Actualizing Success Actualize Consulting

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 team members' personal and professional growth. Join them for an in-depth exploration of empathy, recognizing individual strengths, and the impact of meaningful connections in creating a flourishing work environment with actionable advice on empowering individuals to thrive in the workplace.
 
Listen to learn more about:
Building trust and fostering strong relationships with team members and colleagues Effective delegation to develop others and the challenges faced in doing soThe importance of ethical leadership and upholding values in challenging situationsSupporting employees in their careers and understanding their personal and professional aspirationsThe benefit of regularly gathering feedback and insights and how it contributes to a thriving work culture 
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 Theresa Santoro  
Theresa is Director of Human Resources and Operations at Actualize Consulting. She has extensive experience managing daily business operations, including overseeing all aspects of recruiting operations, human resources, client management, employee management and training, and the complex initiatives that support a diverse international organization. Email: tsantoro@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.   
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 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, and the involvement of Actualize Consulting in this field. They dive into the potential applications of technology, the significance of industry standards, and the prospective impact of AI within the affordable housing sector.  
Listen to learn more about:  
The escalating significance of Housing Counseling  The implications of technology and industry standards  The potential influence of AI in the realm of affordable housing Actualize's contributions to the affordable housing and housing counselor space
 About Matt Seu 
Matt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income practice. With three decades of experience in the mortgage industry, Matt is a wealth of information and a true thought leader committed to moving the industry forward through digital transformation and standardizing how the mortgage industry communicates. Before his time at Actualize, he served as a Vice President for Freddie Mac, focusing on large-scale business and technology change efforts. Matt is a two-time winner of MISMO's prestigious Outstanding Contribution Award and the 2023 Industry Titans Award.  Email: mseu@actualizeconsulting.com About Nina Fiore:  
Nina is a Manager at Actualize Consulting with a collaborative and creative business analyst with a technical mindset. She has experience in analyzing complex business requirements, drawing insights from data, and identifying opportunities for innovation. Nina specializes in project management, requirements gathering, testing, data analysis and visualization, and metric and report development. She holds a Bachelor of Arts in Economics from the University of Maryland, College Park. Email: nfiore@actualizeconsulting.com  About Jon Cooper: 
Jon is a Senior Manager at Actualize Consulting with extensive experience in requirements analysis, project management, process modeling / redesign, and systems conversions. He has in-depth knowledge of the mortgage industry from originations through Servicing, Securitization, and REO/default management.  Email: jcooper@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.   
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 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 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 technologies that could revolutionize the industry (low-code platforms and AI) How intelligent lenders and servicers can invest in technology and think outside the box to prepare for the future    

About Matt Seu 
Matt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income practice. With three decades of experience in the mortgage industry, Matt is a wealth of information and a true thought leader committed to moving the industry forward through digital transformation and standardizing how the mortgage industry communicates. Before his time at Actualize, he served as a Vice President for Freddie Mac, focusing on large-scale business and technology change efforts. Matt is a two-time winner of MISMO's prestigious Outstanding Contribution Award and the 2023 Industry Titans Award.  Email: mseu@actualizeconsulting.com 

About Jay Wright 
Jay has extensive experience leading people, programs, strategy, and solution delivery efforts for commercial organizations and federal clients. He has in-depth knowledge of the mortgage industry and over twenty-five years of experience leading Enterprise Information Management (EIM) and Business Transformation practices and initiatives. Jay’s areas of expertise include EIM, business intelligence and analytics, data governance, risk and controls, and business process reengineering and transformation.  Email: jwright@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.