In this episode, we explore what it truly takes to build a strategy-first portfolio culture in today’s rapidly evolving business landscape. Actualize Consulting’s Kurt Rasmussen, Director in the Mortgage and Fixed Income Practice at Actualize Consulting, who brings over 25 years of expertise in project, portfolio, program, and PMO management, joins Manager Caroline Pickering for an insightful conversation. Together, they unpack why so many organizations struggle to align their project portfolios with core business goals, and what it takes to move from a busy collection of initiatives to a portfolio that delivers real, measurable value.

You’ll hear real-world examples, best practices, and actionable insights on project portfolio management (PPM): how it transforms organizational effectiveness, enables smarter prioritization, and fosters a culture of accountability and strategic collaboration. Plus, discover how AI is reshaping portfolio management, streamlining processes, and bringing predictive power to decision-making.

Listen to learn more about:

• Creating a strategy-first mindset for portfolio management that aligns projects with business objectives
• Tools and frameworks (including scorecards and steering committees) that help prioritize high-value initiatives
• Key performance indicators (KPIs) every organization should track to measure real portfolio impact
• Proven ways to keep stakeholders engaged and aligned even as priorities shift
• How AI is transforming project selection, reporting, and predictive analytics in portfolio management

Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and will come back for more. In the meantime, don’t forget to rate this episode and leave a review!

Get in touch with Actualize at www.actualizeconsulting.com

We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please contact us at podcast@actualizeconsulting.com.

Join Actualize Consulting's Senior Consultant, Dom Boyle, and Senior Manager Will Robertson as they dive into crafting a powerful data strategy within treasury organizations. They break down the full transformation journey from understanding why data strategy matters to implementing enterprise data lakes and ensuring robust data governance. Whether you’re looking to centralize your financial data, improve decision-making, or explore AI applications in treasury, this Actualizing Success episode offers actionable insights to help you get started.

Listen to learn more about:

• The fundamentals of data strategy and its importance for treasury
• Steps to validate existing data, build a minimum viable product (MVP), and design a comprehensive data schema
• How to consolidate systems and build a centralized enterprise data lake
• Key roles and responsibilities in maintaining data governance, including data stewards and governance leads
• Innovative AI and machine learning use cases, from predictive forecasting to payment anomaly detection and automated core data enrichment

Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and will come back for more. In the meantime, don’t forget to rate this episode and leave a review!

Get in touch with Actualize at www.actualizeconsulting.com

We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please contact us at podcast@actualizeconsulting.com.

In this inspiring episode, we dive into the heart of giving back with Actualize Consulting's COO Kerry Wekelo and Nubia Leal, LATAM HR Coordinator. With over 20 years of commitment to community engagement, Kerry shares how integrating a culture of giving back has shaped the identity of Actualize. Nubia brings her unique perspective, detailing her experiences and the positive impact that volunteering has had on her life and her team. Together, they explore the importance of charitable initiatives and how the Actualize Consulting team embodies its commitment to creating a ripple effect of kindness in life. In a world that needs human connection and empathy more than ever, this is an episode you won't want to miss!

Listen to Learn More About:

• Using personal stories to inspire individuals and companies to give back to their communities
• How hands-on giving creates connections within teams and enhances company culture
• Practical ways to start small with community initiatives and grow them into impactful programs within organizations
• The transformative power of empathy and social responsibility in both personal and professional settings

Thanks for listening to this episode of the Actualizing Success Podcast! We hope you enjoyed the discussion and tune in again for more insights from our team. In the meantime, don’t forget to rate this episode and leave a review!

Get in touch with Actualize at www.actualizeconsulting.com

We'd love to hear from you! If you have any questions, comments, or would like to collaborate on a future episode, please contact us at podcast@actualizeconsulting.com.