People-Centered Consulting and Advisory Services

CEO | KEMBA Financial Credit Union

“Over the last several years, KEMBA Financial Credit Union has utilized Joe Morgan’s executive consulting services, and he has worked with various leaders throughout our organization and coached them on a variety of topics. As the CEO, I have seen firsthand the impact Joe has had on our Credit Union and improving our leaders’ organizational, strategic, leadership, and soft skill abilities. Joe has also served as a sounding board for me when faced with difficult or strategic decisions.

In addition, Joe was retained to work with the CEO of a company, which I sit on the board of directors. The purpose of the engagement was to assist the CEO with the short- and long-term strategies, and how effectively he modeled and presented those strategies to his board of directors. The board has seen the impact of Joe’s coaching so much that they have asked the CEO to continue working with him in 2024.

Joe’s company’s core principles of Honesty, Integrity, Trust, and Transparency not only align with KEMBA’s, but he lives and demonstrates these principles in every interaction. I am fortunate to call Joe not only a valuable business resource but a friend.”

Retired CEO & Board Chair | Web Industries

“I have had the privilege of knowing Joe for almost 35 years. We worked together on several high-growth market teams at FLEXcon for 7 years and later I reported to Joe when he was President of Sony Chemicals, USA. In both organizations, I observed and benefited from his diverse skills in leading a business, strategic planning, building high performance teams, and identifying and growing new markets. Throughout my career, Joe has been a trusted advisor, strategist and thought partner, most recently when I served as President & CEO of Web Industries.

Once in a career someone like Joe comes across your horizon. He is a brilliant strategist and will feel comfortable in dynamic, fast-changing environments. Because Joe is an avid life-long learner, he brings to his clients a powerful knowledge base that combines almost 40 years of experience with contemporary best practices. Joe’s strong interpersonal skills and ability to listen and challenge is an asset to his clients and in the boardroom.”

CEO | RELYCO

“Over the last several years, our company navigated the COVID-19 pandemic, built a strong leadership team, and delivered double-digit growth. Our partnership with Joe helped us to define our short and long-term strategy and execution, which solidified our company’s direction. Joe provided valuable counsel in Executive Management, Operational Planning, Leadership Development, Product Development, Organizational Structure, and Culture, which has put us in a strong place for future growth.”

President | RD Plastics Co., Inc.

“Joe provided guidance and structure throughout our extended acquisition process. We relied on his vast M&A experience as we completed a successful transaction. He provided a calming effect to challenging and difficult negotiations and I would highly recommend his services to anyone that is considering starting the process of selling their business.”

Board of Directors Chair | UFCU

“On behalf of UFCU’s Board of Directors, thank you. We are appreciative of your service. Your level of expertise and counsel through the CEO Succession process was unparalleled and invaluable. Your guidance has positioned the Board and CEO Succession Committee to successfully move forward with the onboarding of UFCU’s new CEO.

Beginning with the facilitation of our Board and Executive Retreat in the Fall of 2021 and continuing through the development of UFCU’s Strategic Plan and your facilitation of its adoption in May of 2022 at the Board and Executive’s Annual Retreat, you have acted as our guide during 12-months of transition. We asked you to be our Sherpa and you delivered. During a time when we could have paused, your facilitation allowed the Board to move forward with important strategic decision-making.

You expertly facilitated the Board’s CEO Succession Committee’s processes so that the CEO Succession Committee was able to select the search firm best positioned to meet UFCU’s needs. You shared advice to assist in the creation of a CEO Profile and in the interviewing of candidates. Lastly, you have always been willing to provide clarity and reasoned counsel so that the Board could align and successfully make decisions. Ultimately, the Board was able to unanimously select UFCU’s new CEO.

We are a stronger Board of Directors that is well positioned to work with our new CEO because of our time working with you. Thank you.”

CEO | Mile Two, LLC

“Joe Morgan's consulting support has been instrumental in the growth and maturation of Mile Two as an organization. His strategic insights, combined with a practical approach to problem-solving, helped us navigate complex challenges and identify opportunities for sustainable improvement.”

“Joe was ranked the ‘best presenter’ at our Leadership Summit because of how interactive his presentation was. He was very practical and engaging.”

Vice President | Appvion

“Appion engaged Joe Morgan of siY to help us facilitate our five-year Strategic Plan. When we met with Joe, we explained that the plan was to be transformational in nature and we had to look at our business in completely new ways. We had a tight timeline that had to be met so we could present our plan to the company's Board of Directors.

He exceeded all our expectations and the board as well as our employees embraced our strategy. In the future, we will use him for additional planning purposes.

I would highly recommend him for any company that needs a "Pro" to help guide them. Should you wish to discuss this recommendation please feel free to contact me.”