MAX L. KLEINMAN 4 Walton Lane Livingston, New Jersey 07039 Home: (973) 716-0206 Cell: (973) 476-1415 Email: mkleinmanconsulting@gmail.com CURRICULUM VITAE EDUCATION Yeshiva University Wurzweiler School of Social Work MSW in Community Organization June, 1976 Jewish Federation Executive Recruitment and Education Program Scholarship Recipient S.U.N.Y at Buffalo Doctoral Candidate in American and Modern Jewish History; Teaching Assistantship 1972/1973 City College of New York M.A. 1972 Field of Study: American History J. S. Shapiro Scholarship Yivo Institute of Jewish Research 1974 COLLEGE City College of New York B.A. 1970 Cum Laude Major: History Honors: Cromwell Medal for Excellence in History; Dean List CONTINUING EDUCATION CERTIFICATES Fellow Center for Social Innovation, Stanford University Graduate School of Business; New York University Graduate School of Public Administration Summer Institute on Management of Non-Profit Organizations Certificate in Leadership, American Management Association Certificates in Strategic Thinking and Executive Coaching, Weatherhead School of Management Case Western Reserve University
EMPLOYMENT 2015 Associate Professor of Practice, Rutgers Graduate School of Social Work 2014 Present Principal, Max L. Kleinman Consulting, LLC Consulting in non-profit management, strategic planning and fundraising. Clients include: Jewish Federations of North American and House of David Preservation. 1995-2014 Jewish Federation of Greater MetroWest As CEO, ran the operations of one of the largest Jewish Federations in the country, with 100 employees and annual revenues of over $50 million. In addition to fundraising, handled board management and development, leadership development, planning, community and government relations and represented the Federation locally, nationally and internationally. During tenure, Foundation grew from $50 million to $400 million in assets. Helped raised over $200 million in unrestricted and program endowments including Birthright Israel, Camping, Day Schools, Early Childhood and programs in Israel and Ukraine. We raised hundreds of millions in Annual Campaigns, $30 million in special campaigns and $25 million in capital campaigns. Helped effect largest merger in federation system s history. Led strategic planning process after merger. 1988 April 1995 Executive director Minneapolis Federation of Jewish Service. Duties included: Chief Executive Officer of major Jewish Federation which raised over $10,100,000 annually, with foundation holding and managing $70 million in additional assets. Staff Executive Committee, Board of Directors and numerous committees. Supervised staff of 30 professionals and support staff; supervised annual fund-raising, planning and allocations process, special capital and Operation Exodus fund-raising campaigns, public relations and speaking. Liaison to Jewish and general community. Staff Commission on Identity and Continuity and Market Research Committee. Helped develop, plan and supervise $14 million effort to build Senior Citizen Campus including nursing home and housing project for elderly. Operation Exodus campaign for Soviet and Ethiopian Jewry raised $12 million. Held rally with over 4,000 participants. Helped secure donations for new Federation office building. Helped secure over $200,000 in grants for local Soviet resettlement. Initiated long- range strategic planning process for campaign and human resource development. Developed infrastructure which
successfully resettled over 2,000 Russian Jews in Minneapolis. Helped launch PACE and Endowment Campaign. Secured $1,100,000 gift for Israel Experience for high school students, and $100,000 gift for leadership development. Helped develop "zero-based "priority setting system. 1983-1988 Associate Executive Director, United Jewish Federation of MetroWest. Duties include: Co - staffing the Executive Committee and Board of Trustees. Supervision of Planning and Budgeting. Budget preparation for and liaison with United Way. Capital Facility Planning, Site Development for Whippany Campus. Staff Committee on Jewish Agency, Task Force on Salaries and Personal Practices; staff committee on Priority Setting, Contract negotiations and administration with local bargaining unit. Fundraising. Liaison with local agencies and general social service community. Led professional staff meetings, supervised Israel Program Center. Helped plan 37 acre campus including Jewish communal office building and Jewish Community Center. Increased United Way funding by over 33%. Helped secure funding for a group home for developmentally disabled. Reorganized Israel program center into vibrant entity under Federation auspices. Launched population study of MetroWest. Developed and implemented Priority-Setting Process. Helped coordinate 40th anniversary Israel Celebration attracting thousands. Reorganized budgeting process into more steamlined operation. 1979-1983 Assistant Executive Director, Atlanta Jewish Federation Duties included: Planning and coordination of community-sponsored social and educational services, budgeting for national, local and overseas agencies, grantsmanship and government relations. Liaison with general social service community research and evaluation, staffing fund-raising divisions, supervision of community relations. Coordinated leadership development programming. Secured in excess of $600,000 in new social service grants. Developed uniform allocation cycle budget forms and regulations. Initiated a planning process with appropriate committee structure. Developed initial leadership development modules for two different tiers, including young leadership mission program. Designed and helped implement statewide lobbying effort on behalf of Israel. Developed and secured over $75,000 in funding for major exhibits to commemorate the 250th Anniversary of settlement of Jews in Georgia. 1976-1979 Planning and Fundraising Associate, Milwaukee Jewish Federation Duties included: planning and coordination of social services. Assisted in the budgeting for local, national and overseas services. Grantsmanship. Staffing of campaign fund-raising divisions and leadership development programs.
Research and assessments. Administration of free loan program, Supervision of Israel Program Center Instrumental in securing $4,000,000 in HUD funding for elderly housing Project. Developed initial young leadership mission program. Secured $100,000 grant for renovation of Senior Center. Increased assets of loan by 25% through more systematic collections. LEADERSHIP POSITIONS President Jewish Communal Service Association, President, World Council of Jewish Cummunal Service; President-Association of Jewish Community Organization Personnel (AJCOP); Human Services Advisory Board of the Atlantic Regional Commission; United Way of Essex and West Hudson, Information and Referral Committee; Campaign Cabinet. Essex County Human Services Advisory Board; New Jersey; Essex County Health Promotion Council, New Jersey. Allocations Committee member, United Way of Morris County. TEACHING 1987 88; 1997 1999 Adjunct Assistant Professor, Wurzweiler School of Social Work, Yeshiva University, New York 2013 Present Instructor, Continuing Education, Rutgers Graduate School of Social Work Lectured at Seton Hall University and College of Saint Elizabeth PUBLICATIONS The Denmark Vesey Conspiracy: An Historigraphical Study, (Negro History Bulletin, April 1974) From the Bronx to the Boondocks, (World Zionist Oranization, April 1977) Co-author, Survivors of the Holocaust and their Children: Current Status and Adjustment, (Journal of Personality and Social Psychology, Volume 41, No. 3, 1981) Summary of article featured in February, 1982 issue of Psychology Today. Co-author Jews and Georgians: A Meeting of Cultures 1733-1983 (National Endowment for the Humanities and the Atlanta Jewish Federation, 1983) "When Unlimited Needed Encounter Very Limited Resources "in New Dimensions in Federation-Agency Relationships (New York, Council of Jewish Federation, 1984). Book review of Leonard Dinnerstein s, America and the Survivors of the Holocaust in Journal
of Jewish Communal Service. (Volume 60 No. 3 1984). Book review of Daniel Elazar's Kinship and Consent in Journal of Jewish Communal Service (Volume 61 No. 4, Summer 1985). Priority-Setting for Federation: An Important Tool for Community Planning and Budgeting Journal of Jewish Communal Service (Volume 6, No. 4 Summer 1985). Book review of Shafritz and Ott s Classics of Organization Theory, Jewish Social Work Forum, Yeshiva, 1988. Co-author, Developing Excellence: Educating and Training Personnel for Federation Work (Journal of Jewish Communal Service, Volume 65, No. 2 Winter 1988). "AJCOP and the Role of the Jewish Communal Professional, (Journal of Jewish Communal Service, Volume 72, No. 1-2 November 1995) "Lament of A Baby Boomer" Sh ma, Volume 26, No. 512 April 12, 1996. "Change the Vision, Not the Mission. Professional leadership for the 21st century, (Journal of Jewish Communal Services, Volume 76, No. 1-2, 1999). "Eight Leadership Lessons of a Well-Tempered Executive (Journal of Jewish Communal Service, Volume 80, No. 1 2004. "Little Big Man: Ron Coun and his Legacy (Journal of Jewish Communal Service, Volume 82, No. 3 Summer 2007. "Building Jewish Peoplehood, One Person at a Time" (Journal of Jewish Communal Services, Volume 83 No. 2-3 Winter/Spring 2008). "The Madoff Philanthropic Implosion", Stanford Social Innovation Review, Fall, 2009, Volume 7, No. 4. To Merge Wisely, Ensure a Proper Take Off, Journal for Non-Profit Management, Volume 15 No. 1, 2012 Succession Planning Is Not Only About Seccesson, Non Profit Quarterly, June 2015. BOOKS Co-author, Up Close and Personal (UJC Press, 2012) "Maximum Potential ", (Jewish Federation of Great MetroWest Press, 2014)
PRESENTATIONS Dozens of presentations made to professional associations, not-for profits, universities and community groups. Testified on Iran Sanctions for New Jersey Senate; Testimony on pension reform on public record for House Ways and Means Committee. ADVISORY BOARDS New Jersey Israel Commission; Touro College Graduate School of Social Work. Center for Management and Leadership, Rutgers Graduate School of Social Work. Center for Holocaust and Genocide Studies, College of Saint Elizabeth. New Jersey Jewish Historical Society. Also serves on numerous philanthropic boards