Membership Survey Results Meeting -- Wednesday, May 2 at 7:30 p.m




Join us online on Wednesday, May 2 at 7:30 p.m. for a video conference presentation and analysis of the results of the membership survey that was conducted in December, 2017 (nearly 200 of you participated). The findings will be presented via Zoom video conference by David Ginsberg, a CBS congregant and Director of User Experience Research for Facebook.

You will have an opportunity to submit questions using the Zoom chat feature and the meeting will be recorded so that those unable to participate on Monday are able to watch the presentation later on at their convenience. The link to the recorded conference will appear in the May 9th Haluach.

DATE: Wednesday, May 2
TIME: 7:30 p.m.
PLACE: Remote – THE VIDEO CONFERENCE CAN BE ACCESSED HERE (on May 2)
The meeting ID number is 423-112-678.

Should you experience technical trouble accessing the live meeting or the recording, please email Ellen Ginsberg.

The Financial Four -- February 28, 2018

The latest edition of The Financial Four, an update from our Director of Finance, Missy Sue Mastel Horwitz, is shared below.

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Dear Congregation Beth Sholom Community,

I am so excited to be writing this update as we are rounding the final bend on many of the objectives I communicated to the Board just two (short) years ago! So I'd like to put a stake in the ground right now so that everyone can be just as excited and forward-looking as I am.

1. Although picking up our financial situation in January 2016 was not easy, with the help of some wonderful Friends of the Synagogue like Joe Ratner and Todd Strauss, among others, we were able to create a new direction and financial models for the synagogue that are sustainable. No one is thinking we are done, but looking at our financials year over year, we can start again to make longer-term plans.

2. While staff changes are always hard, we made it through some tough personnel decisions and can now begin envisioning the synagogue and the services that we want. We've made some new hires, are out in the world collecting models from other institutions, and are primed for creating some new positions and creative new ways of thinking about customer service here. Talk about bang for your buck!

3. We have had a wonderful relationship over the last two years with our bank, and they have been super supportive of the work being done to keep them informed, to make sure they receive all their interest payments, and to prepare them for our loan renegotiation! Still, it would be remiss of me not to get some competitive bids; and I am happy to say I have had no issue getting other banks to the table. In that vein...

4. As I am sharing some of our financial data with competitive banks, I thought it would be a great time to share the exact same information with you, our congregation. On February 13, I spent two hours thoroughly going over all the CBS financial information with David Golden, Michael Samson, and Zohar Kaplan. While the protocols for corporate and non-profit accounting differ, I’m sure we all got something out of it.

Today, I am thrilled to to offer to you, from the Board, increased financial transparency. If you click through this link, you will be able to see our reviewed financials for the last three years as well as a recent Treasurer's report. In addition, we're sharing some other financial information the competitive banks have asked for in order to propose terms: see here, here, and here. Maybe even more importantly, as you click through, the Board will know this type of reporting is important to you; and how much you appreciate our (my and the Board’s) efforts to keep you informed.

As always, l’shalom,
Missy Sue

The Financial Four Five -- August 1, 2017

Today, the latest edition of The Financial Four, an update from our Interim Director of Finance, Missy Sue Mastel Horwitz.

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Hello, I hope you are having a wonderful summer!

As we at all prepare for the High Holy Days and 5778, I would like to give you an update on the ongoing financial picture at CBS.

1. End of Year Report. We completed the 2016-2017 year on June 30, and have replenished our cash reserves by more than $300,000. This was accomplished through the tireless efforts of the development committee, YOU – our generous community, and a staff who dedicated themselves to the reshaping of a more sustainable future. Special thanks to our Rabbi, the Board of Directors, and Beth Sholom staff, who gave of themselves and continue to make the synagogue’s financial health a priority.

2. Building Loan Refinancing. Our annual financial review is already underway and we have heard from several banks that we are on the right track to secure healthy refinancing options for the balloon payment due in May 2018. While we aren’t out of the woods, our community has waged an impressive effort to keep us moving forward. Thank you!

3. Community Building. Among our ongoing efforts to energize the shul’s relationship with our community is an effort to evaluate and maximize the role of our kosher kitchen. We would like to know from you how you use the kitchen and its services? For the next two weeks, if you step into the kitchen for any reason, or would like to — we want to know why and how we can assist. Please email me – we’ll be happy to arrange a tour, or talk to you about ways our members and the community already use our wonderful kosher kitchen.

4. Matching Gifts. Please check with your employer regarding any employer charitable matching gifts or other donation opportunity available. We have a list of all the matching companies in the United States, and if yours is one of them, you can easily double your gift to the synagogue! At a minimum, please make sure that the synagogue knows where you and your family members are employed. Also, please consider signing up for Amazon Smile and other online services with Beth Sholom as your preferred charity of choice. Call the office and we will be happy to help you set up all the necessary contact information.

5. Member Renewal. Thank you to the 65% of our membership that has already renewed! To those that have yet to do so, we are planning an extraordinary, multifaceted High Holy Day experience and a 5778 packed with celebration, education, and exploration — so please get your renewal in today!

L’shalom,
Missy Sue

The Financial Four -- January 17, 2017

Today, the latest edition of The Financial Four, an update from our Interim Director of Finance, Missy Sue Mastel.

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Happy Secular New Year!

I think we're especially fortunate to have two New Year celebrations; I use one for my spiritual health and the other for my (and incidentally, the synagogue’s) financial well-being. Some people say spirituality and financial considerations shouldn’t mix. Don’t believe that for a second; they are inextricably tied together. At the synagogue, like everywhere else, you get what you pay for – we commit to supporting our synagogue and the synagogue is there when we need and want it.

A lot has happened in a few short weeks since my last post. So, with no further ado, let's look at our recent progress.

1. Commitment to Cash Flow – While we continue our bold push to create a sustained culture of giving, we are well on our way to making our projections for the year, coming in at or below budget on our expenses. This good news is a direct result of...

2. Our Commitment to Savings – Many of our Board members and volunteers have come up with great ideas to help us save money. We are investing in programming changes for our synagogue database, our telephone systems, and our postage and copying contracts in order to create more sustainable long-term cost structures. Some of you may have noticed some of our customer relationship management (CRM) changes, and may have experienced a glitch here and there. We are grateful for your patience and understanding as we work through these systemic changes and get everything working correctly while we continue to do our job of keeping your financials accurate and up to date.

3. Commitment to Staff and the Environment – So many people came to tell us how wonderful the High Holy Days services were at CBS, and many felt this was because of the hard work of our staff. We agree, so we have reworked our staff benefits to include Commuterchecks and Flexible Spending Account (FSA) benefits for anyone who opts in. We also scheduled some lovely back massages for the hardworking CBS Family Preschool and office staff just before our wonderful Light It Up! Community Hanukkah celebration.

4. Commitment to the Community – We all know that Beth Sholom is not an island, and we have been making a lot of plans to partner and work with other synagogues. Here, in the financial office, we are forging a CRM redesign for use by other congregations in the Bay Area. We thank Congregation Emanu-El and Peninsula Temple Beth El (San Mateo) for encouraging us to "boldly go where (few) synagogues have gone before." Stay tuned for exciting updates on that front!

Finally, thanks to you, our members, who give all of our commitments – and your commitments to us – meaning and purpose.

L’shalom,
Missy Sue

The Financial Four -- November 30, 2016

Today, the latest edition of The Financial Four, an update from our Interim Director of Finance, Missy Sue Mastel.

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Miss me?

Well, not to worry; things have been hopping around the synagogue, so much so that I haven’t had a moment to do my favorite part of the job – updating YOU, our generous community! But there's lots of good news to share, so let's get to it.

1. Our 2015-16 financials are in the bag. – Closing out the year presented a few challenges, but we were able to get our financials done and through the audit by September; a noble timeframe. The auditors were happy, the bank was happy, and the financials are available to anyone who wants to see them.

2. An unbelievable High Holiday season. – There is very little we could do without you, but this is particularly true of the High Holy Days. The services at CBS this year – joyous, moving, meaningful – were successful because of you. Now, following the High Holiday season, I’m in the fortunate position of seeing just how much you value our services and community experiences: $748,000 in membership dues, $238,000 in Kol Nidre pledges, and more and more of you coming to events all the time! Speaking of...

3. All the ways we celebrate together. – The Americana Jam Band Kabbalat Shabbat was packed this past Friday evening with congregants and amazing performers. The upcoming Hanukkah celebration (Light It Up!, December 15), our b'nai mitzvah and birthday celebrations (mazel tov on your 85th, Norm!), the December 6 new member event, which looks like it is officially "sold out" — all of these are ways we use the synagogue to connect as a community. CBS is not just charity that its members support. CBS is a place to see and rejoice with people we love to see and rejoice with.

4. But, yes, it is ALSO a charity. – We are doing some amazing things with the money you generously donate: we are focusing on improving efficiencies and workflows; finding better ways to engage you, our prized members; and utilizing technology that is creating a better customer experience. Starting this month, a select group of you will be receiving membership statements via email. In the next few months, we will be enabling powerful systems to allow you to make donations from wherever you are. Just imagine it – you see something happening in your world, and CBS can be an instantaneous part of your reaction. You can learn more about it by registering for a class, or you can make a donation that will help combat anti-Semitism, enable a community Israel opportunity, or sponsor a child’s Jewish heritage – all of this while you're on the go, boarding at an airport, in a ride share, or between meetings. We want to be wherever you are.

So...on that note, no need to miss me too much! Stop by the synagogue any time, and let’s discuss all the ways that you and I can make this place sing!

L’shalom,
Missy Sue

The Financial Four -- October 11, 2016

Today, the latest edition of The Financial Four, an update from our Interim Director of Finance, Missy Sue Mastel.

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Donation_CBSYellowsorcerorsapprentice Dear Friends,

It would be hard for me to believe that we are where we are today but for the fact that I spent the last six weeks bearing witness to the Herculean efforts of your Board, your President, and your synagogue staff. They've created magic. Like the Sorcerer’s Apprentice, they have breathed new life into the unexpected, masterfully coordinated a concerted effort to achieve the improbable, and, of course, prepared themselves for the requisite clean-up to come (a heads up that your statements may NOT be perfect for another month or so!). You should be proud of what we have accomplished together.

It would be selfish not to share the good news, so (in order of personally-perceived awesomeness):

1. 23 new members. – Folks, what else is there to say? In a time when every synagogue is losing members, our community has responded to our year-long campaign with a resounding," Yes! We love the programming and the feeling of belonging at Beth Sholom — it meets a spiritual need for us." There are so many people to thank for this — the CBS Family Preschool directors, our Achshav Yisrael Committee, all the Thinking Matters volunteer teachers, Christopher Reiger, and of course, our beloved Rabbi — who greets every idea with "I have a friend/contact who..." Kol Hakavod to all.

2. $748,000 in membership dues (and counting). – You may have received your call from the Board in the last four weeks. Or you may have renewed your membership in March, without so much as a whispered reminder. No matter how or when you renewed, THANK YOU for allowing us to make 102% of our financial membership goals! As Sally Field and more recently, my husband have said, "They like [it]...they really like [it]!" It is an honor to be a part of this synagogue with you. (Special thanks to Steven Dinkelspiel and Beth Jones – nothing works unless there is some plan to the practice.)

3. 10% over projected building contributions. – When we built this incredible place, we knew it was going to take some serious dough to keep it running. And our membership has stepped up to make sure it does. For those of you who question or wonder about the efficacy of the building in today’s virtual world, all you need to do is come this month to see an Americana Jam Band Kabbalat Shabbat or listen to attendees of our Hardly Strictly Selichot Unplugged services kvell about (be proud of) how we were able to co-create programming with and host the Mission Minyan and The Kitchen. In order to congregate, a congregation needs space.

4. Speaking of...how about a grant to open a Kosher/Halal Food Truck? – Okay, I get it, it's not quite what you were expecting, but CBS is one of four finalists for an Earned Income grant from the Jewish Federation to use our already fabulous kitchen and chef to make Jewish food and culture more portable. Not since the exodus from Spain 500 years ago has there been this much excitement about Jews on the move! Thanks to Kim Hegg, Jane Sykes, Eric Silverman, and the coolest Federation ever for going on this vision quest with us. We’ll keep you posted.