2024 Treasury Outlook

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: [email protected]

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: [email protected]

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: [email protected]

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 [email protected].