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.

HIGHLIGHTS

  • 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
  • TAKE-AWAY TOOLKIT
    • Electronic training log
    • Quiz you can administer to measure staff learning and a separate answer key

This course is eligible for 1.8 AAP credits.

Attendance verification for CE credits provided upon request.

WHO SHOULD ATTEND?

This informative session is designed for ACH operations and audit/compliance staff.

Please note:  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.

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.

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

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.

 

Convenient!

Listen to the
archived webinar on your

iPad

iPhone

Android

Instructions will be emailed with the archived webinar link.

2.  ARCHIVED WEBINAR & FREE CD ROM*

Can’t attend the live webinar? The archived webinar 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 one week prior to the webinar, you will receive an email with the archived webinar link. This webinar link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.

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 archived webinar or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

The archived webinar (including the free CD ROM) may ONLY be ordered for 6 months following the webinar. Neither will be available after this time.

3.  BOTH LIVE WEBINAR & ARCHIVED WEBINAR (INCLUDES FREE CD ROM*)

Options 1 and 2 described above

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

*CD ROM is for Mac and PC use only

This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association.   Click here to register:  https://mcua.fed.cuwebtraining.com/store/webinar

 

 

July 9th, 2013 2:00 PM   through   3:30 PM

Event Info

When

July 9th, 2013 2:00 PM   through   3:30 PM


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