Actualizing Success

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 hac...

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...

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...

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,...

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 pro...

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 t...

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 leader...

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 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 b...

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:  ...

 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...

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 insig...

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 governm...

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 infor...

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...

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 ab...

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 A...

 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 fi...

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....

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: -        Understanding the cultural aspects of each reg...

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: -       Mortgage industry changes -       The history of MISMO -       TransformX innovation -       What the future look...

            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. Abou...

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.  -  Considerations on common...

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...

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 equit...