Dr. James (Jim) Morgan

PhD MBA CPA CFA CPCU
Managing Partner

Jim has 30 years of experience in facilitating growth strategy development and execution and has helped more than 250 organizations compete and prosper in an ever-changing marketplace. Formerly a Senior Manager at PriceWaterhouseCoopers, he is now Managing Partner of Strategy Dynamics, an international Strategy, Innovation, and Execution consulting firm assisting clients to achieve leadership positions in their respective industries. This encompasses consulting disciplines of growth strategy and execution plan development, executive development, strategic planning, and organization alignment.

Dr. Morgan is also the Leader of the Strategy & Innovation specialization for the Doctor in Business Administration (DBA) program for Capella University in the School of Business & Technology, serving 6,000+ graduate students with 300+ faculty. Dr. Morgan was named 2012 Harold Abel Distinguished Faculty of the year and 2012 Stephen Shank Recognition award for excellence by the Capella University Graduate School of Business.

He directs the activities of professional consultants and works closely with clients in Best Practices growth strategy innovation including blue ocean strategy and disruptive innovation. With a focus on strategy, innovation, and discipline, Dr. Morgan created and facilitates a strategic planning 3-day ITB™ Process workshop that empower business leaders with a 3 year: (1) innovation growth strategy; (2) strategic objectives; and (3) execution plan.

The resulting strategic insights lead to major impact changes in organizations of all types. His emphasis on innovation, discipline and strategy execution, ensures success in implementation— successfully developing and implementing strategy and strategic plans. Parallel to the ITB™ workshops, Jim provides consulting assistance in executing and sustaining the direction set in the strategic plan.
In addition to a PhD in Strategy from Capella University SoBT, Jim has an MBA from University of Wisconsin - Madison, with certifications as a CPA, CFA, CPCU.

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Strategy Dynamics, Inc. • 352 Engler Street, Sonoma, CA 95476 • email: contact@innovationitb.com