STEVEN J. MORRIS
9941 East Progress Circle, Greenwood Village, Colorado 80111
303-478-2656
smorris@sjmgrowthpartners.com
SUMMARY OF QUALIFICATIONS
Twenty years’ executive leadership experience building profitable and sustainable business operations
and strengthening the viability and organizational vitality of non-profit organizations
Proven skills in strategic business planning, operations, finance, marketing and general business growth
Considered an organization builder and leader. Able to drive consensus and leverage the talents of strong
and diverse communities of people
Creative problem-solver. Work well in complex environments, quickly identifying issues, establishing
alliances and implementing innovative and measured breakthroughs
Able to balance vision with critical priorities, working with all stakeholders to achieve sustainable results
PROFESSIONAL EXPERIENCE
SJM Growth Partners, LLC
Business Owner / Investor
1987 - Present
As Private Investor and Business Owner, participated in the financing and growth of successful
business ventures. Provided active leadership, capitalized and funded business ventures and managed
financial and corporate strategy.
Panera Bread Company (Nasdaq - PNRA)
President and CEO, Panarizona, LLC (a franchisee of Panera, LLC)
Planned and developed restaurant locations in the Phoenix, Arizona metropolitan area. Panera Bread
is a leader in the fast casual restaurant segment, and operates bakery-café locations through the USA.
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Established organizational structure.
Created human resource strategy including hiring, staffing and training plans with operations and
financial team.
Established financial and internal control systems to deliver superior financial results.
Created, managed, and executed a capital fund raising process through a private placement
memorandum.
Developed and executed a complex real estate site selection model and executed the strategy to
secure optimum sites for restaurant development.
Negotiated and directed legal and real estate team in the process of securing financially viable
real estate leases to support restaurant development.
Created an extensive financial modeling process to establish organizational budgets, determine
financial feasibility, set financial goals and benchmarks, and maximize return on investment.
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Established marketing plans for new market penetration, competitive strategies to maximize unit
sales volumes, and developed public relations and community involvement strategies.
McDonald’s Corporation (NYSE - MCD)
President and CEO, SJM Enterprise Group, LLC(a Franchisee of McDonald’s)
Franchise owner, founder and top executive of eight (8) high sales volume and profit McDonald’s
locations managing over 500 employees and producing annual revenues in excess of $17.5 million.
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Built consistently high performing, high growth, top tier organization within the McDonald’s
franchisee community.
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Developed and executed a comprehensive annual strategic planning and budgeting process that
drove company results to the top tier in the system.
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Led development business systems and support services.
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Empowered team of restaurant field leaders to execute at a high level of success.
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Established innovative and ground-breaking operational, marketing, and financial strategies that
were responsible for building sales volumes and profits.
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Developed and implemented human resource systems and strategies that enabled people to realize
their full potential.
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Realized significant shareholder value by negotiating and closing sales of company assets,
providing ongoing opportunities for all employees.
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Held numerous leadership positions on local, regional, divisional, and national level.
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Provided critical advice to top management on a wide variety of issued including marketing,
operations, and profit management.
Allied Jewish Federation of Colorado
Annual Campaign Chairman/Jewish Philanthropy Center Chairman
2004-05, 2007-Present
Lead campaign planning, strategy and execution that has built the innovative and high performing
volunteer and professional organization of the Allied Jewish Federation (AJF). The AJF is the central
financial resource development, community building and planning agency of the Denver/Boulder Jewish
community. Play a unique volunteer leadership role, building the organization’s fully integrated,
inclusive, healthy and stable organizational infrastructure.
With the goal of becoming central to the Denver/Boulder Jewish Philanthropic landscape led efforts to set
strategies and implement new activities, e.g.
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Designed Annual Campaign strategic planning process and executed Annual Campaigns in
collaboration with CEO, COO, Chief Development Officer and professional staff. The
campaign grew total fundraising 30% in 5 years.
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Led implementation of United Jewish Communities Collaborative Model, resulting in
redesign of the professional organizational chart and a restructure of Jewish Philanthropy
Center.
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Participated in development of new model to recognize and steward the largest annual
donors, called the “Leadership Circle.”
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Led efforts to create Major Gifts team of professionals and volunteers and created new lay
role of Major Gifts Ambassador. Established succession planning process for Major Gifts
Chair.
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Created General Community Campaign Cabinet of lay leaders which established new
campaign structure to maximize impact of key events and create pipeline for lay leadership
succession.
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Spokesperson for Federation: improved community relationships and structured
collaborative fundraising strategies for Total Choice Tzedakah philanthropic platform.
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Integrated special and emergency campaign efforts into annual campaign.
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Participated in strategic task force that created Jewish Community Foundation.
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Participated in Growth and Dispersion Task Force, a key strategic initiative of the 2008
Jewish Community Demographic Study.
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Teamed in developing and planning 25-year capital campaign, Jewish Colorado Tomorrow.
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Provided fiduciary oversight: Coordinating Council of the Board, the Executive Committee,
the Economic Efficiency Task Force and the Financial Oversight Group.
EDUCATION AND LICENSURE
NEW YORK UNIVERSITY
New York, New York
M.B.A. 1982
Accounting
UNIVERSITY OF COLORADO
Boulder, Colorado
B.A. Economics
1980
CERTIFIED PUBLIC ACCOUNTANT
1982 - 1987