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Actualizing 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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In this inspiring episode, we dive into the heart of giving back with Actualize Consulting's COO Kerry Wekelo and Nubia Leal, LATAM HR Coordinator. With over 20 years of commitment to community engagement, Kerry shares how integrating a culture of giving back has shaped the identity of Actualize. Nubia brings her unique perspective, detailing her experiences and the positive impact that volunteering has had on her life and her team. Together, they explore the importance of charitable initiati...
With the mortgage servicing landscape constantly evolving since the pandemic, understanding the information and trends at hand is key to staying ahead of the curve. In this episode of Actualizing Success, industry veterans Partner Matt Seu and Director EJ Kite with Actualize Consulting unpack the dynamics that are reshaping real estate and mortgage servicing today. From post-pandemic market corrections to regional supply-and-demand imbalances, and the long-term effects of interest rate whipla...
In the latest episode of Actualizing Success, Actualize Consulting Directors Paul Baram and Louise Georgiou have an engaging interview-style conversation about her first 60 days into consulting. Louise shares her journey and the motivations behind her shift from a 25-year career in treasury, with her last role being Vice President of global cash management, to consulting. They discuss the importance of aligning treasury functions with broader business operations, the critical role of technolo...
In this episode of Actualizing Success, we delve into the dynamic and often underserved agricultural finance market. Our experts from Actualize Consulting—Partner Matt Seu, Director John Pomeranski, Senior Manager Jon Cooper, and Senior Consultant Caroline Pickering—share their extensive experience and insights into this crucial sector. The conversation looks at the intricacies of the Farm Credit System and its pivotal role in supporting farmers, ranchers, and rural communities through a netw...
In this episode of Actualizing Success, Actualize Consulting’s Senior Manager Craig Chapman provides an overview of In-House Banking. When implemented correctly, In-House Banking enhances financial efficiency, reduces banking fees, and improves visibility and control, transforming the treasury function into a strategic business partner. Tune in to this quick 7-minute episode for valuable insights into this powerful tool for optimizing global treasury functions and determining if it’s right fo...
In this episode of Actualizing Success, our experts discuss the pressing need for enhancing treasury defenses against the evolving landscape of fraud risks. Actualize Consulting's Treasury Consultant, Dom Boyle, is joined by Baptiste Collot, co-founder and CEO of TrustPair, who brings extensive experience from his days as a treasurer. Together, they discuss the alarming rise of sophisticated fraud tactics fueled by artificial intelligence and how treasury teams can adapt to these new challeng...
In this episode of Actualizing Success, Kerry Wekelo, COO, and Theresa Santoro, Director of HR and Operations from Actualize Consulting, share their insightful journey of fostering team connection in a predominantly remote work environment. With nearly two decades of collaboration, Kerry and Theresa share their experiences, creating a vibrant, cohesive, award-winning company culture that prioritizes professional and social engagement. Their conversation explores the unique approach Actualize ...
In this episode of Actualizing Success, Actualize Consulting's Partner Matt Seu explains the crucial yet often misunderstood topic of liquidity in the mortgage and mortgage securities market. He sheds light on how entities like Freddie Mac and Fannie Mae provide essential liquidity, enabling the smooth buying and selling of loans through capital markets as well as the concept of the To-Be-Announced (TBA) market, which allows lenders to price and sell mortgage-backed securities ahead of time, ...
In the latest episode of Actualizing Success, Actualize Consulting's Senior Manager John Kruger and Managers Kwame Twum and Hunter Atchison explore the "Glass Half Full" philosophy and its transformative impact on the consulting landscape. Our experts share their insights on fostering a positive mindset that nurtures client relationships and drives innovation and creative problem-solving. Their conversation dives deep into essential consulting practices, including managing scope creep, settin...
In this episode of Actualizing Success, Actualize Consulting's Partner Matt Seu and Tela Mathias, Chief Operating Officer at Phoenix Team and CEO and Chief Technology Officer at Phoenix Burst, explore the exciting intersection of Artificial Intelligence (AI) and mortgage loan origination. With over 50 years of combined experience in mortgage technology, our experts share their unique perspectives on AI's role in shaping the industry, the challenges ahead, and how generative AI might revolutio...
In this episode of Actualizing Success, Actualize Consulting's COO Kerry Wekelo, Senior Consultant Michelle Dudar, and Senior Manager Tyler Sciortino explore the pivotal trends reshaping treasury in 2025. From rapid AI advancements driving strategic planning, risk management, and fraud detection to the major changes driven by the ISO transition, they uncover how technology is revolutionizing treasury management. The discussion highlights the power of APIs in enhancing connectivity, the benefi...
In this engaging episode of the Actualizing Success podcast, Actualize Consulting's COO Kerry Wekelo and Senior Manager Kyle Olovson, CTP, explore best practices for transitioning or upgrading Enterprise Resource Planning (ERP) systems. They emphasize the crucial role of the treasury group in these processes, highlighting the integration between Treasury Management Systems (TMS) and ERPs. This episode will help you gain insights into the complexities of these integrations, including critical ...
In this latest episode of Actualizing Success, Actualize Consulting's Partner Matt Sue and Director EJ Kite engage in a thought-provoking conversation about the evolving landscape of the mortgage industry. They reflect on the past 20 years, discuss the impact of fluctuating interest rates and home prices, and explore the implications for first-time home buyers. They also delve into the potential influence of the upcoming presidential election on housing market rates and the challenges faced b...
En este episodio, el Gerente de Actualize Consulting, Adrián Mendieta, la Gerente Hilia Espinosa y el Director Martín Santiago Trujillo, de nuestro equipo de LATAM, comentan los puntos importantes a lo largo del cronograma de adopción y revisan algunas de las principales implicaciones de los formatos de mensajes ISO 20022. También exploran cómo se verán afectadas las organizaciones, qué pueden hacer para prepararse mejor y cómo obtener los beneficios asociados con ISO 20022. Escuche par...
In this episode of the Actualize Consulting podcast, Manager Jacquie Zirkle, Senior Manager Alysia Kennedy, and Senior Consultant Kathryn Williams explore best practices for working remotely. Their discussion delves into how Actualize Consulting has successfully transitioned from an on-site to a predominantly remote work model, particularly following the COVID-19 pandemic. They also share insights into the benefits of remote work, including flexibility and a low attrition rate, their personal...
In the latest episode of Actualizing Success, Actualize Consulting's Senior Manager Karen Sabia, Manager Matthieu Larrivee, and Senior Consultant Michelle Dudar dive into managing cash with effective liquidity planning. They explore the intricacies of liquidity planning, its unique aspects compared to cash flow forecasting, and its crucial relevance in the current financial environment. Their conversation also uncovers the challenges and best practices of liquidity planning, offering valuable...
In this episode of Actualizing Success, Actualize Consulting's Manager Adrian Mendieta and Dom Boyle, a current co-op from Waterloo who will soon join Actualize Consulting full-time, share their professional journeys thus far, insights on making the most of an internship experience and gaining valuable experience. They also delve into various topics, including the intern and co-op experience, hands-on project work, mentorship programs, career growth opportunities, and what makes Actualize Con...
In this episode of Actualizing Success, Actualize Consulting's Partner Matt Seu, Director John Pomaranski, and Capital Markets/Mortgage Expert Mark Hanson, discuss the importance of ESG (Environmental, Social, and Governance) in the mortgage and securities market. Our experts delve into the challenges and growth opportunities of implementing ESG principles in bond issuance, strategies and processes that increase affordability and sustainability in mortgage lending, and the importance of conti...
In this episode of Actualizing Success, Priscila Nagalli, Managing Director of Actualize Consulting, and Director Brian Stitt discuss the importance of conducting Treasury Technology Health Checks. They emphasize the significance of these assessments in ensuring optimal value is obtained from the technology and enhancing the understanding of the system's capabilities. The discussion covers the detailed process of conducting Treasury Technology Health Checks, from scoping the engagement ...
On 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 ...
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