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Kerry Wekelo

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Actualizing SuccessActualizing SuccessEncouraging Team ConnectionIn this episode of Actualizing Success, Kerry Wekelo, COO, and Theresa Santoro, Director of HR and Operations from Actualize Consulting, share their insightful journey of fostering team connection in a predominantly remote work environment. With nearly two decades of collaboration, Kerry and Theresa share their experiences, creating a vibrant, cohesive, award-winning company culture that prioritizes professional and social engagement. Their conversation explores the unique approach Actualize takes to blend business with enjoyment, ensuring that employees feel valued and connected, no matter where they are in the world. From fun and creative virtual events to memorable in-person retreats, they discuss...2025-04-0716 minActualizing SuccessActualizing Success2025 Treasury OutlookIn this episode of Actualizing Success, Actualize Consulting's COO Kerry Wekelo, Senior Consultant Michelle Dudar, and Senior Manager Tyler Sciortino explore the pivotal trends reshaping treasury in 2025. From rapid AI advancements driving strategic planning, risk management, and fraud detection to the major changes driven by the ISO transition, they uncover how technology is revolutionizing treasury management. The discussion highlights the power of APIs in enhancing connectivity, the benefits of notional pooling and in-house banking for optimizing liquidity, and the future of forecasting automation. Tune in to discover what your treasury team needs to know to stay ahead in this...2024-12-0915 minActualizing SuccessActualizing SuccessTMS and ERP Best Practices for TreasuryIn this engaging episode of the Actualizing Success podcast, Actualize Consulting's COO Kerry Wekelo and Senior Manager Kyle Olovson, CTP, explore best practices for transitioning or upgrading Enterprise Resource Planning (ERP) systems. They emphasize the crucial role of the treasury group in these processes, highlighting the integration between Treasury Management Systems (TMS) and ERPs. This episode will help you gain insights into the complexities of these integrations, including critical data flows, enhanced forecasting capabilities, and strategies to combat fraud through efficient payment processes. Kyle also introduces the concept of a "payment factory" and discusses how it can streamline operations...2024-11-1218 minActualizing SuccessActualizing SuccessEmpowering People to ThriveOn the most recent episode of Actualizing Success, Kerry Wekelo, COO of Actualize Consulting, and Theresa Santoro, Global HR & Operations Director, reflect on their journey of shaping the company's culture and establishing a thriving workplace. They candidly share personal anecdotes about overcoming work-related obstacles and underscore the importance of trust, loyalty, and ethical leadership in empowering employees. Additionally, Kerry and Theresa offer valuable strategies for nurturing team members' personal and professional growth. Join them for an in-depth exploration of empathy, recognizing individual strengths, and the impact of meaningful connections in creating a flourishing work environment with actionable advice on...2024-04-1625 minActualizing SuccessActualizing SuccessPayment Strategy Within Treasury FunctionsIn this episode of Actualizing Success, COO Kerry Wekelo and Manager Dean Ibbs discuss the essential components of a payment strategy, including risk management, payment security, regulatory compliance, and emerging payment methods and technologies. They highlight the importance of adopting technology solutions to mitigate emerging risks in the digital payment landscape and explore the potential benefits of leveraging regulatory changes proactively. Join Kerry and Dean for an insightful discussion on optimizing your payment strategy to improve cash flow, mitigate financial risks, and ensure regulatory compliance. Listen to learn more about:    The evolving landscape and new...2024-02-2619 minActualizing SuccessActualizing SuccessHow to Retain Treasury TalentOn 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● ...2023-11-1324 minActualizing SuccessActualizing SuccessModern Approach: TMS Vendor EvaluationsOn this latest episode of Actualizing Success, Actualize Consulting’s COO Kerry Wekelo, Senior Consultant Danecia Stewart, and Managing Director Priscila Nagalli examine the significant industry shifts impacting Treasury Management System vendor evaluations. Our experts delve into the latest trends and a modern approach that includes identifying metrics, functionality, integrating platforms, and utilizing new technologies that are reshaping this dynamic sector. At Actualize Consulting, we are committed to providing unparalleled value to our clients by delivering cost and time savings, leveraging our diverse team's TMS expertise, and assisting with identifying genuine needs and negotiating with vendors. ...2023-08-1419 minActualizing SuccessActualizing SuccessISO 20022: Adoption, Implications, and BenefitsIn this episode, Actualize Consulting’s COO Kerry Wekelo, Director Paul Baram and Manager Dean Ibbs discuss the key milestones along the adoption timeline and review some of the major implications of the ISO 20022 message formats. They also explore how organizations will be impacted, what you can do to best prepare, and how to realize the benefits associated with ISO 20022.Listen to learn more about:-       Benefits of early adoption-       ISO 20022 and timeline milestones-       A migration plan that includes technology-       How Actualize Consulting can assist you with th...2023-07-1021 minActualizing SuccessActualizing SuccessMortgage Industry Updates, Trends, and Expectations In this episode, Actualize Consulting’s Partner Matt Seu and COO Kerry Wekelo discuss mortgage industry updates, trends, and expectations for the year ahead. Matt shares insights and feedback he has received while attending various industry events. They discuss how housing supply shortages and high-interest rates affect the industry and the importance of affordable housing, bank stability, and fintech.  Listen to learn more about:  - Updates and insights that influence the future trends - Housing market and interest rate projections - Changes we might see with ban...2023-05-2219 minActualizing SuccessActualizing SuccessGlobal Expansion and Connecting CulturesIn this episode, Actualize Consulting’s COO Kerry Wekelo, Director Paul Baram, and Senior Manager Martin Santiago discuss Actualize Consulting’s international expansion, the cultural and professional differences between countries (and even regions), and the importance of connecting everyone through company culture.Listen to learn more about:-        Understanding the cultural aspects of each region-        Integrating new teams with established teams-        Utilizing company culture as a connector     About Paul Baram-        Paul is Director of Actualize Consulting’s UK office and their Treasury...2023-03-2719 minActualizing SuccessActualizing SuccessInnovation: Today and TomorrowIn this episode, Actualize Consulting’s Partner Matt Seu and COO Kerry Wekelo discuss Matt’s history with Actualize, his passion for moving the mortgage industry forward, and what it is like to be part of the innovation that is changing the industry.Listen to learn more about:-       Mortgage industry changes-       The history of MISMO-       TransformX innovation-       What the future looks like About Matt Seu-        Matt is a Partner at Actualize Consulting, managing the Mortgage & Fixed Income p...2023-02-1323 minActualizing SuccessActualizing SuccessInception of Actualize and Looking Forward            In this episode, Actualize Consulting's Founder and Principal Chad Wekelo and our Chief Operating Officer, Kerry Wekelo discuss the inception of Actualize 20 years ago what you can see from Actualize in the future. You will learn:-          How the name Actualize Consulting was determined.-          Why the business was formed.-          What you will see looking forward.About Chad Wekelo-          Chad Wekelo, CFA, CPA, is the Founder and Principal at Actualize Consulting and leads the Capital Markets and Treasury practice group for the firm. Chad is a subject matter expert i...2023-01-1019 minActualizing SuccessActualizing SuccessHow Economy Impacts the Mortgage IndustryIn this episode, Actualize Consulting’s Partner Matt Seu and COO Kerry Wekelo discuss how the economy is impacting the mortgage industry, the effects of interest rates, affordable housing and the road ahead.Listen to learn:-       Impact of interest rates and inflation-       Effect on technology companies-       Outlook for originators and servicing-       Affordable housing and wealth equityAbout Kerry WekeloKerry is Chief Operating Officer at Actualize Consulting. Her book and program, Culture Infusion: 9 Principles for Creating and Maintaining a Thri...2022-10-3117 minCEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue16 Media & CBNation.coCEO Podcasts: CEO Chat Podcast + I AM CEO Podcast Powered by Blue16 Media & CBNation.coIAM1528 - COO and Author Helps Organizations Create and Maintain Thriving Organizational CultureKERRY WEKELO is the Chief Operating Officer at Actualize Consulting, a financial services firm. 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, FORTUNE Best Small & Medium Workplaces TM, and Best and Brightest ELITE National Winner in Strategic Company Performance category. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry received the 2021 Women with Vision Award and...2022-10-1916 minThe Corporate Happiness ShowThe Corporate Happiness ShowThe Corporate Happiness Show With Kerry WekeloMeet Kerry Wekelo! She is the Chief Operating Officer at Actualize Consulting, a financial services firm. 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’s award-winning culture. In her leadership, Kerry blends her experiences as a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. Kerry received the 2021 Women with Vision Award and has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes. In this inspiring episode we talk about how grat...2022-09-2132 minActualizing SuccessActualizing SuccessKPIs – Improving the Strategic Value of TreasuryIn 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 Infu...2022-08-2312 minActualizing SuccessActualizing SuccessMental Health in the WorkplaceIn this episode, Actualize Consulting’s COO Kerry Wekelo, Director of HR/Operations Theresa Santoro, and Licensed Professional Counselor JC McDaniel discuss how mental health challenges in the workplace can be supported with actionable tips, strategies, and techniques to ensure optimum mental health.Listen to learn:-          Personal struggles and solution for dealing with anxiety and fear -          Triggers and helpful mental health strategies-          Tips to support mental health in the workplaceAbout Kerry WekeloKerry is Chief Operating Officer at Actualize Consulting. Her bo...2022-07-0738 minActualizing SuccessActualizing SuccessPlanning For VacationIn this episode, Actualize Consulting’s COO Kerry Wekelo and Managing Director Geran Combs discuss best practices that set your team up for success and prepare you for a relaxing vacation.Listen to learn:-        Strategies for communication that support unplugging-        Ensuring effective coverage to reduce stress-        Transitioning back into the office after vacationAbout Kerry WekeloKerry 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 Gr...2022-06-1711 minInspiration ContagionInspiration ContagionCreate and Maintain a Thriving Culture In Your BizKERRY WEKELO, MBA, is the Chief Operating Officer at Actualize Consulting, a financial services firm. 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. Connect with...2022-02-1637 minActualizing SuccessActualizing SuccessRemote Treasury Management System ImplementationsIn this episode, Actualize Consulting’s COO Kerry Wekelo and Senior Manager John Kruger discuss best practices for a successful remote Treasury Management System Implementation. Listen to learn:-        Common challenges faced in remote TMS implementations and how to combat them-        A six-phase approach to smooth implementations-        Project management styles that foster a clean transitionAbout Kerry Wekelo-        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 be...2022-02-0724 minTeaming With IdeasTeaming With IdeasGratitude Infusion Kerry Wekelo, author of “Culture Infusion” and “Gratitude Infusion”, and a relatively new acquaintance of mine, had much to say on the powerful effects of infusion of gratitude on leading teams.I’m the chief operating officer at Actualize Consulting. We are a financial services consulting firm, so we do a lot around strategies for companies. We’re not financial planners; we’re more strategic in different subject matters like capital markets, treasury, mortgages - so, very complex financial functions. And we’ll help with the advisory, system implementations, business process reengineering, and design, as well. I have a finance d...2022-01-3125 minJust Stories with BTJust Stories with BTEpisode #31 "Culture Infusion" with Author Kerry WekeloKerry Alison Wekelo is Award-Winning Author, Chief Operating Officer at Actualize Consulting, Founder of Zendoway, and Creator of Zendoway Cubes.  She released her best selling book "Culture Infusion" which highlights 9 Principles to Create and Maintain a Thriving Organizational Culture.   What I love about Kerry's personal story is how she started writing with a kids book prior to her corporate books and combines business and wellness in such an inspiring way.  This episode will motivate you to make moves at your organization, guaranteed!📺 Watch: https://fam.news/just-stories-with-bt/📲 Instagram: https://www.instagram.com/just_stories_wi2021-12-1237 minActualizing SuccessActualizing SuccessTeamwork and CollaborationIn this episode, Actualize Consulting's COO Kerry Wekelo joins team building expert Carlos Valdes-Dapena to discuss a formula for collaboration rooted in human psychology.  You will learn: -        What is often overlooked in traditional team building approaches-        How to best motivate your people and create a high-achieving mindset-        How differentiating values from motives can drive behavior-        The psychology behind Carlos’ six practices for collaboration and teamwork-        Collaboration considerations for remote and hybrid offices  About Kerry Wekelo -        Chief Operating Officer at Actua...2021-08-3030 minActualizing SuccessActualizing SuccessGratitude InvestmentsIn this episode, Actualize Consulting's COO Kerry Wekelo, Founder of Gratitude Circle Najma Khorrami, and Financial Services Product Management Executive Millicent Tracey discuss the personal and professional benefits of gratitude.You will learn: -        How to generate growth by investing in gratitude -        Easy infusions of gratitude that create a culture and environment of mutual respect -        To improve communication, connection, and client satisfaction by cultivating a positive attitude-        The importance of connecting personal gratitude to your professional life About Kerry Wekelo - ...2021-07-1930 min401 Access Denied401 Access DeniedFinding Your Gratitude with Kerry Wekelo | Go For It with Sarah Moffat Ep. 6On this week's episode, Sarah sits down with Kerry Wekelo, the COO of  Actualize Consulting, to discuss the power of gratitude for career development. Using her personal work experience and leadership development expertise, Kerry shares her techniques on nourishing gratitude on a daily basis in order to grow your professional mindset.2021-05-1725 minThe Employee Cycle Podcast for HR LeadersThe Employee Cycle Podcast for HR Leaders“How to make your remote workforce feel connected” with Kerry WekeloWelcome our guest Kerry Wekelo! We discuss how to help your remote workforce feel connected. Kerry Wekelo gives us some advice.2021-04-1520 minActualizing SuccessActualizing SuccessHow Multilateral Netting Streamlined Diversey's Intercompany Cash FlowsIn this episode, COO Kerry Wekelo joins Actualize Consulting Manager Craig Chapman and Global Treasury Manager of Diversey Mark Layton to discuss how Multilateral Netting streamlined Diversey’s intercompany cash flows.  In this episode, you will learn: -          What Multilateral Netting is-          Benefits and limitations of Multilateral Netting-          Key decisions to make before implementing About Craig Chapman -          Manager at Actualize Consulting with over 20 years of experience. He specializes in Multilateral Netting as well as system implementation & integrations. During his time at Actualize, and prior to that, Craig ha...2021-04-1220 minThe Water Cooler Hangout with Bob PooleThe Water Cooler Hangout with Bob PooleKerry Wekelo - Gratitude And Business“We have this fun work culture that people really want to be a part of.” ~Kerry Wekelo  How Kerry Aligns Gratitude in her Financial Services Company Kerry is the COO of Actualize Consulting, a financial services consulting firm specializing in capital markets and treasury, mortgage and fixed income, and culture. She has been on its leadership team for close to two decades.  She utilizes mindful strategies to infuse gratitude, empathy, and communication throughout all levels of her organization. Kerry says, “It is my passion and why I love my job.” “In the first five years w...2021-03-3130 minTreasury Talks podcast seriesTreasury Talks podcast seriesTreasury Talks Episode 9: Making homeworking workHow can treasurers forced to work from home during the ongoing Covid-19 pandemic ensure they remain safe, secure and effective? In this Treasury Today podcast we explore the options in the company of Actualize Consulting’s Kerry Wekelo, COO, and Priscila Nagalli, Director, Treasury Practice Group.2021-03-1614 minKey Conversations for LeadersKey Conversations for LeadersCreating a Thriving Culture with Kerry WekeloKerry Wekelo is the Chief Operating Officer at Actualize Consulting, a financial services consulting firm. Her latest book is, “Gratitude Infusion: Workplace Strategies for a Thriving Organizational Culture” and her book and program, “Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture,” is 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 Gl...2021-03-1521 minBreakthroughs: Smart Strategies for Career/Business GrowthBreakthroughs: Smart Strategies for Career/Business Growth19: Gratitude as a strategy for creating & maintaining a thriving cultureIn this episode you’ll learn how infusing gratitude in your daily practice could transform your personal and professional life. My guest, Kerry Wekelo, MBA, is the COO at Actualize consulting a financial services firm. Her book and program, “Culture Infusion: Nine principles for creating and maintaining a thriving organizational culture” and her 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. She’s be...2021-02-1017 minActualizing SuccessActualizing SuccessExploring RPAIn this episode, members of the Actualize team, Director Priscila Nagalli, Manager Kyle Olovson, and your host COO Kerry Wekelo discuss RPA, including: -       What RPA does and the benefits of using the software-       Different scenarios that highlight where RPA can and has been used by clients-       What implementation of RPA looks like and steps to implement -       How to identify if RPA is a candidate for your firm’s processesAbout Kerry Wekelo:-       Chief Operating Officer at Actualize Consulting with over 22 years of experience in t...2021-02-0820 minThe Entrepreneur Spotlight Show with Andy JacobThe Entrepreneur Spotlight Show with Andy JacobChad Wekelo, Principal, Actualize Consulting, A DotCom Magazine Exclusive InterviewChad Wekelo, Principal, Actualize Consulting, A DotCom Magazine Exclusive Interview. At Actualize Consulting, our mission is to be an industry leader in the management and automation of financial functions and corporate financial events. Our consultants have extensive experience and are accustomed to the challenges involved in working in demanding atmospheres. We focus on serving mortgage firms, banks, corporates, insurance companies and other financial institutions, and Federal and State Government. Actualize Consulting is a professional services firm specializing in business process engineering and technology implementations for financial institutions. With offices in the US (New York and Northern Virginia), Canada, and...2021-01-2837 minActualizing SuccessActualizing SuccessKickstarting Digital Mortgage TransformationsIn this episode, members of the Actualize Team, Kerry Wekelo (COO), Matt Seu (Partner), and Jon Cooper (Manager), talk about: -       The history of the mortgage industry and the ways in which technology has influenced the change of digital mortgage;-       The inevitable shift to digital and eMortgages; -       The issues the industry still faces; -       Solutions for system changes and roadblocksAbout Kerry Wekelo:Chief Operating Officer at Actualize Consulting with over 22 years of experience in the financial services industry. Kerry specializes in leading a remote team and c...2020-12-3124 minSelf-Belief Chief: Daily mindset, self-improvement & relationship confidenceSelf-Belief Chief: Daily mindset, self-improvement & relationship confidenceGratitude, Gratitude, Gratitude ft. Kerry Wekelo | Ep. 115Schedule Your Free Strategy Session With Expert Coach David Hulman here: https://go.oncehub.com/SelfBeliefChiefCoaching2020-12-2152 minWorkplace Innovator Podcast | Enhancing Your Employee Experience | Facility Management | CRE | Digital Workplace TechnologyWorkplace Innovator Podcast | Enhancing Your Employee Experience | Facility Management | CRE | Digital Workplace TechnologyEp. 138: Gratitude Infusion - Workplace Strategies for a Thriving Organizational Culture with Kerry Wekelo of Actualize ConsultingKerry Wekelo is Chief Operating Officer at Actualize Consulting where she is focused on enhancing team experiences by creating a work environment that supports thriving employees and a sought-after workplace. Mike Petrusky asks Kerry about her book “Gratitude Infusion: Workplace Strategies for a Thriving Organizational Culture” and they explore ways to build connections and engagement during these pandemic times. Kerry and her organization have years of experience managing a distributed workforce while also building a culture that meet the needs of employees. Mike and Kerry enjoy the chance to catch up again and you’ll be inspired to “count your ble...2020-12-0820 minThe Lead Up PodcastThe Lead Up PodcastEpisode 210 What Gratitude Are You Sharing with Gratitude Expert Kerry WekeloOur Lead Up guest in Episode 210 is Ms. Kerry Wekelo.Kerry  is the Chief Operating Officer at Actualize Consulting, a financial services firm. 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 Tim...2020-11-2641 minLondon\'s Leadership PodcastLondon's Leadership PodcastEP 62 - How gratitude changes everythingKerry Wekelo - Since 2010, I’ve focused on enhancing our team experiences for Actualize Consulting; it’s been my passion and why I love my job. By merging my philosophy of living a life of wellness with my consulting, educational, finance, yoga teaching, writing, and marketing background, I’ve created a work environment that supports thriving employees and a sought-after workplace. We now enjoy a less than 1% turnover rate. My book, "Gratitude Infusion" delivers workplace strategies to develop a culture of gratitude throughout your organization. Communication, productivity, teamwork, employee engagement, and motivation will flourish when you infuse your corporate culture and lif...2020-11-1920 minCreate New Futures | How Leaders Produce Breakthroughs and Transform the World through ConversationCreate New Futures | How Leaders Produce Breakthroughs and Transform the World through Conversation099 Kerry Wekelo - The Practice of GratitudeKerry Wekelo is the Chief Operating Officer at Actualize Consulting, a firm that specializes in optimizing financial services. Kerry is also a coach, keynote speaker, and author of the books, Culture Infusion and Gratitude Infusion, which provide practical advice on how to build a thriving organizational culture. In this episode, Aviv and Kerry explore the concepts of Culture Infusion and Gratitude Infusion. They delve deep into the importance of self-awareness, honesty, and empathy within organizations. Finally, Aviv and Kerry share best practices on how individuals and businesses can practice gratitude to foster personal and professional growth. 00:40 – Av...2020-11-1330 minBeyond the PortfolioBeyond the PortfolioThe JugglerEven though the RIA model provides many people with the flexibility they crave, the recent transition to remote work has only shined a brighter light on the balancing act that many advisors face in their professional and personal lives. We’ll talk with Jeremiah Winters of Salomon & Ludwin about how he juggles caring for his 5 young children with providing dedicated service to his clients. Then, Kerry Wekelo of Actualize Consulting joins to share more tips for how companies can create environments that support work-life balance for their employees.  Flexibility is one of the many reasons the RIA mod...2020-10-2143 minLove in ActionLove in ActionGratitude Infusion with Kerry WekeloKerry Wekelo is the Chief Operating Officer of the Culture Infusion program for Actualize Consulting, and an author. Her latest book, Gratitude Infusion: Workplace Strategies for a Thriving Organizational Culture, delivers practical strategies to develop a gratitude-based work climate and improve the efficacy of organizations. She joins Marcel Schwantes to discuss how you can infuse more gratitude into your leadership practices and organizational culture. Research has shown that people who are grieving loss or going through difficult periods in their lives have used gratitude as a coping method, and it has worked well and helped them move on. Gratitude is a...2020-10-1527 minThe MethodologyThe MethodologyThe Methodology Episode 22 - A conversation with Kerry WekeloIn this episode, Joy Dushey speaks with Kerry Wekelo. Kerry is a consultant, executive coach, award-winning author, mindfulness expert, and entrepreneur. She has been featured on ABC, NBC, NPR, The New York Times, Thrive Global, SHRM, Inc., and Forbes.  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.2020-10-0741 minLeadership Without Losing Your Soul: Master Communication & Management Skills To Boost Productivity, Teamwork & Ease OverwhelmLeadership Without Losing Your Soul: Master Communication & Management Skills To Boost Productivity, Teamwork & Ease OverwhelmLeadership and Gratitude - Interview with Kerry WekeloGratitude, real gratitude, not the saccharine "too blessed to be stressed" meme mantra, has the power to revolutionize your leadership and your influence. In this interview with Chief Operating Officer Kerry Wekelo, you'll get practical ways you can cultivate gratitude in your own life, inspire your team, and even your customers. In the last segments, we get down to the grit of gratitude and how it can change your life and the lives you touch every day.Leadership Without Using Your Soul podcast offers insightful discussions on leadership and management, focusing on essential communication s...2020-08-2737 minJon Senior\'s FunkQuestJon Senior's FunkQuestSeason 2 - Quarter Final 1 - Alyson Lex v Kerry WekeloFunkQuest - Season 2 - Quarter final 1 - Alyson Lex v Kerry Wekelo​Alyson and Kerry are the first to play FunkQuest in the quarter finals of the series.Alyson answered the Question 1 about how many dictionaries she owned. She used to have a lot ​for research but ​ moving ​house get rid ​most but tthose she was sentimental about.Kerrys first question​ ​- how many houses she had lived in came ​to a total of 3.​Kerry revealed that she prefers small gatherings rather than big parties as she is a bit shy, although has to be outgoing...2020-08-0716 minThis ExtraOrdinary LifeThis ExtraOrdinary LifeAn Infusion of Gratitude with Kerry WekeloKerry Wekelo is an author and the Chief Operating Officer of the Culture Infusion program for Actualize Consulting. Her most recent book, Gratitude Infusion: Workplace Strategies for a Thriving Organizational Culture, is a practical guide to implementing action plans that improve the work climate. She joins Kevin Monroe to discuss her book and how its principles apply. Gateway to Abundance Gratitude is the gateway to abundance, Kevin says. It is easier to focus on what we lack or what we’ve lost due to our negativity bias. However, no amount of regret changes the past and no amount of anxiety ch...2020-07-0746 minAuthorExpertWire PodcastAuthorExpertWire PodcastCreating and Maintaining a Thriving Organizational CultureKerry Wekelo is the COO of Actualize Consulting and author of the books Culture Infusion and Gratitude Infusion. She leads a financial services consulting firm, offering consulting, training, and team building to guide firms to create and maintain thriving organizational cultures. Creating and Maintaining a Thriving Organizational Culture Tell us about [...] The post Creating and Maintaining a Thriving Organizational Culture appeared first on AuthorExpertWire Podcast.2020-06-2500 minAnnie Jennings PR AuthorExpertWireAnnie Jennings PR AuthorExpertWireCreating and Maintaining a Thriving Organizational CultureKerry Wekelo is the COO of Actualize Consulting and author of the books Culture Infusion and Gratitude Infusion. She leads a financial services consulting firm, offering consulting, training, and team building to guide firms to create and maintain thriving organizational cultures. Creating and Maintaining a Thriving Organizational Culture Tell us about [...] The post Creating and Maintaining a Thriving Organizational Culture appeared first on AuthorExpertWire Podcast.2020-06-2500 minJon Senior\'s FunkQuestJon Senior's FunkQuestFunkQuest - Season 2 - Round 2 - episode 18 - Kam Knight v Kerry WekeloKam Knight and Kerry Wekelo both came into ​​Season 2, Round 2 of FunkQuest as '​​Sheriffs'. Both were knocked out in the first round but resurrected after the unavailability of two other players.Kerry chose the first icon and ​question and Kam chose to answer the same question. For Kerry the answer to having given a blood donation was a simple 'Never', although she has a rare blood type, she has a condition which means that she tends to pass out​.Kam acknowledged he had given blood once and was ​hounded by blood drive organisations. His blood is good to use...2020-06-1600 minThe Culture HourThe Culture HourEp 59 The Culture Hour Kerry Wekelo & Shelley SmithContinuing the executive series - weighing in on spending more time, energy, effort and money during a crisis on workplace culture, training and development. Listen into today's guest Kerry Wekelo, COO Actualize Consulting.For more information on creating your culture playbook or leveling up your workplace culture www.premierrapport.com/culture-playbookShelley Smith is the owner of Premier Rapport, your Culture Curator - workplace culture isn't built in a day; it's built everyday.--- Send in a voice message: https://anchor.fm/theculturehour/message2020-06-1614 minWorking Gratitude - Real people. Real gratitude at work.Working Gratitude - Real people. Real gratitude at work.Working Gratitude with Kerry Wekelo"Start with gratitude." And, "Infuse with gratitude to defuse." In this third episode of season 3 of Working Gratitude, we speak with Kerry Wekelo, COO, Actualize Consulting. Recorded in the early weeks of the coronavirus pandemic, we address gratitude during crisis and conflict. We discuss starting difficult conversations with gratitude and appreciation. Kerry is also the author of "Culture Infusion: 9 Principles to Create and Maintain a Thriving Organizational Culture" and soon to be released "Gratitude Infusion." We discuss using gratitude to "infuse and defuse." Her book and program resulted in Actualize...2020-05-1200 minTreasury Talks podcast seriesTreasury Talks podcast seriesEpisode nine: Making homeworking workHow can treasurers forced to work from home during the ongoing Covid-19 pandemic ensure they remain safe, secure and effective? In this Treasury Today podcast we explore the options in the company of Actualize Consulting's Kerry Wekelo, COO, and Priscila Nagalli, Director, Treasury Practice Group.2020-04-1514 minWorkplace Innovator Podcast | Enhancing Your Employee Experience | Facility Management | CRE | Digital Workplace TechnologyWorkplace Innovator Podcast | Enhancing Your Employee Experience | Facility Management | CRE | Digital Workplace TechnologyEp. 103: Connecting our Community During the COVID-19 Pandemic – Introducing the “Workplace Innovator Interactive” LivestreamDuring the global coronavirus crisis, Mike Petrusky and Madison Dujka are hosting a weekly, interactive livestream version of the Workplace Innovator Podcast. Each Wednesday, at Noon ET, Mike and Madi chat with workplace leaders about their experiences and lessons they are learning, while also taking questions from the live audience about how we can continue to encourage and inspire each other during these challenging times. This week’s podcast episode features highlights from the first few livestream broadcasts with guests Elizabeth Redmond, Steve Todd, Lorri Rowlandson, David Wagner, Vik Bangia, Rex Miller & Kerry Wekelo. Join us each week to sh...2020-04-0723 minJon Senior\'s FunkQuestJon Senior's FunkQuestFunkQuest - Season 2 - Episode 3 - Ginger Johnson v Kerry WekeloFunkQuest season 2 episode 3 Ginger Johnson v Kerry WekeloIn this episode, tidying up, having panic attacks when you don't have your phone to hand.Starting Alexa when you are appearing on a show. Good manners, very old bibles and wiping your nose on old hankies. Standard episode.What did you think ? Get the FUNK out below===========================================**Click below to never miss an episode**https://www.youtube.com/user/FunkyThinkers/?sub_confirmation=1=======================================Jonathan SeniorFunky ThinkersGet inside The Prism...2020-04-0115 minWorkplace Innovator Podcast | Enhancing Your Employee Experience | Facility Management | CRE | Digital Workplace TechnologyWorkplace Innovator Podcast | Enhancing Your Employee Experience | Facility Management | CRE | Digital Workplace TechnologyEp. 101: “Culture Infusion” How to Create and Maintain a Thriving Organizational Culture with Kerry Wekelo of Actualize ConsultingKerry Wekelo is Chief Operating Officer at Actualize Consulting where she is focused on enhancing team experiences by creating a work environment that supports thriving employees and a sought-after workplace. Mike Petrusky asks Kerry about her book “Culture Infusion: 9 Principles to Create and Maintain a Thriving Organizational Culture” and they agree that employee experience begins with recruitment and continues throughout people’s entire workplace journey. By providing intentional leadership, with a focus on wellbeing, we can help to provide a work-life integration that allows for successful individuals. Kerry shares stories about finding positive resolutions to employee challenges and Mike agrees...2020-03-2419 minPeople at WorkPeople at WorkGratitude is a powerful way to shape your culture says Kerry WekeloYesterday a co-worker sent me a note of thanks. It made me smile because he took the time to craft the note, emphasizing specifically how I had helped him. It was a simple, lovely gesture, and it made me feel good. This is the kind of fuel that Kerry Wekelo believes is needed to build and boost workplace culture. She puts gratitude at the top of her list not only for those around her, but for herself too. She makes it a daily practice to observe actions and contributions, and extend gratitude whenever she...2020-02-1031 minThis ExtraOrdinary LifeThis ExtraOrdinary LifeInfusing Your Company with Culture with Kerry WekeloKerry Wekelo is the Chief Operating Officer at Actualize Consulting, and author of Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture. She chats with Kevin Monroe about how she helps her company and clients infuse a people-first culture into their organizations. An Inside Out Perspective Kerry explains that the book is a case study of Actualize and shows how they were able to turn around their culture from being focused on profits first, to people first. Kevin says that he appreciates that this book gives an inside out perspective. Infusing Means Layering Flavors As Kerry looks forward...2019-10-2948 minHigher Purpose PodcastHigher Purpose PodcastInfusing Your Company with Culture with Kerry WekeloKerry Wekelo is the Chief Operating Officer at Actualize Consulting, and author of Culture Infusion: 9 Principles for Creating and Maintaining a Thriving Organizational Culture. She chats with Kevin Monroe about how she helps her company and clients infuse a people-first culture into their organizations.An Inside Out PerspectiveKerry explains that the book is a case study of Actualize and shows how they were able to turn around their culture from being focused on profits first, to people first. Kevin says that he appreciates that this book gives an inside out perspective.Infusing Means Layering...2019-10-2948 minPWE & ME PodcastPWE & ME Podcast“Actualizing The 9 Principles Of Culture” PWE&ME Podcast [Season 3] with guest Kerry Wekelo“…we were spending so much time recruiting and then re-recruiting top talent into the organization. So it’s really our case study. And then once in 2016, we had zero people leave the organization, the partners are like, whatever you’ve been doing is really working.” — Kerry Wekelo, Chief Operating Officer, Actualize Consulting, Author: 9 Principles for Creating and Maintaining a Thriving Organizational Culture2019-10-0341 minHappiness in ProgressHappiness in ProgressBONUS: Relaxation/Breathing ExerciseStressed at work, home or on the road? Take 2 minutes to reset your day with a quick breathing exercise. Kerry Wekelo leads this guided relaxatiion. To hear more from Kerry, check out episode #55 Bringing Mindfulness into the Workplace CONNECT WITH KERRY:   Website   Facebook   Instagram   Guided Relaxations CONNECT WITH DANIELLE: Facebook Instagram Twitter Website    2018-11-3002 minHappiness in ProgressHappiness in Progress#55 Kerry Wekelo, Bringing Mindfulness into the WorkplaceJust about everyone has at least one complaint about their workplace. That’s where Kerry Wekelo comes in. She’s created a program to help companies turn things around - focusing on communication, work/life balance and bringing wellness into the office. Kerry is a coach, yoga instructor, award-winning author of Culture Infusion and HR Director at Actualize Consulting. Kerry's program and insights have been featured on several media outlets, including ABC, NBC, NPR Marketplace, The New York Times, Entrepreneur, Inc. and New York Post.  We talk about connecting mindfulness with the workplace. She lets...2018-11-2934 minThe Urban Farm Podcast with Greg PetersonThe Urban Farm Podcast with Greg PetersonKerry Wekelo on Encouraging Kids to Eat BetterKerry is the founder and visionary of Zendoway and hopes to share with you from all her life experiences. Kerry serves as the Director of Human Resources and Operations for Actualize Consulting in which she spearheaded and runs a successful wellness program. In addition to wellness and leadership articles, Kerry has authored “Audrey’s Journey” a children’s book series focused on living with compassion and joy.  She also wrote the "Pile of Smile Activity Book" to give away free to children undergoing cancer treatments and If It Does Not Grow Say No” to teach kids about having fun with nutrit...2016-07-2132 minThe Urban Farm Podcast Private feed for MembersThe Urban Farm Podcast Private feed for MembersKerry Wekelo on Encouraging Kids to Eat BetterKerry is the founder and visionary of Zendoway and hopes to share with you from all her life experiences. Kerry serves as the Director of Human Resources and Operations for Actualize Consulting in which she spearheaded and runs a successful wellness program. In addition to wellness and leadership articles, Kerry has authored “Audrey’s Journey” a children’s book series focused on living with compassion and joy.  She also wrote the "Pile of Smile Activity Book" to give away free to children undergoing cancer treatments and If It Does Not Grow Say No” to teach kids about having fun with nutrit...2016-07-2134 min