Instructor

James E. Morris, CFA CPA

Practical Experience:

Jim Morris is a New York Institute of Finance faculty member specializing in financial modeling, financial accounting, valuation, and transaction accounting.

Prior to his current consulting work, Jim was a Financial Analyst for the Federal Government and a Vice President in Mergers & Acquisitions Research at JP Morgan. At JP Morgan Jim developed advanced valuation, transaction, and taxation models and performed accounting research and analysis of proposed transaction structures–providing direct input to the deal team members for their client interactions. Jim also taught taxation, accounting, and valuation in the firm’s initial and continuing training programs. His book Accounting for M&A, Equity, and Credit Analysts was published in 2004.

Jim was previously licensed with the NASD and holds certificates as a CPA from Delaware and Washington. He is a CFA charterholder.

Areas of Expertise:

Financial Modeling

Valuation

Financial Accounting

Transaction Accounting

Education:

BS in Nuclear Engineering Technology–University of the State of New York

MBA in Finance and Accounting–Syracuse University

Licenses:

Certified Public Accountant – Delaware, Washington (inactive)

CFA Charterholder

Series 7 (inactive)

Series 63 (inactive)

Publication(s):

Jim is the author of Accounting for M&A, Equity, and Credit Analysts, published in June of 2004.

Courses: