Posts tagged with "payments webinar"

Risk and Compliance in an ACH Origination World

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ACH Origination is “Risky” and what can the ODFI (Originating Depository Financial Institution) do to help reduce the risk when it comes to transmitting ACH transactions for their corporate Originators?

This 90-minute payments webinar will cover what is necessary for the Originator and the ODFI when it comes to ACH Origination.  Agreements and the minimum agreement elements to meet compliance requirements will be discussed. Authorization requirements for debit and credit Entries will be included.

Included in the ACH training will be the details on setting exposure limits and the guidelines to ensure the ODFI is meeting their obligations to KYC (Know Your Customer) and ensuring that all proper due diligence is being met when on-boarding or continuing an existing relationship with a corporate (business) customer.

Risks involved with ACH origination will be covered on a high-level outlining what to consider when performing the due diligence for each ACH origination agreement between and ODFI and an Originator.

Attendee Takeaways:

  • Identify the “risks” involved with ACH Origination
  • Define the specifics that must be included in an ACH origination agreement
  • Describe the importance of setting Exposure Limits to remain in compliance with the ACH Rules
  • List the criteria to help in setting Exposure Limits for each Originating customer
  • Demonstrate the importance of KYC and the due diligence that goes with that compliance requirement
  • Provide details on compliance with authorization requirements for the Originator

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Date of Event

Monday, June 24, 2019

  • 2:00 – 3:30 pm (Eastern Time)
  • 1:00 – 2:30 pm (Central Time)
  • 12:00 – 1:30 pm (Mountain Time)
  • 11:00 – 12:30 pm (Pacific Time)

Credits

  • 1.8 AAP Credits
  • 1.5 CPE Credits

Your Speaker(s)

Donna Olheiser, AAP
VP Education, Dynamic Mastership
Donna Olheiser

About the Speaker

Donna, the Vice President of Education Services for Dynamic Mastership, is a Certified Master Trainer and an experienced Project Manager, with over 14 years’ experience managing education programs for organizations processing electronic payments and financial institutions operations areas. Prior to founding Dynamic Mastership 3 years ago, Donna served as the Education Services Director for UMACHA for 9 years. Donna began her career serving as Training and Development Specialist for the Federal Reserve Bank, Minneapolis.

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Simplifying Regulation E – Basics for Error Resolution Compliance, Disclosures and Timetables

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RegulationsThe confusion over the Regulation E error resolution process for electronic fund transfers (EFTs) and the loss of a debit card can be complicated.

In this 90-minute Payments Webinar, basics of Regulation E will be covered, including basic definitions, such as consumer account and access device.

The Payments Webinar will also…

  • Discussion on defining the limits of liability and who is liable for what amount while providing some real-life scenarios.
  • Providing details on the error resolution process for consumer notification to the financial institution, research time allowed, and the timing of provisional credit during the investigation
  • Guidelines on the “what if’ there is no error, the financial institutions responsibility in providing notice to consumer
  • Identifying how any overdraft protection is allowed when there is no error and that provisional credit is being reversed

Included in the discussion will be liability (maximum amounts) of the consumer and financial institution when there is the loss of a debit card.

Examples used during this session will help illustrate the handling of unauthorized consumer transactions about Regulation E and where the liability is applied (Hint: It is not always the financial institution – the “consumer” does carry some liability).

Takeaways that attendees will leave knowing:

    • Timeframes for consumer when reporting errors to the financial institution
    • Consumer liability and responsibility for unauthorized transactions
    • Loss or theft of Debit card and liability of which party for those transactions not authorized
    • Financial Institution liability and responsibility when handling errors to consumer accounts
    • Identify what is covered by Regulation E and what is not covered
    • List details on “What is an Error”
    • Describe the maximum dollar amount of liability for a lost or stolen access device (both consumer and FI)
    • Define the Error Resolution Process including timeframes

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Tuesday, June 11, 2019

  • 2:00 – 3:30 pm (Eastern Time)
  • 1:00 – 2:30 pm (Central Time)
  • 12:00 – 1:30 pm (Mountain Time)
  • 11:00 – 12:30 pm (Pacific Time)

Credits

  • 1.8 AAP Credits
  • 1.5 CPE Credits

Your Speaker

Donna Olheiser

Donna Olheiser AAP
Founder/VP Education,
Dynamic Mastership

About Your Speaker(s)

Donna Olheiser, the Vice President of Education Services for Dynamic Mastership, is a Certified Master Trainer and an experienced Project Manager, with over 14 years’ experience managing education programs for organizations processing electronic payments and financial institutions operations areas. Prior to founding Dynamic Mastership 3 years ago, Donna served as the Education Services Director for UMACHA for 9 years. Donna began her career serving as Training and Development Specialist for the Federal Reserve Bank, Minneapolis.

 

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Debit Card Disputes – Consumer Notification to Closing Investigation

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Debit Card disputes become an integral part of a financial institutions requirements to comply with Regulation E. What questions do you ask a consumer? What is appropriate to ask and not to ask? When do you start your investigation, close the investigation and what are your responsibilities regarding timing of notification?

This payments webinar will take you through all the issues you may face with a consumer debit card dispute and how to effectively take care of your consumer while balancing Regulation E requirements.

BONUS DOCUMENT: This banking webinar will include a Frequently Asked Debit Card Dispute Document to assist your front line and back office in handling debit card disputes.

Who Should Attend?

  • Client Facing Management/Staff
  • Electronic Banking Management/Staff
  • Any staff handling Regulation E claims
  • Client Call Centers
  • Internal Auditors
  • Risk Managers
  • Deposit Operations
  • Senior Management

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally. Event previously recorded.

Dates of Event

Monday, June 10, 2019

  • 12:00 – 1:00 pm (Eastern Time)
  • 11:00 – 12:00 pm (Central Time)
  • 10:00 – 11:00 am (Mountain Time)
  • 9:00 – 10:00 am (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker(s)

Terri Sands AAP CAMS
Founder, Secura Risk Management

About the Speaker

Throughout her career, Terri has served as a leader in the payments and fraud prevention industry, providing education, risk management and compliance consulting and support services geared toward the specific needs of financial organizations. Terri served as the Director of the Financial Investigative Unit for State Bank & Trust in Atlanta, Georgia where she was responsible for BSA/AML, physical security, fraud prevention, and payments risk management.

Terri is an Advanced Certified Anti-Money Laundering Specialist, an At-Risk Adult Crime Specialist and an Accredited ACH Professional. Prior to founding Secura, Terri served as co-founder of Payments Information Circle (PIC), Prior to her work at PIC, Terri served as the President of GACHA, a non-profit, regional payments association. Terri began her career in payments as a Senior Analyst with the Federal Reserve Bank of Atlanta where she provided training throughout the Sixth District and served on the Federal Reserve ACH Conversion Team that consolidated ACH Services for all branch locations in the Sixth District. Terri has been an instructor for BankersHub for almost ten years.

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Exploring New Amendments to Enhance Same Day ACH Possibilities

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NACHA Rules Changes 2019

Recently approved amendments to the NACHA Operating Rules are expanding Same Day ACH by adding an additional window in which Same Day ACH (SDA) Entries can be transmitted, so what does this mean for the ACH network and the participants?  How will this change the processes for the RDFI that is required to make SDA credit Entries available for withdrawal by 5:00 on local RDFI time?  This session will outline the upcoming changes and identify the impacts for the Originator, the ODFI and the RDFI.

Another change taking place with the Rules is to increase the dollar limit on a single SDA Entry from $25,000 to $100,000; this will affect the network by adding more Entries (most likely B2B payments) into the network. Discussion during this session will include the impacts to the business and electronic payments going forward and how participants can take advantage of this change and benefit from making this a service available to their business customers.

In addition, details on how the change to the funds availability for both SDA and non-SDA entries will affect the RDFI when processing ACH transactions and remaining in compliance with the changes to the NACHA Operating Rules in the near future.

This payments webinar will identify when to do what and why – plus scenarios to help apply the rules and processes discussed throughout the session.

Attendee Takeaways:

  • Outline the timing with adding the third processing window for SDA Entries
  • Identify the impacts to the participants with this new amendment on expanding SDA
  • List the possibilities that become available with the increase in dollar limit for a single SDA Entry
  • Define the process involved with adding an additional processing window for SDA when it comes to procedures and Rules compliance
  • Provide timing for the RDFI to follow with the “faster” funds availability for both SDA and non-SDA Entries with this newly adopted Rules change
  • Describe the potential impact to exception processing with the changes to Same Day ACH

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Wednesday, June 5, 2019

  • 2:00 – 3:30 pm (Eastern Time)
  • 1:00 – 2:30 pm (Central Time)
  • 12:00 – 1:30 pm (Mountain Time)
  • 11:00 – 12:30 pm (Pacific Time)

Credits

  • 1.8 AAP Credits
  • 1.5 CPE Credits

Your Speaker(s)

Donna Olheiser, AAP
VP Education, Dynamic Mastership
Donna Olheiser

About the Speaker

Donna, the Vice President of Education Services for Dynamic Mastership, is a Certified Master Trainer and an experienced Project Manager, with over 14 years’ experience managing education programs for organizations processing electronic payments and financial institutions operations areas. Prior to founding Dynamic Mastership 3 years ago, Donna served as the Education Services Director for UMACHA for 9 years. Donna began her career serving as Training and Development Specialist for the Federal Reserve Bank, Minneapolis.

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Performing a GAP Analysis on Your ACH and Wire Transfer Program

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Wire transfer

The FFIEC requires that financial institutions manage the risks associated with using the ACH and wire transfer networks to transmit retail and wholesale payments.  Over the past several years, there have been significant risks associated with a financial institutions internal control environment for ACH and Wire Transfers based on significant rules changes, fraud threats, and the evolving payments industry.

Topics in this payments webinar include:

  • The most prevalent ACH and Wire Transfer risks;
  • Best business practices for documenting a gap analysis to identify possible gaps in the ACH and Wire programs that could present significant monetary losses and reputational value of the financial institutions brand;

BONUS MATERIAL: Sample action plan for resolving gaps and how to effectively document the gaps based on regulatory requirements and expectations.

Who Should Attend?

  • Compliance Officers
  • Risk Managers
  • Internal Auditors
  • Electronic Banking
  • Deposit Operations
  • Branch Management
  • Senior Management

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally. Event previously recorded.

Dates of Event

Thursday, May 23, 2019

  • 2:00 – 3:00 pm (Eastern Time)
  • 1:00 – 2:00 pm (Central Time)
  • 12:00 – 1:00 pm (Mountain Time)
  • 11:00 – 12:00 pm (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker(s)

Terri Sands AAP CAMS
Founder, Secura Risk Management

About the Speaker

Throughout her career, Terri has served as a leader in the payments and fraud prevention industry, providing education, risk management and compliance consulting and support services geared toward the specific needs of financial organizations. Terri served as the Director of the Financial Investigative Unit for State Bank & Trust in Atlanta, Georgia where she was responsible for BSA/AML, physical security, fraud prevention, and payments risk management.

Terri is an Advanced Certified Anti-Money Laundering Specialist, an At-Risk Adult Crime Specialist and an Accredited ACH Professional. Prior to founding Secura, Terri served as co-founder of Payments Information Circle (PIC), Prior to her work at PIC, Terri served as the President of GACHA, a non-profit, regional payments association. Terri began her career in payments as a Senior Analyst with the Federal Reserve Bank of Atlanta where she provided training throughout the Sixth District and served on the Federal Reserve ACH Conversion Team that consolidated ACH Services for all branch locations in the Sixth District. Terri has been an instructor for BankersHub for almost ten years.

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NEW for 2019: ACH Exception Processing – 2 Part Series

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Do you find ACH Returns challenging and want to feel like you know what you’re doing when processing ACH Returns each day? This is the payments webinar series for you!

Time-frames, paperwork needed and the when’s and why’s of doing ACH Returns will be covered. This session will take the confusion out of the seven most common ACH Returns and how to handle them with ease. Examples utilizing the ACH Return Process will be used throughout both parts of this comprehensive series.

In this 2-part ACH Webinar series, attendees will hear details on:

  • General Return time-frames and examples of how they work
  • Extended Return time-frames and when you need paperwork and what that means to you as the RDFI doing the ACH Return Entry
  • Stop payments, time-frames and the Rules surrounding the difference between a consumer and a corporate Stop payment
  • Authorization Revoked details and how this type of ACH return is handled
  • Settlement vs. Funds Availability and how this pertains to Same Day ACH vs. the legacy ACH network
  • Same Day ACH – Credit and Debit transactions and how this is changing the ACH Network

ACH Exceptions – Part 1

General Returns, Stop Payments, and Authorization Revoked Return Entries, with Case Study Scenarios

Tuesday, May 21, 2019

  • 12:00 – 1:30 pm ET
  • 11:00 – 12:30 pm CT
  • 10:00 – 11:30 am MT
  • 9:00 – 10:30 am PT

Each day there are exceptions (NSF Returns, Unable to Locate Account and Stop Payments) when processing ACH files, some common exceptions and how to handle them will be explained in this payments webinar.

Attendees in this important ACH payments webinar will walk away with information on the following:

  • Stop Payment details (consumer and corporate)
  • Returns (general); includes timeframes
  • Common Return Reason Codes with the General Return Time­frame and Uses
  • Same Day ACH – Debits and Credits – How this is affecting the ACH Network

ACH Exceptions – Part 2

Extended Returns, Dishonored and Contested Dishonored Return Entries, Time­frames and what Paperwork is Needed

Tuesday, May 21, 2019

  • 2:00 – 3:30 pm ET
  • 1:00 – 2:30 pm CT
  • 12:00 – 1:30 pm MT
  • 11:00 – 12:30 pm PT

Account Holders have issues with certain payments and want them to be returned as “unauthorized, authorization revoked, or improper Entries” what does this mean to you as the RDFI who is returning these ACH Entries in the extended Return time-frame (60 calendar days) – including the details on paperwork needed (WSUD)

Attendees in this important ACH payments webinar will walk away with information on the following:

  • Returns (extended); includes time-frames and any special “processes” for the Returns
  • Common Extended Return Reason Codes, plus the when, why and how when doing these types of ACH Returns
  • Dishonored Returns and Contested Dishonored Returns – discussed in detail with examples to help explain
  • Ways to Utilize the Same Day ACH Processing Windows to send “Faster Returns”

Pricing

$395 for BOTH sessions plus unlimited playbacks*
$249 for individual session plus unlimited playback*
Register for Session 1 ONLY
Register for Session 2 ONLY

Credits per Session

  • 1.8 AAP Credits
  • 1.5 CPE Credits

Your Speaker(s)

Donna Olheiser, AAP
VP Education, Dynamic Mastership

Donna Olheiser

About the Speaker

Donna Olheiser, the Vice President of Education Services for Dynamic Mastership, is a Certified Master Trainer and an experienced Project Manager, with over 14 years’ experience managing education programs for organizations processing electronic payments and financial institutions operations areas. Prior to founding Dynamic Mastership 3 years ago, Donna served as the Education Services Director for UMACHA for 9 years. Donna began her career serving as Training and Development Specialist for the Federal Reserve Bank, Minneapolis.

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NEW for 2019: Reg CC Updates and the Presumption of Alteration

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Checks and Reg CCOn May 31, 2017, the Federal Reserve Board announced final amendments to the check collection and return provisions in Regulation CC (Availability of Funds and Collection of Checks) along with an additional proposed amendment to Regulation CC’s liability provisions.

As the Federal Reserve Board continues to make enhancements to Regulation CC, it continues to be a challenge to educate the industry and understand the changes.  This payments webinar will highlight all the changes that went into effect July 1, 2018.  It will also provide a detailed understanding of the Presumption of Alteration Rule that went into effect January 1, 2019

Come hear what financial institutions are doing to mitigate their risk around the changes and how they are effectively implementing processing procedures.

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally. Event previously recorded.

Date of Event

Friday, May 10, 2019

  • 12:00 – 1:00 pm (Eastern Time)
  • 11:00 – 12:00 pm (Central Time)
  • 10:00 – 11:00 am (Mountain Time)
  • 9:00 – 10:00 am (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker

Angie Smith, AAP, NCP
SVP – Professional Development
WesPay

Angie Smith

About the Speaker

Angie Smith currently serves as the Senior Vice President of Professional Development Events at WesPay, where she is responsible for member programs supporting the AAP and NCP accreditations.

Angie is a recognized industry expert in both paper and electronic payments regulation. She brings thirty years of payments experience to WesPay Advisors and has worked for leading payments organizations, including Federal Reserve Bank, Viewpointe, and MACHA – The Mid-Atlantic Payments Association. She consults to financial institutions in the areas of payments regulations and process improvement.

Prior to joining WesPay, Angie spent seven years at various regional payments associations and was responsible for managing education and consulting services to financial services. Angie spent over thirteen years at the Federal Reserve Bank, where she was responsible for processing handling of checks, returns and adjustment.

Angie currently serves on the ECCHO Editorial Board for the NCPC Program. She also holds an AAP and NCP accreditation.

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Legal Issues in Checks and Funds Transfers

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teller training

When payments go wrong banks may be left holding the bag. To mitigate liability, bank management and staff should ensure that transactions involving checks and fund transfers are handled appropriately and in compliance with applicable laws and regulations.

This payments webinar reviews check clearing and settlements, and covers, among other things:

  • Check collection and payment (including relevant provisions of the Uniform Commercial Code (UCC), the Federal Expedited Funds Availability Act, Check 21 Act, and Regulation CC)
  • Nonpayment, dishonor, return, and charge-backs
  • Fraud, alteration, and forgery
  • Industry best practices, and
  • Bank liability in connection with funds transfer security procedures
This payments webinar is useful for bank executives and payments specialists, including:
  • Electronic payments staff
  • Treasury management professionals
  • Compliance officers and bank in-house counsel, and
  • Fraud examiners, money-laundering specialists, and Bank Secrecy Act (BSA) officers

Date of Event

Thursday, May 9, 2019
12:00 – 1:00 pm ET
11:00 – 12:00 pm CT
10:00 – 11:00 am MT
9:00 – 10:00 am PT

Pricing
$249 for Webinar plus playback*
*Playbacks do NOT expire and may be shared internally

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speakers

John Popeo

John Popeo
Principal – Financial Services Regulations
The Gallatin Group

 

About the Speakers

John Popeo is a principal at The Gallatin Group, a consulting firm that advises financial institutions, investment companies and technology firms on a range of complex transactions and bank regulatory matters. Prior to joining Gallatin, Mr. Popeo was a senior associate in the financial institutions group (FIG) at Hogan Lovells US LLP. He spent a decade in various roles at the Federal Deposit Insurance Corporation (FDIC) and the Federal Reserve Bank of Boston. At the FDIC, Mr. Popeo assisted in responding to the 2008 global financial crisis and represented the agency before various subcommittees of the Financial Stability Oversight Council (FSOC). Mr. Popeo also drafted regulations to implement provisions of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010. Earlier in his career, he worked in the Financial Litigation Unit of the United States Attorneys’ Office. Mr. Popeo also serves as a faculty member at the Financial Integrity Institute at Case Western Reserve University School of Law.

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Combatting ACH Origination Fraud – Keeping the FBI Out of Your Bank or CU

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In this updated payments fraud webinar, Kevin Sasser, AAP, will be sharing how his former company was targeted by a fraudulent originator, and how you can leverage automation, analytics and business intelligence to accelerate and enhance your third-party risk management program.

This payments webinar will cover:

  • Case Study – Ford: Reagor-Dykes Auto Group $41mm Fraud
  • Due diligence mistakes to avoid when understanding your customer
  • Risk management best practices for same day ACH and Real-Time Originators
  • How to leverage automation and business intelligence for more effective due diligence
  • Things to look for and anticipate BEFORE you on-board
  • Critical elements for verifying customer identity
  • The implications of the recent FinCEN rule!
  • 3 recommended strategies for managing customer risks

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Tuesday, May 7, 2019

  • 2:00 – 3:00 pm (Eastern Time)
  • 1:00 – 2:00 pm (Central Time)
  • 12:00 – 1:00 pm (Mountain Time)
  • 11:00 – 12:00 pm (Pacific Time)

Credits

  • 1.2 AAP Credits
  • 1.0 CPE Credits

Your Speaker(s)

Kevin Sasser AAP
Kevin Sasser AAP
Director, Argos Risk

Erica El Hilali
Erica El Hilali AAP
Director, Argos Risk

About the Speaker(s)

Kevin Sasser has been Director of Sales & Marketing at Argos Risk LLC since January 30, 2017. Mr. Sasser serves as Vice President of Company.com Corp. Mr. Sasser is responsible for developing and managing the revenue associated with Company.com’s vendor networks and strategic partners. Prior to Company.com, he served as Senior Vice President with Goldleaf Financial Solutions, Inc. Mr. Sasser is a seasoned professional speaker and published author most noted for his works on sales strategies, presentation tactics and sales closing techniques. Mr. Sasser is a recognized expert in sales and marketing strategies for a wide range of verticals. Prior to joining Argos Risk, he served as Vice President of Sales for Atcore Systems, a cloud computing and professional services firm specializing in enterprise technology solutions.

Erica El Hilali, MBA, AAP, is the Director of Client Services at Argos Risk in Minneapolis, MN where she helps ensure a user-centric focus in their risk management software solutions. Erica received her MBA from the University of Minnesota Carlson School of Management and holds a Masters Certificate in Organizational Management from the College of St. Catherine and a Bachelor of Arts from Hamline University. Before working at Argos Risk, she worked for seven years at Wells Fargo in corporate banking, treasury management, and ACH Operations.

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Weighing Rules Compliance with Stop Payments and Unauthorized Entries

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Check writing

The NACHA Operating Rules have specifics for you to follow to be sure you comply with the Rules each time you help your account holder with their request(s), whether it’s a Stop Payment Request or Returning an ACH Unauthorized Entry.

Customer service and operations staff struggle each day with the question – “What does my account holder want me to do…Stop this payment, I never authorized this, return it, they revoked it, — what are my next steps?”

This 90-minute information-filled payments webinar covers everything you need to know about Stop Payments and doing Extended Return Entries (a.k.a. Unauthorized Returns, Authorization Revoked and Improper Entries). Timeframes will be covered, including the effects of Same Day additional windows to allow for a “Faster Return” process.

Details include when should you use a Stop Payment form, when to use a WSUD (Written Statement of Unauthorized Debit) – and what needs to be on each of those forms, and why, will be covered in this session.

Relying on the SEC Code when doing Returns is a big deal and will be addressed in this session – What is the SEC Code of the Entry you are Returning – will determine what Return Reason Code and the timeframe plus the paperwork needed or not.

This payments webinar will identify when to do what and why – plus scenarios to help apply the rules and processes discussed throughout the session.

Attendee Takeaways:

  • Elements required for the WSUD – according to the NACHA Operating Rules
  • What is an unauthorized transaction, timeframe to return and when you need a completed and signed WSUD
  • What is Authorization Revoked – What does this mean to me as a financial institution when returning an Entry?
  • When do I use the Return reason code R07-Authorization Revoked?
  • Warranties of the RDFI when transmitting Extended Return Entries
  • Specific Rules regarding Stop Payments for consumer vs corporate accounts
  • Timeframe for a Stop Payment (single and recurring entries)
  • Responsibilities and warranties of the RDFI for Stop Payments
  • Identify when to use a Stop Pay form and when a Written Statement of Unauthorized Debit (WSUD) is necessary

Pricing

$249 for Webinar and Playback*
*Playback has no expiration and may be shared internally

Dates of Event

Tuesday, April 30, 2019

  • 2:00 – 3:30 pm (Eastern Time)
  • 1:00 – 2:30 pm (Central Time)
  • 12:00 – 1:30 pm (Mountain Time)
  • 11:00 – 12:30 pm (Pacific Time)

Credits

  • 1.8 AAP Credits
  • 1.5 CPE Credits

Your Speaker(s)

Donna Olheiser, AAP
VP Education, Dynamic Mastership
Donna Olheiser

About the Speaker

Donna, the Vice President of Education Services for Dynamic Mastership, is a Certified Master Trainer and an experienced Project Manager, with over 14 years’ experience managing education programs for organizations processing electronic payments and financial institutions operations areas. Prior to founding Dynamic Mastership 3 years ago, Donna served as the Education Services Director for UMACHA for 9 years. Donna began her career serving as Training and Development Specialist for the Federal Reserve Bank, Minneapolis.

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