cash forecasting

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.   

Imagine walking into the new financial year with a clear, confident vision for your business, armed with the insights from your past performance. How would it feel to have a robust strategy, backed by realistic goals, and a strong understanding of your financial compliance obligations? That's exactly what I'm promising you as we dive into this episode, where we'll deep-dive into reviewing your previous year and setting robust objectives that align with your business' financial health.

Now, I know money talk can be daunting, but trust me, it needn't be. Whether it's 'Money Monday' or 'Finance Friday', we'll carve out an hour each week to focus on the numbers that count. Social media followers, mailing list members, customer retention rate, bank balance, and sales figures are just a few of the metrics we'll keep a close eye on. And don't worry about compliance, because we'll also navigate through those tricky waters, so you know exactly when and how to meet your obligations. If need be, I'll guide you on how you can outsource to a professional. So, gear up as we set up the financial foundations of your business for a successful year ahead.

This episode is brought to you by Flossi Creative and Business Money Magnet, join NOW!

Want 30 Ways to Save Money in your Business? Download the guide here.

Need a business finance coach or want to get your pricing sorted? Book a Strategy Call NOW.
Join the conversation

Connect with Justine:
Instagram
Facebook
LinkedIn
Website

Discover the Secrets of Successful Business Facebook page
Follow Justine on Instagram @flossifiles or @secretsofsuccessfulbusiness

Host: Justine McLean – Flossi Creative
Producer: Leah Stanistreet – ...

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 challenges ranging from market volatility, data gathering, process inconsistencies and visibility

 - Tactics to improve a forecast including organizing data, leveraging the latest technology for automation, standardization, and incorporating a strong variance analysis

 - Why forecast optimization starts with where you stand today, so you have a strong platform to build a future state roadmap.

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 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 Michelle Dudar

Michelle is a Senior Consultant at Actualize Consulting with extensive industry experience in Treasury and global capital markets. She has implemented international Treasury Management Systems and led or played active roles in strategic transactions including acquisitions and divestitures, equity issues and IPOs, and debt issues and redemptions. Michelle earned an MBA - Finance a BComm - Accounting from the University of Calgary.

-       Email: mdudar@actualizeconsulting.com  

Thank you 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