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How to Retain Treasury Talent

How to Retain Treasury Talent

FromActualizing Success


How to Retain Treasury Talent

FromActualizing Success

ratings:
Length:
24 minutes
Released:
Nov 13, 2023
Format:
Podcast episode

Description

On this latest episode of Actualizing Success, Actualize Consulting’s COO Kerry Wekelo, Director Irv Goldfinger, and Senior Manager John Kruger dive into the pressing issue of retaining treasury talent. With turnover affecting all levels within treasury teams, from senior management to analysts, and the demand for experienced treasury professionals continuing to soar, our experts share their insights and strategies for keeping treasury teams united and inspired.Listen to learn more about: ●      The reasons behind talent departures●      The power of cross-training●      Strategies for keeping teams united and inspired●      Utilizing technology to build robust, automated processes●      Creating a culture that supports team growth and innovation●      How Actualize Consulting nurtures treasury talent through innovative programs About Kerry Wekelo:Kerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture and latest book Gratitude Infusion are the impetus behind Actualize Consulting being named Top Company Culture 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, The New York Times, Thrive Global, SHRM, Inc., and Forbes.●        Email: kelam@actualizeconsulting.com  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 About Irv Goldfinger:Irv is a Managing Director in the Capital Markets and Treasury practice at Actualize Consulting with 40 years of experience. Irv has extensive experience across all fixed income, structured products and derivative instruments and prime brokerage, investment banking, multinational corporates, and hedge funds. He specializes in managing fit gap analysis, software development, vendor software evaluation, implementation of third-party software, regulatory compliance, systems architecture review, business process engineering, interface development, application performance tuning, and risk management. Irv holds a B.S. degree in Computer Science and Mathematics from Brooklyn College.●        Email: igoldfinger@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 to let us know how you like it. More Info: Website: 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.   
Released:
Nov 13, 2023
Format:
Podcast episode

Titles in the series (40)

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.