MORALES ASSOCIATES
Executive Development. Organizational Effectiveness. TransCultural Leadership.
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  • CUSTOMER SERVICE & TECHNICAL ASSOCIATES

BOARD OF DIRECTORS

Cultural audit and environmental scan to help a large credit union identify growth opportunities in the Latino market. Presented to the Board of Directors with follow up sessions leading to actions and measures.

BOARD OF DIRECTORS

Professional development and process facilitation for Board of Director retreats:  Chambers of Commerce; Credit Unions; Community Organizations; Arts Enterprises; Not-for-Profits

CEO

Worked with CEO to facilitate peer feedback with a senior leadership team plagued by tensions between the COO and the CFO. Tensions reinforced silos and undermined the team. Issues were mediated, and the team realigned with renewed commitment.

CEO

Helped the new CEO of a regional trade association align his senior team by conducting a culture audit, with facilitation leading to buy-in on an approach for enterprise restructuring.

EXECUTIVE DIRECTORS

Coaching for Museum Executive Directors from the USA, Europe, Asia, Latin America and the Middle East. Special emphasis on how artists become managers, advocates and leaders of cultural institutions.

CEO

Supported the Founder/CEO of a Latin American agribusiness and his new Executive Team with strategy planning, leadership and organizational development.

CEO

Introduced Diversity/Inclusion concepts and processes to the North American CEO and Senior Executive Team of a Europe-based global home-products company. Process extended to regional units and stores across the USA and Canada.

CFO

Executive coaching services for the Chief Financial Officer of a U.S.-based shipbuilding firm.

COO

Facilitated peer feedback with a senior leadership team plagued by tensions between the COO and the CFO. Tensions reinforced silos and undermined the team. Issues were mediated, and the team re-focused with renewed commitment.

EXECUTIVE COMMITTEE

Worked with Executive Committee of a privately-held firm beset by vexing internal issues. Conducted enterprise audit, facilitated discussions with decision makers around core issues, communicated to staff, and guided partner team to consensus.

SR. EXECUTIVE TEAM

Introduced Diversity/Inclusion concepts and processes to the North American CEO and Senior Executive Team of a Europe-based global home-products company. Process extended to regional units and stores across the USA and Canada.

GENERAL COUNSEL

Executive coaching services for the General Counsel of a U.S.-based shipbuilding firm.

CHIEF LEARNING OFFICERS

  • Work regularly with Chief Learning Officers and training professionals to identify priorities and approaches to talent development. Design processes to facilitate internal "hot spots" between people and projects that undermine effectiveness.
  • Ongoing organization development support for national telecommunications enterprise. Leadership, team and talent development initiatives, executive coaching, and trusted advisor for both corporate and local business units across the USA.
  • Partnered with bi-national Senior VPs of Human Resources to establish and deliver an experiential learning simulation for professionals at a Mexico-based enterprise, recently acquired by a U.S.-based global insurance company.

VICE PRESIDENT

Provided process facilitation, peer feedback and professional development to address departmental tensions, rebuild relationships and trust, clarify roles and direction for Vice President and Directors in a national media company.

SENIOR LEADERS

Managed and facilitated a six-month leader development program for a multinational food and beverage company, targeting senior leaders in the U.K., Netherlands and Italy.

DIRECTORS

Talent development for a global entertainment company for directors and senior level managers in North America, Asia-Pacific, Europe and Latin America.

DIRECTORS OF FINANCE

Process facilitation, peer feedback and professional development to address departmental tensions, rebuild relationships and trust, clarify roles and direction for Vice President and Directors in a national media company.

DIRECTORS

Leadership development for Latino professionals from Supervisor to Director roles, representing multiple sectors including aerospace, high technology, science, engineering, finance, and retail. Focus on identity, power, values, and organizational awareness required for effective leadership.

MANAGERS

Talent development for a global entertainment company targeting directors and senior level managers in North America, Asia-Pacific, Europe and Latin America.

SENIOR SCIENTISTS & ENGINEERS

Designed and delivered six-month leadership development process and executive coaching for senior scientists, engineers and independent contributors at a national research laboratory.

PROJECT DIRECTORS

Executive coaching services for project directors and emerging leaders at a U.S.-based global pharmaceutical company.

FIRST LINE SUPERVISORS

Design and deliver leadership development program – "Peer to Boss" – for first-line supervisors in a national telecommunications company. Many of these high potentials have been promoted to management roles with a greater scope of responsibility.

SUPERVISORS

Leadership development for Latino professionals from Supervisor to Director roles representing multiple sectors including aerospace, high technology, science, engineering, finance and retail. Focus on identity, power, values, and organizational awareness required for effective leadership.

SALES ASSOCIATES

Leadership development for a team of independent sales associates in Mexico City, representing a U.S.-based global cosmetics and perfume company.

ADVERTISING SALES ASSOCIATES

Cross-functional team development for advertising and sales associates, working in tandem with media production crews in a national company.

CUSTOMER SERVICE & TECHNICAL ASSOCIATES

Diversity/Inclusion concepts and approaches introduced to technicians and customer care associates at a national service sector enterprise.