ACH Basics for Operations Staff

ACH Basics for Operations Staff 

Wednesday, May 31, 2023
11
:00 am – 12:30 pm Eastern

ACH operations are a vital, overarching part of the banking world.  Accountholders take for granted that their transactions will be handled accurately and seamlessly, so it’s important to know the fundamentals and where to find answers.  Can you answer basic questions?  Do you understand how the system works?  What about the relevant forms?  This webinar is the ticket to getting on board with your ACH education.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

  • Familiarize yourself with the 2023 Nacha Operating Rules & Guidelines
  • Compare ACH to other payments systems
  • Outline the participants in the ACH network
  • Define the different transaction types
  • Explain the exception handling process

WEBINAR DETAILS 

Whether you are new to ACH processing or provide support to the ACH manager, it’s important to get the ACH basics down pat!  This webinar will provide an overview of all things ACH from the operations perspective, including network participants, transaction flow, and the exception handling process.  Join us to up your game and ensure your ACH knowledge is up to snuff. 

WHO SHOULD ATTEND? 

This informative session is ideal for ACH operations staff and their support staff, AAP candidates, and IT personnel.

TAKE-AWAY TOOLKIT

  • Sample ACH authorization and stop payment forms
  • Employee training log 
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits

SPEAKER

Michele L. Barlow, AAP, APRP, NCP, Macha/PAR 

Michele Barlow is the Senior Vice President at Macha/PAR (Everything Payments, Everywhere), a payments association with offices in Wisconsin and Maryland.  She is responsible for development and execution of association training and certification programs, conference and event planning, and member service.  Michele is a past member of Nacha’s Blue Ribbon Panel and a current member of the Payments Institute’s Board of Regents and the APRP Oversight Panel.  She is active on other national committees, and a frequent speaker at industry events.  

Prior to joining Macha in 2009, Michele was a corporate trainer for a financial institution.  She obtained her AAP and NCP certifications in 2010 and 2011 respectively and has been granted the APRP designation.  She holds a bachelor’s from the University of Wisconsin.

Attendance verification for CE credits provided upon request.

Webinar Sponsored by Financial Education & Development

If you are having issues with registering online, please contact CBAO's Education, Training & Special Events Coordinator, Malia Widder, (614) 610-1877.

Registration Options (Member/Non-Member Pricing)
Live Webinar ($265/$400) – The live webinar option allows you to have unlimited connections within your institution to virtually attend the Live Webinar. The session includes question and answer sessions, handout and take-away toolkit, and the presenters contact information for follow-up, will all be emailed to you the morning of the live webinar.

On-Demand Webinar + Free Digital Download ($295/$450
– Can’t attend the live webinar? This option provides a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address for follow-up questions. You will receive an email with the recorded webinar link, which can be viewed anytime 24/7, beginning 2 business days after the live webinar. You will also receive instruction on how to download a free digital copy of the webinar to your PC, which you may keep and use indefinitely.

Both Live Webinar & On-Demand Webinar + Free Digital Download ($395/$600
– Includes Live Webinar and Recorded Webinar options above.

When
5/31/2023
Registration is closed.