Actualizing Success: Recent Episodes
Actualize Consulting
Actualizing Success is a podcast that covers all things financial. It is based around Actualize Consulting’s main areas of expertise, Mortgage and Fixed Income and Capital Markets and Treasury. Join us as we discuss industry trends, host engaging interviews with industry leaders, and learn the ins and outs of enhancing your processes and leveraging technology to solve challenges faced in your business operations. In each episode, we will provide key takeaways to help our audience transform their operations, as well as keep you up to date on market trends and upcoming regulations.
In this episode, COO Kerry Wekelo and Manager Kate Walker explore the power of gratitude-driven leadership, authentic workplace culture, and meaningful career growth. Kate shares her journey of returning to Actualize Consulting after exploring other opportunities and why the company’s people-first culture, professional kindness, and focus on personal development made it feel like home. Don’t miss this conversation to hear how gratitude, authenticity, employee well-being, and purpose-driven leadership can transform careers, strengthen workplace culture, and empower people to do their best work!
What if your organization’s biggest financial risks aren’t the ones you can see, but the blind spots hiding beneath the surface?
In this episode, we explore the critical role treasury plays in helping organizations move from reactive decision-making to strategic financial control. Inspired by Actualize Consulting’s Treasury Health Check framework, this conversation breaks down how finance leaders can strengthen visibility, reduce operational risk, improve liquidity management, and build resilience in an increasingly complex global environment.
From forecasting accuracy and liquidity optimization to fraud prevention, FX exposure, and treasury technology modernization, this episode uncovers why strong treasury operations are no longer just a back-office function; they are a competitive advantage.
Listen to learn more about:
- Why cash visibility, forecasting accuracy, and structured liquidity and banking strategies are foundational to financial resilience
- The hidden costs of outdated treasury processes, fragmented banking structures, and spreadsheet dependency
- How organizations can better prepare for market volatility, interest rate shifts, and covenant risk
- The growing importance of treasury technology, automation, structured data, AI-driven fraud prevention, and evolving payment security standards in modern finance
Whether you’re a CFO, treasury leader, finance professional, or business executive, this episode offers actionable insights into building stronger financial infrastructure for long-term growth and stability.
In this inspiring episode, Actualize Consulting’s COO Kerry Wekelo sits down with Senior Consultant Shubham Mehta and interns Adam Nguyen and Arushi Nisar to explore what truly sets standout interns apart.
Shubham shares the story of how he transformed his internship experience into a full-time role by taking initiative, documenting his growth, and building a portfolio website that showcased not just his work but the mentorship, collaboration, and culture behind it. Adam and Arushi reflect on how his story reshaped their perspective on networking, learning, and building meaningful professional relationships early in their careers.
This episode explores actionable career tips like:
- Being honest about what you don’t know because asking questions opens doors to mentorship and growth
- Documenting your wins, projects, and learning moments throughout your internship instead of waiting until the end
- Building relationships beyond your direct manager to expand your learning opportunities and network
- Using your unique strengths and skills to showcase your work creatively and intentionally
- Reaching out to people you admire because genuine networking can lead to real opportunities
- Focusing on learning and collaboration, not just completing tasks or checking boxes
- Treating internships as a chance to invest in yourself professionally and personally
- Looking for workplaces where culture, mentorship, and people matter as much as performance
Whether you’re preparing for your first internship, trying to stand out in your current role, or looking for ways to grow professionally with confidence, this conversation offers real-world insight into what meaningful career development can look like.
Visit us online to connect with our team of trusted advisors and explore our current career openings.https://www.actualizeconsulting.com/careers.html
Join the conversation and follow us on LinkedIn for ongoing insights, knowledge sharing, and strategy perspectives from our global team. https://www.linkedin.com/company/actualize-consulting
We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please get in touch with us at podcast@actualizeconsulting.com.
What if your vacation didn’t end with inbox dread, stress, and a week of playing catch-up?
In this episode, we dive into a smarter, more intentional approach to taking time off, one that protects your peace before, during, and after vacation. Inspired by insights from Actualize Consulting’s COO Kerry Wekelo, this conversation explores why unplugging successfully isn’t just a personal habit, but a leadership and organizational strategy.
From building a “game plan” for your absence to creating healthy communication boundaries and empowering your team with context instead of just task lists, this episode unpacks the hidden systems behind truly restorative time off. The discussion also tackles the anxiety of returning to work, why so many professionals struggle to disconnect, and how better planning can actually improve performance, creativity, and long-term wellness.
Don’t have time to listen? Here’s some key takeaways to implement the next time you’re out of the office:
- Audit your workload before time off and identify where you are the single point of contact.
- Share the “why” behind your work, not just a to-do list, so your team can make decisions confidently and independently. When people understand the “why” and “how, n” they can adapt to fluid situations without needing your real-time input.
- Create a clear “game plan” document with escalation paths before you leave to reduce unnecessary interruptions
- Create a simple coverage plan, so colleagues know exactly who to contact while you’re away
- Establish a rigid communication barrier with an email update strategy, such as a daily summary or a single comprehensive email sent only on the morning you return. Digital silence is not abandoning your responsibilities when the operational matrix is laid out specifically for your out-of-office time.
- Schedule a quick catch-up meeting before you leave to reduce post-vacation inbox anxiety
- Remember: rest works best when it’s planned intentionally, not squeezed in around work
Visit us online to connect with our team of trusted advisors and explore our Infusion programs. https://www.actualizeconsulting.com/cultureinfusion.html
Join the conversation and follow us on LinkedIn for ongoing insights, knowledge sharing, and strategy perspectives from our global team. https://www.linkedin.com/company/actualize-consulting
We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please get in touch with us at podcast@actualizeconsulting.com.
What if you could unlock working capital without putting pressure on your suppliers? In this episode, we break down how Supply Chain Finance (SCF) is reshaping the way organizations manage cash flow, strengthen supplier relationships, and build resilience in an increasingly uncertain global landscape.
Join Actualize Consulting’s experts, Director Martin Santiago and Manager Adrian Mendieta, to demystify SCF, from what it is and why it matters, to how it turns a long-standing tension between buyers and suppliers into a true win-win. You’ll gain practical insights into how companies are extending payment terms while still enabling suppliers to access faster, more affordable liquidity, all through the power of strategic financing and smart program design.
SCF is a strategic lever that enhances liquidity, reduces risk, and creates a stronger, more collaborative supply chain ecosystem.
Listen to learn how to:
- How SCF buyer and supplier relationships into a win-win solution
- The real value for both buyers (cash flow flexibility) and suppliers (faster, lower-cost access to cash)
- Navigate common implementation challenges, from technology to global regulations
- Actualize Consulting’s focus on building a customized SCF strategy
In this episode of the Actualize Consulting Podcast, we take you inside the world of housing counseling data standards and their impact on the entire housing finance ecosystem. Actualize Consulting Manager Caroline Pickering sits down with David Young, Director of Capacity Building at Housing Action Illinois and Chair of the MISMO Housing Counseling Dataset working group, alongside Matt Seu, Partner in Actualize’s Mortgage and Fixed Income practice. Together, they explore the origins, benefits, and future of the MISMO Housing Counseling Dataset, a critical advancement designed to streamline processes, empower organizations, and ultimately support better outcomes for borrowers.
Discover how the Actualize Affordable Housing Community of Practice and the Affordable Housing Advisory Group are driving innovative solutions, and learn why data standardization is so vital for lenders, counseling agencies, and investors alike. This conversation also highlights how MISMO is extending beyond traditional life-of-loan standards into pre-application housing counseling data to better support borrower readiness and system-wide collaboration. Whether you’re a housing professional, lender, or advocate, this episode will give you a deeper understanding of how data can break down barriers and advance affordable homeownership.
Listen to learn more about:
- The role of housing counseling and why it’s essential for all potential homeowners
- How and why the MISMO Housing Counseling Dataset was developed to address industry challenges
- Key data elements that are transforming the housing counseling space, including ~250 standardized data points, with ~50 focused on pre-mortgage application activities
- Practical steps and governance best practices for successful industry adoption
- How industry leadership and collaboration are shaping the future of borrower education and access
- How integration across counseling systems, loan origination systems, and servicing platforms is improving efficiency and communication across the housing ecosystem
Tune in for a compelling conversation that uncovers the opportunities and innovations shaping the future of affordable housing.
In complex environments, it’s natural for teams to spend time analyzing what went wrong. While understanding the root cause is important, remaining in the “problem space” too long can drain energy, stall creativity, and delay meaningful progress.
In this episode of the Actualize Consulting Deep Dive Podcast, we explore how to shift leadership dynamics from reactive to proactive and intentionally guide team conversations away from blame and toward solutions that move organizations forward. Drawing from our latest white paper, this episode outlines how to foster psychological safety, strengthen collaboration, and empower teams to take ownership of outcomes, creating stronger, more resilient organizations.
Listen in to hear:
- Why teams often get stuck in the “problem space”
- How leaders can shift conversations toward solutions
- Creating psychological safety in problem-solving discussions
- Encouraging team ownership and accountability
- Building a culture of continuous improvement
- Three questions leaders ask can reshape team dynamics, accelerate decision-making, and unlock collective creativity
Read the full white paper: https://www.actualizeconsulting.com/uploads/1/6/8/0/16806736/focus-on-solution-whitepaper.pdf
Visit us online to connect with our team of trusted advisors and explore our Infusion programs. https://www.actualizeconsulting.com/cultureinfusion.html
Join the conversation and follow us on LinkedIn for ongoing insights, knowledge sharing, and strategy perspectives from our global team. https://www.linkedin.com/company/actualize-consulting
We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please get in touch with us at podcast@actualizeconsulting.com.
What happens when you trade polished corporate messaging for raw, unfiltered insight?
In this Actualizing Success Deep Dive, we expand on the recent International Women’s Day LinkedIn feature by exploring candid survey insights from the women of Actualize Consulting across our global team to uncover the mindset shifts helping them thrive in high-pressure settings and drive meaningful careers in one of the world’s most dynamic industries.
From starting before you feel ready, to reframing setbacks as growth, to owning the room with clarity and conviction, this conversation reveals the human skills behind lasting success.
Honoring the women who paved the way in consulting and those shaping its future today, this episode reveals the common threads of courage, resilience, authenticity, and connection that don’t always show up on a résumé.
Press play and discover the “invisible metrics” that may be your greatest edge.
Read the full white paper:
Visit us online to connect with our team of trusted advisors and explore our Infusion programs. https://www.actualizeconsulting.com/cultureinfusion.html
Join the conversation and follow us on LinkedIn for ongoing insights, knowledge sharing, and strategy perspectives from our global team.
We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please get in touch with us at podcast@actualizeconsulting.com.
Our new Deep Dive series delivers focused discussions on the most important themes from Actualize white papers. In this episode, inspired by Optimizing Cash Inflow Processes with ERP-TMS-Bank Integration, we explore how ERP, TMS, and bank connectivity drive real-time cash visibility, improve cash flow forecasting, reduce Days Sales Outstanding (DSO), and optimize the cash conversion cycle. Discover how automation, API connectivity, and predictive analytics help treasury teams eliminate inefficiencies and strengthen liquidity management.
Read the full white paper: https://www.actualizeconsulting.com/uploads/1/6/8/0/16806736/2025-optimizing-cash-inflow-processes.pdf
Visit us online to connect with our team of trusted advisors and explore strategies to enhance financial agility and unlock smarter liquidity management. https://www.actualizeconsulting.com/treasury.html
Join the conversation and follow us on LinkedIn for ongoing insights, knowledge sharing, and treasury strategy perspectives from our global team.
We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please contact us at podcast@actualizeconsulting.com.
How do high-performing teams turn friction into momentum?
In this Deep Dive series of the Actualizing Success podcast, we explore why collaboration, while essential to success, is often one of the biggest challenges teams face. Drawing on insights from Actualize Consulting and Culture Infusion, this conversation breaks down five practical principles for transforming everyday team friction into stronger trust, accountability, and performance.
From stepping up early and actively listening to building confidence through recognition, coaching with intention, and becoming a true resource for your team, this episode offers actionable strategies for creating healthier, higher-impact team dynamics.
Tune in for an engaging discussion on leadership, collaboration, psychological safety, and building a culture where people feel seen, supported, and empowered to succeed.
Read the full white paper: https://www.actualizeconsulting.com/uploads/1/6/8/0/16806736/2025-optimizing-cash-inflow-processes.pdf
Visit us online to connect with our team of trusted advisors and explore strategies to enhance financial agility and unlock smarter liquidity management. https://www.actualizeconsulting.com/treasury.html
Join the conversation and follow us on LinkedIn for ongoing insights, knowledge sharing, and treasury strategy perspectives from our global team.
We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please contact us at podcast@actualizeconsulting.com.
In this follow-up conversation, Directors Paul Baram and Louise Georgiou sit down to reflect on her first 120 days at Actualize Consulting. Building on their earlier “60 Days Into Consulting” episode, Louise shares how her perspective has expanded from treasury execution to advisory work - what her biggest lessons have been thus far, what’s energized her, and the patterns she’s seeing across clients and the consulting industry.
Join their engaging conversation to hear more about:
- The mindset shift from solving symptoms to diagnosing root causes in treasury consulting
- How to build trust quickly with clients through transparency, listening, and speaking the “treasury language”
- Common treasury pain points Louise now recognizes early across organizations and industries
- The importance of prioritization, quick wins, and adapting recommendations to maturity levels
- Industry trends accelerating treasury transformation, including TMS modernization, APIs, and automation
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and will come back for more. In the meantime, don’t forget to rate this episode and leave a review!
Get in touch with Actualize at www.actualizeconsulting.com
We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please contact us at podcast@actualizeconsulting.com.
In this episode, we explore what it truly takes to build a strategy-first portfolio culture in today’s rapidly evolving business landscape. Actualize Consulting’s Kurt Rasmussen, Director in the Mortgage and Fixed Income Practice at Actualize Consulting, who brings over 25 years of expertise in project, portfolio, program, and PMO management, joins Manager Caroline Pickering for an insightful conversation. Together, they unpack why so many organizations struggle to align their project portfolios with core business goals, and what it takes to move from a busy collection of initiatives to a portfolio that delivers real, measurable value.
You’ll hear real-world examples, best practices, and actionable insights on project portfolio management (PPM): how it transforms organizational effectiveness, enables smarter prioritization, and fosters a culture of accountability and strategic collaboration. Plus, discover how AI is reshaping portfolio management, streamlining processes, and bringing predictive power to decision-making.
Listen to learn more about:
- Creating a strategy-first mindset for portfolio management that aligns projects with business objectives
- Tools and frameworks (including scorecards and steering committees) that help prioritize high-value initiatives
- Key performance indicators (KPIs) every organization should track to measure real portfolio impact
- Proven ways to keep stakeholders engaged and aligned even as priorities shift
- How AI is transforming project selection, reporting, and predictive analytics in portfolio management
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and will come back for more. In the meantime, don’t forget to rate this episode and leave a review!
Get in touch with Actualize at www.actualizeconsulting.com
We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please contact us at podcast@actualizeconsulting.com.
Join Actualize Consulting's Senior Consultant, Dom Boyle, and Senior Manager Will Robertson as they dive into crafting a powerful data strategy within treasury organizations. They break down the full transformation journey from understanding why data strategy matters to implementing enterprise data lakes and ensuring robust data governance. Whether you’re looking to centralize your financial data, improve decision-making, or explore AI applications in treasury, this Actualizing Success episode offers actionable insights to help you get started.
Listen to learn more about:
- The fundamentals of data strategy and its importance for treasury
- Steps to validate existing data, build a minimum viable product (MVP), and design a comprehensive data schema
- How to consolidate systems and build a centralized enterprise data lake
- Key roles and responsibilities in maintaining data governance, including data stewards and governance leads
- Innovative AI and machine learning use cases, from predictive forecasting to payment anomaly detection and automated core data enrichment
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and will come back for more. In the meantime, don’t forget to rate this episode and leave a review!
Get in touch with Actualize at www.actualizeconsulting.com
We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please contact us at podcast@actualizeconsulting.com.
In this inspiring episode, we dive into the heart of giving back with Actualize Consulting's COO Kerry Wekelo and Nubia Leal, LATAM HR Coordinator. With over 20 years of commitment to community engagement, Kerry shares how integrating a culture of giving back has shaped the identity of Actualize. Nubia brings her unique perspective, detailing her experiences and the positive impact that volunteering has had on her life and her team. Together, they explore the importance of charitable initiatives and how the Actualize Consulting team embodies its commitment to creating a ripple effect of kindness in life. In a world that needs human connection and empathy more than ever, this is an episode you won't want to miss!
Listen to Learn More About:
- Using personal stories to inspire individuals and companies to give back to their communities
- How hands-on giving creates connections within teams and enhances company culture
- Practical ways to start small with community initiatives and grow them into impactful programs within organizations
- The transformative power of empathy and social responsibility in both personal and professional settings
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and tune in again for more insights from our team. In the meantime, don’t forget to rate this episode and leave a review!
Get in touch with Actualize at www.actualizeconsulting.com
We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please contact us at podcast@actualizeconsulting.com.
With the mortgage servicing landscape constantly evolving since the pandemic, understanding the information and trends at hand is key to staying ahead of the curve. In this episode of Actualizing Success, industry veterans Partner Matt Seu and Director EJ Kite with Actualize Consulting unpack the dynamics that are reshaping real estate and mortgage servicing today. From post-pandemic market corrections to regional supply-and-demand imbalances, and the long-term effects of interest rate whiplash, Matt and EJ share expert insights drawn from decades of experience. They also delve into investor behavior, population migration patterns, and the increasing importance of predictive modeling and data analytics in managing borrower risk and portfolio health. Whether you're a seasoned professional or just starting in the real estate arena, our industry experts offer valuable insights into what's next for the mortgage servicing industry.
Listen to learn more about:
- Post-pandemic market shifts in housing market dynamics
- The rise and fall of home inventories and their influence on pricing and buyer opportunity
- Navigating interest rate volatility
- Regional housing supply differences and each area's unique challenges and opportunities
- The role of predictive modeling and data analytics in addressing potential market challenges and improving mortgage servicing strategies
Join us for an insightful discussion that breaks down key market trends and equips industry professionals to proactively prepare for future changes in the evolving mortgage servicing landscape.
About Matt Seu
- Matt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income practice. With three decades of experience in the mortgage industry, Matt is a wealth of information and a true thought leader committed to moving the industry forward through digital transformation and standardizing how the mortgage industry communicates. Before his time at Actualize, he served as a Vice President for Freddie Mac, focusing on large-scale business and technology change efforts. Matt is a winner of the 2023 Industry Titans Award.
- Email: mseu@actualizeconsulting.com
About EJ Kite
- EJ is a Director with Actualize Consulting and has over 35 years of expertise in information management. He has a proven track record in team building, infrastructure analysis, and crafting enduring solutions to meet dynamic business demands. With a 24-year tenure across Freddie Mac and Fannie Mae, he has consistently spearheaded initiatives to enhance operational efficiency and foster strategic growth through data-driven insights. EJ holds a degree in Business Administration from Roanoke College. He has received various awards, including the Sapphire Award for Auction in 2021, the Commitment to Excellence Award in 2017, and the Mortgage Banking 2012 Technology All-Star Award.
- Email: Ekite@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and will come back for more. In the meantime, don’t forget to rate this episode and leave a review!
Get in touch with Actualize at www.actualizeconsulting.com
We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please contact us at podcast@actualizeconsulting.com.
In the latest episode of Actualizing Success, Actualize Consulting Directors Paul Baram and Louise Georgiou have an engaging interview-style conversation about her first 60 days into consulting. Louise shares her journey and the motivations behind her shift from a 25-year career in treasury, with her last role being Vice President of global cash management, to consulting. They discuss the importance of aligning treasury functions with broader business operations, the critical role of technology in modern finance, and how to navigate the complexities of project management. Join them for a lively discussion that offers valuable lessons for finance professionals at every stage of their careers.
Listen to learn more about:
- The motivations behind Louise's transition from corporate treasury to consulting and insights gained from 60 days in a consulting role, including project management and client trust.
- Key responsibilities in cash management and how they impact overall business strategy.
- The importance of technology and real-time data in the treasury function.
- Emerging trends in treasury and finance, including the impact of technology and regulatory changes poised to reshape the industry over the next decade.
- Advice for treasury professionals looking to adapt to the shifting landscape.
Don’t miss this informative episode packed with practical insights and forward-thinking discussions!
About Paul Baram
- Paul is Director of Actualize Consulting’s UK office and their Treasury and Capital Markets projects. His 20-plus years of experience include international project management, business requirements, system design, treasury system implementation, testing, and managing project execution. Paul specializes in Corporate Treasury overall solution architecture and business process design. He holds an MSc in Surface Chemistry from the University of Bristol.
- Email: pbaram@actualizeconsulting.com
About Louise Georgiou
- Louise is a Director at Actualize Consulting with extensive experience in Fortune 500 global cash operations, liquidity management, and corporate treasury functions. She is a strategic leader in M&A, spin-offs, and divestitures, working closely with tax and finance teams to enhance efficiency and financial performance. Louise specializes in Corporate Liquidity Management, managing bank relationships, and developing cash management systems while optimizing processes through treasury tools and leading vendor evaluations for Treasury and Risk Management systems.
- Email: lgeorgiou@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and will come back for more. In the meantime, don’t forget to rate this episode and leave a review!
Get in touch with Actualize at www.actualizeconsulting.com
We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please get in touch with us at podcast@actualizeconsulting.com.
In this episode of Actualizing Success, we delve into the dynamic and often underserved agricultural finance market. Our experts from Actualize Consulting—Partner Matt Seu, Director John Pomeranski, Senior Manager Jon Cooper, and Senior Consultant Caroline Pickering—share their extensive experience and insights into this crucial sector. The conversation looks at the intricacies of the Farm Credit System and its pivotal role in supporting farmers, ranchers, and rural communities through a network of borrower-owned financial institutions. They explore how entities like the USDA and Farmer Mac interconnect within this ecosystem and examine the challenges of market fragmentation and the diverse needs of agricultural financing. With a focus on innovation and the increasing relevance of younger generations in agriculture, this episode highlights opportunities for growth and improvement in ag finance, emphasizing Actualize Consulting’s commitment to making significant strides in the ag finance market.
Listen to learn more about:
- The structure and purpose of the Farm Credit System
- The role of the USDA and Farmer Mac in agricultural finance
- Specific challenges within the ag finance market, including fragmentation and varying lending needs
- Opportunities for innovation in the sector
- The impact of an aging workforce and outreach initiatives for young farmers
About Matt Seu
- Matt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income practice. With three decades of experience in the mortgage industry, Matt is a wealth of information and a true thought leader committed to moving the industry forward through digital transformation and standardizing how the mortgage industry communicates. Matt is a two-time winner of MISMO's prestigious Outstanding Contribution Award and the 2023 Industry Titans Award.
- Email: mseu@actualizeconsulting.com
About John Pomaranski:
- John is a Director at Actualize Consulting with over 19 years of experience. His expertise includes project management, business requirements, and UAT for accounting system implementations. He specializes in financial system implementations, mortgage loan accounting and communication, and software development life cycle standards. He is a member of MISMO’s Community of Practice.
- Email: jpomaranski@actualizeconsulting.com
About Jon Cooper
- Jon is a Senior Manager at Actualize Consulting with extensive experience in requirements analysis, project management, process modeling/redesign, and systems conversions. He has in-depth knowledge of the mortgage industry from originations through Servicing, Securitization, and REO/default management.
- Email: jcooper@actualizeconsulting.com
About Caroline Pickering:
- Caroline is a Senior Consultant at Actualize Consulting with a strong track record in digital transformation, project management, and process optimization. She has experience in rural lending, affordable housing, and loan origination. With experience managing risk logs and defect reporting, Caroline effectively oversees cross-functional teams to resolve issues and ensure project success.
- Email: cpickering@actualizeconsulting.com
Get in touch with Actualize at www.actualizeconsulting.com. If you have any questions, comments, or would like to collaborate on a future episode, contact us at podcast@actualizeconsulting.com.
In this episode of Actualizing Success, Actualize Consulting’s Senior Manager Craig Chapman provides an overview of In-House Banking. When implemented correctly, In-House Banking enhances financial efficiency, reduces banking fees, and improves visibility and control, transforming the treasury function into a strategic business partner. Tune in to this quick 7-minute episode for valuable insights into this powerful tool for optimizing global treasury functions and determining if it’s right for your organization.
Listen to learn more about:
- A broad overview of In-House Banking, and how it replicates traditional banking services for subsidiaries
- Key benefits of operational flexibility and lower borrowing costs that in-house banks offer to corporations practical functions such as cash pooling, inter-company lending, and foreign exchange management
- Important considerations for implementation, including technology, tax implications, and regulatory issues
- Challenges and risks associated with in-house banking, and how they can enhance treasury functions for strategic business advantage.
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and will come back for more. In the meantime, don’t forget to rate this episode and leave a review!
Get in touch with Actualize at www.actualizeconsulting.com
We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please contact us at podcast@actualizeconsulting.com.
In this episode of Actualizing Success, our experts discuss the pressing need for enhancing treasury defenses against the evolving landscape of fraud risks. Actualize Consulting's Treasury Consultant, Dom Boyle, is joined by Baptiste Collot, co-founder and CEO of TrustPair, who brings extensive experience from his days as a treasurer. Together, they discuss the alarming rise of sophisticated fraud tactics fueled by artificial intelligence and how treasury teams can adapt to these new challenges. As AI technology continues to advance, fraudsters are leveraging it in unprecedented ways, necessitating a strategic response from organizations.
Listen to learn more about:
- How fraudsters are exploiting AI to enhance their tactics.
- Building a clean and centralized data lake across your organization to protect proprietary data.
- The importance of a multi-layered defense strategy in treasury operations.
- Practical use cases and best practices for strengthening treasury against fraud risks.
- Avoiding blind trust and automation, and ensuring human oversight and approval layers is part of the process.
Join us for an enlightening discussion on the crucial need for technological integration in financial processes to effectively combat these evolving threats and better safeguard your treasury operations.
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and will come back for more. In the meantime, don’t forget to rate this episode and leave a review!
We invite you to contact Actualize and Trustpair for any inquiries regarding preventing fraud and further preparing for the AI revolution.
Get in touch with Actualize at www.actualizeconsulting.com
Get in touch with Trustpair at https://trustpair.com/
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We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please contact us at podcast@actualizeconsulting.com.
In this episode of Actualizing Success, Kerry Wekelo, COO, and Theresa Santoro, Director of HR and Operations from Actualize Consulting, share their insightful journey of fostering team connection in a predominantly remote work environment. With nearly two decades of collaboration, Kerry and Theresa share their experiences, creating a vibrant, cohesive, award-winning company culture that prioritizes professional and social engagement. Their conversation explores the unique approach Actualize takes to blend business with enjoyment, ensuring that employees feel valued and connected, no matter where they are in the world. From fun and creative virtual events to memorable in-person retreats, they discuss why variety is key in employee engagement and how such strategies lead to stronger relationships among team members. This episode promises to leave you with renewed inspiration for building connections within your own team!
Listen to Learn More About:
- The importance of diverse virtual activities to keep teams engaged
- Practical and effective strategies for maintaining personal connections with employees in a growing company
- How in-person retreats and virtual events spark creativity and camaraderie
- The impact of community service initiatives on team morale and cohesion
- Exclusive insights into what sets Actualize apart from other firms, including how they cultivate a family-like atmosphere during the recruitment process and beyond
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review!
Website: www.actualizeconsulting.com
We'd love to hear from you! If you have any questions, comments or would like to collaborate on a future episode, please contact us at podcast@actualizeconsulting.com.
In this episode of Actualizing Success, Actualize Consulting's Partner Matt Seu explains the crucial yet often misunderstood topic of liquidity in the mortgage and mortgage securities market. He sheds light on how entities like Freddie Mac and Fannie Mae provide essential liquidity, enabling the smooth buying and selling of loans through capital markets as well as the concept of the To-Be-Announced (TBA) market, which allows lenders to price and sell mortgage-backed securities ahead of time, ensuring a steady flow of loans. Catch this quick 7-minute episode for valuable insights into the mechanics of this critical market aspect.
Listen to learn more about:
- The impacts of liquidity on the market
- The roles that Freddie Mac and Fannie Mae play in providing liquidity
- How the TBA market stabilizes the supply chain and plays a vital role in helping homebuyers access housing across the country
- The impact of liquidity on lenders' ability to manage loan origination and pricing
- The importance of maintaining a fluid supply chain
- How market fluctuations affect the mortgage landscape
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review!
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
In the latest episode of Actualizing Success, Actualize Consulting's Senior Manager John Kruger and Managers Kwame Twum and Hunter Atchison explore the "Glass Half Full" philosophy and its transformative impact on the consulting landscape. Our experts share their insights on fostering a positive mindset that nurtures client relationships and drives innovation and creative problem-solving. Their conversation dives deep into essential consulting practices, including managing scope creep, setting clear expectations, and the pivotal role of communication in ensuring collaborative success. This episode offers both seasoned professionals and newcomers alike practical tips and inspiring stories to elevate their consulting experience.
Listen to learn more about:
- Building long-term trust with clients
- The importance of a positive mindset in consulting
- How delegation and teamwork contribute to consulting success
- Enhancing client communication strategies
- Practical tips for project success
About John Kruger
- John is a Senior Manager at Actualize Consulting with over 11 years of experience. He specializes in Treasury and risk management, cash management and forecasting, payments, cash accounting process, training and development, support process reviews and documentation, SaaS implementations, project management, and relationship management.
- Email: jkruger@actualizeconsulting.com
About Hunter Atchison
- Hunter is a Manager at Actualize Consulting and a versatile IT Specialist with progressive experience in system implementation, and business analysis. He utilizes his treasury and banking background to analyze current state business processes and adapt for efficiency and regulatory compliance. His in-depth expertise ensures timely support and upkeep of new and existing enterprise applications.
- Email: hbrown@actualizeconsulting.com
About Kwame Twum:
- Kwame is a Manager at Actualize Consulting for the Mortgage Fixed and Income Practice with over a decade of experience in the Banking and Payments domain. He has led numerous client projects and delivered strategic recommendations that directly influence businesses of varying asset sizes. Kwame is renowned for his expertise in identifying critical risks and crafting innovative solutions, resulting in substantial reductions in default rates and significant cost savings.
- Email: ktwum@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review!
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
In this episode of Actualizing Success, Actualize Consulting's Partner Matt Seu and Tela Mathias, Chief Operating Officer at Phoenix Team and CEO and Chief Technology Officer at Phoenix Burst, explore the exciting intersection of Artificial Intelligence (AI) and mortgage loan origination. With over 50 years of combined experience in mortgage technology, our experts share their unique perspectives on AI's role in shaping the industry, the challenges ahead, and how generative AI might revolutionize mortgage origination in this engaging episode.
Listen to learn more about:
- How AI has been quietly shaping the mortgage industry for decades
- The biggest challenges and opportunities generative AI presents for loan origination
- Why compliance and data transparency are significant hurdles for AI adoption
- The potential of consumer-led underwriting and AI-driven lead generation
- How we are leveraging generative AI to tackle regulatory change in the mortgage sector
About Matt Seu
- Matt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income practice. With three decades of experience in the mortgage industry, Matt is a wealth of information and a true thought leader committed to moving the industry forward through digital transformation and standardizing how the mortgage industry communicates. Before his time at Actualize, he served as a Vice President for Freddie Mac, focusing on large-scale business and technology change efforts. Matt is a two-time winner of MISMO's prestigious Outstanding Contribution Award and the 2023 Industry Titans Award.
- Email: mseu@actualizeconsulting.com
About Tela Mathias
- Tela is the Chief Nerd and Mad Scientist at PhoenixTeam, where she is also the Chief Operating Officer. She is the Chief Executive Officer of Phoenix Burst, a generative artificial intelligence (genAI) regtech startup seeking to simplify compliance. She has 25 years of experience envisioning and delivering large scale mortgage technology products and is a recognized expert in genAI in mortgage.
- Email: tela.mathias@phoenixoutcomes.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review!
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
In this episode of Actualizing Success, Actualize Consulting's COO Kerry Wekelo, Senior Consultant Michelle Dudar, and Senior Manager Tyler Sciortino explore the pivotal trends reshaping treasury in 2025. From rapid AI advancements driving strategic planning, risk management, and fraud detection to the major changes driven by the ISO transition, they uncover how technology is revolutionizing treasury management. The discussion highlights the power of APIs in enhancing connectivity, the benefits of notional pooling and in-house banking for optimizing liquidity, and the future of forecasting automation. Tune in to discover what your treasury team needs to know to stay ahead in this rapidly evolving financial landscape.
Listen to learn more about:
- The transformative power of AI for strategic planning, risk management, and fraud detection
- Key considerations for the 2025 ISO transition and its impact on streamlining global financial transactions
- The critical role of APIs in enhancing connectivity and compliance,
- The benefits of notional pooling and in-house banking in optimizing liquidity
- The future of forecasting automation in treasury operations
About Kerry Wekelo
- Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.
- Email: kelam@actualizeconsulting.com
About Tyler Sciortino:
- Tyler is a Senior Manager in the Treasury & Capital Markets practice at Actualize Consulting. He has a wide range of valuable skills and qualities, including expertise in analyzing financial research, team building, motivational leadership, critical and analytical writing abilities, a passion for business, and a strong drive to achieve success. His specializations include risk management, reporting, business requirements, and project management. He holds a B.S. in Finance from the University of Illinois at Chicago.
- Email: tsciortino@actualizeconsulting.com
About Michelle Dudar
- Michelle is a Senior Consultant at Actualize Consulting with extensive industry experience in Treasury and global capital markets. She has implemented international Treasury Management Systems and led or played active roles in strategic transactions including acquisitions and divestitures, equity issues and IPOs, and debt issues and redemptions. Michelle earned an MBA - Finance a BComm - Accounting from the University of Calgary.
- Email: mdudar@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review!
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
In this engaging episode of the Actualizing Success podcast, Actualize Consulting's COO Kerry Wekelo and Senior Manager Kyle Olovson, CTP, explore best practices for transitioning or upgrading Enterprise Resource Planning (ERP) systems. They emphasize the crucial role of the treasury group in these processes, highlighting the integration between Treasury Management Systems (TMS) and ERPs. This episode will help you gain insights into the complexities of these integrations, including critical data flows, enhanced forecasting capabilities, and strategies to combat fraud through efficient payment processes. Kyle also introduces the concept of a "payment factory" and discusses how it can streamline operations and maximize cost efficiency.
Listen to learn more about:
- The importance of early involvement of the treasury group in ERP transitions
- Key data integrations between TMS and ERP for improved forecasting and liquidity planning
- Enhancements in cash flow management and risk mitigation through system integrations
- The role of automation in streamlining treasury operations
- Strategies for achieving effective compliance and reporting through data management
Tune in to discover how integrating TMS and ERP can lead to significant operational improvements and strategic advantages for your organization.
About Kerry Wekelo
- Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.
- Email: kelam@actualizeconsulting.com
About Kyle Olovson
- Kyle is a Senior Manager at Actualize Consulting, specializing in liquidity management, payment execution, netting, forecasting, cash positioning, FX operations, system integration, Treasury Management Systems, and SWIFT. He has led over 15 Treasury transformation projects and participated in more than 25 throughout his 8-year tenure with Actualize. With over 15 years of experience in Treasury, including 7 years as a practitioner with Fortune 500 companies, he has focused on process improvement and control enhancement through efficient workflows and automation. Kyle's focus on developing individuals, systems, and processes that enhance team efficiency sets him apart in his expertise for Treasury transformation initiatives.
- Email: kolovson@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review!
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
In this latest episode of Actualizing Success, Actualize Consulting's Partner Matt Sue and Director EJ Kite engage in a thought-provoking conversation about the evolving landscape of the mortgage industry. They reflect on the past 20 years, discuss the impact of fluctuating interest rates and home prices, and explore the implications for first-time home buyers. They also delve into the potential influence of the upcoming presidential election on housing market rates and the challenges faced by prospective home buyers. Check out the full episode to hear valuable insights into the complex dynamics of the mortgage industry and a comprehensive overview of the factors shaping the current housing market.
Listen to learn more about:
- Historical context of interest rates and home prices
- Challenges for first-time homebuyers, including high mortgage rates and limited housing inventory
- Market predictions and economic influences with the upcoming election
- Regional variations in housing trends
- The changing dream of homeownership in a post-pandemic world and how Actualize Consulting can assist in affordable lending
About Matt Seu
- Matt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income practice. With three decades of experience in the mortgage industry, Matt is a wealth of information and a true thought leader committed to moving the industry forward through digital transformation and standardizing how the mortgage industry communicates. Before his time at Actualize, he served as a Vice President for Freddie Mac, focusing on large-scale business and technology change efforts. Matt is a two-time winner of MISMO's prestigious Outstanding Contribution Award and the 2023 Industry Titans Award.
- Email: mseu@actualizeconsulting.com
About EJ Kite
- EJ is a Director with Actualize Consulting and has over 35 years of expertise in information management. He has a proven track record in team building, infrastructure analysis, and crafting enduring solutions to meet dynamic business demands. With a 24-year tenure across Freddie Mac and Fannie Mae, he has consistently spearheaded initiatives to enhance operational efficiency and foster strategic growth through data-driven insights. EJ holds a degree in Business Administration from Roanoke College. He has received various awards, including the Sapphire Award for Auction in 2021, the Commitment to Excellence Award in 2017, and the Mortgage Banking 2012 Technology All-Star Award.
- Email: Ekite@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
En este episodio, el Gerente de Actualize Consulting, Adrián Mendieta, la Gerente Hilia Espinosa y el Director Martín Santiago Trujillo, de nuestro equipo de LATAM, comentan los puntos importantes a lo largo del cronograma de adopción y revisan algunas de las principales implicaciones de los formatos de mensajes ISO 20022. También exploran cómo se verán afectadas las organizaciones, qué pueden hacer para prepararse mejor y cómo obtener los beneficios asociados con ISO 20022.
Escuche para obtener más información sobre:- Beneficios de la adopción temprana
- ISO 20022 e hitos del cronograma
- Un plan de migración que incluye tecnología
- Cómo Actualize Consulting puede ayudarle con esta transición
Sobre Adrián Mendieta:- Adrián Mendieta es Gerente de Tesoreria en la oficina LATAM de Actualize Consulting. Sus 4 años de experiencia incluyen experiencia en implementación de software, rediseño de procesos, gestión de proyectos y entrega de mejoras de productos de software utilizando varias metodologías. En su trabajo Adrian Mendieta, ha implementado Kyriba para módulos como Efectivo, Contabilidad de Efectivo, Gestión de Cuentas Bancarias, Posicionamiento de Efectivo, Análisis de Tarifas Bancarias, Pronóstico de Efectivo, Pagos y Finanzas de la Cadena de Suministro para más de 21 clientes. Adrián obtuvo una licenciatura en Finanzas del Instituto Politécnico y la Universidad Estatal de Virginia, mientras que en la carrera de Gestión de Inversiones y Analista Financiero Colegiado (CFA) de The Pamplin College of Business.
- Correo electrónico: amendieta@actualizeconsulting.com
Sobre Martín Santiago Trujillo:- Martin es Director de la oficina de Tesorería y Mercados de Capitales de Actualize Consulting LATAM. Es un ejecutivo consumado con más de 20 años de experiencia en gestión global. Su experiencia incluye tesorería, finanzas corporativas, gestión de efectivo e implementación de TMS. Martín es un líder orientado a resultados y a equipos con un enfoque de mejora continua, con un enfoque en minimizar costos, maximizar la eficiencia de los procesos y agregar valor a las empresas. Es licenciado en Administración de Empresas por la Universidad Panamericana, con Diplomados y cursos en diferentes áreas financieras y de gestión gerencial.
- Correo electrónico: msantiago@actualizeconsulting.com
Sobre Hilia Espinosa:
- Hilia es Gerente del Área de Tesorería y Capital Markets en Actualize Consulting. Siendo una profesional dedicada a las finanzas con amplia experiencia en Tesorería e Inversiones. Teniendo mayor expertise en manejo y gestión de cuentas bancarias, administración de inversiones, contabilidad y análisis financiero, así como en la gestión y control de efectivo, a través de la implementación e integración de sistemas. Es licenciada en Administración Financiera por el ITESM, Ciudad de México, complementando su perfil con Diplomados, cursos y certificaciones en diferentes áreas. Recientemente se convirtió en miembro del AFP, adquiriendo mayor experiencia en consultoría en procesos de tesorería, como el manejo y pronóstico de efectivo y así como gestión de relaciones bancarias.
- Correo electrónico: hespinosa@actualizeconsulting.com
¡Gracias por escuchar este episodio del podcast Actualizando el Éxito! Esperamos que hayas disfrutado de la charla y te interese saber más. Mientras tanto, no olvides calificar este episodio y dejar una reseña para hacernos saber qué te pareció. Si tienes alguna pregunta, ponte en contacto con Martín Santiago.
Más información:
Sitio web: www.actualizeconsulting.com
Si tienes alguna pregunta o comentario, nos encantaría poder ayudarte. Puedes ponerte en contacto con nosotros en podcast@actualizeconsulting.com.
In this episode of the Actualize Consulting podcast, Manager Jacquie Zirkle, Senior Manager Alysia Kennedy, and Senior Consultant Kathryn Williams explore best practices for working remotely. Their discussion delves into how Actualize Consulting has successfully transitioned from an on-site to a predominantly remote work model, particularly following the COVID-19 pandemic. They also share insights into the benefits of remote work, including flexibility and a low attrition rate, their personal experiences with those benefits and challenges, and impart strategies to help you thrive in a fully remote workplace.
Listen to Learn More About:
- Managing work-life balance while working remotely
- Practical tools and strategies for building a productive remote workspace
- Staying accountable using digital tools for communication and collaboration while minimizing distractions
- Building and maintaining relationships with remote team members
- Creating a flexible and productive remote work schedule
About Kathryn Williams
- Kathryn has worked as a Senior Consultant at Actualize Consulting for over a year. She is a strong communicator and writer which has enabled her to work collaboratively with her team at Actualize and spearhead the creation of work products for clients. She is a skilled and dedicated professional with over 3 years of experience as a legislative and political intern. Throughout her career, Kathryn has worked closely with legislative teams to conduct policy research, provide expert analysis of congressional hearings and briefings, and easily communicate complex ideas. Kathryn holds a Bachelor of Arts degree in Government from the University of Virginia.
- Email: kwilliams@actualizeconsulting.com
About Alysia Kennedy, CFA
- Alysia is a Senior Manager at Actualize Consulting with extensive expertise in designing and implementing technology solutions to complex business problems. Her strong analytical and data management skills are coupled with an in-depth understanding of complex financial instruments. She has implemented all aspects of Treasury Management applications, including cash management, liquidity management, foreign exchange, payments, securitization, deal management, risk management, accounting, and reporting, and managing the data flows into and out of the system across numerous clients in various industries. She received her B.S. in Finance, Information Technology and International Business from the University of Virginia's McIntire School of Commerce.
- Email: aalcorn@actualizeconsulting.com
About Jacquie Zirkle
- Jacqueline is a Manager at Actualize Consulting with extensive experience managing daily business operations, including overseeing all aspects of human resources, compliance, recruitment, and training. She maintains strong organizational planning, analysis, and problem-solving skills. Jacquie is certified as a CMMI Practitioner, a Professional in Human Resources, and she majored in Communications at the University of Pittsburgh.
- Email: jzirkle@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
In the latest episode of Actualizing Success, Actualize Consulting's Senior Manager Karen Sabia, Manager Matthieu Larrivee, and Senior Consultant Michelle Dudar dive into managing cash with effective liquidity planning. They explore the intricacies of liquidity planning, its unique aspects compared to cash flow forecasting, and its crucial relevance in the current financial environment. Their conversation also uncovers the challenges and best practices of liquidity planning, offering valuable insights and key components that must be managed. Don't miss out on this episode to gain a better understanding of effective liquidity planning and how it can significantly enhance your financial management strategies, especially in the current economic landscape.
Listen to learn more about:
- The distinction between liquidity planning and cash flow forecasting, and its critical relevance in today's financial landscape
- The challenges, key components, and best practices associated with liquidity planning
- The role of technology in crafting a robust liquidity plan and its potential to streamline financial management processes
- How to align cash forecasting and liquidity planning for a streamlined process
About Karen SabiaKaren is a Senior Manager at Actualize Consulting and has over 30 years of industry experience. Her strategic, creative, and innovative mindset helps drive enhancements of technology, Treasury operational transformation and process efficiencies. Karen specializes in Project Management, Global Cash Management, Treasury Management Systems, Risk Management, Business Process Engineering, and Cash Forecasting. She is a continuous learner, keeping updated on Treasury technology trends and innovations. Kyriba Module training includes, Core Data, Bank reporting, System Administration, Netting, Cash Management/ Forecasting, BAM, and BFA She received her B.A. in Finance from Western Governors University and her A.A. in Business Management from the Computer Programming Institute and has her CTP certification.
Email: ksabia@actualizeconsulting.com
About Michelle Dudar
Michelle is a Senior Consultant at Actualize Consulting with extensive industry experience in Treasury and global capital markets. She has implemented international Treasury Management Systems and led or played active roles in strategic transactions including acquisitions and divestitures, equity issues and IPOs, and debt issues and redemptions. Michelle earned an MBA - Finance a BComm - Accounting from the University of Calgary.
Email: mdudar@actualizeconsulting.com
About Matthieu LarriveeMatthieu is a Manager at Actualize Consulting and has over 17 years of experience delivering projects in Capital Markets, Finance, Treasury, and payments processing using various solutions. Having held multiple leadership roles on the technical and functional side within projects and operations gives Matthieu a unique insight into understanding the business challenges unique to Finance departments and how to design and implement solutions that meet the requirements of every stakeholder.
Email: mlarrivee@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
In this episode of Actualizing Success, Actualize Consulting's Manager Adrian Mendieta and Dom Boyle, a current co-op from Waterloo who will soon join Actualize Consulting full-time, share their professional journeys thus far, insights on making the most of an internship experience and gaining valuable experience. They also delve into various topics, including the intern and co-op experience, hands-on project work, mentorship programs, career growth opportunities, and what makes Actualize Consulting a great place to grow your career.
Listen to learn more about:
- Tips for securing internships and making the most of the experience
- Transitioning from intern/co-op to full-time roles
- Hands-on project work and career growth opportunities
- Mentorship programs, hands-on experience, and their impact on career development
- What sets the intern experience at Actualize Consulting apart
About Adrian Mendieta
- Adrian Mendieta is Manager of Capital Markets and Treasury at Actualize Consulting’s LATAM office. His 3 years of experience include expertise in software implementation, redesigning processes, project management, and delivering key software product enhancements using various SDLC methodologies. In his work at Actualize, he has implemented Kyriba for modules such as Cash, Cash Accounting, Bank Account Management, Cash Positioning, Bank Fee Analysis, Cash Forecasting, Payment Factory & Supply Chain Finance for over 21 clients. Adrian earned a B.S. in Finance from Virginia Polytechnic Institute and State University while on the Investment Management and Chartered Financial Analyst (CFA) track from The Pamplin College of Business.
- amendieta@actualizeconsulting.com
About Dom Boyle
- Dom Boyle is a Consultant at Actualize Consulting in the Capital Markets & Treasury practice with experience in business process analysis, custom reporting, and custom tool development. Dom is currently an intern with Actualize, coming from a computer science background from the University of Waterloo, and has been focused on Actualize's AI initiative while providing clients with assistance in liquidity planning and cash module Kyriba implementations, and custom reports.
- dboyle@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
In this episode of Actualizing Success, Actualize Consulting's Partner Matt Seu, Director John Pomaranski, and Capital Markets/Mortgage Expert Mark Hanson, discuss the importance of ESG (Environmental, Social, and Governance) in the mortgage and securities market. Our experts delve into the challenges and growth opportunities of implementing ESG principles in bond issuance, strategies and processes that increase affordability and sustainability in mortgage lending, and the importance of continued learning in defining ESG standards to measure social impact. Join us for an engaging conversation about the evolving landscape of ESG in the mortgage industry and the exciting progress in ESG development.
Listen to learn more about:
- Understanding ESG: legal aspects, different avenues, and relevance in the mortgage industry
- Challenges and opportunities of implementing ESG principles in bond issuance and valuation
- Impact of politics and privacy concerns, particularly in states with oil or gas-related economies
- Potential for new technologies and building processes to improve sustainability in the housing industry
- The crucial role of accurate data to avoid "greenwashing" and stakeholder collaboration in advancing ESG initiatives, including the MISMO community of practice and upcoming projects
About Matt Seu
- Matt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income practice. With three decades of experience in the mortgage industry, Matt is a wealth of information and a true thought leader committed to moving the industry forward through digital transformation and standardizing how the mortgage industry communicates. Before his time at Actualize, he served as a Vice President for Freddie Mac, focusing on large-scale business and technology change efforts. Matt is a two-time winner of MISMO's prestigious Outstanding Contribution Award and the 2023 Industry Titans Award.
- Email: mseu@actualizeconsulting.com
About John Pomaranski:
- John is a Director at Actualize Consulting with over 19 years of experience. John’s expertise includes project management, business requirements, and UAT for accounting system implementations. He specializes in financial system implementations, mortgage loan accounting and communication, and software development life cycle standards. He is the Facilitator of MISMO’s ESG Community of Practice.
- Email: jpomaranski@actualizeconsulting.com
About Mark Hanson:
- Mark spent over 37 years in the capital markets, primarily the mortgage-backed securities market. Over the last 12 years, Mark served as Senior Vice President of Securitization for Freddie Mac, where he led the development and implementation of the $4 trillion UMBS Single Security, joining the Freddie Mac and Fannie Mae MBS markets. Over the last 3 years Mark stood-up and advised Freddie Mac's Corporate Sustainability Office in addition to his securitization responsibilities.
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
In this episode of Actualizing Success, Priscila Nagalli, Managing Director of Actualize Consulting, and Director Brian Stitt discuss the importance of conducting Treasury Technology Health Checks. They emphasize the significance of these assessments in ensuring optimal value is obtained from the technology and enhancing the understanding of the system's capabilities. The discussion covers the detailed process of conducting Treasury Technology Health Checks, from scoping the engagement to compiling data and creating best practices recommendations. They also share real-life examples of how Treasury Technology Health Checks have increased capability awareness, improved operational efficiency, and enhanced user efficiency.
Listen to learn more about:
- Scenarios where companies can benefit from Treasury Technology Health Checks
- The critical importance of regularly assessing and reviewing the usage of Treasury Technology
- How Treasury Technology Health Checks creates increased capability awareness through reporting, forecasting, and risk functions
- Understanding industry best practices and how to establish a top-notch Treasury function with efficient systems and processes
About Priscila Nagalli
- Priscila is a Managing Director at Actualize Consulting with over 20 years of international cash, payment, investments, compliance, liquidity, currency, and risk management experience combined with a background working with structured funding scenarios on both emerging and developed markets. She is an Economist, CFA, and CTP Charter holder with a proven record of problem solving and streamlining processes by thinking strategically and analyzing detailed issues to arrive at clear, simple and actionable solutions. Priscila is fluent in English, Portuguese and Spanish.
- Email: pnagalli@actualizeconsulting.com
About Brian Stitt
- Brian is a Director at Actualize Consulting with a wide and diverse range of corporate finance experience. He specializes in Business Process and Analysis, Capital Markets, Debt Compliance, Financial Planning and Analysis, Financial Risk and Liquidity, Forecasting, Foreign Exchange Trading, Strategic Planning and System Implementation. Brian earned a Bachelor of Science in Finance from Virginia Tech.
- Email: bstitt@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
On the most recent episode of Actualizing Success, Kerry Wekelo, COO of Actualize Consulting, and Theresa Santoro, Global HR & Operations Director, reflect on their journey of shaping the company's culture and establishing a thriving workplace. They candidly share personal anecdotes about overcoming work-related obstacles and underscore the importance of trust, loyalty, and ethical leadership in empowering employees. Additionally, Kerry and Theresa offer valuable strategies for nurturing team members' personal and professional growth. Join them for an in-depth exploration of empathy, recognizing individual strengths, and the impact of meaningful connections in creating a flourishing work environment with actionable advice on empowering individuals to thrive in the workplace.
Listen to learn more about:
- Building trust and fostering strong relationships with team members and colleagues
- Effective delegation to develop others and the challenges faced in doing so
- The importance of ethical leadership and upholding values in challenging situations
- Supporting employees in their careers and understanding their personal and professional aspirations
- The benefit of regularly gathering feedback and insights and how it contributes to a thriving work culture
About Kerry Wekelo
- Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.
- Email: kelam@actualizeconsulting.com
About Theresa Santoro
- Theresa is Director of Human Resources and Operations at Actualize Consulting. She has extensive experience managing daily business operations, including overseeing all aspects of recruiting operations, human resources, client management, employee management and training, and the complex initiatives that support a diverse international organization.
- Email: tsantoro@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
On the latest podcast episode of Actualizing Success, Actualize Consulting's Partner Matt Seu, Manager Nina Fiore, and Manager Jon Cooper explore the intersection of technology and innovation within the Affordable Housing and Housing Counselor industry. As they delve into the historical context and benefits of Housing Counseling, our experts examine the heightened significance of this service in light of prevailing economic conditions and housing costs, particularly for low-income borrowers, and the involvement of Actualize Consulting in this field. They dive into the potential applications of technology, the significance of industry standards, and the prospective impact of AI within the affordable housing sector.
Listen to learn more about:
- The escalating significance of Housing Counseling
- The implications of technology and industry standards
- The potential influence of AI in the realm of affordable housing
- Actualize's contributions to the affordable housing and housing counselor space
About Matt Seu
- Matt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income practice. With three decades of experience in the mortgage industry, Matt is a wealth of information and a true thought leader committed to moving the industry forward through digital transformation and standardizing how the mortgage industry communicates. Before his time at Actualize, he served as a Vice President for Freddie Mac, focusing on large-scale business and technology change efforts. Matt is a two-time winner of MISMO's prestigious Outstanding Contribution Award and the 2023 Industry Titans Award.
- Email: mseu@actualizeconsulting.com
About Nina Fiore:
- Nina is a Manager at Actualize Consulting with a collaborative and creative business analyst with a technical mindset. She has experience in analyzing complex business requirements, drawing insights from data, and identifying opportunities for innovation. Nina specializes in project management, requirements gathering, testing, data analysis and visualization, and metric and report development. She holds a Bachelor of Arts in Economics from the University of Maryland, College Park.
- Email: nfiore@actualizeconsulting.com
About Jon Cooper:
- Jon is a Senior Manager at Actualize Consulting with extensive experience in requirements analysis, project management, process modeling / redesign, and systems conversions. He has in-depth knowledge of the mortgage industry from originations through Servicing, Securitization, and REO/default management.
- Email: jcooper@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
Website: www.actualizeconsulting.comIf you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
In this episode of Actualizing Success, COO Kerry Wekelo and Manager Dean Ibbs discuss the essential components of a payment strategy, including risk management, payment security, regulatory compliance, and emerging payment methods and technologies. They highlight the importance of adopting technology solutions to mitigate emerging risks in the digital payment landscape and explore the potential benefits of leveraging regulatory changes proactively. Join Kerry and Dean for an insightful discussion on optimizing your payment strategy to improve cash flow, mitigate financial risks, and ensure regulatory compliance.
Listen to learn more about:
- The evolving landscape and new risks coming from the rise of digital transactions, increased cyber threats, and more complex global payment systems
- The importance of adopting technology solutions to mitigate these risks
- Leveraging regulatory changes for potential benefits proactively
- Emerging payment methods and technologies
- Essential components of a payment strategy
About Kerry Wekelo
Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.
- Email: kelam@actualizeconsulting.com
About Dean Ibbs
Dean is a Manager at Actualize Consulting with 13 years of experience in the Fintech industry. Dean's specific expertise lies in corporate treasury and treasury management systems, having worked in a variety of roles helping clients to optimize and digitize processes related to cash and liquidity, funding and debt, payments management, risk management and accounting. Dean holds a bachelor's degree in Business Management from the University of Warwick.
- Email: dibbs@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
More Info:Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
On this latest episode of Actualizing Success, Actualize Consulting's Partner Matt Seu and Managing Director Jay Wright share their expert insights and discuss what we can expect in the Mortgage Market in 2024. Join our industry experts as they discuss how intelligent lenders and servicers invest in technology and think outside the box to prepare for this year.
Listen to learn more about:
- Explore loan origination and defaults
- Impact of mortgage technology vendors
- Discuss the core technologies that could revolutionize the industry (low-code platforms and AI)
- How intelligent lenders and servicers can invest in technology and think outside the box to prepare for the future
About Matt Seu
- Matt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income practice. With three decades of experience in the mortgage industry, Matt is a wealth of information and a true thought leader committed to moving the industry forward through digital transformation and standardizing how the mortgage industry communicates. Before his time at Actualize, he served as a Vice President for Freddie Mac, focusing on large-scale business and technology change efforts. Matt is a two-time winner of MISMO's prestigious Outstanding Contribution Award and the 2023 Industry Titans Award.
- Email: mseu@actualizeconsulting.com
About Jay Wright
- Jay has extensive experience leading people, programs, strategy, and solution delivery efforts for commercial organizations and federal clients. He has in-depth knowledge of the mortgage industry and over twenty-five years of experience leading Enterprise Information Management (EIM) and Business Transformation practices and initiatives. Jay’s areas of expertise include EIM, business intelligence and analytics, data governance, risk and controls, and business process reengineering and transformation.
- Email: jwright@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
On the latest episode of Actualizing Success, Actualize Consulting's Managing Director Irv Goldfinger, Senior Manager Brian Stitt, and Senior Manager Tyler Sciortino discuss how technology is revolutionizing treasury management and reshaping the financial landscape for businesses. They explore how software innovations like SaaS, APIs, and AI are centralizing and automating corporate treasury, enhancing control, accuracy, transparency, and providing a real-time snapshot of a company's financial health.
Listen to learn more about:
- Building a compelling business case for technology adoption
- Gaining leadership buy-in for impactful technology projects
- Transitioning away from Excel and manual processes
- Conducting a thorough current and future state analysis
- Optimizing technology for upcoming industry transitions
- Testing, cross-training, and post-implementation maintenance
About Brian Stitt:
- Brian is a Senior Manager at Actualize Consulting with a wide and diverse range of corporate finance experience. He specializes in Business Process and Analysis, Capital Markets, Debt Compliance, Financial Planning and Analysis, Financial Risk and Liquidity, Forecasting, Foreign Exchange Trading, Strategic Planning and System Implementation. Brian earned a Bachelor of Science in Finance from Virginia Tech.
- Email: bstitt@actualizeconsulting.com
About Tyler Sciortino:
- Tyler is a Senior Manager in the Treasury & Capital Markets practice at Actualize Consulting. He has a wide range of valuable skills and qualities, including expertise in analyzing financial research, team building, motivational leadership, critical and analytical writing abilities, a passion for business, and a strong drive to achieve success. His specializations include risk management, reporting, business requirements, and project management. Tyler holds a B.S. in Finance from the University of Illinois at Chicago.
- Email: tsciortino@actualizeconsulting.com
About Irv Goldfinger:
- Irv is a Managing Director in the Capital Markets and Treasury practice at Actualize Consulting with 40years of experience. Irv has extensive experience across all fixed income, structured products and derivative instruments and prime brokerage, investment banking, multinational corporates, and hedge funds. He specializes in managing fit gap analysis, software development, vendor software evaluation, implementation of third-party software, regulatory compliance, systems architecture review, business process engineering, interface development, application performance tuning, and risk management. Irv holds a B.S. degree in Computer Science and Mathematics from Brooklyn College.
- Email: igoldfinger@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
On this latest episode of Actualizing Success, Actualize Consulting’s COO Kerry Wekelo, Director Irv Goldfinger, and Senior Manager John Kruger dive into the pressing issue of retaining treasury talent. With turnover affecting all levels within treasury teams, from senior management to analysts, and the demand for experienced treasury professionals continuing to soar, our experts share their insights and strategies for keeping treasury teams united and inspired.
Listen to learn more about:
● The reasons behind talent departures
● The power of cross-training
● Strategies for keeping teams united and inspired
● Utilizing technology to build robust, automated processes
● Creating a culture that supports team growth and innovation
● How Actualize Consulting nurtures treasury talent through innovative programs
About Kerry Wekelo:
Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.
● Email: kelam@actualizeconsulting.com
About John Kruger
John is a Senior Manager at Actualize Consulting with over 11 years of experience. He specializes in Treasury and risk management, cash management and forecasting, payments, cash accounting process, training and development, support process reviews and documentation, SaaS implementations, project management, and relationship management.
● Email: jkruger@actualizeconsulting.com
About Irv Goldfinger:
Irv is a Managing Director in the Capital Markets and Treasury practice at Actualize Consulting with 40years of experience. Irv has extensive experience across all fixed income, structured products and derivative instruments and prime brokerage, investment banking, multinational corporates, and hedge funds. He specializes in managing fit gap analysis, software development, vendor software evaluation, implementation of third-party software, regulatory compliance, systems architecture review, business process engineering, interface development, application performance tuning, and risk management. Irv holds a B.S. degree in Computer Science and Mathematics from Brooklyn College.
● Email: igoldfinger@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
On this latest episode of Actualizing Success, Actualize Consulting’s Partner Chad Wekelo, Managing Director Priscila Nagalli, and Director Paul Baram discuss five specific areas of focus for Treasury in 2024, including payments/ISO transition, technology, liquidity, talent retention, and more. Recent events such as the banking crisis, fraud, geopolitical tensions, interest rate hikes, and government credit rating issues will impact Treasury in the coming years. In response, our experts address the importance of continuous process improvement, staffing proficiency, and technology improvement for mitigating risks. They also provide insights into regulatory changes and emerging challenges relevant to these socio-economic, geopolitical, and industry-specific events.
Listen to learn more about the key outlooks on:
● Banking for liquidity
● Payments and ISO transition
● Best practices with technology
● Optimizing intercompany activity
● Retaining treasury team talent
About Chad Wekelo:
• Chad Wekelo, CFA, CPA, is the Founder and Principal at Actualize Consulting and leads the Capital Markets and Treasury practice group for the firm. Chad is a subject matter expert in Treasury, Risk Management, and Accounting with specialization in financial transformation, vendor evaluations and implementations of Treasury, Risk Management and Accounting systems. He is a licensed CPA and holds the CFA designation.
• Email: cwekelo@actualizeconsulting.com
About Priscila Nagalli:
● Priscila is a Managing Director at Actualize Consulting with over 20 years of international cash, payment, investments, compliance, liquidity, currency, and risk management experience combined with a background working with structured funding scenarios on both emerging and developed markets. She is an Economist, CFA, and CTP Charter holder with a proven record of problem solving and streamlining processes by thinking strategically and analyzing detailed issues to arrive at clear, simple and actionable solutions. Priscila is fluent in English, Portuguese and Spanish.
● Email: pnagalli@actualizeconsulting.com
About Paul Baram:
● Paul is Director of Actualize Consulting’s UK office and their Treasury and Capital Markets projects. His 20 plus years of experience include international project management, business requirements, system design, treasury system implementation, testing and managing project execution. Paul specializes in Corporate Treasury overall solution architecture, and business process design. He holds a MSc. in Surface Chemistry from the University of Bristol.
● Email: pbaram@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
On this latest episode of Actualizing Success, Actualize Consulting’s Managing Director Jay Wright and Manager Joe Melino discuss how to be successful with Enterprise Information Management (EIM). As EIM is a broad topic, our experts provide insights into the development, execution, and supervision of plans, policies, programs, and practices. Additionally, they explore the factors that drive information governance and why having well-defined strategies and goals is imperative to attaining EIM success.
Listen to learn more about:
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How the industry defines EIM
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What is driving the EIM program
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Aligning goals, objectives, and strategies
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Factors that contribute to EIM program success
About Jay Wright |
Jay is a Managing Director at Actualize and has extensive experience leading people, programs, strategy, and solution delivery efforts for commercial organizations and federal clients. He has in-depth knowledge of the mortgage industry and over twenty-five years of experience leading Enterprise Information Management (EIM) and Business Transformation practices and initiatives. Jay’s areas of expertise include EIM, business intelligence and analytics, data governance, risk and controls, and business process reengineering and transformation.
Email: jwright@actualizeconsulting.com
About Joe Melino |
Joe is a Manager at Actualize Consulting and has strong leadership qualities and innovative problem-solving abilities. He focuses on achieving bottom-line results while formulating and implementing advanced technology and business solutions. He has extensive experience in private and public sectors, including company, division, and product start-ups. His specialties include Enterprise Data Management, data and security protection, management consulting, business architecture and analysis, program management, and information systems management.
Email: jmelino@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com
On this latest episode of Actualizing Success, Actualize Consulting’s COO Kerry Wekelo, Senior Consultant Danecia Stewart, and Managing Director Priscila Nagalli examine the significant industry shifts impacting Treasury Management System vendor evaluations.
Our experts delve into the latest trends and a modern approach that includes identifying metrics, functionality, integrating platforms, and utilizing new technologies that are reshaping this dynamic sector. At Actualize Consulting, we are committed to providing unparalleled value to our clients by delivering cost and time savings, leveraging our diverse team's TMS expertise, and assisting with identifying genuine needs and negotiating with vendors.
Listen to learn more about:
· Market support functionality
· Growth of different companies
· Integration across platforms
· APIs vs SFTP vs Swift
About Priscila Nagalli
-
Priscila Nagalli is a Managing Director at Actualize Consulting with over 25 years’ experience in international cash, banking, payment, investments, compliance, liquidity, and currency risk management, as well as leading complex global transformation projects. She is an economist, CFA, and CTP Charterholder. She is fluent in English, Portuguese and Spanish.
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Email: pnagalli@actualizeconsulting.com
About Danecia Stewart
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Danecia is a Senior Consultant at Actualize Consulting with over 15 years of experience in liquidity management, budgeting and forecasting, mergers and acquisitions, due diligence, corporate finance, commodity finance, relationship management, financial analysis, policies/procedures, and global trade finance. She earned her Bachelor in Business Administration from the University of Houston.
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Email: dstewart@actualizeconsulting.com
About Kerry Wekelo
- Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.
Email: kelam@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast!
We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it. If you have any questions, please contact Paul Baram.
More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
In this episode, Actualize Consulting’s COO Kerry Wekelo, Director Paul Baram and Manager Dean Ibbs discuss the key milestones along the adoption timeline and review some of the major implications of the ISO 20022 message formats. They also explore how organizations will be impacted, what you can do to best prepare, and how to realize the benefits associated with ISO 20022.
Listen to learn more about:
- Benefits of early adoption
- ISO 20022 and timeline milestones
- A migration plan that includes technology
- How Actualize Consulting can assist you with this transition
About Paul Baram
-
Paul is Director of Actualize Consulting’s UK office and their Treasury and Capital Markets projects. His 20 plus years of experience include international project management, business requirements, system design, treasury system implementation, testing and managing project execution. Paul specializes in Corporate Treasury overall solution architecture, and business process design. He holds a MSc. in Surface Chemistry from the University of Bristol.
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Email: pbaram@actualizeconsulting.com
About Dean Ibbs
-
Dean is a Manager at Actualize Consulting with 13 years of experience in the Fintech industry. Dean's specific expertise lies in corporate treasury and treasury management systems, having worked in a variety of roles helping clients to optimize and digitize processes related to cash and liquidity, funding and debt, payments management, risk management and accounting. Dean holds a bachelor's degree in Business Management from the University of Warwick.
-
Email: dibbs@actualizeconsulting.com
About Kerry Wekelo
-
Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.
-
Email: kelam@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it. If you have any questions, please contact Paul Baram.
More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
En este episodio, nos sumergimos en la importancia de evaluar los componentes y la estructura de la Tesorería. Exploramos cómo las herramientas tecnológicas pueden desempeñar un papel fundamental en la transformación de esta área, permitiéndonos reducir tiempos y costos de manera significativa.
Sobre Adrián Mendieta:Adrian es Gerente de Mercado de Capitales y Tesorería en la oficina de LATAM de Actualize Consulting. Sus 3 años de experiencia incluyen experiencia en implementación de software, rediseño de procesos, gestión de proyectos y entrega de mejoras clave de productos de software utilizando varias metodologías SDLC. En su trabajo en Actualize, ha implementado Kyriba para módulos como Efectivo, Contabilidad de caja, Gestión de cuentas bancarias, Posicionamiento de efectivo, Análisis de tarifas bancarias, Pronóstico de efectivo, Fábrica de pagos y Financiamiento de la cadena de suministro para más de 21 clientes. Adrian obtuvo un B.S. en Finanzas del Instituto Politécnico de Virginia y la Universidad Estatal, mientras que en la pista de Gestión de Inversiones y Analista Financiero Colegiado (CFA) de The Pamplin College of Business.
Correo electrónico: amendieta@actualizeconsulting.com
Sobre Martín Santiago:
Martin es Gerente Senior de la oficina de Tesorería y Mercados de Capitales de Actualize Consulting en LATAM. Es un ejecutivo consumado con más de 20 años de experiencia en gestión global. Su experiencia incluye tesorería, finanzas corporativas, gestión de efectivo e implementación de TMS. Martin es un líder orientado a los resultados y al equipo con un enfoque de mejora continua, con un enfoque en minimizar costos, maximizar la eficiencia de los procesos y agregar valor a las empresas. Es Licenciado en Administración de Empresas por la Universidad Panamericana. Correo electrónico: msantiago@actualizeconsulting.com
Sobre Priscila Nagalli:Priscila Nagalli es directora general de Actualize Consulting con más de 25 años de experiencia en gestión internacional de efectivo, banca, pagos, inversiones, cumplimiento, liquidez y riesgo cambiario, además de liderar complejos proyectos de transformación global. Es economista, CFA y CTP Charterholder. Habla inglés, portugués y español con fluidez.
Correo electrónico: pnagalli@actualizeconsulting.com
¡Gracias por escuchar este episodio del podcast Actualizar el éxito! Esperamos que haya disfrutado de la discusión y vuelva por más. Mientras tanto, no olvide calificar este episodio y dejar una reseña para decirnos si le gustó. Si tiene alguna pregunta, comuníquese con Martín Santiago.
Más información:
Sitio web: www.actualizeconsulting.com
sitio webSi tiene alguna pregunta o comentario, nos encantaría saber de usted. Puede contactarnos en podcast@actualizeconsulting.com
In this episode, Actualize Consulting’s Partner Matt Seu and COO Kerry Wekelo discuss mortgage industry updates, trends, and expectations for the year ahead. Matt shares insights and feedback he has received while attending various industry events. They discuss how housing supply shortages and high-interest rates affect the industry and the importance of affordable housing, bank stability, and fintech.
Listen to learn more about:
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Updates and insights that influence the future trends
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Housing market and interest rate projections
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Changes we might see with banks and lenders
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Factors that could contribute to positive market changes in the future
About Matt Seu
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Matt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income practice. With three decades of experience in the mortgage industry, Matt is a wealth of information and a true thought leader committed to moving the industry forward through digital transformation and standardizing how the mortgage industry communicates. Before his time at Actualize, he served as a Vice President for Freddie Mac, focusing on large-scale business and technology change efforts. Matt is a two-time winner of MISMO's prestigious Outstanding Contribution Award and the 2023 Industry Titans Award.
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Email: mseu@actualizeconsulting.com
About Kerry Wekelo
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Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.
-
Email: kelam@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it. If you have any questions, please contact Matt Seu.
More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
Episode Description:
In this episode, Actualize Consulting’s Managing Director Priscila Nagalli and Senior Manager Sandra Shen discuss the importance of being prepared and building a resilient treasury in the face of recent market events. Their experiences with past crises provide insights for the future so that treasury organizations can seize opportunities by being prepared instead of reactive.
Listen to learn more about:
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Developing and nurturing relationships (internal and external)
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Evaluating weakness to close gaps
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Enhancing strengths to leverage opportunities.
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The power of data
About Priscila Nagalli
Priscila Nagalli is a Managing Director at Actualize Consulting with over 25 years’ experience in international cash, banking, payment, investments, compliance, liquidity, and currency risk management, as well as leading complex global transformation projects. She is an economist, CFA, and CTP Charterholder. She is fluent in English, Portuguese and Spanish. Email: pnagalli@actualizeconsulting.com
About Sandra Shen
Sandra is a Senior Manager at Actualize Consulting in the Capital Markets & Treasury practice and has over 20 years of global Treasury experience with an emphasis on business transformation, merger acquisition/integration and spinoff dissection. She specializes in global cash management, business process improvement, and change management. Sandra has extensive experience working with Fortune 500 global multinational firms. Email: sshen@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it. If you have any questions, please contact Priscila Nagalli.
More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
In this episode, Actualize Consulting’s COO Kerry Wekelo, Director Paul Baram, and Senior Manager Martin Santiago discuss Actualize Consulting’s international expansion, the cultural and professional differences between countries (and even regions), and the importance of connecting everyone through company culture.
Listen to learn more about:
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Understanding the cultural aspects of each region
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Integrating new teams with established teams
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Utilizing company culture as a connector
About Paul Baram
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Paul is Director of Actualize Consulting’s UK office and their Treasury and Capital Markets projects. His 20 plus years of experience include international project management, business requirements, system design, treasury system implementation, testing and managing project execution. Paul specializes in Corporate Treasury overall solution architecture, and business process design. He holds a MSc. in Surface Chemistry from the University of Bristol.
-
Email: pbaram@actualizeconsulting.com
About Kerry Wekelo
-
Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.
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Email: kelam@actualizeconsulting.com
About Martin Santiago
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Martin is a Senior Manager of Actualize Consulting’s Treasury and Capital Markets LATAM office. He is an accomplished executive with more than 20 years of global management experience. His expertise includes treasury, corporate finance, cash management, and TMS implementation. Martin is a results-oriented and team-oriented leader with a continuous improvement approach, with a focus on minimizing costs, maximizing process efficiencies, and adding value to companies. He holds a bachelor’s degree in Business Administration from Universidad Panamericana.
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Email: msantiago@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it. If you have any questions, please contact Kerry Wekelo.
More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
In this episode, Actualize Consulting’s Partner Matt Seu and COO Kerry Wekelo discuss Matt’s history with Actualize, his passion for moving the mortgage industry forward, and what it is like to be part of the innovation that is changing the industry.
Listen to learn more about:
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Mortgage industry changes
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The history of MISMO
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TransformX innovation
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What the future looks like
About Matt Seu
-
Matt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income practice. With three decades of experience in the mortgage industry, Matt is a wealth of information and a true thought leader committed to moving the industry forward through digital transformation and standardizing how the mortgage industry communicates. Before his time at Actualize, he served as a Vice President for Freddie Mac, focusing on large-scale business and technology change efforts. Matt is a two-time winner of MISMO's prestigious Outstanding Contribution Award and the 2023 Industry Titans Award.
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Email: mseu@actualizeconsulting.com
About Kerry Wekelo
-
Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.
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Email: kelam@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it. If you have any questions, please contact Matt Seu.
More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com.
In this episode, Actualize Consulting's Founder and Principal Chad Wekelo and our Chief Operating Officer, Kerry Wekelo discuss the inception of Actualize 20 years ago what you can see from Actualize in the future.
You will learn:
How the name Actualize Consulting was determined.
Why the business was formed.
What you will see looking forward.
About Chad Wekelo-
Chad Wekelo, CFA, CPA, is the Founder and Principal at Actualize Consulting and leads the Capital Markets and Treasury practice group for the firm. Chad is a subject matter expert in Treasury, Risk Management, and Accounting with specialization in financial transformation, vendor evaluations and implementations of Treasury, Risk Management and Accounting systems. He is a licensed CPA and holds the CFA designation.
About Kerry Wekelo-
Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review.
In this episode, Actualize Consulting’s Managing Director Priscila Nagalli, Senior Manager Brian Stitt, and Senior Consultant Michelle Dudar discuss Cash Forecasting.
Listen to learn more about:
-
Cash forecasting's distinct purposes and the importance of distinguishing the goals of treasury's cash forecast versus the FP&A earning's based forecast.
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Considerations on common challenges ranging from market volatility, data gathering, process inconsistencies and visibility
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Tactics to improve a forecast including organizing data, leveraging the latest technology for automation, standardization, and incorporating a strong variance analysis
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Why forecast optimization starts with where you stand today, so you have a strong platform to build a future state roadmap.
About Priscila Nagalli
Priscila is a Managing Director at Actualize Consulting with over 20 years of international cash, payment, investments, compliance, liquidity, currency, and risk management experience combined with a background working with structured funding scenarios on both emerging and developed markets. She is an Economist, CFA, and CTP Charter holder with a proven record of problem solving and streamlining processes by thinking strategically and analyzing detailed issues to arrive at clear, simple and actionable solutions. Priscila is fluent in English, Portuguese and Spanish.
- Email: pnagalli@actualizeconsulting.com
About Brian Stitt
Brian is a Senior Manager at Actualize Consulting with a wide and diverse range of corporate finance experience. He specializes in Business Process and Analysis, Capital Markets, Debt Compliance, Financial Planning and Analysis, Financial Risk and Liquidity, Forecasting, Foreign Exchange Trading, Strategic Planning and System Implementation. Brian earned a Bachelor of Science in Finance from Virginia Tech.
- Email: bstitt@actualizeconsulting.com
About Michelle Dudar
Michelle is a Senior Consultant at Actualize Consulting with extensive industry experience in Treasury and global capital markets. She has implemented international Treasury Management Systems and led or played active roles in strategic transactions including acquisitions and divestitures, equity issues and IPOs, and debt issues and redemptions. Michelle earned an MBA - Finance a BComm - Accounting from the University of Calgary.
- Email: mdudar@actualizeconsulting.com
Thank you for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com
In this episode, Actualize Consulting’s Director of HR and Operations Theresa Santoro, and Senior Consultants Alli Twitchell and Joseph Lamothe discuss how gratitude is incorporated into the award-winning culture at Actualize. They share their personal and professional experiences in staying grounded in gratitude.
Listen to learn:
-
Why a focus on gratitude is important
-
Strategies to bring gratitude to your team
-
Crowd-pleasing corporate giving-back events
-
How to incorporate gratitude personally and professionally
About Theresa Santoro
-
Theresa is Director of Human Resources and Operations at Actualize Consulting. She has extensive experience managing daily business operations, including overseeing all aspects of recruiting operations, human resources, client management, employee management and training, and the complex initiatives that support a diverse international organization.
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Email: tsantoro@actualizeconsulting.com
About Alli Twitchell
-
Alli is a Senior Consultant in the Treasury & Capital Markets practice at Actualize Consulting. Alli is a dedicated and hardworking accountant with experience in all areas of Accounting, Treasury, and Leadership. She is detail-oriented and passionate about mentoring and teaching others.
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Email: atwitchell@actualizeconsulting.com
About Joseph Lamothe
-
Joseph is a Senior Consultant in the Mortgage & Fixed Income practice at Actualize Consulting. He is committed to learning all aspects of the mortgage industry along with Actualize's business. Joseph is known for willingly sharing his knowledge with his coworkers and providing clients with excellent customer service.
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Email: jlamothe@actualizeconsulting.com
In this episode, Actualize Consulting’s Partner Matt Seu and COO Kerry Wekelo discuss how the economy is impacting the mortgage industry, the effects of interest rates, affordable housing and the road ahead.
Listen to learn:
-
Impact of interest rates and inflation
-
Effect on technology companies
-
Outlook for originators and servicing
-
Affordable housing and wealth equity
About Kerry Wekelo
Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.
- Email: kelam@actualizeconsulting.com
About Matt Seu:
Matt is a partner at Actualize Consulting with over 31 years of experience. He is a Subject Matter Expert in mortgage technology platforms and products. Prior to his time at Actualize, he served as a Vice President for Freddie Mac where he focused on large scale business and technology change efforts.
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
In this episode, Actualize Consulting’s Managing Director Priscila Nagalli, and Senior Manager Sandra Shen discuss Bank Relationship Management–the importance of relationships, communication, technology, and KPIs in achieving Treasury goals. They share their decades of experience as practitioners, consultants, and bankers serving corporate clients.
Listen to learn:
-
How to establish effective bank relationships
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The role of global banking partnerships
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Post pandemic consequences (M & A, turnover)
-
How to streamline Treasury Operations with KPIs
About Priscila Nagalli
Priscila is a Managing Director at Actualize Consulting with over 20 years of international cash, payment, investments, compliance, liquidity, currency, and risk management experience combined with a background working with structured funding scenarios on both emerging and developed markets. She is an Economist, CFA, and CTP Charter holder with a proven record of problem solving and streamlining processes by thinking strategically and analyzing detailed issues to arrive at clear, simple and actionable solutions. Priscila is fluent in English, Portuguese and Spanish.
- Email: pnagalli@actualizeconsulting.com
About Sandra Shen
Sandra is a Senior Manager at Actualize Consulting in the Capital Markets & Treasury practice and has over 20 years of global Treasury experience with an emphasis on business transformation, merger acquisition/integration and spinoff dissection. She specializes in global cash management, business process improvement, and change management. Sandra has extensive experience working with Fortune 500 global multinational firms and is fluent in English, Mandarin and Spanish.
- Email: sshen@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it. If you have any questions about Bank Relationship Management or Treasury Management Systems and how they can help your organization, please contact Priscila.
In this episode, Actualize Consulting’s COO Kerry Wekelo and Senior Manager of Treasury & Capital Markets practice Craig Chapman discuss Treasury KPIs (Key Performance Indicators) – Improving the Strategic Value of Treasury as they relate to the Corporate Treasury function.
Listen to learn:
- What is a Treasury KPI
- First steps to begin tracking performance
- Benefits of implementing KPIs
- Best practices and objectives for choosing KPIs
About Kerry Wekelo:
Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9
Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude
Infusion, are the impetus behind Actualize Consulting being named Top Company
Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-
Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-
winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The
New York Times, Thrive Global, SHRM, Inc., and Forbes.
- Email: kelam@actualizeconsulting.com
About Craig Chapman:
Craig is a Senior Manager at Actualize Consulting in the Capital Markets & Treasury practice and has
been focusing on delivering treasury technology solutions for over 20 years. He specializes in system
implementation & integrations. Craig has provided process, strategy, controls, and technology assistance
to companies in all aspects of global cash management, payments, and treasury management activities.
- Email: cchapman@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the
discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review
to let us know how you like it. If you have any questions about KPIs or Treasury Management Systems
and how they can help your organization, please contact Craig.
More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at
podcast@actualizeconsulting.com
In this episode, Actualize Consulting’s COO Kerry Wekelo, Director of HR/Operations Theresa Santoro, and Licensed Professional Counselor JC McDaniel discuss how mental health challenges in the workplace can be supported with actionable tips, strategies, and techniques to ensure optimum mental health.
Listen to learn:
-
Personal struggles and solution for dealing with anxiety and fear
-
Triggers and helpful mental health strategies
-
Tips to support mental health in the workplace
About Kerry Wekelo
Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.
- Email: kelam@actualizeconsulting.com
About Theresa Santoro
Theresa is Director of Human Resources and Operations at Actualize Consulting. She has extensive experience managing daily business operations, including overseeing all aspects of recruiting operations, human resources, client management, employee management and training, and the complex initiatives that support a diverse international organization.
- Email: tsantoro@actualizeconsulting.com
About JC McDaniel
JC McDaniel is a Licensed Professional Counselor with a Masters in Counseling Psychology from the University of Arkansas. JC previously served as an Infantry Officer in the United States Marine Corps for ten years. He has been in practice since 2012 and in private practice for the past six years. He is currently the Clinical Director for Argenta Counseling and Wellness in Little Rock, Arkansas, specializing in trauma therapy and relationship counseling.
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it. If you have any questions or would like to bring mental health awareness to your organization, please contact Kerry.
More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com
In this episode, Actualize Consulting’s COO Kerry Wekelo and Managing Director Geran Combs discuss best practices that set your team up for success and prepare you for a relaxing vacation.
Listen to learn:
-
Strategies for communication that support unplugging
-
Ensuring effective coverage to reduce stress
-
Transitioning back into the office after vacation
About Kerry Wekelo
Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.
- Email: kelam@actualizeconsulting.com
About Geran Combs
Geran is Managing Director at Actualize Consulting. He has detailed knowledge of the Mortgage and Banking Industry, MISMO, Data Operations, project management, customer/client relationship management, and a full understanding of Data Warehousing, Data Quality/Verification Concepts, and outstanding problem analysis skills. Geran’s expertise benefits Actualize’s clients as they work to meet their regulatory, competitive, and operational goals.
- Email: gcombs@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it. If you have any questions, please contact Kerry or Geran.
More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com
Actualize Consulting:
On this latest episode of Actualize Consulting’s Podcast, Actualizing Success, Partner Matt Seu and Senior Manager Jon Cooper discuss The Future of the Mortgage Industry–Post Pandemic. They discuss digital mortgages and how affordable housing, rates, supply, and the economy will continue to impact the industry. Available now on iTunes, Spotify, or your preferred platform.
Matt Seu:
The pandemic accelerated digital transformation, and the shift changed the mortgage industry. On this latest episode of Actualizing Success, I am joined by Actualize Consulting’s Senior Manager Jon Cooper to discuss The Future of the Mortgage Industry–Post Pandemic. We discuss the mortgage industry trends that emerged over the last two years, which are here to stay, and which will fade away.
Jon Cooper:
It is time to pause and look at how the mortgage industry will move forward in this post-pandemic environment. In this episode of Actualizing Success, I am joined by Actualize Consulting’s Partner Matt Seu to discuss the future of digital mortgages and how affordable housing, rates, supply, and the economy will impact the industry.
Listen at www.actualizeconsulting.com/podcast
In this episode, Actualize Consulting’s Senior Manager Rob Granger and Senior Consultant Hunter Brown discuss automation in the treasury space and how API and RPA can be integrated into your TMS digital transformation.
Listen to learn:
-
Costs and benefits of current technologies
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Why API and RPA are key players in TMS automation
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How to avoid over-automation and optimize technology
About Rob Granger
-
Rob is a Senior Manager at Actualize Consulting with over ten years working in financial technology with Treasury Management Software in multiple capacities as a developer, scrum master, and implementation consultant. His combination of technical and business expertise allows him to solve complex problems with any technical team and explore issues and requirements with business users.
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Email: rgranger@actualizeconsulting.com
About Hunter Brown
-
Hunter is a Senior Consultant at Actualize Consulting and a versatile IT Specialist with progressive experience in Windows OS, Linux, project management, and business analysis. He utilizes his treasury and banking background to analyze current state business processes and adapt for efficiency and regulatory compliance. His in-depth expertise ensures timely support and upkeep of new and existing enterprise applications.
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Email: hbrown@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it. If you have any questions, please contact Jay or Joe.
More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com
In this episode, Actualize Consulting’s Director Jay Wright and Manager Joe Melino give an overview of Enterprise Information Management (EIM) and Enterprise Information Governance (EIG).
Listen to learn:
-
EIM and EIG background and drivers
-
EIG benefits, best practices, and goals
-
How to start your digital transformation
About Jay Wright
-
Actualize Managing Director / Enterprise Information Management / Government & Public Services
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Jay has extensive experience leading people, programs, strategy, and solution delivery efforts for commercial organizations and federal clients. He has in-depth knowledge of the mortgage industry and over twenty-five years of experience leading Enterprise Information Management (EIM) and Business Transformation practices and initiatives. Jay’s areas of expertise include EIM, business intelligence and analytics, data governance, risk and controls, and business process reengineering and transformation.
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Email: jwright@actualizeconsulting.com
About Joe Melino
-
Joe has strong leadership qualities and innovative problem-solving abilities. He focuses on achieving bottom-line results while formulating and implementing advanced technology and business solutions. He has extensive experience in private and public sectors, including company, division, and product start-ups. His specialties include Enterprise Data Management, data and security protection, management consulting, business architecture and analysis, program management, and information systems management.
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Email: jmelino@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it. If you have any questions, please contact Jay or Joe.
In this episode, Actualize Consulting’s COO Kerry Wekelo and Senior Manager John Kruger discuss best practices for a successful remote Treasury Management System Implementation. Listen to learn:
-
Common challenges faced in remote TMS implementations and how to combat them
-
A six-phase approach to smooth implementations
-
Project management styles that foster a clean transition
About Kerry Wekelo
-
Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.
-
Email: kelam@actualizeconsulting.com
About John Kruger
-
Senior Manager at Actualize Consulting with over 10 years of experience. He specializes in Treasury and risk management, cash management and forecasting, payments, cash accounting process, training and development, support process reviews and documentation, SaaS implementations, project management, and relationship management.
-
Email: jkruger@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com
ESG in the Mortgage Industry
Episode Description:
In this episode, Senior Manager John Pomaranski and Partner Matt Seu discuss ESG (Environmental, Social, and Governance) and what it means for the future of the mortgage industry.
Listen to learn:
-
The global presence of ESG and how this affects the mortgage space.
-
The demand for ESG securities and the effects on the greater mortgage landscape from primary mortgage markets to the commercial and multifamily space.
-
What the MISMO Community of Practice does and how to get involved.
About John Pomaranski, PMP:
-
Senior Manager at Actualize Consulting with over 18 years of experience. John’s expertise includes project management, business requirements, and UAT for accounting system implementations. He specializes in financial system implementations, mortgage loan accounting and communication, and software development life cycle standards. He is a member of MISMO’s Community of Practice.
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Email: jpomaranski@actualizeconsulting.com
About Matt Seu:
-
Partner at Actualize Consulting with over 31 years of experience. He is a Subject Matter Expert in mortgage technology platforms and products. Prior to his time at Actualize, he served as a Vice President for Freddie Mac where he focused on large scale business and technology change efforts.
-
Email: mseu@actualizeconsulting.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review.
Links & More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com
MISMO’s Community of Practice: www.mismo.org/get-started/participate-in-a-mismo-workgroup
In this episode, Actualize Consulting’s Senior Managers Jason Blumstein and Hubert Sy discuss fraud prevention during implementation of payment factory projects. Listen to learn:
-
Common tools used in the market to combat fraud
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What to expect during implementation of those tools based on project experience
-
The role of user education in fraud prevention
-
Recommendations for continued risk evaluation
About Jason Blumstein, CTP, PMP
-
Senior Manager at Actualize Consulting with over 14 years of experience. He specializes in process improvement and Banking/TMS vendor analysis, as well as implementation projects involving payment factories. Prior to his time at Actualize, he worked as a corporate treasury practitioner and as a direct consultant for Reval and Bloomberg.
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Email: jblumstein@actualizeconsulting.com
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LinkedIn: https://www.linkedin.com/in/jason-blumstein-ctp-mba-pmp-19b7957/
About Hubert Sy
-
Senior Manager at Actualize Consulting with over 10 years of experience. He specializes in cash forecasting, payments, fraud prevention, and is certified in both Koopa and Kyriba treasury management systems.
-
Email: hsy@actualizeconsulting.com
-
LinkedIn: https://www.linkedin.com/in/hubert-sy-a2980019/
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com
In this episode, Manager Ralph Russo joins Executive Chairman of SitusAMC Steve Powel and Managing Director for CBRE's Capital Markets business line Bryan Doyle to discuss Commercial MISMO Data Standards Initiatives.
Listen to learn:
-
The history of Commercial MISMO, including how the interest in industry standards has evolved over the last decade
-
The most important benefits of a data standard in the mortgage industry
-
The biggest challenges to industry adoption
-
How tools like API may help
About Ralph Russo, CMSP:
- Manager at Actualize Consulting with over 21 years’ experience. Ralph’s expertise includes loan oversight procedures, SQL programming and understanding of business requirements related to the use of MISMO® XML. He specializes in investor accounting, data extraction, loan oversight procedures and bank account reconciliation. He is a Certified MISMO® Standards Professional (CMSP), member of several workgroups, has taught several MISMO® classes, and developed and presented a webinar covering the work being done in the Commercial MISMO® (CMISMO) space.
-
Email: rrusso@actualizeconsulting.com
-
LinkedIn: https://www.linkedin.com/in/ralph-russo-105a5146/
About Steve Powel:
- Executive Chairman of SitusAMC (previously Situs) Board of Directors with over 37 years of experience in the real estate industry. Prior to being named Executive Chairman of SitusAMC, Mr. Powel served as President, then Chief Executive Officer of Situs. He was a driving force in the firm’s growth in becoming one of the preeminent consulting, outsourcing, talent and technology providers to the commercial real estate debt and equity markets.
-
Email: steve.powel@situs.com
-
LinkedIn: https://www.linkedin.com/in/steve-powel-07ba9846/
About Bryan Doyle:
- Managing Director for CBRE's Capital Markets business line. In his role, Bryan oversees the recruitment, training, and management of Investment Sales and Mortgage Banking professionals across the U.S. He previously served as Senior Director of Debt and Structured Finance, where he oversaw operations and technology initiatives across the loan origination, underwriting and closing process.
- Email: bryan.doyle@cbre.com
- LinkedIn: https://www.linkedin.com/in/bryandoyle/
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review.
Links & More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com
In this episode, Actualize Consulting Director Priscila Nagalli, CFA, CTP and Principal of Stormloop Technologies Scott Rushton discuss the integration of TMS and ERP Systems, including:
-
Best practices to ensure seamless integrations
-
Identifying an efficient implementation plan
-
Understanding the project timeline
-
Important factors to consider in the decision-making process
-
Project management recommendations
About Priscila Nagalli
- Director at Actualize Consulting with over 20 years of experience as an economist, CFA, and CTP Charterholder. She has extensive expertise in international cash, payment, investments, compliance, liquidity and currency risk management, as well as a background working with structured funding scenarios on both emerging and developed markets.
Email: pnagalli@actualizeconsulting.com
LinkedIn: https://www.linkedin.com/in/priscila-nagalli-cfa-ctp-b8056713/
About Scott Rushton
- Principal of Stormloop Technologies. After spending 2 years with a Workday partner, Scott found his niche helping companies streamline business processes, guiding companies through implementation. In 2018, he started boutique consulting firm Stormloop Technologies specializing in Workday integrations, adaptive planning, and Salesforce. Stormloop Technologies delivers technical and functional expertise to clients across their HR and Financial Systems, helping them maximize their cloud-based application utility.
Email: scott@stormlooptech.com
LinkedIn: https://www.linkedin.com/in/scott-rushton-3aa945a3/
Stormloop Technologies Website: https://stormlooptech.com/
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com
In this episode, members of the Actualize team, Partner Matt Seu and Director of IT and Software Delivery Geran Combs, discuss the Private Label Residential Mortgage Backed Securities Dataset with Julia Curran, Senior Director at SitusAMC.
Listen to learn:
-
Why the PL RMBS spec was created and its importance
-
How the spec was mapped to older standards like the ASF Data Tape
-
The benefits of having a data standard and adopting MISMO
-
How the spec can help create operational efficiencies through automation
About Matt Seu:
- Partner at Actualize Consulting with over 31 years of experience. He is a Subject Matter Expert in mortgage technology platforms and products. Prior to his time at Actualize, he served as a Vice President for Freddie Mac where he focused on large scale business and technology change efforts.
About Geran Combs:
- Director of IT and Software Delivery at Actualize Consulting with over 25 years of experience. He specializes in MISMO and Data Management and is an elected member of the MISMO Residential Standards Governance Committee and co-chair of the MISMO Servicing and Residential Mortgage-Backed Securities Workgroups. He also participates in the Council of Chairs, Information Management, Future State Standards Initiatives, and MBA Servicing Transfer and MBA Residential Technology Workgroups.
Email: gcombs@actualizeconsulting.com
About Julia Curran:
Senior Director at Situs AMC. She has over 25 years of experience in the mortgage industry, with over 13 years in the due diligence arena. She has managed hundreds of due diligence projects covering whole loan purchases as well as rated private securities. In addition to leading all securitization efforts for SitusAMC clients, she is also co-chair of the MISMO Private Label Securitization Development Workgroup and is heavily involved with the Structured Finance Association.
Email: juliacurran@situsamc.com
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review.
Links & More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com
In this episode, Actualize Consulting's COO Kerry Wekelo joins team building expert Carlos Valdes-Dapena to discuss a formula for collaboration rooted in human psychology.
You will learn:
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What is often overlooked in traditional team building approaches
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How to best motivate your people and create a high-achieving mindset
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How differentiating values from motives can drive behavior
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The psychology behind Carlos’ six practices for collaboration and teamwork
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Collaboration considerations for remote and hybrid offices
About Kerry Wekelo
- Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, FORTUNE Best Small & Medium Workplaces™, and Best and Brightest ELITE National Winner in Communication and Shared Vision category. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.
About Carlos Valdes-Dapena
- Keynote speaker, author, and organization development professional with over 30 years of experience supporting global corporations, including Mars, Inc., and IBM. He has written two books on teamwork: "Lessons from Mars: How One Global Company Cracked the Code on High Performance Collaboration and Teamwork" and “Virtual Teams: Holding the Center When You Can’t Meet Face-to-Face.” Both books are based on original research Carlos conducted during his 18 years as an internal consultant at Mars, where he worked with iconic brands such as M&M's, Snickers, and Wrigley’s gum. In addition to his speaking and writing, Carlos is the Managing Principal of Corporate Collaboration Resources, LLC, an organization and group effectiveness consulting firm specializing in creating and sustaining cultures of collaboration.
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review.
Links & More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com
In this episode, Actualize Consulting's COO Kerry Wekelo, Founder of Gratitude Circle Najma Khorrami, and Financial Services Product Management Executive Millicent Traceydiscuss the personal and professional benefits of gratitude.
You will learn:
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How to generate growth by investing in gratitude
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Easy infusions of gratitude that create a culture and environment of mutual respect
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To improve communication, connection, and client satisfaction by cultivating a positive attitude
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The importance of connecting personal gratitude to your professional life
About Kerry Wekelo
- Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion, are the impetus behind Actualize Consulting being named Top Company Culture by Entrepreneur Magazine, a Top Workplace by The Washington Post, and Great Place to Work-Certified. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.
About Najma Khorrami, MPH.
- Global and public health professional and writer. She is the founder at Gratitude Circle, a free social media app and tech startup dedicated to gratitude and positivity. She is a published author on the topic of global maternal health in peer reviewed publications. As a writer, Najma has contributed to Psychology Today, Mindful.org, Success Magazine, Huffington Post, and more. She is the upcoming author of two books that focus on self-care and gratitude.
You can read her recent Entrepreneur Magazine article, “4 Ways Net Profit Margins Equals Happiness in Life” at the following link: https://www.entrepreneur.com/article/369927
About Millicent Tracey
- Financial services product management executive with over 20 years of experience assisting public fintech companies and startups develop B2B payment strategy. Her career reflects a demonstrated track record of leading strategic growth initiatives, advising on digital payments transformation, and designing and delivering innovative technology solutions. Millicent understands cyber and financial fraud risks and has developed risk mitigation strategies for digital payment products. She also brings governance experience through her advisory work with corporate and nonprofit boards, including audit and finance committees. Recognized as a thought leader, Millicent is a frequent speaker in the industry.
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review.
Links & More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com
In this episode, Actualize Consulting Partner Matt Seu and Vice President for Industry Technology at the Mortgage Bankers Association Rick Hill discuss the intersection of Technology and Origination in the Mortgage industry.
You will learn:
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The main drivers for industry change
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Common obstacles to process improvements
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How to use technology as an enhancer
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Key considerations when redesigning organizational workflows
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Industry trends and how they will shape the future
About Matt Seu
- Partner at Actualize Consulting with over 31 years of experience. He is a Subject Matter Expert in mortgage technology platforms and products. Prior to his time at Actualize, he served as a Vice President for Freddie Mac where he focused on large scale business and technology change efforts.
About Richard Hill
- Vice President for Industry Technology at the Mortgage Bankers Association. He is responsible for managing MBA’s technology initiatives within the real estate finance industry, their technology committees, as well as developing technology content for MBA.
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review.
Links & More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com
In this episode, Actualize Consulting's Founder and Principal Chad Wekelo, Director of the LIBOR Transition Program and Team Head at Bank of NY Mellon Chris Ekonomidis, and the VP of Corporate Treasury at PVH Corp Jenifer Herdin discuss the transition away from LIBOR.
You will learn:
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Key dates for your organization to consider
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Best practices for navigating the transition
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Common industry challenges
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Experience from industry practitioners
About Chad Wekelo
- Founder and Principal of Actualize Consulting. He leads the Capital Markets and Treasury practice group and specializes in Treasury operations, liquidity management, accounting, and valuation. Specifically, Chad has detailed knowledge across all Treasury products, including debt, derivatives and investments, and cash management and payments. He is a licensed CPA in Virginia and holds the CFA designation.
About Chris Ekonomidis
- Director at BNY Mellon focusing on the enterprise transition away from LIBOR. He handles practical implications of LIBOR, readying banks to manage the transition, supporting clients, and responding to regulators. Chris has over 15 years of experience in the financial services industry and has previously supported market structure reforms and transformation efforts across fixed income, equities and derivatives.
About Jenifer Herdin
- Vice President of Corporate Treasury at PVH Corp responsible for the oversight and consolidation of global working capital, debt, interest, intercompany loans and risk management. Jenifer is also a member of the ARRC Non-Financial Working Group and is a Certified Treasury Professional.
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review.
Links & More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com
In this episode, COO Kerry Wekelo joins Actualize Consulting Manager Craig Chapman and Global Treasury Manager of Diversey Mark Layton to discuss how Multilateral Netting streamlined Diversey’s intercompany cash flows.
In this episode, you will learn:
- What Multilateral Netting is
- Benefits and limitations of Multilateral Netting
- Key decisions to make before implementing
About Craig Chapman
- Manager at Actualize Consulting with over 20 years of experience. He specializes in Multilateral Netting as well as system implementation & integrations. During his time at Actualize, and prior to that, Craig has provided process, strategy, controls and technology assistance to companies in all aspects of global cash management, payments and treasury management activities.
About Mark Layton
- Global Treasury Manager at Diversey with over 22 years of experience. He focuses on FX Management, In-house banking, and Netting. He had a key role in the implementation of Diversey’s Multilateral Netting system.
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review.
In this episode, members of the Actualize team, Partner Matt Seu and Senior Manager Thomas Sitzler, discuss the redesigned URLA with Denise Rivoal, Senior Manager of Fannie Mae’s Single-Family Digital Products department.
In this episode, you will learn:
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How the redesigned URLA differs from its predecessor
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Key benefits of the new form
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Things for lenders to remember
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Tips for implementation
About Matt Seu:
- Partner at Actualize Consulting with over 31 years of experience. He is a Subject Matter Expert in Mortgage technology platforms and products. Prior to his time at Actualize, he served as a Vice President for Freddie Mac where he focused on large scale business and technology change efforts.
About Denise Rivoal
· Senior Manager of Fannie Mae’s Single-Family Digital Products division. Shejoined Fannie Mae in April 2000 and helps support transactional data standards and implementation activities for customer-facing applications. Denise is an experienced product management professional with expertise in driving large-scale, strategic, complex transformation projects from concept to implementation.
About Thomas Sitzler
- Senior Manager at Actualize Consulting with over 30 years of experience. He brings knowledge of Credit Risk Analysis, Asset Management, Servicing Functions, and Single- and Multifamily Lending to the Actualize team. He maintains a high level of development and implementation of policies and procedures for auditing and maintaining Multifamily Seller/Servicer compliance.
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review.
Links & More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com
In this episode, members of the Actualize team, Director Priscila Nagalli, Manager Kyle Olovson, and your host COO Kerry Wekelo discuss RPA, including:
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What RPA does and the benefits of using the software
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Different scenarios that highlight where RPA can and has been used by clients
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What implementation of RPA looks like and steps to implement
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How to identify if RPA is a candidate for your firm’s processes
About Kerry Wekelo:
- Chief Operating Officer at Actualize Consulting with over 22 years of experience in the financial services industry. Kerry specializes in leading a remote workforce and creating a thriving organizational culture.
About Priscila Nagalli
- Director at Actualize Consulting with over 20 years of experience as an economist, CFA, and CTP Charterholder. Priscila specializes in Business Process & Analysis, and System Implementation & Integrations in Capital Markets and Treasury.
About Kyle Olovson
- Manager at Actualize Consulting with over 10 years of experience. Kyle specializes in Valuation Analysis, Vendor Evaluation, and System Implementation & Integrations.
Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
Links & More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com
In this episode, members of the Actualize Team, Kerry Wekelo (COO), Matt Seu (Partner), and Jon Cooper (Manager), talk about:
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The history of the mortgage industry and the ways in which technology has influenced the change of digital mortgage;
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The inevitable shift to digital and eMortgages;
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The issues the industry still faces;
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Solutions for system changes and roadblocks
About Kerry Wekelo:
Chief Operating Officer at Actualize Consulting with over 22 years of experience in the financial services industry. Kerry specializes in leading a remote team and creating a thriving organizational culture.
About Matt Seu
Partner at Actualize Consulting with over 31 years of experience. He is a Subject Matter Expert in Mortgage technology platforms and products. Prior to his time at Actualize, he served as a Vice President for Freddie Mac where he focused on large scale business and technology change efforts.
About Jon Cooper
Manager at Actualize Consulting with over 20 years of experience. He serves as Actualize Consulting’s business lead for eMortgage / Digital Mortgage / eNote implementations.
Thanks for listening in on this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and come back for more. In the meantime, don’t forget to rate this episode and leave a review to let us know how you like it.
Links & More Info:
Website: www.actualizeconsulting.com
If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com