ACH origination responsibilities don't stop once you receive the files from your originators and send them to the ACH Network. You then have daily operational tasks, issues, and exceptions to address. This webinar will review the most-common daily ODFI exception issues and errors and determine the appropriate course of action for each. It will also address the advanced responsibilities of ACH origination by explaining how to develop effective daily ACH monitoring procedures and identify helpful tools to assist in the process.
Evaluate origination issues and errors, determining the appropriate courses of action for each
Key areas of ACH origination that need monitoring
Best practices intended to increase ACH Rules compliance and minimize potential risk and loss
Electronic training log
Quiz you can administer to measure staff learning and a separate answer key
WHO SHOULD ATTEND?
This informative session is designed for ACH operations and audit/compliance staff.
ABOUT THE PRESENTER – Shelly Simpson, AAP, EPCOR
Shelly Simpson, AAP, joined EPCOR following an 11-year career with the Federal Reserve Bank of Kansas City. As EPCOR’s Payments Education Assistant Director, she designs and conducts education programs in support of ACH, cards, and checks to over 2,300 financial institutions and corporate members. Shelly presents at regional and national industry conferences as an ACH payments expert and received her Accredited ACH Professional designation in October 2006. She has been an active member on several NACHA workgroups and committees, including the AAP Blue Ribbon Panel, and holds a Bachelor’s degree in Business Education.
PLEASE NOTE: Your registration fee allows you to have one telephone connection. However, as many people as you like may listen from your office speaker phone. If you register for the webinar, your registration fee also includes one internet connection from a single computer terminal.
THREE REGISTRATION OPTIONS
1. LIVE WEBINAR
The LIVE WEBINAR option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number and pass code that will allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, pin number, and handouts will be emailed to you prior to the broadcast. You will need the most current version of Adobe Reader available free at www.adobe.com.
2. ON-DEMAND WEB LINK** AND FREE CD ROM*
Can't attend the live webinar? The ON-DEMAND WEB LINK** is a recording of the live event including audio, visuals, and handouts. We even provide the presenter's email address so you may ask follow-up questions. Approximately 1 week prior to the webinar, you will receive an email with the web link. This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date. But there's more . . . AS AN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts. Use the on-demand link or this "off-the-shelf" training program for those that could not attend the live seminar and for future training.
3. BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK** (INCLUDES FREE CD-ROM*) Includes options 1 and 2 above
*CD Rom for PC use only
**All materials are subject to copyright and intended for your credit union's use only.
NEW! Listen on your iPad, iPhone, or Android. Instructions will be emailed to you with the on-demand link.
$199.00 Webinar per connection
$199.00 Archived On-Demand Web Link & Free CD ROM
$249.00 Both Live Webinar & Archived On-Demand Web Link & Free CD ROM
TIME: 3:00 p.m. - 4:30 p.m.
To register and pay by check, email Mary Zelinsky at email@example.com and your credit union will be invoiced. To register and pay online, click here.