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 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 benefits of notional pooling and in-house banking for optimizing liquidity, and the future of forecasting automation. Tune in to discover what your treasury team needs to know to stay ahead in this rapidly evolving financial landscape.

Listen to learn more about:

• The transformative power of AI for strategic planning, risk management, and fraud detection
• Key considerations for the 2025 ISO transition and its impact on streamlining global financial transactions
• The critical role of APIs in enhancing connectivity and compliance,
• The benefits of notional pooling and in-house banking in optimizing liquidity
• The future of forecasting automation in treasury operations

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 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. He holds a B.S. in Finance from the University of Illinois at Chicago.
• 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]

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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].