Actualizing Success

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...

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 j...

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...

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 de...

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, Partn...

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 g...

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 on...

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. Discov...

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 str...

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 clien...

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 conv...

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...

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 volun...

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 correc...

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 importan...

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...

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...

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...

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 prioritiz...

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-Ann...

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-so...

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 perspec...

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...

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. Thi...

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 potent...