Actualizing Success
44 episodes - English - Latest episode: 9 days ago - ★★★★★ - 1 ratingActualizing Success is a podcast that covers all things financial. It is based around Actualize Consulting’s main areas of expertise, Mortgage and Fixed Income and Capital Markets and Treasury. Join us as we discuss industry trends, host engaging interviews with industry leaders, and learn the ins and outs of enhancing your processes and leveraging technology to solve challenges faced in your business operations. In each episode, we will provide key takeaways to help our audience transform their operations, as well as keep you up to date on market trends and upcoming regulations.
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Episodes
Empowering People to Thrive
April 16, 2024 07:00 - 25 minutes - 17.3 MBOn 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 leadership in empowering employees. Additionally, Kerry and Theresa offer valuable strategies for nurturing tea...
Technology and Innovation in Affordable Housing
March 28, 2024 07:00 - 15 minutes - 10.8 MBOn 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 light of prevailing economic conditions and housing costs, particularly for low-income borrowers,...
Payment Strategy Within Treasury Functions
February 26, 2024 08:00 - 19 minutes - 13.7 MBIn 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 disc...
What to Expect in the 2024 Mortgage Market
January 29, 2024 08:00 - 23 minutes - 15.9 MBOn 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 t...
Using Technology to Advance Treasury Operations
December 04, 2023 08:00 - 22 minutes - 15.8 MBOn 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 financ...
How to Retain Treasury Talent
November 13, 2023 09:00 - 24 minutes - 16.6 MBOn 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: ...
2024 Treasury Outlook
October 19, 2023 07:00 - 26 minutes - 18 MBOn 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 addr...
Enterprise Information Management (EIM) Success
September 18, 2023 07:00 - 13 minutes - 9.1 MBOn 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 EI...
Modern Approach: TMS Vendor Evaluations
August 14, 2023 09:00 - 19 minutes - 13.3 MBOn 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 ...
ISO 20022: Adoption, Implications, and Benefits
July 10, 2023 04:00 - 21 minutes - 14.8 MBIn 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 ...
Evaluación de la Tesorería: Componentes y transformación
June 05, 2023 10:00 - 19 minutes - 13.4 MBEn 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 soft...
Mortgage Industry Updates, Trends, and Expectations
May 22, 2023 15:00 - 19 minutes - 13.2 MBIn 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 tren...
Treasury’s Path to Resilience and Readiness
April 17, 2023 04:00 - 17 minutes - 12.2 MBEpisode 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 a...
Global Expansion and Connecting Cultures
March 27, 2023 04:00 - 19 minutes - 13.3 MBIn 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 region - Integrating new teams with established teams - Utilizing company culture...
Innovation: Today and Tomorrow
February 13, 2023 05:00 - 23 minutes - 15.9 MBIn 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 looks like About Matt Seu - Matt is a Partner at Actualize Consulting, managing the...
Inception of Actualize and Looking Forward
January 10, 2023 00:00 - 19 minutes - 13.4 MBIn 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. About Chad Wekelo- Chad Wekelo, CFA, CPA, is the Founder and Principal at Actualize Cons...
Cash Forecasting: Today and Tomorrow
December 16, 2022 04:00 - 27 minutes - 18.7 MBIn 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...
Grounded in Gratitude
November 14, 2022 12:00 - 18 minutes - 12.6 MBIn 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 bring gratitude to your team - Crowd-pleasing corporate giving-back events - H...
How Economy Impacts the Mortgage Industry
October 31, 2022 18:00 - 17 minutes - 12.3 MBIn 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 equity About Kerry Wekelo Kerry is Chief Operating Officer at Actualize Consulting. Her book a...
Bank Relationship Management
September 21, 2022 03:00 - 17 minutes - 12.3 MBIn 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 effective bank relationships - The role of global banking partnerships - Pos...
KPIs – Improving the Strategic Value of Treasury
August 23, 2022 19:00 - 12 minutes - 8.59 MBIn 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 - Best practices and objectives for choosing KPIs About Kerry Wekelo: Kerry is Chief Operating Offi...
Mental Health in the Workplace
July 07, 2022 19:00 - 38 minutes - 26.2 MBIn 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 - Triggers and helpful mental health strategies - Tips to support mental heal...
Planning For Vacation
June 17, 2022 20:00 - 11 minutes - 8.06 MBIn 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 Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture In...
Planning For Vacation
June 17, 2022 20:00 - 11 minutes - 8.06 MBIn 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 Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture In...
The Future of the Mortgage Industry – Post Pandemic
May 31, 2022 04:00 - 20 minutes - 13.8 MBActualize 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. Matt Seu: The pandemic accelerated digital transformation, and the shift changed the mortgage in...
Automation in the Treasury Space
April 26, 2022 04:00 - 18 minutes - 12.7 MBIn 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 optimize technology About Rob Granger - Rob is a Senior Manager at Actualize Consultin...
An Overview of Enterprise Information Management
March 29, 2022 04:00 - 21 minutes - 15 MBIn 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 Director / Enterprise Information Management / Government & Public Services - ...
An Overview of Enterprise Information Management
March 29, 2022 04:00 - 21 minutes - 15 MBIn 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 Director / Enterprise Information Management / Government & Public Services - ...
Remote Treasury Management System Implementations
February 07, 2022 16:00 - 24 minutes - 17.1 MBIn 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 transition About Kerry Wekelo - Chief Operating Officer at Actualize Consulting. Her book an...
ESG in the Mortgage Industry
January 11, 2022 05:00 - 16 minutes - 11.5 MBESG 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 mortgage landscape from primary mortgage markets to the commercial and multifamily space. ...
Fraud Prevention
December 07, 2021 05:00 - 18 minutes - 13.1 MBIn 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 - Recommendations for continued risk evaluation About Jason Blumstein, CTP, PMP - Senior Man...
Commercial MISMO Data Standards Initiatives
November 10, 2021 05:00 - 31 minutes - 21.9 MBIn 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 benefits of a data standard in the mortgage industry - The biggest challenges to industry adopt...
Integrating Treasury Management Systems and Enterprise Resource Planning Systems
October 11, 2021 04:00 - 27 minutes - 19 MBIn 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-making process - Project management recommendations About Priscila Nagalli - ...
Developing the Private Label Residential Mortgage Backed Securities Dataset
September 22, 2021 04:00 - 18 minutes - 12.5 MBIn 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 - The benefits of having a data standard and adopting MISMO - How the spec can hel...
Teamwork and Collaboration
August 30, 2021 04:00 - 30 minutes - 20.8 MBIn 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 drive behavior - The psychology behind Carlos’ six practices for collaboration and teamw...
Gratitude Investments
July 19, 2021 04:00 - 30 minutes - 20.9 MBIn 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 respect - To improve communication, connection, and client satisfaction by cultivating a po...
Technology and Origination
June 21, 2021 04:00 - 25 minutes - 17.3 MBIn 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 considerations when redesigning organizational workflows - Industry trends and how...
Technology and Orginiation
June 21, 2021 04:00 - 25 minutes - 17.3 MBIn 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 considerations when redesigning organizational workflows - Industry trends and how...
Technology and Origination
June 21, 2021 04:00 - 25 minutes - 17.3 MBIn 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 considerations when redesigning organizational workflows - Industry trends and how...
Demystifying the LIBOR Transition
June 01, 2021 04:00 - 40 minutes - 27.9 MBIn 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 transition - Common industry challenges - Experience from industry practitioners Abo...
How Multilateral Netting Streamlined Diversey's Intercompany Cash Flows
April 12, 2021 04:00 - 20 minutes - 14.3 MBIn 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 implementing About Craig Chapman - Manager at Actualize Consulting with over 20 year...
Understanding the Redesigned URLA
March 17, 2021 04:00 - 22 minutes - 15.7 MBIn 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 - Tips for implementation About Matt Seu: - Partner at Actualize Consulting with ov...
Exploring RPA
February 08, 2021 05:00 - 20 minutes - 14.4 MBIn 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 is a candidate for your firm’s processes About Kerry Wekelo: - Chief Operating Offi...
Kickstarting Digital Mortgage Transformations
December 31, 2020 19:00 - 24 minutes - 16.6 MBIn 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 roadblocks About Kerry Wekelo: Chief Operating Officer at Actualize Consulting with over 22 ye...