How to Retain Treasury Talent

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 40 years 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 40 years 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:   

 - How the industry defines EIM

 - What is driving the EIM program

 - Aligning goals, objectives, and strategies

 - 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.

-          Email: pnagalli@actualizeconsulting.com

About Danecia Stewart

-          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.

-          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.

-       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:  

- Updates and insights that influence the future trends 

- Housing market and interest rate projections 

- Changes we might see with banks and lenders  

- Factors that could contribute to positive market changes in 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 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 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.