Howard Block, Phd Email and Phone Number
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Since graduating from Stanford, I have been an award-winning investment banker, a successful business owner, a results-driven CFO and an active board member and trustee. I have contributed admirably to many different work environments. I take greatest pride in communicating across a wide spectrum of audiences with different needs and expectations. Currently, I am looking for an opportunity with a small business or organization, ideally, but not exclusively with an education or public service orientation. Of what am I proudest? • Rescuing and then infusing enormous value into National Technology Transfer as owner-operator before a financially successful sale to a much larger education company• Shepherding our high-performing school district through precarious political times as a publicly elected Trustee over nine years• Establishing a more efficient operating model for a nonprofit and permanently enhancing its program efficiency• Speaking at dozens of industry, trade, education and government conferences, including at Stanford University’s Graduate Schools of Business and Education. • Building two award-winning research franchises at prominent investment banks• Earning my doctorate from Stanford University on a public policy subject (school choice) that was relatively undeveloped at that timeContact me if you need a Chief Financial Officer, Advisor, Board Member, Academic Director or even a muse. But only contact me if you want an honest, decisive voice that doesn’t hesitate to challenge.
Congregation Rodef Sholom
View- Website:
- rodefsholom.org
- Employees:
- 32
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Chief Financial OfficerCongregation Rodef Sholom Jun 2016 - PresentSan Rafael, CaImplemented 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.
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Board Of DirectorsCongregation Rodef Sholom Jun 2014 - May 2016Served 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.
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Independent ConsultantSelf-Employed Oct 2007 - PresentSan Francisco Bay AreaProjects 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.
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TrusteeReed Union School District Dec 2009 - Nov 2018Tiburon, CaReed 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. -
FounderAmerican Skills Institute 2012 - Nov 2015Tiburon, CaAmerican 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. -
Strategic AdvisorKoru.Com Jan 2014 - Dec 2014SeattleProvided 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. -
Senior AdvisorUs Performing Arts Jan 2014 - Aug 2014Novato, CaUSPA 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.
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Senior AdvisorMe-2U.Com Oct 2013 - Jun 2014Greater Philadelphia AreaProvided 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.
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Management ConsultantItt Educational Services Jan 2013 - Dec 2013Carmel, IndianaLeveraged 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.
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Director Of Education, Owner And Board MemberNational Technology Transfer Oct 2009 - Sep 2012Centennial, CoNational 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. -
Board Of DirectorsDaniel Webster College Jun 2008 - Sep 2012Nashua, NhRecruited 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. -
Board Of DirectorsAll Star Directories 2007 - 2011SeattleRecruited 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. -
Strategic AdvisorUniversal Technical Institute 2007 - 2009Phoenix• Drafted report for CEO proposing numerous operational and marketing improvements that would potentially increase brand value enhanced curriculum and increased enrollment. -
Board Of AdvisorsInside Track 2006 - 2009San FranciscoInside 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.
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Strategic ConsultantNational University Jan 2008 - Dec 2008La Jolla, CaNational 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. -
Strategic AdvisorDevry Inc. Aug 2007 - Nov 2007Greater Chicago AreaAuthored 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. -
Advisory Board MemberProvost Systems Jul 2005 - Aug 2007Santa Clara, CaServed 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. -
Managing DirectorMontgomery Securities (Aka Bank Of America Securities) And Robertson Stephens & Company Jan 1997 - Jun 2007San Francisco, CaProvided 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.
Howard Block, Phd Skills
Howard Block, Phd Education Details
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Education Policy (Minor: Sociology) -
Economics With A Minor In Accounting
Frequently Asked Questions about Howard Block, Phd
What company does Howard Block, Phd work for?
Howard Block, Phd works for Congregation Rodef Sholom
What is Howard Block, Phd's role at the current company?
Howard Block, Phd's current role is Chief Financial Officer, Consultant, Advisor.
What is Howard Block, Phd's email address?
Howard Block, Phd's email address is ho****@****ols.com
What is Howard Block, Phd's direct phone number?
Howard Block, Phd's direct phone number is +141527*****
What schools did Howard Block, Phd attend?
Howard Block, Phd attended Stanford University, University Of Michigan.
What are some of Howard Block, Phd's interests?
Howard Block, Phd has interest in Exercise, Home Improvement, Shooting, Reading, Outdoors Activities, Sports, Home Decoration, Children, Golf And Music, Cooking.
What skills is Howard Block, Phd known for?
Howard Block, Phd has skills like Training, Public Speaking, Program Management, Start Ups, Strategic Planning, Higher Education, Research, Marketing, Leadership, Staff Development, E Learning, Entrepreneurship.
Who are Howard Block, Phd's colleagues?
Howard Block, Phd's colleagues are Tracey Klapow, Heidi Sanders, Benjmain Margules, Sophia Smulewitz, Sofie Goldstein.
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