Actualizing Current Market Trends

On this page you will find various papers to address current markets trends.

BUSINESS CONTINUITY PLAN FOR TREASURY – BEST IN CLASS

As we adjust to extended periods of remote working, clients are realizing how effort previously expended in creating a business continuity plan (BCP) is paying back in spades. Good for them. And it’s true having a plan in place to accommodate the loss of access to the main office is one of the critical considerations in formulating an effective BCP plan. A full BCP plan needs to cover much more than planning for remote working. Starting to build out a BCP can be daunting, so we present an approach to defining what a BCP plan should cover for a specific company and how to evaluate and prioritize mitigations and recovery from those events, should they occur. Click here or the button below to download the PDF.

COLLABORATION TOOLS TO AID IN REMOTE WORKING

Due to current circumstances, many organizations have found themselves venturing into the new space of remote working. While most companies have their existing suite of collaboration tools to enable flexibility on location, it might not be enough infrastructure to ease the growing pains of a full work-from-home transition. At Actualize, we were an early adopter of Cloud Technology to support our internal team that has worked remotely for over 15 years, so we were prepared and seasoned for this shift. Using our experience through the years, these are the things we have found helpful to work remotely, efficiently, and with sufficient controls in place. As we have discovered, working remotely does not mean you have to sacrifice collaboration for flexibility; you just need to be a bit more creative. Click here or the button below to download the PDF.

LIBOR TRANSITION

The LIBOR transition date of June 2021 is now less than a year away. Almost every conference has a session on the topic and at Actualize we see a marked increase in the request for information and advice from our clients. In this overview we explain the issue at hand, why there is a meaningful financial impact looming, and an outline for how to get practically started with an all-encompassing transition plan. Click here or the button below to download the PDF.