Howard Block, Phd Email & Phone Number

San Rafael, Ca

Implemented formal budgeting, forecasting and reporting systems to measure and communicate performance results internally to the board of directors and lay leadership. Initiated mid-month and last day of month flash reporting to lay leadership and executive director. Maintain a strong working relationship with the bank while overseeing all cash management and treasury functions. Consolidated departmental responsibilities and streamlined the accounting system. Manage vendor relationships. Ensure adequate cash flow. Oversee a $20,000,000 campaign for a new facility. Suggest how to invest reserves in order to generate passive income. Build relationships with donors, vendors, outside consultants as needed. Oversee insurance and other compliance visits and examinations. Prepare payrolls and am responsible for all personnel files. Revise internal accounting controls & procedures as needed.

Served on Audit Committee with oversight of the financial reporting process, selection of the independent auditor, and receipt of audit results. Assisted the full Board of Directors fulfill its corporate governance and overseeing responsibilities in relation to an entity’s financial reporting, internal control system, risk management system and audit functions. Provided advice and recommendations to the Board.

San Francisco Bay Area

Projects included extensive analysis of competitive landscape, proper calculations and uses for ROIC (returns on invested capital), recommendations to improve investor relations, evaluations of acquisition targets and critiques of proposed growth initiatives. Monitored strategic opportunities such as new markets, diversification, blocking competition or acquisitions. Offered guidance to determine valuation. Performed due diligence regarding acquisition targets. Experienced with direct contact with federal and state regulators. Concurrently managed several projects of various scope and size while working effectively as part of a team. Advised executive team on key strategic issues and decisions, informed by rigorous financial analyses, risk assessments, “what if” scenario modeling and due diligence. Because of my extensive underwriting and promotional experience on Wall Street, was asked to promote and make introductions, including sharing business plans and other materials. Due to my expertise in valuation and experience in bring companies to market, was asked to assist in raising capital which included identifying and recommending potential investors; arranging, preparing for and conducting meetings with such investors; performing due diligence on investors and ultimately negotiating the terms of any capital secured. Collaborated with other Advisory Board members and founders in order to review goals of the Company, develop strategies for achieving them, support the execution of strategies and other initiatives, all to support growth.

Tiburon, Ca

Reed Union School District (RUSD) is a public school district located in Marin County, California. Have been elected to consecutive four-year terms via municipal election. Served as President of the Board from 2011-2012. Provide oversight of programs and operations while maintaining fiscal responsibility for the $16 MM budget. Responsible for setting the school board’s overall policy direction and budget while representing the interests of the community, parents and students. Sit on a variety of committees with significant responsibilities, including Belvedere-Tiburon Community Center, Landmark Society and school-site councils. Consult with our community on the multi-year strategic plan and constantly bring concerns of the community to the school board as a whole. The District's vision and goals for five years were recently developed through a long process that produced a strategic plan for the District staff to follow. Work to involve parents whenever possible at all levels of decision making.

Tiburon, Ca

American Skills Institute (ASI) supports training that develops the technical skills necessary for entry-level mechanical, electrical, and maintenance jobs. • Succeeded in creating public charity and registered ASI as a 501c3.

Seattle

Provided strategic counsel to KORU.com, an innovative startup transforming the college-to-career landscape.• Collaborated with the company founders of the pre-product phase as the business plan was developed, the financial model formulated and the target market identified.

Novato, Ca

USPA is considered a top tier provider of summer training programs for young people.Provided strategic and financial counsel to the Company Founder while offering creative solutions to complex problems.

Greater Philadelphia Area

Provided strategic counsel to this innovative startup transforming the college application process for high school students.• Collaborated with the company founder of the pre-product phase as the business plan was developed, the financial model formulated and the target market identified.

Carmel, Indiana

Leveraged prior academic research at Stanford University on charter schools to assist this post-secondary education company while it evaluated the burgeoning market of charter schools.

Centennial, Co

National Technology Transfer is a leading industrial training and development institute for workers around the world. Served as Director of Education. Supervised Instructional StaffImplemented a system to inventory the skills, knowledge and capacity of our instructional staff.Identified new courses that advanced company growth strategies.Articulated requirements (specs) for new courses and, in turn, worked with the instructors and instructional designers to satisfy those specs.Recruited new teaching capacity to address customer demand.Supervised orientation of new instructors and ongoing professional development of existing instructors.Oversaw pilots.Conducted performance reviews.Regularly monitored instructor presentations and course evaluations.Responsible for other instructor matters including setting compensation.Persuaded instructors to adopt new instructional materials and methodologies in order to ensure uniformity of design and innovative delivery.Helped design, implement and evaluate marketing strategies for all courses (including competitive analysis and pricing).Helped develop sales training and resources including product features & benefits, unique selling points, up-selling opportunitiesIntegrated instructors with salespeople in order to collaborate on sales calls and proposals.

Nashua, Nh

Recruited to Board by the CEO of ITT Education which owns DWC. Advised on strategic planning and vision. Approved operating budgets. Oversaw the successful integration of nationally accredited, for-profit parent (ITT) with this newly acquired, regionally accredited, financially challenged, not-for-profit. Reviewed correspondence with accrediting body (NEASC) as well as with federal and state regulators overseeing the integration to ensure approval and continuing accreditation.

Seattle

Recruited to join the Board of this lead-generation firm by its founder (Mike Mathieu) as a result of my seminal research on online advertising and its role in the growth of postsecondary education. Quickly established reputation as Board member who constructively challenged those with power & authority.

Phoenix

• Drafted report for CEO proposing numerous operational and marketing improvements that would potentially increase brand value enhanced curriculum and increased enrollment.

San Francisco

Inside Track provides one-on-one student coaching, analytics, and technology to increase enrollment and graduation rates for colleges and universities. Provided incisive industry and competitive insights, particularly focused on the student value proposition (ROI) and its impact on every college’s return on invested capital.

La Jolla, Ca

National University (NU) was the second-largest, private, nonprofit postsecondary education institution in California. Authored report entitled "The Organization of the National University System”. Critically evaluated the University's position within the landscape of postsecondary education in order to make significant and enduring recommendations. Reported directly to the Board.

Greater Chicago Area

Authored report examining opportunity in online education including an overview of the E-learning market, growth drivers, trends and curricula. Identified entry strategies and critically evaluated a particular acquisition opportunity. Reported to and constructively challenged CEO.

Santa Clara, Ca

Served as an inaugural Advisory Member. Helped Founder evaluate and manage the competing interests facing this small, fast-growing business. Conducted and shared research to support recommendations regarding capital deployment.

San Francisco, Ca

Provided strategic insight to management of these leading, San Francisco-based investment banks focused on technology, health and education. Combined, they drove underwriting for over 80+ IPOS with a total value of $6B+. Became distinguished on Wall Street as the only analyst in the sector with a doctorate in education policy. • Advised on how to deploy capital on the most sustainable, risk-adjusted-return investment propositions. • Frequent speaker at industry conferences and seminars focusing on the emerging education industry. • Exceeded performance standards for frequency of account visits, outgoing calls and research reports. • Named an “All Star” in equity research by Institutional Investor Magazine, awarded in 1998, 1999, 2000, 2001 and 2003. • Advised investment banking clients on strategic market developments, emerging trends, risks, and opportunities within the evolving industry by leading primary and secondary research. http://hblock.net/publications/• Consistently demonstrated exceptional presentation and written communications skills.

Phd, Education Policy (Minor: Sociology)

Activities and Societies: Democratic Forum of Silicon ValleyDissertation: Constraints on School Supply Under Models of School Choice.

Ba, Economics With A Minor In Accounting

Activities and Societies: Economics Honors ProgramA Member of Zeta Beta Tau Fraternity; Officiated intramural sports for 4 years; Served.