Events Calendar

Date: Jul 19, 2012 • 05:00 AM - 06:30 AM

Location: Online

Price: $200 for Archived Link & CD, $169 for Small CUs (Link Only)

This webinar was originally presented on 1/19/2012. Archives are available for six months after this date.

This webinar will bring you up to speed with the NACHA Operating Rule changes that you will need to understand to stay in compliance with the NACHA Operating Rules.  We will set the stage with a review of the rule changes from late 2011, including: 

• Changes making the TEL Recurring
• Expansion of the R07-Authorization Revoked return reason code
• New Return Fee entry

Going forward, this webinar will examine the changes slated for 2012 which include everything listed below in the “highlights.”  You will also get a sneak peek into the rule changes on the horizon.

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HIGHLIGHTS

• Modifications to the ACH audit requirements
• International ACH Transactions (IAT) updates
• Corporate account takeover:  voluntary availability exception option for RDFI’s
• WEB exposure limits
• Clarifications on excused delay
• Standard Entry Class (SEC) code changes

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WHO SHOULD ATTEND?

This informative session will be beneficial for ACH operations, compliance officers, and AAP candidates.

Continuing Education: Attendance verification for CE credits and/or 1.8 AAP credits provided upon request.

PLEASE NOTE: Your registration fee allows you to have one telephone connection. However, as many people as you like may listen from your office speaker phone. If you register for the webinar, your registration fee also includes one internet connection from a single computer terminal.

ABOUT THE PRESENTER –Luann S. Kohlmann, AAP, WACHA

Luann serves as the Director of Education and is an auditor at WACHA (The Premier Payments Resource) headquarters in Wisconsin.  She began her career in the financial industry as a teller, advanced to management positions, and joined the WACHA team in 2003.  As the primary trainer, Luann is responsible for curriculum development and oversees membership education and development.  She also conducts ACH Audits and Risk Assessments for member financial institutions.

Luann has spoken nationwide, including NACHA’s Electronic Payments Conferences, and is very active in national councils and committees.  She is a member of NACHA’s AAP Blue Ribbon panel and a past member of the TPI Board of Regents.  An Accredited ACH Professional since 2002, Luann represents WACHA on the RPA Operations, Audit and Risk, and Education committees.

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THREE REGISTRATION OPTIONS:

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.

2. ON-DEMAND WEB LINK** AND FREE CD ROM*

   Can’t attend the live webinar?  The ON-DEMAND WEB LINK**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 1 week prior to the webinar, you will receive an email with the web link.  This web link can be viewed anytime 24/7, beginning 6 business days AFTER the webinar and will expire 6 months after the live program date.  But there's more . . . 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 on-demand link or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

   New! Listen on your iPad, iPhone or Android device. Instructions will be emailed to you with the on-demand link.

3. BOTH LIVE WEBINAR AND ON-DEMAND WEB LINK** (INCLUDES FREE CD-ROM*)

   Includes options 1 and 2 above.

   *CD ROM for PC use only

   **All materials are subject to copyright and intended for your financial institution’s use only.

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FOR MORE INFORMATION

Contact the Education and Training Department at 800.995.9064 or email your questions directly to training@nwcua.org.

To ensure you receive all announcements and updates about this webinar, be sure your credit union’s email system accepts (and does not reject) mail from the following email addresses:

• NWCUAtraining@CUwebtraining.com
• NWCUA@CUwebtraining.com
• jan@cuwebtraining.com