3 results for tag: Leadership


Two Days in Washington DC: There are no absolutes – Only Trade-Offs

Nearly everyone who visits their Congressional Delegates “wants” something from them. They are either lobbying to promote a favor they seek for themselves or it’s their job (paid) to do so for someone else. Favors come in many flavors. Some are simple and others complex. Some require education and or other methods of persuasion, because of the many opposing viewpoints and choices. Good and Fair Governance remains difficult at best. During our Oregon Business group’s visit to Washington D.C., we had an assigned agenda from our group full of wants and desires. Each agenda item was designed to promote an aspect of the Oregon Economy. Of ...

Our Private Wealth Advisory Services Just Reached a New High-Level

As the only American and one of 16 Global Honorees (one of two in the Western Hemisphere), Daniel Morris has recently earned his Wealth Advisory Services Post-Professional Graduate Diploma (PPGD). The PPGD was a year-long program held at the University of Oxford and is designed for Senior Leadership that emphasized the interrelationships necessary to best advise Multi-National, Multi-Generational, and Privately-Owned Enterprises and their families. The Morris+D’Angelo Accounting and Financial Services Firm has already navigated cross-border estate issues in Italy, the United States, India, England, and Switzerland. The Master classes ...

CFOs Try to Focus on Strategy, but Information Technology Systems (IT) Get in the Way

A number of our Financial Professionals and CFOs expect to evolve their Information Technology (IT) for their Firms in the coming year, but some are dreading the journey via clunky legacy systems.   Frequently information technology (IT) for CFOs and finance professionals and sometimes for entrepreneurs can be a “Black-Box”. Throughout our offices, we hear “I know I have to have it, but I don’t understand how it works.”   Why buy into something that’s good today and obsolete tomorrow? As a responsible business leader overseeing an Enterprise System, I expect that I’m going to make an investment into an IT System that I ...