actualize consulting

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 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.  

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

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: 

-          Developing and nurturing relationships (internal and external)

-          Evaluating weakness to close gaps

-          Enhancing strengths to leverage opportunities.

-          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.

Sandra Shen (Actualize Consulting) joins TMI's Tom Alford to offer professional insight into what defines successful treasury project management. 

Our guest provides expert guidance on how to assign roles and leadership during project planning stages, considers the importance of mitigation strategies for cost overruns and unforeseen delays, and explains how to balance the day-to-day running of one’s treasury alongside sizeable projects.