Jonathan Kalkwarf has over 25 years of experience in non-profit finance and operations management. He has held positions such as Chief Financial Officer, Chief Operating Officer, and Executive Director for various organizations. He possesses expertise in areas such as strategic planning, financial management, operations, governance, and government affairs. Kalkwarf holds an MBA and is a Certified Association Executive who has consistently delivered results through data-driven leadership.

1. Jonathan Kalkwarf, MBA, CAE
NON-PROFIT CHIEF FINANCIAL OFFICER  CHIEF OPERATING OFFICER  EXECUTIVE DIRECTOR
112 S. Louis Street, Mt. Prospect, IL 60056
(773) 835-6108
Jonathan.Kalkwarf@gmail.com www.linkedin.com/in/jonathankalkwarf
Summary of Qualifications
A 25-year veteran of non-profit finance and operations management. A dedicated executive leader with extensive
experience driving membership and customer value through high-performing programs, products, and services. As
a Certified Association Executive (CAE), consistently exceeds goals and expectations and thrives as a leader in a
constantly changing, fast-paced work environment.
 Specialized skills in strategic management and the development of data-driven metrics for assessing
organizational performance, excels at creating organizational environments where people feel heard,
trusted and emboldened to do their very best work.
 Extensive experience in budget development and financial oversight, program and projectleadership,board
relations and governance, advocacy and public affairs, branding and messaging and securing corporate
sponsorship.
 Skilled at developing financial systems, strategies, processes and controls that significantly improve net
income potential, complying with changing tax requirements, and focusing on achieving the organization’s
mission.
 Adds leadership value by creating innovative benefitprograms, designing legislative advocacy campaigns
and shepherding regulatory initiatives; while designing,empowering and managing large, diverse,cohesive
organizations and coalitions.
 Specialties include strategic planning, assessment and infrastructure review, organizational management,
governance, financial analysis and planning, advocacy, developmentof association corporate sponsorship
programs, and the creation of association donor development and fundraising products.
Areas of expertise:
 Profit & Loss Management  Mergers & Acquisitions
 Forecasting & Planning  Operational Controls & Management
 Strategy Alignment & Tactical Execution  Business Process Redesign & Optimization
 Change Management & Innovation  Endowment Funding & Grants
 Governance & Compliance  Performance Management & Monitoring
 Finance/Treasury Management  Collaborative Leadership
 Investment Management  Government Affairs & Lobbying Efforts
 Board Reporting & Engagement  Convention/Event Planning & Execution
 Cash Flow Management  Internal Controls
PROFESSIONAL EXPERIENCE:
Metals Service Center Institute (MSCI), Rolling Meadows, IL 2000-2015
More than 100+ years strong, the Metals Service Center Institute (MSCI), a 501(c) (6) trade association that
supports and represents the interests of the metals value chain, including metals producers, distributors, and
processors and metals users, serving over 400 member companies with more than 1,500 locations and 12,000
individual members, with a related 501(c) (3) foundation and a for-profit subsidiary
Vice President, Finance & Governmental Affairs
Oversaw functional areas: finance, operations; policy development; and government and public affairs. Worked
closely with the board to develop strategic plans and monitor the association's progress toward goals,
objectives, and strategies. Ensured staffhad adequate resources, skills,and knowledge to provide exceptional
service, programs, communications, advocacy, and resources to--and on behalf of--MSCI’s members.

2. Jonathan Kalkwarf Page 2
Vice President, Finance & Governmental Affairs (continued)
Significant Accomplishments:
 Facilitated $2M merger and integration of members of another trade association
 Improved operating income from a $2M operating loss to a $200,000 profit over three years through
collaboration with CEO and executive committee by reducing expenses and increasing revenues
 Led the legal and accounting team during a five-year IRS audit which resulted in no assessments, adverse
findings or fines
 Served as CEO during leadership transition; reduced staff by 25% and increased financial transparency
 Identified emerging legislative and regulatory threats to the membership; collaborated with 23 business
coalitions on legislation relating to LIFO repeal, currency manipulation, and general business regulations
 Successfully renegotiated multiple venue contracts; moved the annual meeting; and provided enhanced
venues that saved the association $1M in hotel cancellation fees
 Increased membership acquisition by 110%, and revenues by 150% over 10 years
 Created a weekly governmental affairs newsletter for MSCI’s 12,000 members; the publication won the
‘Association Trends’ Gold Award (tops in the category) and substantially increased member engagement
with governmental affairs activities
 Developed and implemented a comprehensive board handbook, accounting manual, employee handbook,
and annual compensation guide, which improved board functions and staff productivity
 Created program dashboards and KPIs linking annual budgets to strategic plan, program activities and
financial results
 Trained local chapter leaders on compliance practices and developed a compliance handbook
Women of the Evangelical Lutheran Church in America, Chicago, IL 1989-2000
A 501(c) (3) religious organization with more than 3,700,000 members in 9,261 congregations
Director of Finance & Administration
Provided full-scale fiscal management encompassing financial reporting, cash flow management, creating fiscal
and operational policies and procedures, audit and compliance reporting, as well as investment and facility
management
 Monitored and managed $4M budget and $3M endowment fund
 Developed and executed short and long range strategic and operational plans
 Analyzed and improved operating efficiencies through organization, increased technology utilization and
training activities
 Created and implemented systems to improve the flow of information, processes, and decision-making
 Managed logistics, vendor relations, and finances for national conventions with over 5,000 attendees
ADDITIONAL EXPERIENCE:
Operations & Accounting Manager – Inmac, Schaumburg, IL 1987-1989
Operations Manager – Gould Metals, Schaumburg, IL 1983-1987
Regional Credit Manager – Jorgensen Steel, Schaumburg, IL 1977-1983
EDUCATION & CERTIFICATIONS:
Certified Association Executive (CAE)
Executive Education, Strategic Financial Management – Tuck School of Business 2014
MBA with Highest Honors – Lake Forest Graduate School of Management 2005
Advanced Accounting Courses – Elgin Community College 1983
Bachelor of Arts, Magna cum Laude – Carthage College 1977
MEMBERSHIPS:
American Society of Association Executives; Association Forum; Financial Executives International; National
Association of Corporate Directors; National Association of Manufacturers