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Webinar: Complex ACH Challenges for RDFIs: Exceptions, Errors & More

Though an RDFI’s role in the ACH Network is to primarily follow the instructions an ODFI provides, there are unique processing situations that aren’t so straightforward. This webinar will teach you how to appropriately respond to confusing real-world ACH exception scenarios and therefore mitigate the chance for risk and loss. Learn to ask specific questions of your members to determine the underlying problem and gather applicable ACH Rules references to apply to each issue. This session is ideal for RDFI staff who want to improve their troubleshooting abilities.

HIGHLIGHTS

  • How to respond to complex RDFI ACH return and exception scenarios to mitigate potential risk and loss
  • Improve your ability to troubleshoot challenging ACH exception occurrences by asking specific questions of members to learn the underlying problem.
  • ACH Rules references to apply to unique RDFI ACH processing situations that aren’t clear cut

 

  • TAKE-AWAY TOOLKIT
    • Employee 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 joined EPCOR in 2005, 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 participated in several NACHA workgroups and committees, including the AAP Blue Ribbon Panel and NACHA’s Rules Enforcement Panel.  Shelly holds a Bachelor’s 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

May 7th, 2014 2:00 PM   through   3:30 PM
United States

Event Info

When

May 7th, 2014 2:00 PM   through   3:30 PM

Where

United States

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