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 KPIs

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: [email protected]

About Craig Chapman:

Craig is a Senior Manager at Actualize Consulting in the Capital Markets & Treasury practice and has
been focusing on delivering treasury technology solutions for over 20 years. He specializes in system
implementation & integrations. Craig has provided process, strategy, controls, and technology assistance
to companies in all aspects of global cash management, payments, and treasury management activities.
- Email: [email protected]

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. If you have any questions about KPIs or Treasury Management Systems
and how they can help your organization, please contact Craig.

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
[email protected]