired, she joined Suntrust Banks as Senior Vice President and Strategic Finance Officer for the Carolinas. In 2005, she was a founding member of de novo, Square 1 Bank as Senior Vice President, Finance and Controller. Sherry is a CPA licensed in North Carolina and Certified Information Technology Professional. She received a BA in Accounting and a BA in Business Management from NC State University. Sherry enjoys volunteering with her son’s baseball teams and spending time at the lake with family and friends.
"Throughout my career, I have seen and used just about every reporting/BI platform ever developed. I know and understand the challenges that our customers and users face every day because I have been in their shoes. Spreadsheet Server is the one platform that allows users to connect to many disparate sources of data all within the same spreadsheet. I’m passionate about realizing our customers success in implementing and deploying Spreadsheet Server and I love to hear them describe how our solutions and people have created efficiencies that they had previously only dreamed of prior to their usage of Spreadsheet Server."
West Coast Operations - USA
Joining Global Software, Inc. in 2005, Paul Zunker serves as Vice President, West Coast Operations, responsible for consulting, education, technical support, testing and managing the Seattle general office team. He also assists in product development for the company. Prior to joining Global, Paul served as Consulting Manager for Timeline and spent nine years at Boeing Commercial Airplane Group, where he held a number of accounting roles. Paul received his BS in Financial Planning and Control from Oregon State University and holds an MBA with a concentration in Management and a minor in Accounting Information Systems from Seattle University.
"The people and the products that represent our company set Global apart. Teamwork takes center stage at Global- someone always steps up to assist our customers, or fellow staff members when the need arises. There is an unparralleled connection when we speak about the vendor-customer relationship that Global has developed over the last 40 years. I am exceptionally proud to be a part of it!"
David Oakes joined Global Software, Inc. in 1989. Mr. Oakes currently directs product development efforts for Global's accounting software applications on the web-based, iSeries, and mainframe platforms. He heads up the Information Technology group responsible for Global’s network, communications, internal systems, and website. Prior to joining Global, David served as Manager of Technical Services for GBA Systems where he was responsible for developing software, providing technical solutions, implementing, consulting and supporting various applications. David received a BS in Mathematics from Elon University. David, his wife, and two children live on a family farm in McLeansville, NC where they raise Registered Black Angus cattle.
"You won't find another software company in the world that immediately responds to a customer's needs, with the sense of urgency, that we do. Regardless of the client need, whether it's technical, application, or service-related, Global's customer-centric attitude comes through in every facet of our company."
Client Services - EMEA/HQ/UK
For over 25 years, Mark Gray, a CMA (Certified Management Accountant), has worked in software sales and consultancy, specializing in financial reporting and underlying transaction processing systems. He is currently directing Global's UK sales and client services business, managing both pre- and post-sales implementation efforts, along with corporate responsibilities for the UK. He brings a wide range of experience to Global, having previously managed the implementation of consolidation, reporting and budgeting systems throughout a number of UK organizations. An avid football (soccer) fan and supporter of his hometown team, Sheffield Wednesday, Mark quotes from the legendary coach of Liverpool FC, Bill Shankly: “Football is not about life and death—it's much more important than that.”
"Global is an organization of which I am enthusiastically proud and honored to be a leader. Global's longevity in the market, product quality and innovation, commitment to customer success and dedication to teamwork among the staff are all hallmarks of this successful organization."