Actualizing Success

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 visibility and control, transforming the treasury function into a strategic business partner. Tune in to this quick 7-minute episode for valuable insights into this powerful tool for optimizing global treasury functions and determining if it’s right for your organization.   Listen to learn more about:  * A broad overview of In-House Banking, and how it replicates traditional banking services for subsidiaries  * Key benefits of operational flexibility and lower borrowing costs that in-house banks offer to corporations practical functions such as cash pooling, inter-company lending, and foreign exchange management  * Important considerations for implementation, including technology, tax implications, and regulatory issues  * Challenges and risks associated with in-house banking, and how they can enhance treasury functions for strategic business advantage.     Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and will come back for more. In the meantime, don’t forget to rate this episode and leave a review!    Get in touch with Actualize at www.actualizeconsulting.com [http://www.actualizeconsulting.com/]     We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please contact us at podcast@actualizeconsulting.com [podcast@actualizeconsulting.com].

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-founder and CEO of TrustPair, who brings extensive experience from his days as a treasurer. Together, they discuss the alarming rise of sophisticated fraud tactics fueled by artificial intelligence and how treasury teams can adapt to these new challenges. As AI technology continues to advance, fraudsters are leveraging it in unprecedented ways, necessitating a strategic response from organizations. Listen to learn more about: * How fraudsters are exploiting AI to enhance their tactics. * Building a clean and centralized data lake across your organization to protect proprietary data. * The importance of a multi-layered defense strategy in treasury operations. * Practical use cases and best practices for strengthening treasury against fraud risks. * Avoiding blind trust and automation, and ensuring human oversight and approval layers is part of the process. Join us for an enlightening discussion on the crucial need for technological integration in financial processes to effectively combat these evolving threats and better safeguard your treasury operations. Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and will come back for more. In the meantime, don’t forget to rate this episode and leave a review!   We invite you to contact Actualize and Trustpair for any inquiries regarding preventing fraud and further preparing for the AI revolution. Get in touch with Actualize at www.actualizeconsulting.com [http://www.actualizeconsulting.com/]    Get in touch with Trustpair at https://trustpair.com/ [https://trustpair.com/]  | We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please contact us at podcast@actualizeconsulting.com [podcast@actualizeconsulting.com].

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. With nearly two decades of collaboration, Kerry and Theresa share their experiences, creating a vibrant, cohesive, award-winning company culture that prioritizes professional and social engagement. Their conversation explores the unique approach Actualize takes to blend business with enjoyment, ensuring that employees feel valued and connected, no matter where they are in the world. From fun and creative virtual events to memorable in-person retreats, they discuss why variety is key in employee engagement and how such strategies lead to stronger relationships among team members. This episode promises to leave you with renewed inspiration for building connections within your own team!  Listen to Learn More About:  * The importance of diverse virtual activities to keep teams engaged  * Practical and effective strategies for maintaining personal connections with employees in a growing company  * How in-person retreats and virtual events spark creativity and camaraderie  * The impact of community service initiatives on team morale and cohesion  * Exclusive insights into what sets Actualize apart from other firms, including how they cultivate a family-like atmosphere during the recruitment process and beyond  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 [http://www.actualizeconsulting.com/]     We'd love to hear from you! If you have any questions, comments or would like to collaborate on a future episode, please contact us at podcast@actualizeconsulting.com [podcast@actualizeconsulting.com].

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 Fannie Mae provide essential liquidity, enabling the smooth buying and selling of loans through capital markets as well as the concept of the To-Be-Announced (TBA) market, which allows lenders to price and sell mortgage-backed securities ahead of time, ensuring a steady flow of loans. Catch this quick 7-minute episode for valuable insights into the mechanics of this critical market aspect.  Listen to learn more about: * The impacts of liquidity on the market * The roles that Freddie Mac and Fannie Mae play in providing liquidity * How the TBA market stabilizes the supply chain and plays a vital role in helping homebuyers access housing across the country * The impact of liquidity on lenders' ability to manage loan origination and pricing * The importance of maintaining a fluid supply chain * How market fluctuations affect the mortgage landscape 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 [http://www.actualizeconsulting.com/]     If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com [podcast@actualizeconsulting.com].

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 experts share their insights on fostering a positive mindset that nurtures client relationships and drives innovation and creative problem-solving. Their conversation dives deep into essential consulting practices, including managing scope creep, setting clear expectations, and the pivotal role of communication in ensuring collaborative success. This episode offers both seasoned professionals and newcomers alike practical tips and inspiring stories to elevate their consulting experience. Listen to learn more about: * Building long-term trust with clients * The importance of a positive mindset in consulting * How delegation and teamwork contribute to consulting success * Enhancing client communication strategies * Practical tips for project success About John Kruger   * John is a Senior Manager at Actualize Consulting with over 11 years of experience. He specializes in Treasury and risk management, cash management and forecasting, payments, cash accounting process, training and development, support process reviews and documentation, SaaS implementations, project management, and relationship management.  * Email: jkruger@actualizeconsulting.com [jkruger@actualizeconsulting.com]  About Hunter Atchison  *  Hunter is a Manager at Actualize Consulting and a versatile IT Specialist with progressive experience in system implementation, and business analysis. He utilizes his treasury and banking background to analyze current state business processes and adapt for efficiency and regulatory compliance. His in-depth expertise ensures timely support and upkeep of new and existing enterprise applications.  * Email: hbrown@actualizeconsulting.com [hbrown@actualizeconsulting.com]  About Kwame Twum:  * Kwame is a Manager at Actualize Consulting for the Mortgage Fixed and Income Practice with over a decade of experience in the Banking and Payments domain. He has led numerous client projects and delivered strategic recommendations that directly influence businesses of varying asset sizes. Kwame is renowned for his expertise in identifying critical risks and crafting innovative solutions, resulting in substantial reductions in default rates and significant cost savings.  * Email: ktwum@actualizeconsulting.com [ktwum@actualizeconsulting.com]  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 [http://www.actualizeconsulting.com/]     If you have any questions or comments, we’d love to hear from you. You can contact us at podcast@actualizeconsulting.com [podcast@actualizeconsulting.com].