About

Margaret Morrison

Experience and Achievements

Margaret built her career helping companies of all sizes grow and helping their people grow. Her insights, innovation, and leadership have been game changing.

Notable Highlights

Created and executed growth strategies that generated year-over-year, double-digit improvement, from $280K to $5B and expanded nationally
Increased efficiencies by transforming operations to leverage offshore resources, AI, and digital processes
Developed robust client satisfaction program
Productized offerings to increase profitability and enhance client experience
Developed an EY master’s program with Notre Dame and UVA, to address new five-year accounting requirement and diminishing supply of accounting graduates
Developed a global pursuit strategy to broaden opportunities and increase win rate
Leads CEO and Executive Peer Advisory Groups facilitating monthly in-person meetings and one-to-one coaching
Guides CEOs/Founders and their teams, leveraging the Pinnacle Model, to accelerate growth and maximize enterprise value
On-demand executive coaching

Certifications and Trainings

MBA, Kellogg School of Management, Northwestern University
Pinnacle Business Guide
Selling to Strategics Certified Exit Guide (via STS Capital Partners)
Top Gun Teamwork Facilitators trained
Scaling Up and Rockefeller Habits Certified Coach
Certified Everything DiSC® trainer
Accredited The Five Behaviors® trainer
Tracom – Creating Client Connections (CCC) certified
Huthwaite International – SPIN trained
Miller Heiman – SOM and ECE trained
Women’s Business Enterprise National Council (WBENC) certified
NACD Governance Fellow and NACD Directorship certified

Other Distinctions

Meritus Trust Company, Board Member
International Women’s Forum Member
Committee for Economic Development Co-Chair Subcommittee: Advancing Women in Corporate Leadership
New York Women’s Foundation Board Member, Audit Committee Chair, and Executive Committee