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KPIs – Improving the Strategic Value of Treasury

KPIs – Improving the Strategic Value of Treasury

FromActualizing Success


KPIs – Improving the Strategic Value of Treasury

FromActualizing Success

ratings:
Length:
12 minutes
Released:
Aug 23, 2022
Format:
Podcast episode

Description

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 KPIsAbout Kerry Wekelo:Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9Principles for Creating and Maintaining a Thriving Organizational Culture and latest book GratitudeInfusion, are the impetus behind Actualize Consulting being named Top CompanyCulture 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, TheNew York Times, Thrive Global, SHRM, Inc., and Forbes.- Email: kelam@actualizeconsulting.comAbout Craig Chapman:Craig is a Senior Manager at Actualize Consulting in the Capital Markets & Treasury practice and hasbeen focusing on delivering treasury technology solutions for over 20 years. He specializes in systemimplementation & integrations. Craig has provided process, strategy, controls, and technology assistanceto companies in all aspects of global cash management, payments, and treasury management activities.- Email: cchapman@actualizeconsulting.comThanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed thediscussion and come back for more. In the meantime, don’t forget to rate this episode and leave a reviewto let us know how you like it. If you have any questions about KPIs or Treasury Management Systemsand how they can help your organization, please contact Craig.More Info:Website: www.actualizeconsulting.comIf you have any questions or comments, we’d love to hear from you. You can contact us atpodcast@actualizeconsulting.com
Released:
Aug 23, 2022
Format:
Podcast episode

Titles in the series (41)

Actualizing Success is a podcast that covers all things financial. It is based around Actualize Consulting’s main areas of expertise, Mortgage and Fixed Income and Capital Markets and Treasury. Join us as we discuss industry trends, host engaging interviews with industry leaders, and learn the ins and outs of enhancing your processes and leveraging technology to solve challenges faced in your business operations. In each episode, we will provide key takeaways to help our audience transform their operations, as well as keep you up to date on market trends and upcoming regulations.