Brian T. Kalish has over 30 years of experience in financial markets, treasury operations, and risk management. He is currently the Executive Director of the Global FP&A Practice at the Association for Financial Professionals, where he helped launch and grow the FP&A Practice. Prior to this role, he held vice president or director level positions at the Federal Home Loan Bank, Washington Mutual, National Rural Utilities Cooperative Finance Corporation, and Fifth Third Bancorp managing treasury operations, funding activities, liquidity, and investor relations.
1. BRIAN T. KALISH, FP&A
http://linkd.in/1OBU4Xf
AREAS OF EXPERTISE
Deep knowledge and understanding of Financial Markets and Treasury Operations
Treasury Best Practices
Risk Management
Leadership and Team Building within the Executive Team and Organization
Strong Public Speaking and Written Communications Skills
Investor, Banking and Rating Agency Relations
Strategic and Forward-looking Problem Solver
PROFESSIONAL EXPERIENCE
ASSOCIATION FOR FINANCIAL PROFESSIONALS (AFP), Bethesda, MD
Executive Director, Global FP&A Practice, 2008 – 2015 - a leadership position where the Finance Practice is
comprised of Corporate Finance, Financial Planning and Analysis (FP&A), Risk Management, Investor Relations, and
Accounting and Financial Reporting.
Worked within the executive team to evaluate and prioritize product development opportunities, develop
budgets and allocate human and financial resources to meet and exceed membership and financial goals.
Envisioned and led the company-wide effort to develop, promote and successfully launch the FP&A Practice,
resulting in new revenue streams for the association.
Collaborated and coordinated with other departments to ensure the continued success of AFP’s programs and
advocacy while fostering a teamwork-based culture.
Expanded efforts to develop content and programs for treasury and finance professionals utilizing publishing,
web site and social media infrastructures and platforms.
Regularly brought together and met with Fortune 1000 and Global 500 treasury and finance leaders to
determine and discuss current market and industry conditions and challenges.
Frequently invited to speak and moderate panels at conferences, roundtables and other networking events, on
the current state of financial industry best practices and adaptive decision-making.
Established a world-class repository of information as a resource for treasury and finance professionals,
regardless of geographic area or industry, to prepare for constantly evolving market conditions, and for
businesses in transition.
Met with Congressional and other government and agency leaders to offer policy recommendations in the
areas of finance and accounting, including Dodd-Frank.
As a Subject Matter Expert (SME) of financial industry best practices, strategic forecasting and planning,
financial and investment instruments, capital and money markets as well as foreign exchange and derivatives,
regularly contacted by media outlets and quoted in various business and industry publications.
FEDERAL HOME LOAN BANK – OFFICE OF FINANCE, Reston, VA
Vice President, Global Investor Relations, 2005 – 2008
Managed a vigorous international and domestic investor calling program by identifying, contacting, and
maintaining direct ties with current and prospective investors.
Conducted debt market research and analytics to monitor competitor activities and follow product
developments.
Studied capital market trends and conditions affecting business decisions; created investor profiles; managed
the sales staff training program; and represented the OF and the FHLBank System at public venues and
industry conferences.
2. WASHINGTON MUTUAL, Seattle, WA
First Vice President, Debt and Liquidity Management, 2005
Proactively managed all long and short term funding activities for the bank holding company and non-bank
subsidiaries as well as the cash and liquidity functions.
Managed banking and rating agency relations, as well as fixed income investor relations.
NATIONAL RURAL UTILITIES COOPERATIVE FINANCE CORPORATION, ("CFC"), Herndon, VA
Assistant Treasurer, 1999 – 2005
Managed all short term funding and capital markets activities for the corporation, utilizing CP, ECP, ECNs, Bid
Notes and direct investments.
Utilized advanced modeling techniques and analytics to determine the best course of action over a period of
transition. Managed the liquidity portfolio as well as the treasury e-commerce businesses.
Supervised the cash management function as well as the treasury operations area and staff.
Developed and maintained positive investor, banking and rating agency relationships.
Managed the debt marketing function and supported the long term and derivative funding activities.
FIFTH THIRD BANCORP, Cincinnati, OH
Assistant Vice President, Portfolio Manager, 1998 – 1999
Managed the liquidity portfolio and all funding activities for the Bancorp and its subsidiaries.
Managed the Fountain Square ABCP program and the relationship with the Federal Reserve.
Responsible for forecasting and planning cash management needs.
SPRINGFIELD INTERNATIONAL INVESTMENTS, LLC, Chicago, IL
Portfolio Manager, 1997 – 1998
Created and managed a Short-Duration Fixed Income Fund, providing an above-average return.
Engineered leveraged trading strategies, and developed the monitoring systems needed to ensure the success
of the fund.
Maximized the return of the leveraged portfolios by incorporating a combination of US Treasury and agency
securities, futures, options and swaps.
FEDERAL NATIONAL MORTGAGE ASSOCIATION ("Fannie Mae"), Washington D.C.
Manager, Treasury Department, 1994 – 1997
Various Analyst/Treasury positions of increasing responsibility, 1987 – 1994
Analyzed evaluated and executed the day-to-day funding and investment strategies for the various multi-
billion dollar portfolios.
Forecast and planned cash management needs; developed, implemented, and managed an overseas debt
facility; developed and maintained relationships with the investor bank and broker/dealer communities.
Recommended and implemented several improvements, which increased the treasurer’s unit effectiveness.
Developed a tracking system for the swap book and a system to monitor competitors’ activities.
Determined the pricing of mortgages for the portfolio or for securitization; monitored the US Treasury and
mortgage markets.
EDUCATION, TRAINING and CERTIFICATIONS
CERTIFIED CORPORATE FINANCIAL PLANNING AND ANALYSIS PROFESSIONAL (FP&A)
VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY, Blacksburg, VA
- Business Administration, Finance, Graduate Studies Program
UNIVERSITY OF MARYLAND, NATIONAL LEADERSHIP INSTITUTE, Adelphi MD
- Leadership Development Program
GEORGIA INSTITUTE OF TECHNOLOGY, Atlanta, GA - BS, Management
PROFESSIONAL MEMBERSHIPS
Association for Financial Professionals (AFP) Corporate Treasurers Council (CTC)
National Association of Corporate Treasurers (NACT) American Financial Services Association (AFSA)
Commercial Paper Issuers Working Group (CPIWG)