Actualizing Success
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.
Episodes
61 episodes
PMO with Purpose: Aligning Projects for Maximum Impact
In this episode, we explore what it truly takes to build a strategy-first portfolio culture in today’s rapidly evolving business landscape. Actualize Consulting’s Kurt Rasmussen, Director in the Mortgage and Fixed Income Practice at Actualize C...
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Season 4
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Episode 61
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23:50
Enterprise Data Strategy – Forging the Path to AI In Treasury
Join Actualize Consulting's Senior Consultant, Dom Boyle, and Senior Manager Will Robertson as they dive into crafting a powerful data strategy within treasury organizations. They break down the full transformation journey from understanding wh...
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Season 3
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Episode 60
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31:53
Inspiring Change Through Giving Back
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...
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Season 3
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Episode 59
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15:31
Observations and Expert Analysis on the Mortgage Space
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 ...
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Season 3
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Episode 58
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20:40
60 Days into Consulting
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 beh...
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Season 3
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Episode 57
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16:53
Agriculture Finance and The Future of Farming
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 Consult...
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Season 3
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Episode 56
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19:47
Understanding In-House Banking
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...
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Season 3
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Episode 55
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6:12
Strengthening Treasury Against Fraud Risks
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...
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Season 3
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Episode 54
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22:53
Encouraging Team Connection
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. Wit...
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Season 3
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Episode 53
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16:30
Understanding Liquidity in Mortgage-Backed Securities: The Role of the TBA Market
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 ...
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Season 3
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Episode 52
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7:20
The Glass Half Full Approach
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 ...
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Season 3
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Episode 51
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30:08
AI Impact on Loan Origination
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 Artif...
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Season 3
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Episode 50
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23:38
2025 Treasury Outlook
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 dri...
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Season 2
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Episode 49
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15:36
TMS and ERP Best Practices for Treasury
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 em...
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Season 2
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Episode 48
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18:46
Changes in the Mortgage Industry
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, dis...
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Season 2
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Episode 47
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19:30
ISO 20022: Adopción, Implicaciones y Beneficios
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...
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Season 2
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Episode 46
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17:37
Best Practices of Working Remotely
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 Consultin...
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Season 2
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Episode 45
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20:49
Effective Liquidity Planning
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 intrica...
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Season 2
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Episode 44
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10:37
Co-Op and Intern Experience at Actualize Consulting
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 makin...
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Season 2
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Episode 43
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23:42
The Real Impacts of ESG on the Mortgage and Securities Market
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 an...
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Season 2
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Episode 42
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32:11
Treasury Technology Health Check
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 asses...
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Season 2
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Episode 41
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20:42
Empowering People to Thrive
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 workpl...
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Season 2
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Episode 40
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25:11
Technology and Innovation in Affordable Housing
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 ...
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Season 2
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Episode 39
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15:42
Payment Strategy Within Treasury Functions
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 technolo...
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Season 2
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Episode 38
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19:54
What to Expect in the 2024 Mortgage Market
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...
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Season 2
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Episode 37
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23:09