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Trustee Governance Workshop 2017

Date: Monday - September 18, 2017
Time: 5:00 PM to 8:00 PM
Location: Abraham Joshua Heschel School
30 W End Ave, New York, NY 10023    map
Speakers: Richard Bernero, Harry Bloom, Sacha Litman, Mark Lauria

With the volume, velocity & variety of information growing exponentially every year it is crucial for schools to capture the relevant data points that inform effective strategy decisions. This will be a required new skill set inside the boardrooms of nonprofits in order to drive success in a fast paced marketplace.

Register Here
This Trustee Governance Workshop will be particularly valuable to Board Chairs, Heads and New Trustees. Experienced Trustees are
also welcome to attend.



5:00 – 5:15


5:15 – 5:30

Welcome and Introduction
Areila Dubler, Head of School, Abraham Joshua Heschel School
Mark Lauria, PhD, Executive Director, NYSAIS

5:30 – 6:45


Keynote  – Big Picture of Data Driven Decision Making

Sacha Litman, Global Solution Leader for Public and Social Sector Analytics, McKinsey & Company
and Founder and Former President at Measuring Success

Measuring Success

  • What is easily accomplished now using operational and financial benchmarking widely available in independent schools

  • What is on the horizon of possibility beyond this

  • How to overcome the resistance to data driven decision making (the pull toward anecdote and perception)

  • How our brain processes data and anecdotes

  • How to use the data to implement a culture of Continuous Quality Improvement

6:45 – 7:00


7:00 – 8:00

Concurrent Sessions


1.  Good Governance by the Numbers
Harry Bloom, Measuring Success

Independent school governance is a vitally important issue and one where there is an enormous amount of received wisdom on good practice. Yet, for the trustees in the trenches, the volume of recommended good practice can sometimes be overwhelming. What to do first, second, third? What matters most? What changes will deliver the most impact for time and effort expended? 
Dr. Harry Bloom of Measuring Success has conducted quantitative research among over 100 independent school Board leaders from Jewish independent schools. The research has defined quantitatively which governance practices correlate with, and, in some cases, even predict school financial, development and educational practice success. In this interactive tutorial, Dr. Bloom will share the results of this governance research and then discuss with participants a school governance strengthening roadmap that capitalizes on the research findings.  

2. Trusteeship 101
Mark Lauria, Ph.D.
Executive Director, NYSAIS

New Trustees meet with Dr. Lauria to learn steps to becoming a valuable, contributing member of your Board of Trustees.

Upper School Dining Hall

3. Understanding the Essentials of School Finance: What Trustees Need to Know
Richard Bernero, CFO, Metropolitan Montessori School

    • Running a mission-based business - more than just budgets, balance sheets, and forecasting.
    • Financial sustainability and the balancing act of gross versus net tuition revenue, financial aid, and a growing competitive marketplace
    • Dashboards and key metrics to help define your school's key strengths, and why context matter to help keep these numbers within proper perspective


Reception and Networking

Richard Bernero has for the last fifteen years specialized in business strategy, fundraising and development, financial and risk management for foundations and non-profit organizations, with a particular focus on organizations and programs focusing on the investment in people (and children in particular) and their well-being via education, self-empowerment, and social awareness.  Richard has been CFO at Metropolitan Montessori School (“MMS”) since 2013, where he oversees the Business Office, and focuses on strategic plan initiatives and capital projects when not involved with the day-to-day business and operational management and oversight of MMS. He recently oversaw a $10-$12mm capital project and Master Plan update, in addition to overseeing $5mm investment portfolio and $6mm annual operating budget for this PreK thru 6th grade independent school on the Upper West Side of Manhattan. In 2016, MMS celebrated it’s 50th year in serving the educational needs of the local neighborhood, with a vibrant community of 200 students and a dedicated 50-person faculty and administrative team.

IN addition to his role at MMS, he has served on the NYSAIS Business Affairs Council for the last two years, and was Conference Chair for the 2017 Business Affairs Conference with the theme of data analytics, risk management, and critical decision-making.  In Fall 2017 he will become Vice Chair of the NYSAIS Business Affairs Council.

Dr. Harry Bloom is Measuring-Success’ Senior Vice President of Client Solutions. His forā€profit experience includes brand and product management at Procter & Gamble and General Electric and management consulting work with McKinsey & Company. In his independent school work, Dr. Bloom has developed and implemented a number of marquee programs, including the Atidenu Recruitment and Retention program, the Recruitment and Retention Academy, the Governance & Fundraising Academy and the Financial Benchmarking and Financial Reengineering. These programs have helped well over 100 independent schools enhance revenue, increase efficiency and strengthen their sustainability. Bloom has conducted and published independent school and nonprofit governance research that has identified practices that predict financial and educational success. Dr. Bloom has been a featured presenter at conferences for the National Business Officers Association, the Independent School Association of the Central States, the New York State Association of Independent Schools, and the California Business Officers Association. Dr. Bloom has a Masters Degree in Business Administration from Columbia University’s Graduate School of Business and a Doctorate of Education degree from Yeshiva University’s Azrieli Graduate School of Education and Administration.
Dr. Mark W. Lauria has been the Executive Director for the New York State Association of Independent Schools (NYSAIS) since 2009. Prior to his work with NYSAIS, Dr. Lauria served for thirteen years as the Headmaster at Foothill Country Day School (FCDS) in Claremont, California. While Headmaster at FCDS, he served as the President of the Board of Directors and the Chair of the Board of Standards for the California Association of Independent Schools (CAIS). In addition to his work in independent schools, he served as the Assistant Superintendent for Human Resources, elementary school Principal, and middle school Assistant Principal in the Ontario-Montclair School District. He is a current member of the Board of Trustees for the Educational Records Bureau (ERB) and the Cloud Forest School Foundation (CSF) in Monteverde, Costa Rica.

Sacha Litman
 founded Measuring Success in 2003 with the belief that foundations and non-profits deserved the same quality of consulting available to for-profits. A graduate of Horace Mann School, Sacha has worked for McKinsey and Company and Credit Suisse and has also served as Director of Strategy for an international non-profit organization. He holds an MBA from Northwestern University, MPA from Harvard University, and his BS in applied mathematics from Yale University. He attended the Pardes Institute and is the recipient of a Wexner Graduate fellowship and Dorot fellowship. He is a board member of Alef Bet Montessori and serves on the DCJCC Strategic Task Force and the Federation of Greater Washington’s Network Committee.

Registration fee covers the workshop followed by a wine/cheese reception and the Governance Webinars.

Registration and Credit Card Payment

  • Early discount of $10 applies till September 1.
  • A late fee of $10 will apply after September 15. 
  • Group discounts (5 or more registering together) are available. 
  • Questions? Contact

Register Here

  • NYSAIS Members - $65.00
    • Group rate (5 or more registering together) $50.00
  • Non-members - $75.00
    • Group rate (5 or more registering together) $60.00
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