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Your financial institution deals with ACH challenges every day, but is your staff properly prepared to deal with all situations? Do your staff members know how to handle the challenges of unposted items, stop payments, and unauthorized/disputed entries? Financial institutions can suffer losses when ACH exceptions are not handled properly. This webinar will address how to handle these challenges in compliance with the ACH rules by using case studies and scenarios so your staff can respond knowledgeably when faced with ACH errors.
HIGHLIGHTS
ACH return reasons and timeframes
Authorization-based returns
Proper usage of the WSUD form
ACH operator rejects
Stop payment versus revoked authorization or unauthorized transaction
TAKE-AWAY TOOLKIT
Sample WSUD form
Sample authorization form
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? ACH and operations staff, AAP candidates, compliance officers, and ACH auditors.
ABOUT THE PRESENTER – Michele L. Barlow, AAP, NCP, PAR/WACHA (The Premier Payments Resource), is an education specialist, headquartered in Wisconsin. Prior to joining the WACHA team in 2009, Michele spent several years as a corporate trainer in the financial industry. She is responsible for member training and administration, conference planning, and member service. She obtained her AAP certification in 2010, her NCP in 2011, and became an NCP Certified Trainer in 2012. Michele holds a Bachelor’s from the University of Wisconsin-Madison.
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