M. Kathryn Kelly
Summary
Talented generalist bringing with 20+ years’ experience in relationship building, program management, program development, customer service, and event planning. I’m always excited to bring my skills to organizations doing meaningful work. Experience building rapport with, consultations for, and managing relationships with banks of all sizes to expand their corporate social responsibility opportunities.
Overview
34
34
years of professional experience
Work History
Director of First Impressions
Stanley Martin Homes
05.2022 - 01.2026
- Demonstrated exceptional customer service to all visitors and callers. Represented company professionally in all internal and external interactions and communications.
- Planned and produced four corporate holiday parties for 175 guests, coming in under budget. Efforts included scouting locations, engaging and negotiating with venues and vendors, selecting menus, and managing expenditures.
- Enhanced workplace experience by planning and executing monthly lunches for 105 corporate team members that drove employee engagement.
- Conducted lease and price contract negotiation, and managed relationships with office vendors and service providers.
- Acted as project coordinator supporting $175,000 renovation in place. Buildout included phased implementation plans with performance-based payouts at key project milestones.
- Represented company at and reported on weekly construction progress meetings for facility space expansion.
- Coordinated management of maintenance for corporate office facilities covering 54 offices, 135 cubicles, 11 conference rooms, four kitchens, and common work space.
- Served as point person for office-wide security maintaining more than 130 employee records.
- Produced and published company-wide recognition communications to more than 1,050 team members utilizing Looker dashboards and Dayforce reports for raw data. Tracked new hires using Looker and published all on SharePoint.
- Edited and published team member video stories using Vocal Video.
- Supported the administration of tenure gifts, awards, and other award and recognition programs
- Ensured timely payments and updating of accounts for Staples, FedEx, and other accounts/vendors.
- Work in office assistant title
Management Analyst
Vistra Communications, LLC
12.2021 - 04.2022
- Supported 29 team members on $6M contract for Department of Defense's Defense Logistics Agency (DLA) tasked with identifying Continuous Process Improvement (CPI) projects within the agency, offering after course support, presenting results to leadership, and making program adjustments based on executive feedback.
- Created/Produced illustrated staff directory that enabled DLA lead to identify all contract personnel, most of whom were remote. Collected 29 team member biographies and photos, edited submission materials down from one page summaries to uniform content and word count into comprehensive reference.
Executive Director
MinBanc Foundation, Inc.
09.2014 - 06.2018
- Oversaw day-to-day operations of education non-profit providing professional development grants to minority- and women-owned banks.
- Conducted grant distributions, program participation growth (grew by how much?), and quarterly financial reports.
- Managed all aspects of Board of Directors relations; prepared and distributed notices, agendas, and committee recommendations to board members; and conducted board meetings.
- Shepherded organization through completion of yearly activities including reconciling financials, investment strategy review, and complex, non-profit tax filings.
- Managed tax status transition from 501(c)3 to private foundation.
Director of Financial Education
American Bankers Association
01.1992 - 01.2014
Director of Financial Education
ABA Community Engagement Foundation
01.2012 - 01.2014
- Leveraged professional networks and industry knowledge to strengthen client relationships.
- Employed subject matter expertise and experience to advise banks of all sizes and thousands of bank employees on developing and building financial education outreach programs.
- Established and managed financial education and capabilities initiatives that annually engaged 85% of national trade association membership in consumer outreach. Mobilized network of more than 12,500 banker volunteers annually to participate in outreach activities who delivered Teach Children to Save (TCTS) and Get Smart About Credit (GSAC) program lessons to hundreds of thousands of children and teens each year.
- Implemented strategy to convert TCTS program participants into the first ever national partnership sponsors. Achieved similar results attracting GSAC program sponsors. Partners included Citibank, Wells Fargo, and U.S. Bank.
- Managed all aspects of national partner relationships, including contract negotiation, identification of and coordinating nationally publicized special events.
- Generated more than 60% of foundation’s annual revenue through national program partner/licensing agreements. Oversaw product and program budget of $325,000.
- Produced and marketed series of TCTS resource kits creating an 18-year annual revenue stream. Created similar product for GSAC program, which created 11+ years of revenue.
- Designed and delivered in-person and on-line training to prepare bankers providing financial literacy instruction to children, teens, and young adults. Training sessions ranged from 20-45 attendees to 300-540 participants, depending on presentation format.
- Paired bankers with #___ members of Congress and industry regulators to conduct #___ teaching events that provided positive visibility for banks, the banking industry and public officials.
- Spoke on behalf of ABA’s industry-wide initiatives and advocated need for financial education at industry conventions, conferences, and state workshops. Presented at state, regional, and national educator summits. Effectively expanded support for and participation in foundation’s national programs, as well as increased sales and use of products.
- Organized all aspects of foundation conference participation from generating speaking and marketing opportunities to shipping supplies, and networking with conference attendees.
- Served as end user liaison through foundation’s progressive conversion to three database systems. Member of three person team tasked with designing and implementing user interface for proprietary system. Technical adaptability to learn and use new database systems.
- Served 12 years as a board member for the Jump$tart Coalition for Personal Financial Literacy advocating for financial education and representing the banking industry’s efforts to provide youth financial education.
- Introduced use of Qualtrics survey software to modernize how foundation listened to association members customers, analyze feedback and resolve pain points.
Director, Financial Education
ABA Education Foundation
01.2008 - 01.2012
Program Assistant to Associate Director
ABA Education Foundation
01.1992 - 01.2007
Education
Bachelor of Arts - History
Hollins University
Roanoke, VASkills
- Relationship Building
- Event Planning
- Program Management
- Customer Service
- Revenue Generation
- Public Speaking
- Strong interpersonal skills
Timeline
Director of First Impressions
Stanley Martin Homes
05.2022 - 01.2026
Management Analyst
Vistra Communications, LLC
12.2021 - 04.2022
Executive Director
MinBanc Foundation, Inc.
09.2014 - 06.2018
Director of Financial Education
ABA Community Engagement Foundation
01.2012 - 01.2014
Director, Financial Education
ABA Education Foundation
01.2008 - 01.2012
Director of Financial Education
American Bankers Association
01.1992 - 01.2014
Program Assistant to Associate Director
ABA Education Foundation
01.1992 - 01.2007
Bachelor of Arts - History
Hollins University
PROFESSIONAL STRENGTHS
- Building relationships that lead to revenue opportunities and sales growth
- Program and project management experience designing, implementing, directing, and managing long-term initiatives
- Developing products from conception through design, production, marketing, distribution, and budget management
- Advocating for consumer financial education and business-focused professional development.
- Providing individual consultations to bankers at institutions of all sizes as member service for top tier trade association.