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 assessments in ensuring optimal value is obtained from the technology and enhancing the understanding of the system's capabilities. The discussion covers the detailed process of conducting Treasury Technology Health Checks, from scoping the engagement to compiling data and creating best practices recommendations. They also share real-life examples of how Treasury Technology Health Checks have increased capability awareness, improved operational efficiency, and enhanced user efficiency.

Listen to learn more about:

• Scenarios where companies can benefit from Treasury Technology Health Checks
• The critical importance of regularly assessing and reviewing the usage of Treasury Technology
• How Treasury Technology Health Checks creates increased capability awareness through reporting, forecasting, and risk functions
• Understanding industry best practices and how to establish a top-notch Treasury function with efficient systems and processes

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 Brian Stitt

• Brian is a Director at Actualize Consulting with a wide and diverse range of corporate finance experience. He specializes in Business Process and Analysis, Capital Markets, Debt Compliance, Financial Planning and Analysis, Financial Risk and Liquidity, Forecasting, Foreign Exchange Trading, Strategic Planning and System Implementation. Brian earned a Bachelor of Science in Finance from Virginia Tech.
• Email: [email protected]

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Website: www.actualizeconsulting.com

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