Actualizing Success

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 ef...

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 - B...

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  - ...

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...

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. Mat...

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 -          Why API and RPA are key players in TMS automation -          How to avoid over-automation and optim...

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...

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 transiti...

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...

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 -        What to expect during implementation of those tools based on project experience -        The role of user education in fraud prevention -        Recommenda...

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 benefi...

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-maki...

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 -   ...

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:  -        What is often overlooked in traditional team building approaches -        How to best motivate your people and create a high-achieving mindset -        How differentiating values from motives can...

In this episode, Actualize Consulting's COO Kerry Wekelo, Founder of Gratitude Circle Najma Khorrami, and Financial Services Product Management Executive Millicent Tracey discuss the personal and professional benefits of gratitude. You will learn:  -        How to generate growth by investing in gratitude  -        Easy infusions of gratitude that create a culture and environment of mutual re...

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:  -        The main drivers for industry change -        Common obstacles to process improvements -        How to use technology as an enhancer -        Key...

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:  -          Key dates for your organization to consider -          Best practices for navigating the transiti...

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 imple...

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:  -       How the redesigned URLA differs from its predecessor -       Key benefits of the new form -       Things for lenders to remember -     ...

In this episode, members of the Actualize team, Director Priscila Nagalli, Manager Kyle Olovson, and your host COO Kerry Wekelo discuss RPA, including:  -       What RPA does and the benefits of using the software -       Different scenarios that highlight where RPA can and has been used by clients -       What implementation of RPA looks like and steps to implement  -       How to identify if RPA...

In this episode, members of the Actualize Team, Kerry Wekelo (COO), Matt Seu (Partner), and Jon Cooper (Manager), talk about:  -       The history of the mortgage industry and the ways in which technology has influenced the change of digital mortgage; -       The inevitable shift to digital and eMortgages;  -       The issues the industry still faces;  -       Solutions for system changes and road...