Actualizing Success
Episodes
72 episodes
Choosing to Return: A Story of Team Appreciation and Growth
In this episode, COO Kerry Wekelo and Manager Kate Walker explore the power of gratitude-driven leadership, authentic workplace culture, and meaningful career growth. Kate shares her journey of returning to Actualize Consulting after exploring ...
Deep Dive: The CFO's Treasury Health Check: 11 Questions Every Treasury Leader Should Be Able to Answer
What if your organization’s biggest financial risks aren’t the ones you can see, but the blind spots hiding beneath the surface?In this episode, we explore the critical role treasury plays in helping organizations move from reactive deci...
Success Story: Intern to Full Time Consultant
In this inspiring episode, Actualize Consulting’s COO Kerry Wekelo sits down with Senior Consultant Shubham Mehta and interns Adam Nguyen and Arushi Nisar to explore what truly sets standout interns apart.Shubham shares the story of how ...
Deep Dive - Planning for Vacation: Unplug, Relax, and Return without the Chaos of Catching Up
What if your vacation didn’t end with inbox dread, stress, and a week of playing catch-up?In this episode, we dive into a smarter, more intentional approach to taking time off, one that protects your peace before, during, and after vacat...
Unlocking Working Capital with Supply Chain Finance
What if you could unlock working capital without putting pressure on your suppliers? In this episode, we break down how Supply Chain Finance (SCF) is reshaping the way organizations manage cash flow, strengthen supplier relationships, ...
Unlocking MISMO Housing Counseling Data: Insights from Industry Leaders
In this episode of the Actualize Consulting Podcast, we take you inside the world of housing counseling data standards and their impact on the entire housing finance ecosystem. Actualize Consulting Manager Caroline Pickering sits down with Davi...
Deep Dive into our White Paper: Let's Focus on the Solution
In complex environments, it’s natural for teams to spend time analyzing what went wrong. While understanding the root cause is important, remaining in the “problem space” too long can drain energy, stall creativity, and delay meaningful progres...
Deep Dive into our White Paper: Shaping the Future of Consulting - Advice from Women Leading the Way
What happens when you trade polished corporate messaging for raw, unfiltered insight?In this Actualizing Success Deep Dive, we expand on the recent International Women’s Day LinkedIn feature by exploring candid survey insights from the w...
Deep Dive into our White Paper: Optimizing Cash Inflow Processes with ERP-TMS Bank Integration
Our new Deep Dive series delivers focused discussions on the most important themes from Actualize white papers. In this episode, inspired by Optimizing Cash Inflow Processes with ERP-TMS-Bank Integration, we explore how ERP, TMS, and b...
Deep Dive into our White Paper: Transforming Team Challenges Into Homeruns
How do high-performing teams turn friction into momentum?In this Deep Dive series of the Actualizing Success podcast, we explore why collaboration, while essential to success, is often one of the biggest challenges teams face. Drawing on...
120 Days into Consulting
In this follow-up conversation, Directors Paul Baram and Louise Georgiou sit down to reflect on her first 120 days at Actualize Consulting. Building on their earlier “60 Days Into Consulting” episode, Louise shares how her perspective has expan...
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...
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...
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...
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 ...
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...
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...
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...
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...
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...
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 ...
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 ...
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...
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...
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...