Publication Archives
2019
Articles
Culture Infusion
Treasury Webinar: Culture Infusion
Articles
Culture Infusion
- Why a Star Player Returned to Actualize Consulting
- Thriving in a Workplace While Putting Mental Health as Priority
- "12 Common Ways You Are Using LinkedIn Incorrectly"
- Do You Have Too Much on Your Plate???
- Customer Service Advice from 17 Small Business Consultants
Treasury Webinar: Culture Infusion
- American University - Teaching a class on "Strategies for Becoming a Leader in Your Field".
- Prioritize Wellness Webinar with Kerry Elam & Christine Brown-Quinn
- Your Tech Dollars: Creating a Business Case and Road Map Webinar
- Your Tech Dollars: The Keys to Selecting the Right Vendor
- Actualize is named to the Top Company Cultures of 2018 in Entrepreneur Magazine
- Actualize Announces European Expansion
- Actualize invited to join the panel for Collegiate Women in Business Panel at Virginia Tech University
- Actualize Consulting partners with Accenture Federal Services to Win the Contract for U.S. Department of Veterans Affairs Loan Guaranty Service Redesign
- MISMO Honors Contributor Award Winners - Matt Seu & Geran Combs in NMP
- Actualize wins the 2018 Corporate Culture Award from CEOReport.com
2018
Articles
Culture Infusion
TMANY 2018
Articles
TMANY
Actualize and FiREapps Webinar Webinar Series Actualize and Kyriba
Articles
Culture Infusion
- Corporate Social Responsibility Actualized!
- "How Your Mental Wellness Can Keep Your Career Moving"
- "How Can I Support You?"
- Why Pushing is Holding You Back
- Happiness Is The Magic Ingredient For The Bottom Line (of Success)
- 4 Ways Employers Should Show Their Employees They Care
- Is Corporate America Ready To Pivot And Create A Culture Of Wellness
- Putting Employees First Will Be Your Best Business Move for 2018 in Entrepreneur
- 4 Steps for Small Businesses to Achieve Gender-Neutral Salariesin Entrepreneur
- Actualize's Wellness Program Segment on Marketplace
- What Lights You Up?
- Yoga Conference Ignites Compassionate Enterprising Initiative For Zendoway Founder Kerry Wekelo To Help Children In Refugee Camps
- The #1 Most Read article in Treasury & Risk Magazine in 2017: "Evaluating Treasury Management Systems"
- "Importance of Planning Prior to TMS Implementation"
- The Benefits from Investing in a Treasury Management System (TMS)
- Think Linear!
- Actualize Consulting Delivers Finance Transformation Solutions To Rationalize And Optimize Operations
TMANY 2018
- Jason Dobbs spoke on ‘Top 5 Strategies for Treasury to Protect against Payment Fraud"
- Chad Wekelo spoke on "Performing Treasury Transformation Assessment to Optimize Your Treasury Organization"
- Priscila Nagalli spoke on "Cash Forecasting in the Information Age"
- Craig Chapman spoke on "Treasury Transformation"
- Priscila Nagalli spoke on Leveraging Automation to Enhance Treasury Functions Globally
- Matt Seu presented updates on MISMO future state
- Ralph Russo taught MISMO class on 4/15 at the conference
- Tom Sitzler met with the Commercial MISMO (CMISMO) work groups for Appraisal and Deal. Tom is Vice Chairmen of the Commercial MISMO Governance group and will be participating in both the Appraisal and Deal work groups.
- Ralph Russo and Tom Sitzler were part of the MISMO Governance team and will present their work on the Commercial Rent Roll Data Standard
- Ralph Russo led the Appraisal work group.
- Geran Combs co-chaired the Servicing Community of Practice and Business Reference Model Development Work Group meetings.
- Matt Seu moderated a panel on "Emerging Technologies"
- Make a Great Day event at Rise in Reston, VA - Lunch & Learn on July 12th; and the Seminar on July 22nd, 2018.
Articles
- "Giving Back Through Wellness"
- "Turn Challenges into Positive Possibilities"
- "Fostering Wellness Through Collaboration"
- "Giving Back to Ourselves and Others"
- Training Not Enough to Prevent Sexual Harassment
- 4 Ways Leaders Can Help Their Company Culture Thrive
- Hands on Giving
- Culture Infusion's Principles Quotes in Business News Daily
- Want your Employees to Be High Performers? Tie Goals to Rewards Like Extra Days Off or Cold Hard Cash in Entrepreneur
- "Importance of Planning Prior to TMS Implementation"
- "Planning a Treasury Management System Implementation"
TMANY
- Mousa Kouri spoke on Strategic Approach to Payments at TMANY
- 5/18-19: Speaking at New England AFP: Holistic and Realistic Approach to Cash Forecasting and Managing Foreign Exchange Risk in Today's Markets
- 5/31 & 6/1: Speaking at TMANY
- Spoke on the FSSI Initiative at the 2017 MBA Technology Conference
- 5/4: Speaking on Developing a Treasury Roadmap - Making Cash Management, Cash Forecasting, and Risk Management Strategic Priorities
Actualize and FiREapps Webinar Webinar Series Actualize and Kyriba
- Click to watch Treasury Series
- Cash & Liquidity Are Still King
Simple Steps to Improve Global Cash Visibility - How to Select and Implement the Best Treasury System for Your Needs
- Simplifying Hedge Accounting: Convergence of FASB and IFRS
- Cash and Liquidity Management: Building Your Way Out of the Darkness (Cash Series 1 of 3)
- Cash Positioning & Forecasting: Planning for the Known and Unknown (Cash Series 2 of 3)
- Bank Account MIS-Management: Getting your BAM & FBAR on Track (Cash Series 3 of 3)
- Actualize provides over 40 pairs of shoes to the Doe Fund
- Actualize named Healthiest Company Award Finalist via SmartCEO
- TRIDen Tool Now Integrated with Freddie Mac Loan Closing Advisor
- Kerry Elam earned Executive Management Award
- Actualize Consulting nominated by FTF News Technology Innovation Awards in the Best Consultancy for Operations Category
- Chad Wekelo was recognized as one of the top CEOs in the Washington DC area. Click here to read Chad's 3 Tips for Success.
2016
Articles
- "New Year Resume Writing Tips"
- "6 Sides of a Healthy Work/Life Balance"
- "Predictive Analytics"
- "Certification is a Must"
- Visit our Actualizing Treasury Technology group on LinkedIn
- "Mortgage Companies Must Get Their Digital Docs in Order"
- "Nourishing Employees All Year Round"
- "Leading with Clarity"
- The Company that Plays Together, Stays Together
- "Mortgage Companies Must Get Their Digital Docs in Order"
- "Certification is a Must"
Webinar Series Actualize and Kyriba Actualize and Reval Webinars:
- Cash and Liquidity Management: Building Your Way Out of the Darkness (Cash Series 1 of 3)
- Cash Positioning & Forecasting: Planning for the Known and Unknown (Cash Series 2 of 3)
- Bank Account MIS-Management: Getting your BAM & FBAR on Track (Cash Series 3 of 3)
- Matt Seu at MBA on Quick Tips: Preparing for HMDA, UCD or eClosings? MISMO® Can Help on THE SIDE STAGE
- Chad Wekelo speaking on Tangible Benefits to Rationalizing Treasury and Risk Management Functions
- Andrei Kovalev spoke at GWAFP on TMS Selection and Implementation
- Priscila Nagalli spoke at Philly AFP
- Chad Wekelo and Priscila Nagalli spoke at TMANY Conference
- Matt Seu and Heather Kerns spoke at MBA Technology Conference
- Geran Combs and Heather Kerns spoke on MISMO Domain at the MISMO Spring Summit
- Jason Dobbs speaking on Strategic Approach to Payments at TMANY
- Actualize provides over 40 pairs of shoes to the Doe Fund
- Actualize named Healthiest Company Award Finalist via SmartCEO
- Our TRIDen Tool is a Freddie Mac Loan Closing Advisor technology integration solution
- Kerry Elam earned Executive Management Award
- Actualize Consulting nominated by FTF News Technology Innovation Awards in the Best Consultancy for Operations Category
- Certified MISMO Compliant
- Chad Wekelo was recognized as one of the top CEOs in the Washington DC area. Click here to read Chad's 3 Tips for Success.
January
Eunice Betmansour article Derivatives Then and Now in Tabb Forum
Kerry Elam article Cultivate a Culture of Listening in National Mortgage Professional
February
Kerry Elam moderated CFAW Panel: Writing an Exceptional Resume
March
Jeff Campbell conducted training at FTF: Introduction to Collateral Management
Kerry Elam article Strengthen Engagement with Surveys in Corporate Wellness Magazine
Heather Kerns spoke at MBA Technology Conference: MISMO Certification
April
Darren Zuckerman and Chad Wekelo speaking at the New England AFP Conference
Jeff Campbell speaking at DerivOps North America 2015
Kerry Elam article What Exceptional Leaders See in National Mortgage Professional
June
Chad Wekelo spoke at the New York Cash Exchange
Andrei Kovalev spoke at GWAFP
Kerry Elam podcast on Working Motherhood - Balancing Life
Heather Kerns article Are You Ready for TRID in National Mortgage Professional
Eunice Bet-Mansour white paper Greece Exit, How in TabbForum
July
Chad Wekelo white paper Data is Power sponsored by Kyriba
Priscila Nagalli webinar with Reval Going Global? How to Setup Your Treasury for Global Growth
Kerry Elam article in National Mortgage Professional The Fastest Route to Career Advancement
August
Chad Wekelo named as finalist as top CEO by Cornerstones
Priscila Nagalli article Implementing or Advancing Treasury Technology in GTNews
Priscila Nagalli via LinkedIn Cyber Security and Treasury Technology
Priscila Nagalli via LinkedIn Beyond TMS
September
Actualize Finalist as Healthiest Company by SmartCEO
Matt Seu article in National Mortgage Professional Ensure Compliance with Education and Certification
October
Chad Wekelo article in GTNews Standalone Treasury Management vs. ERP Treasury
Matt Seu article in Scotsman Guide Don't Let Technology Hold You Back in Scotsman Guide
Chad Wekelo spoke a the AFP Conference on Transforming Global Treasury Operations
Actualize Consulting Products Awarded MISMO® Software Certification for TILA/RESPA Integrated Disclosures (TRID)
November
Kerry Elam article in National Mortgage Professional Pause to Pivot to the Positive
December
Kurt Rasmussen in National Mortgage Professional Dealing with Challenging Co-Workers
2014
January
March
April
Chad Wekelo spoke at New Cash Exchange Conference
Krishna Ravula spoke at Greater Washington Association for Financial Professionals
Jeff Campbell article in DeriSource Weighing the Options Insource vs. Outsource vs. Cloud
June
Jeff Campbell taught on Collateral Management at FTF
Darren Zuckerman - FX Webinar with HTMA on Risk Management.
Heather Kerns - Moderated Integrated Disclosures Implementation Panel
July
Kerry Elam article in Corporate Wellness Magazine, Interactive Awareness on Nourishment
September
Kerry Elam article in Corporate Wellness Magazine, Wellness Starts Inside Out
Tim McLuckie was on a panel at the MISMO Fall Summit and discussed the merits of moving from MISMO 2.x to 3.3
October
Eunice Bet-Mansour article in DerivSource, The Price of Clearing
November
Chad Wekelo spoke at AFP Conference, Creating STP Environment for Foreign Exchange Management
Chad Wekelo, Alysia Kennedy and George Werner article in GTNews: Software as a Service: Does Reality Match the Hype?
Matt Seu: Treating Integration as an Investment in National Mortgage Professional
December
Darren Zuckerman spoke at The Philadelphia Association for Financial Professionals - Managing Foreign Exchange Risk
January
- Mortgage & Fixed Income 2013 Year End Review
- MISMO® Summit - Sponsoring Educational Track and Moderating Panel Discussion
- Actualize Named MISMO® Independent Assessor
- Kerry Elam article in National Mortgage Professional - Happy and Healthy Employees
March
- Matt Seu/Tim McLuckie - Spoke at Mortgage Banker's Association Technology Conference
- Frank Pilk article in National Mortgage Professional - Adapting to the New Era of QM and ATR
April
- Kerry Elam participated on panel for CFAW Careers in Financial Services Panel
- Kerry Elam article in Recruiting Trends, Maintaining Effective Recruiting Network
- Kerry Elam article in National Mortgage Professional, Inspirational Leadership
- Heather Kerns article in Scotsman Guide - Plan for the Long and Winding Road Ahead
Chad Wekelo spoke at New Cash Exchange Conference
Krishna Ravula spoke at Greater Washington Association for Financial Professionals
Jeff Campbell article in DeriSource Weighing the Options Insource vs. Outsource vs. Cloud
June
Jeff Campbell taught on Collateral Management at FTF
Darren Zuckerman - FX Webinar with HTMA on Risk Management.
Heather Kerns - Moderated Integrated Disclosures Implementation Panel
July
Kerry Elam article in Corporate Wellness Magazine, Interactive Awareness on Nourishment
September
Kerry Elam article in Corporate Wellness Magazine, Wellness Starts Inside Out
Tim McLuckie was on a panel at the MISMO Fall Summit and discussed the merits of moving from MISMO 2.x to 3.3
October
Eunice Bet-Mansour article in DerivSource, The Price of Clearing
November
Chad Wekelo spoke at AFP Conference, Creating STP Environment for Foreign Exchange Management
Chad Wekelo, Alysia Kennedy and George Werner article in GTNews: Software as a Service: Does Reality Match the Hype?
Matt Seu: Treating Integration as an Investment in National Mortgage Professional
December
Darren Zuckerman spoke at The Philadelphia Association for Financial Professionals - Managing Foreign Exchange Risk
20
November
Chad Wekelo and Jeff Campbell spoke at DerivOps conference in NY
Matt Seu - Article in Scotsman Guide - Investing in a Compliant Future
October
Jeff Campbell spoke at Collateral Management Operations, Technology & Compliance
Jean Ballard - Article in Scotsman Guide - Get Agile with Today's Technology
Matt Seu/Heather Kerns - Article in National Mortgage Professional - Mortgage Data Standards
September
Actualize Consulting and CompuGain Partner to Release TransformX - an industry tool to accelerate MISMO® standards compliance.
Jeff Campbell - Article in DerivSource - The Collateral Optimization Headache
July
Anna Bryan and Theresa Santoro - Article in National Mortgage Professional: 3 C's of Social Media
Webinar - Collateral Optimization - The Latest Advancements and Limitations of Optimization
Actualize Presentation
4sight Presentation
June
Mark Fleming - Article in National Mortgage Professional: Changing the Paradign from Regulatory Burden to Competitive Advantage
May
Jeff Campbell - Article in DerivSource - Vendor Selection: Choosing a Collateral Management System for the Newly Reformed OTC Market
Chad Wekelo - Article in Tabb Forum - Inherent Risk of Hedge Accounting
Chad Wekelo - Spoke at NY Cash Exchange Conference on FX Management
April
Kerry Elam - Article in Recruiting Trends - Recruiting from the Heart
Kerry Elam - Article in National Mortgage Professional - Leadership from the Heart
Matt Seu - Article in National Mortgage Professional - Competition in the Mortgage Industry
Spoke at MBA Technology Conference - MISMO Framework. Presentation attached given by Heather Kerns.
January
Spoke at MISMO Summit. Presentation by Heather Kerns.
Kerry Elam - Article in National Mortgage Professional - How To Keep Employees Happy
2012
October 2012
Chad Wekelo - Dodd Frank Webinar - Demystifying Dodd Frank's Impact on Corporate Hedging
Matt Seu - Article in Scotsman Guide - Data Standards Make a Uniform Shift
July 2012
Kerry Elam - Article in National Mortgage Professional - Social Media Reaches Mortgage Industry (p. 35)
May 2012
Kerry Elam - Article published in Modern DC Business - Office in the Cloud
Link to online version
April 2012
Tom Sitzler - Article published in Mortgage Technology - Beyond Spreadsheets (pg. 10)
Frank Tibbs - Article published in National Mortgage Professional Magazine - Servicer Assessment
Victor Olivo - Blog published in Financial Technologies Forum - Registration of Swap Dealers and Major Swap Participants
March 2012
Chad Wekelo - Webinar for Financial Technologies Forum on The New Matrix for Derivatives Pricing and Valuation
13November
Chad Wekelo and Jeff Campbell spoke at DerivOps conference in NY
Matt Seu - Article in Scotsman Guide - Investing in a Compliant Future
October
Jeff Campbell spoke at Collateral Management Operations, Technology & Compliance
Jean Ballard - Article in Scotsman Guide - Get Agile with Today's Technology
Matt Seu/Heather Kerns - Article in National Mortgage Professional - Mortgage Data Standards
September
Actualize Consulting and CompuGain Partner to Release TransformX - an industry tool to accelerate MISMO® standards compliance.
Jeff Campbell - Article in DerivSource - The Collateral Optimization Headache
July
Anna Bryan and Theresa Santoro - Article in National Mortgage Professional: 3 C's of Social Media
Webinar - Collateral Optimization - The Latest Advancements and Limitations of Optimization
Actualize Presentation
4sight Presentation
June
Mark Fleming - Article in National Mortgage Professional: Changing the Paradign from Regulatory Burden to Competitive Advantage
May
Jeff Campbell - Article in DerivSource - Vendor Selection: Choosing a Collateral Management System for the Newly Reformed OTC Market
Chad Wekelo - Article in Tabb Forum - Inherent Risk of Hedge Accounting
Chad Wekelo - Spoke at NY Cash Exchange Conference on FX Management
April
Kerry Elam - Article in Recruiting Trends - Recruiting from the Heart
Kerry Elam - Article in National Mortgage Professional - Leadership from the Heart
Matt Seu - Article in National Mortgage Professional - Competition in the Mortgage Industry
Spoke at MBA Technology Conference - MISMO Framework. Presentation attached given by Heather Kerns.
January
Spoke at MISMO Summit. Presentation by Heather Kerns.
Kerry Elam - Article in National Mortgage Professional - How To Keep Employees Happy
2012
October 2012
Chad Wekelo - Dodd Frank Webinar - Demystifying Dodd Frank's Impact on Corporate Hedging
Matt Seu - Article in Scotsman Guide - Data Standards Make a Uniform Shift
July 2012
Kerry Elam - Article in National Mortgage Professional - Social Media Reaches Mortgage Industry (p. 35)
May 2012
Kerry Elam - Article published in Modern DC Business - Office in the Cloud
Link to online version
April 2012
Tom Sitzler - Article published in Mortgage Technology - Beyond Spreadsheets (pg. 10)
Frank Tibbs - Article published in National Mortgage Professional Magazine - Servicer Assessment
Victor Olivo - Blog published in Financial Technologies Forum - Registration of Swap Dealers and Major Swap Participants
March 2012
Chad Wekelo - Webinar for Financial Technologies Forum on The New Matrix for Derivatives Pricing and Valuation
2011
October 2011
Eunice Bet-Mansour and Mary Califf - Article published in Tabb Forum - A Greek Odyssey: Is A Re-Conversion To The Drachma Feasible?
August 2011
Cynthia Miller - Article published in National Mortgage News (page 10) - Data Transparency
October 2011
Eunice Bet-Mansour and Mary Califf - Article published in Tabb Forum - A Greek Odyssey: Is A Re-Conversion To The Drachma Feasible?
August 2011
Cynthia Miller - Article published in National Mortgage News (page 10) - Data Transparency
Chad Wekelo discusses Actualize Consulting and other financial topics on the Tabb Forum. View the interview below.
2010
August 2010
Nate Lind - Article published in Mortgage Orb - Liquidation Nation: New Options for Reducing Inventories
May 2010
Eunice Bet-Mansour - Article published on Tabb Forum website - Transparency of OTC Derivatives
Eunice Bet-Mansour - Article publisehd on Profit & Loss website - On Price Transparency of OTC Derivatives
April 2010
Chad Wekelo - Quote published in article in CA magazine - IFRS: Dead in USA?
February 2010
Nate Lind - Published article in Mortgage Servicing News Bulletin - Are Your Loss Mitigation Requests Backlogged
January 2010
Nate Lind appearance on Channel 9, WUSA television in
Washington, DC on the Mind Over Money Show, January 2010
August 2010
Nate Lind - Article published in Mortgage Orb - Liquidation Nation: New Options for Reducing Inventories
May 2010
Eunice Bet-Mansour - Article published on Tabb Forum website - Transparency of OTC Derivatives
Eunice Bet-Mansour - Article publisehd on Profit & Loss website - On Price Transparency of OTC Derivatives
April 2010
Chad Wekelo - Quote published in article in CA magazine - IFRS: Dead in USA?
February 2010
Nate Lind - Published article in Mortgage Servicing News Bulletin - Are Your Loss Mitigation Requests Backlogged
January 2010
Nate Lind appearance on Channel 9, WUSA television in
Washington, DC on the Mind Over Money Show, January 2010
2009
May 2009
- Derivatives and Hedge Accounting
- Understanding of Derivatives and Other Complex Securities Markets
- Understanding the Securities Industry
- Hedge Fund Compliance & Risk
Accounting for Derivatives Conference, Chad Wekelo keynote speaker on Fundamental Valuation Concepts for Commodities (click here for presentation)
June 2009
Impact of FASB Changes for Impairments on Debt Securities, Training Sponsored by TPG Software and Actualize Consulting, training presentation by Justin Genzlinger (Actualize Principal) and Rick Schnitger (VP, TPG)
(click here for presentation)
June 2009
Securities Operations Forum/The Summit Group, Derivatives and Hedge Accounting Training, Chad Wekelo presenter of training for conference (click here for presentation)
October 2009
4th Annual OTC Derivatives Operations and Processing, Conference Sponored by Financial Technologies Forum LLC, Chad Wekelo moderator of session titled "Best Practices for Improving Your Valuation and Pricing Strategies to Achieve Greater Transparency, Meet Regulatory Demands and Overcome Market Volatility."
2007
February 2007
Actualize highlighted in Forrester Report - Identifying and Selecting the Right Risk Consultant
November 2007
Chad Wekelo and Dan Delean - Published article Technology for Treasurers in GT News
May 2009
- Derivatives and Hedge Accounting
- Understanding of Derivatives and Other Complex Securities Markets
- Understanding the Securities Industry
- Hedge Fund Compliance & Risk
Accounting for Derivatives Conference, Chad Wekelo keynote speaker on Fundamental Valuation Concepts for Commodities (click here for presentation)
June 2009
Impact of FASB Changes for Impairments on Debt Securities, Training Sponsored by TPG Software and Actualize Consulting, training presentation by Justin Genzlinger (Actualize Principal) and Rick Schnitger (VP, TPG)
(click here for presentation)
June 2009
Securities Operations Forum/The Summit Group, Derivatives and Hedge Accounting Training, Chad Wekelo presenter of training for conference (click here for presentation)
October 2009
4th Annual OTC Derivatives Operations and Processing, Conference Sponored by Financial Technologies Forum LLC, Chad Wekelo moderator of session titled "Best Practices for Improving Your Valuation and Pricing Strategies to Achieve Greater Transparency, Meet Regulatory Demands and Overcome Market Volatility."
2007
February 2007
Actualize highlighted in Forrester Report - Identifying and Selecting the Right Risk Consultant
November 2007
Chad Wekelo and Dan Delean - Published article Technology for Treasurers in GT News