Jacquie Morgan, COO & Principal, BalancePoint, Inc.

Jacquie Morgan, COO & Principal, BalancePoint, Inc.

JACQUIEJacquie Morgan is the COO and Principal of BalancePoint, Inc., an IT consulting firm, with offices in Kansas City, Missouri and Denver, Colorado.

In January of 2004, Jacquie and two partners formed BalancePoint, Inc. in an effort to bring a radical new approach to the IT services market. Having spent her career in IT project and staffing services, Jacquie had first-hand experience with the frustrations faced by the organizations and resources in need of these services, who felt that they were in a win-lose situation. At BalancePoint, Jacquie and her partners developed a unique market driven approach to address this execution piece of a client’s strategy. Today, the firm is defined by its Market Driven Transparency Model; a win-win-win of aligned motivations built on long lasting relationships, market drivers and straight talk. This model has propelled the growth and success of BalancePoint through 11 years of business and has resulted in the receipt of multiple local and national award recognitions including: Forbes Magazine, October 28, 2013 edition – Article featuring the firm and its business model; Inc. 5000 Fastest Growing Privately Held Companies – 2014, 2013, 2011, 2010; Inc. Hire Power Awards – 2012; Inc. Winning Workplaces, Top Small Company Workplaces Finalist – 2011; Ingram’s Top IT Consulting Firms – 2015; Ingram’s Corporate Report 100 – 2013, 2011 and Helzberg Entrepreneurial Mentoring Program Mentee Graduate 2013 and Current Fellow.

As COO for BalancePoint, Jacquie has leadership responsibility for all functional areas of the company including, Accounting and Finance, IT, Human Resources and the Production Teams for BalancePoint in Kansas City and Denver. Jacquie’s direct reports encompass the Chief Human Resource Officer, Chief Financial Officer, Chief Practice Executive and IT Specialist. Additionally Jacquie’s responsibilities include all contract negotiations, legal and compliance issues, insurance negotiations, managing and maintaining the banking relationships, overseeing all financial reporting and analysis and strategic growth decisions.

Within BalancePoint, corporate social responsibility is the soul of the firm. Jacquie and her partners share a strong desire to give back to the community that has helped them grow their business. Over the last 11 years, Jacquie has formed ongoing alliances with several local and global organizations allowing BalancePoint to tie its success and growth to giving back. These organizations include Children International which allows the company to provide for health and educational needs of children in Guatemala, The Greater Kansas City Community Foundation, through which BalancePoint provides clients and resources giving cards redeemable for a not-for-profit organization of their choice and a title sponsorship for Mission Southside, a Johnson County organization serving the homeless. Jacquie has also developed internal programs which allow each employee to receive $500 annually for each of their children such that that they can donate for youth sports, academics, etc. to an organization of the employee’s choice in the Kansas City community. Individually, Jacquie is active in the Kansas City community. She is an advocate for entrepreneurialism and serves as the Chair of the Recruitment Committee for the Helzberg Entrepreneurial Mentoring Program. Jacquie is also on the Board of Directors for Missouri Bank. In addition, she volunteers at Maranatha Christian Academy as a parent volunteer and she and her husband are active in Kansas City Biddy Basketball Association.

A graduate of Georgetown University’s Edmund A. Walsh School of Foreign Service in Washington, D.C. and an Ohio native, Jacquie now calls Kansas City home. She and her husband Don Carlos have two children: Augustine (14) and Isabella (7) and enjoy their time attending sporting events for the kids.