Engaged by 600-family congregation 100-days prior to the Jewish High Holy Days, to organize and manage all staffing, logistical and congregation-facing preparation capped with high-quality execution. Requested by Board to extend assignment to manage daily operations and address key strategic and tactical issues. Managed campus of 3 buildings on 10 acres in a competitive landscape replete with other synagogue alternatives. ● Strengthened the organization during leadership transition, across operations, finances, membership engagement, recruitment and retention, programming, and fundraising. Developed and implemented an Executive Director recruitment and transition plan.● Addressed needs to improve internal working relationships, decision making processes, situational analyses, management effectiveness. ● In collaboration with Board and committee leadership, led process to look forward, assessing and transforming the organizational design, staffing plan and leadership responsibilities.● Partnered closely and in confidence with the Officers to develop new organizational revenue streams and explore new potential strategic directions.

Joined as COO and asked to take on the expanded role of Interim CEO to lead organization during a time of transition. Managed and motived a dedicated professional staff of 50+. 50% of staff working remotely in communities across North America and in Israel. Senior staff of 6. Reported to the International President of the Board of Directors. ● Restructured $15M organization to produce first operating surplus in 15 years. ● Developed and implemented strategic plan, reorganizing and prioritizing the areas of staff focus. Settled expensive lease with excessive office space, re-located headquarters and made operational changes to develop and set path forward to operate within a balanced budget.● Stewarded $12M in investments including $8M Supporting Foundation to provide opportunities for growth.● Introduced partnerships to drive synergies across the Jewish community.● Steered operational improvement through increased transparency and effective utilization of metrics, quality controls and best practices.● Collaborated with Executive Committee in developing the job specifications of the permanent CEO and participated/ managed the recruitment and on-boarding process.

Provided the day-to-day leadership to grow revenue and member engagement. • Led the programmatic areas to support and strengthen diverse communities across the continent and directly engage teens in those communities• Managed the top line revenue driven by those initiatives and the full programmatic budget• Developed relationships with key stakeholders to understand needs and experience • Steered organizational performance and growth through an effective utilization and analysis of metrics, quality controls, and best practices• Managed the USCJ brand and communication of the brand value. Revitalized the brand and established new messaging architecture across communication streams

Plan, lead and implement fundraising efforts of the development and communications teams.

Created and led Marketing and Communications Division, bringing together previously siloed groups, to create a collaborative, flexible and motivated team of over 50 diverse professionals. Partnered with Fundraising Division on revenue goals and with program teams on communicating impact and engaging our stakeholders. Drove marketing strategy and planning; donor acquisition, engagement. Member of Senior Executive Team.● Drove acquisition and retention of mass-donor segment, representing over 80% of the donor base and directly raising approx. $8M annually. Increased new donor retention by 30%.● Provided support to drive philanthropic revenue of over $200M annually from the ongoing campaign, planned giving, endowments, engaging donors across 500 events each year.● Led marketing strategy and established new branding, messaging platform and visual identity to raise UJA’s image and visibility and more effectively communicate complex story.● Shaped digital strategy, resulting in 100% increase in online revenue.● Fostered relationships with key media, resulting in important feature articles.● Regularly provided consult to the Board of Trustees, key volunteers and agency executives to vet and further develop organizational priorities and outreach.

Department Head (15+ professionals and staff) responsible for:• Strategic and tactical components of fund raising from all small donors • All organizational Direct Marketing activities to donors irrespective of contribution level

Provided clients with strategic planning and program implementation to achieve their business goals via a channel-neutral approach with clearly defined and actionable success metrics. Clients included Zagat, Fidelity, Comcast, Microsoft Network, Women’s World Banking, Merrill Lynch, NAVTEQ and Healthy Pet.

Led the agency’s relationship with American Express Financial Advisors. Responsible for conceptualizing, evaluating and implementing business and marketing strategies for four client business units. Led first cross-channel team, increasing productivity and tripling revenue from client relationship. Also called upon by senior management to participate in new business pitches and strategy development for other agency clients.

Conceptualized new businesses, analyzing alternative business strategies and recommending a course of action. Clients included MSN and MasterCard International, publisher Addison Wesley Longman and direct catalog company Paragon Holdings.

Led team in development and execution of marketing and sales strategy for Scholastic Network to enter and capture market share in the K-8 marketplace. Responsible for budget of $2.0 million and staff of 5 professionals. Exceeded projected goals for new customers and customer renewal, contributing $2.0 million in revenue in the first 18 months

Led U.S. team to define new, consistent retail banking presence for the global consumer bank, launching pilot programs in Greece and Germany.Developed and introduced retail products across the country to differentiate Citibank, attract target households and increase revenue from existing households. Managed budget of $6+ million.