Actualizing Success

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 data flows, enhanced forecasting capabilities, and strategies to combat fraud through efficient payment processes. Kyle also introduces the concept of a "payment factory" and discusses how it can streamline operations and maximize cost efficiency.

Listen to learn more about:

• The importance of early involvement of the treasury group in ERP transitions
• Key data integrations between TMS and ERP for improved forecasting and liquidity planning
• Enhancements in cash flow management and risk mitigation through system integrations
• The role of automation in streamlining treasury operations
• Strategies for achieving effective compliance and reporting through data management

Tune in to discover how integrating TMS and ERP can lead to significant operational improvements and strategic advantages for your organization.

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: [email protected]

About Kyle Olovson

• Kyle is a Senior Manager at Actualize Consulting, specializing in liquidity management, payment execution, netting, forecasting, cash positioning, FX operations, system integration, Treasury Management Systems, and SWIFT. He has led over 15 Treasury transformation projects and participated in more than 25 throughout his 8-year tenure with Actualize. With over 15 years of experience in Treasury, including 7 years as a practitioner with Fortune 500 companies, he has focused on process improvement and control enhancement through efficient workflows and automation. Kyle's focus on developing individuals, systems, and processes that enhance team efficiency sets him apart in his expertise for Treasury transformation initiatives.
• 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!

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].

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 by prospective home buyers. Check out the full episode to hear valuable insights into the complex dynamics of the mortgage industry and a comprehensive overview of the factors shaping the current housing market.

Listen to learn more about:

• Historical context of interest rates and home prices
• Challenges for first-time homebuyers, including high mortgage rates and limited housing inventory
• Market predictions and economic influences with the upcoming election
• Regional variations in housing trends
• The changing dream of homeownership in a post-pandemic world and how Actualize Consulting can assist in affordable lending

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: [email protected]

About EJ Kite

• EJ is a Director with Actualize Consulting and has over 35 years of expertise in information management. He has a proven track record in team building, infrastructure analysis, and crafting enduring solutions to meet dynamic business demands. With a 24-year tenure across Freddie Mac and Fannie Mae, he has consistently spearheaded initiatives to enhance operational efficiency and foster strategic growth through data-driven insights. EJ holds a degree in Business Administration from Roanoke College. He has received various awards, including the Sapphire Award for Auction in 2021, the Commitment to Excellence Award in 2017, and the Mortgage Banking 2012 Technology All-Star Award.
• 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.

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].

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 para obtener más información sobre: - Beneficios de la adopción temprana
- ISO 20022 e hitos del cronograma
- Un plan de migración que incluye tecnología
- Cómo Actualize Consulting puede ayudarle con esta transición

Sobre Adrián Mendieta:
- Adrián Mendieta es Gerente de Tesoreria en la oficina LATAM de Actualize Consulting. Sus 4 años de experiencia incluyen experiencia en implementación de software, rediseño de procesos, gestión de proyectos y entrega de mejoras de productos de software utilizando varias metodologías. En su trabajo Adrian Mendieta, ha implementado Kyriba para módulos como Efectivo, Contabilidad de Efectivo, Gestión de Cuentas Bancarias, Posicionamiento de Efectivo, Análisis de Tarifas Bancarias, Pronóstico de Efectivo, Pagos y Finanzas de la Cadena de Suministro para más de 21 clientes. Adrián obtuvo una licenciatura en Finanzas del Instituto Politécnico y la Universidad Estatal de Virginia, mientras que en la carrera de Gestión de Inversiones y Analista Financiero Colegiado (CFA) de The Pamplin College of Business.
- Correo electrónico: [email protected]

Sobre Martín Santiago Trujillo:
- Martin es Director de la oficina de Tesorería y Mercados de Capitales de Actualize Consulting LATAM. Es un ejecutivo consumado con más de 20 años de experiencia en gestión global. Su experiencia incluye tesorería, finanzas corporativas, gestión de efectivo e implementación de TMS. Martín es un líder orientado a resultados y a equipos con un enfoque de mejora continua, con un enfoque en minimizar costos, maximizar la eficiencia de los procesos y agregar valor a las empresas. Es licenciado en Administración de Empresas por la Universidad Panamericana, con Diplomados y cursos en diferentes áreas financieras y de gestión gerencial.
- Correo electrónico: [email protected]

Sobre Hilia Espinosa:
- Hilia es Gerente del Área de Tesorería y Capital Markets en Actualize Consulting. Siendo una profesional dedicada a las finanzas con amplia experiencia en Tesorería e Inversiones. Teniendo mayor expertise en manejo y gestión de cuentas bancarias, administración de inversiones, contabilidad y análisis financiero, así como en la gestión y control de efectivo, a través de la implementación e integración de sistemas. Es licenciada en Administración Financiera por el ITESM, Ciudad de México, complementando su perfil con Diplomados, cursos y certificaciones en diferentes áreas. Recientemente se convirtió en miembro del AFP, adquiriendo mayor experiencia en consultoría en procesos de tesorería, como el manejo y pronóstico de efectivo y así como gestión de relaciones bancarias.
- Correo electrónico: [email protected]

¡Gracias por escuchar este episodio del podcast Actualizando el Éxito! Esperamos que hayas disfrutado de la charla y te interese saber más. Mientras tanto, no olvides calificar este episodio y dejar una reseña para hacernos saber qué te pareció. Si tienes alguna pregunta, ponte en contacto con Martín Santiago.

Más información:
Sitio web: www.actualizeconsulting.com
Si tienes alguna pregunta o comentario, nos encantaría poder ayudarte. Puedes ponerte en contacto con nosotros en [email protected].

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 experiences with those benefits and challenges, and impart strategies to help you thrive in a fully remote workplace.

Listen to Learn More About:

• Managing work-life balance while working remotely
• Practical tools and strategies for building a productive remote workspace
• Staying accountable using digital tools for communication and collaboration while minimizing distractions
• Building and maintaining relationships with remote team members
• Creating a flexible and productive remote work schedule

About Kathryn Williams

• Kathryn has worked as a Senior Consultant at Actualize Consulting for over a year. She is a strong communicator and writer which has enabled her to work collaboratively with her team at Actualize and spearhead the creation of work products for clients. She is a skilled and dedicated professional with over 3 years of experience as a legislative and political intern. Throughout her career, Kathryn has worked closely with legislative teams to conduct policy research, provide expert analysis of congressional hearings and briefings, and easily communicate complex ideas. Kathryn holds a Bachelor of Arts degree in Government from the University of Virginia.
• Email: [email protected]

About Alysia Kennedy, CFA

• Alysia is a Senior Manager at Actualize Consulting with extensive expertise in designing and implementing technology solutions to complex business problems. Her strong analytical and data management skills are coupled with an in-depth understanding of complex financial instruments. She has implemented all aspects of Treasury Management applications, including cash management, liquidity management, foreign exchange, payments, securitization, deal management, risk management, accounting, and reporting, and managing the data flows into and out of the system across numerous clients in various industries. She received her B.S. in Finance, Information Technology and International Business from the University of Virginia's McIntire School of Commerce.
• Email: [email protected]

About Jacquie Zirkle

• Jacqueline is a Manager at Actualize Consulting with extensive experience managing daily business operations, including overseeing all aspects of human resources, compliance, recruitment, and training. She maintains strong organizational planning, analysis, and problem-solving skills. Jacquie is certified as a CMMI Practitioner, a Professional in Human Resources, and she majored in Communications at the University of Pittsburgh.
• 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.

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].

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 insights and key components that must be managed. Don't miss out on this episode to gain a better understanding of effective liquidity planning and how it can significantly enhance your financial management strategies, especially in the current economic landscape.

Listen to learn more about:

• The distinction between liquidity planning and cash flow forecasting, and its critical relevance in today's financial landscape
• The challenges, key components, and best practices associated with liquidity planning
• The role of technology in crafting a robust liquidity plan and its potential to streamline financial management processes
• How to align cash forecasting and liquidity planning for a streamlined process

About Karen Sabia
Karen is a Senior Manager at Actualize Consulting and has over 30 years of industry experience. Her strategic, creative, and innovative mindset helps drive enhancements of technology, Treasury operational transformation and process efficiencies. Karen specializes in Project Management, Global Cash Management, Treasury Management Systems, Risk Management, Business Process Engineering, and Cash Forecasting. She is a continuous learner, keeping updated on Treasury technology trends and innovations. Kyriba Module training includes, Core Data, Bank reporting, System Administration, Netting, Cash Management/ Forecasting, BAM, and BFA She received her B.A. in Finance from Western Governors University and her A.A. in Business Management from the Computer Programming Institute and has her CTP certification.
Email: [email protected]

About Michelle Dudar
Michelle is a Senior Consultant at Actualize Consulting with extensive industry experience in Treasury and global capital markets. She has implemented international Treasury Management Systems and led or played active roles in strategic transactions including acquisitions and divestitures, equity issues and IPOs, and debt issues and redemptions. Michelle earned an MBA - Finance a BComm - Accounting from the University of Calgary.
Email: [email protected]

About Matthieu Larrivee
Matthieu is a Manager at Actualize Consulting and has over 17 years of experience delivering projects in Capital Markets, Finance, Treasury, and payments processing using various solutions. Having held multiple leadership roles on the technical and functional side within projects and operations gives Matthieu a unique insight into understanding the business challenges unique to Finance departments and how to design and implement solutions that meet the requirements of every stakeholder.
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.

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].