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Articles by Jim
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What Are We Doing Here? Why Placing Purpose Front and Center Is Key To Your Business Success
What Are We Doing Here? Why Placing Purpose Front and Center Is Key To Your Business Success
By Jim Morales, CFA® CMA® FPA™ CSCA™
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Practical Issues for Re-Negotiating Commercial Leases - Perspectives to Consider
Practical Issues for Re-Negotiating Commercial Leases - Perspectives to Consider
By Jim Morales, CFA® CMA® FPA™ CSCA™
Activity
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Super excited to announce that my book is launching on April 2, 2024! You can get your copy by visiting my website https://lnkd.in/eZTArcC5 or by…
Super excited to announce that my book is launching on April 2, 2024! You can get your copy by visiting my website https://lnkd.in/eZTArcC5 or by…
Liked by Jim Morales, CFA® CMA® FPA™ CSCA™
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What a great feeling to be RaiseMasters Member Of The Month! Shoutout Hunter Thompson and the team for creating such a great group of high…
What a great feeling to be RaiseMasters Member Of The Month! Shoutout Hunter Thompson and the team for creating such a great group of high…
Liked by Jim Morales, CFA® CMA® FPA™ CSCA™
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Ok y'all, it's that time of the year again. Buy gifts for your team at work. I decided to crowdsource ideas this year Drop your best Christmas…
Ok y'all, it's that time of the year again. Buy gifts for your team at work. I decided to crowdsource ideas this year Drop your best Christmas…
Posted by Jim Morales, CFA® CMA® FPA™ CSCA™
Experience & Education
Licenses & Certifications
Publications
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Podcast Appearance
The Outlier's Inn
Topic : Most companies strive to be high-performing organizations – the equivalent of having “six-pack abs”. But getting fit takes a lot of dedication and hard work – and unfortunately, most companies just have “ab”. In this episode of The Outliers Inn, Jim will share with us his experiences in trying to help companies become leaner and meaner; the challenges companies face, the challenges he has faced, how they were overcome (or not), what has worked, what has not worked, and the perils and…
Topic : Most companies strive to be high-performing organizations – the equivalent of having “six-pack abs”. But getting fit takes a lot of dedication and hard work – and unfortunately, most companies just have “ab”. In this episode of The Outliers Inn, Jim will share with us his experiences in trying to help companies become leaner and meaner; the challenges companies face, the challenges he has faced, how they were overcome (or not), what has worked, what has not worked, and the perils and pitfalls to recognize and avoid.
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FP&A: Why the Time for Certification is Now
Association of Financial Professionals
An interview with me on obtaining Certified in Financial Planning & Analysis (FP&A) certification.
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‘We do not learn from experience…we learn from reflecting on experience.’” John Dewey
‘We do not learn from experience…we learn from reflecting on experience.’” John Dewey
Posted by Jim Morales, CFA® CMA® FPA™ CSCA™
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