KPIs – Improving the Strategic Value of Treasury

08/23/22 • 12 min

In this episode, Actualize Consulting’s COO Kerry Wekelo and Senior Manager of Treasury & Capital Markets practice Craig Chapman discuss Treasury KPIs (Key Performance Indicators) – Improving the Strategic Value of Treasury as they relate to the Corporate Treasury function.
Listen to learn:
- What is a Treasury KPI
- First steps to begin tracking performance
- Benefits of implementing KPIs
- Best practices and objectives for choosing KPIs
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 Craig Chapman:
Craig is a Senior Manager at Actualize Consulting in the Capital Markets & Treasury practice and has
been focusing on delivering treasury technology solutions for over 20 years. He specializes in system
implementation & integrations. Craig has provided process, strategy, controls, and technology assistance
to companies in all aspects of global cash management, payments, and treasury management activities.
- 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. If you have any questions about KPIs or Treasury Management Systems
and how they can help your organization, please contact Craig.
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
[email protected]

Previous Episode

Mental Health in the Workplace

In this episode, Actualize Consulting’s COO Kerry Wekelo, Director of HR/Operations Theresa Santoro, and Licensed Professional Counselor JC McDaniel discuss how mental health challenges in the workplace can be supported with actionable tips, strategies, and techniques to ensure optimum mental health.

Listen to learn:

Personal struggles and solution for dealing with anxiety and fear

Triggers and helpful mental health strategies

Tips to support mental health in the workplace

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 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: [email protected]

About JC McDaniel

JC McDaniel is a Licensed Professional Counselor with a Masters in Counseling Psychology from the University of Arkansas. JC previously served as an Infantry Officer in the United States Marine Corps for ten years. He has been in practice since 2012 and in private practice for the past six years. He is currently the Clinical Director for Argenta Counseling and Wellness in Little Rock, Arkansas, specializing in trauma therapy and relationship counseling.

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. If you have any questions or would like to bring mental health awareness to your organization, please contact Kerry.

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 [email protected]

Next Episode

Bank Relationship Management

In this episode, Actualize Consulting’s Managing Director Priscila Nagalli, and Senior Manager Sandra Shen discuss Bank Relationship Management–the importance of relationships, communication, technology, and KPIs in achieving Treasury goals. They share their decades of experience as practitioners, consultants, and bankers serving corporate clients.

Listen to learn:

How to establish effective bank relationships

The role of global banking partnerships

Post pandemic consequences (M & A, turnover)

How to streamline Treasury Operations with KPIs

About Priscila Nagalli

Priscila is a Managing Director at Actualize Consulting with over 20 years of international cash, payment, investments, compliance, liquidity, currency, and risk management experience combined with a background working with structured funding scenarios on both emerging and developed markets. She is an Economist, CFA, and CTP Charter holder with a proven record of problem solving and streamlining processes by thinking strategically and analyzing detailed issues to arrive at clear, simple and actionable solutions. Priscila is fluent in English, Portuguese and Spanish.

Email: [email protected]

About Sandra Shen

Sandra is a Senior Manager at Actualize Consulting in the Capital Markets & Treasury practice and has over 20 years of global Treasury experience with an emphasis on business transformation, merger acquisition/integration and spinoff dissection. She specializes in global cash management, business process improvement, and change management. Sandra has extensive experience working with Fortune 500 global multinational firms and is fluent in English, Mandarin and Spanish.

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. If you have any questions about Bank Relationship Management or Treasury Management Systems and how they can help your organization, please contact Priscila.