Susan Morgan

Susan Morgan
2017 President
Board Member Since: 2014
Current Term: 2014-2018
Email

Oath of Office (PDF)

Current Certification:
Certification of Training (PDF)
2016 Certification of Training (PDF)
SB1825 Certificate (PDF)

Statement:

Director Morgan has 15 years of experience in managing and counseling technology businesses and private companies. She was the co-founder and CEO of SoftView, the company that produced MacInTax, the income tax program for the Macintosh. MacInTax experienced rapid growth and achieved a position of market leadership in its segment. SoftView was subsequently acquired by ChipSoft, and then Intuit, who currently markets the software as TurboTax.


Director Morgan also co-founded and is currently the CEO of Equilytics, a software and services company. Equilytics’ flagship product, MergeComp, computes and models the waterfall distributions of proceeds, in the event of a merger or financing, to security holders of private companies with complex and multi-layered capitalization structures.


In addition to her business management background, Director Morgan has many years of experience as an attorney, including seven years at Fenwick & West, LLP, where she specialized in venture financing, and merger and acquisition transactions for private companies.


Additionally, Director Morgan has taught courses at Golden Gate University and John F. Kennedy University on business law and startups. She has been a Guest Lecturer for several years at the University of California, Berkeley, Haas School of Business, Entrepreneurship Program (lecturing on Start-up and Corporate Transactions and Intellectual Property Protection). 


Director Morgan has also lectured extensively on legal issues to a variety of organizations, including Astia, the Technology Venture Corporation, Software Developers’ Forum and the East Bay Innovation Group.


Director Morgan graduated Magna cum Laude from the University of California at Los Angeles (“UCLA”), where she received her Bachelor’s degree in Quantitative Psychology; and then went on to receive a Master’s degree in Cognitive Psychology at UCLA.  She subsequently graduated from Santa Clara University School of Law (J.D.), where she was awarded an Emory Law Scholarship and served as Vice-President and a Director of the Santa Clara University Intellectual Property Association.  Director Morgan is a member of the California State Bar.