Stuart Morley, MBA
Master Strategist*, Speaker, and Author
Stuart Morley MBA leads a team of experts with the management depth, experience plus the passion to help unlock the complex strategic issues and find simple, yet effective solutions to grow the business.
Stuart’s success as a Master Strategist is reflected in the speed a leader is able to drive improvements in bottom line results, market share, and revitalized corporate culture.
Stuart has advised more than 300 companies in 27 different industries to drive revenues and bottom line performance through unlocking strategic obstacles.
He is the co-author of a recent book entitled “Weather the Storm:Survival Guide for Mid-Market Organizations.” In this book he explains The JUMP Matrix. This is a one page tool for business analysis and direction. The book is available on Amazon.com.
Stuart conducts speaking engagements, workshops and strategic mentoring for business leaders across Canada. He is well known for his Strategic Map Process to put the plan for a business on one page in one day. He also conducts workshops for professionals on Pricing Strategies That Work.
Stuart is a Past President of the American Marketing Association (Toronto Chapter), a former Investment Banker and a former Management Consultant with Deloitte Consulting.
To contact Stuart and his associates call: 866.507.7449 or email Stuart (at) morleyconsulting.com.
A Master Strategist* is the catalyst to the leader of the company to focus on turning the big picture into enhanced business performance and shareholder value. Very few people are master strategists, as 98% of people in the business world are tactical, 1.8% are idea focused and usually spend time in academic pursuits while the remaining 0.2% are the master strategists who can see the big picture and focus with laser like precision on what needs to be done and persuade business leaders to proceed with confidence to secure results with greater speed than ever before.
According to a recent study by Queen’s University the number one future role for CEO’s and their team is to build their competency as strategists, including the competencies of strategic thinking, decision-making and critical thinking.
Theresa Morley, CA
Partner, Morley Accounting Services
Theresa Morley, CA has 25 years experience providing accounting and business advice to clients. She is a part time CFO to a number of clients. Theresa’s experience as a part-time CFO includes: junior mining companies, municipalities, not for profit organizations, and other small businesses in a variety of industries.
Theresa has worked as the part-time financial controller for a junior mining company for seven years. Her duties included: updating and maintaining the books and records, liaising with the Corporations Director of Audit, liaising with legal counsel on the preparation of the all non-cash transactions, calculation and recording of share based payments, managing the government filings for HST and flow through shares, set up and reporting of a US subsidiary, preparation of the quarterly interim consolidated financial statements, assistance with preparation of the MD&A, preparation of continuity schedules to track: share based payments, the realized and unrealized gain/loss on sale of investments, foreign exchange gains and losses, earnings per share and weighted average number of shares for each quarter, fixed assets and accumulated depreciation, and, preparing and tracking expenditures against project budgets. In recent years as the volume of work increased, Theresa trained junior staff to assume some of the data entry and administrative duties.
In 2010 Canada transitioned to International Financial Reporting Standards (IFRS). This was a major change in accounting policies and Theresa prepared the relevant position papers, calculations, adjustments and schedules to effect this transition. This included setting up the corporation in Caseware™ using the IFRS templates.
Theresa is a certified QuickBooks® expert and also provides accounting, tax and advisory services to small businesses in Toronto, Simcoe and Muskoka mainly to businesses in construction, financial and professional services and high tech/internet services.
Prior to starting Morley Accounting Services, Theresa spent nine years in public accounting. She started her career in the accounting firm of Deloitte & Touche and was a manager in Cape Town office when she transferred to Toronto in 1986 where she re-qualified. Theresa is a Chartered Accountant in Canada and South Africa. She has a Certificate in Accounting from the University of Cape Town and a B.Sc. Agric from the University of Natal.