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Client Events

Being a market leader means knowing this industry inside and out.

We are pleased to offer value-added programs and training events exclusively for our clients. Check out some of our upcoming events available both in-person and online.

JMFA ACADEMY

Advanced Program Management for Overdraft Privilege

Location:  JMFA Training Center - Houston, TX

Credit Unions

July 19-20, 2017
Wednesday & Thursday

Sept 11-12, 2017
Monday & Tuesday

Oct 25-26, 2017
Wednesday & Thursday

Banks

July 17-18, 2017
Monday & Tuesday

Sept 13-14, 2017
Wednesday & Thursday

Oct 23-24, 2017
Monday & Tuesday

 

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WEBINARS
   

JMFA Extended Coverage Workshop

The JMFA Extended Coverage Workshop is designed to help you ensure that your account holders have all the information they need to decide as to whether Extended Overdraft Privilege is right for them. Discussion items include:

  • What is Regulation E and how does it affect Overdraft Privilege
  • Account holders have the option to extend Overdraft Privilege to cover overdrafts caused by ATM and everyday debit card transaction
  • If account holders do not extend their coverage, they are at risk of having their ATM and debit card transactions declined at inopportune and unexpected time
  • Additional forms of overdraft protection used in conjunction with overdraft privilege
  • How to approach account holders about Overdraft Privilege 

    Credit Unions

    June 28, 2017
    Wednesday
    9:00am CST

    June 28, 2017
    Wednesday
    1:00pm CST

    Banks

    June 28, 2017
    Wednesday
    11:00am CST

    June 28, 2017
    Wednesday
    3:00pm CST

    Additional dates for this webinar include August 10th, October 24th & December 7th.

        

     


    JMFA Tracking Document Review Workshop

    In this workshop, program implementation experts work with participants one-on-one to review key components of individual program tracking documents and to identify specific areas for program improvement that can be implemented right away. The webinar is limited to five clients per session to allow ample time for questions and to demonstrate for each client in attendance the similarities and differences with other financial institutions in attendance.  This provided a unique learning environment and creates opportunities for networking and program solutions.

    Credit Unions

    July 18, 2017
    Tuesday
    9:00am CST

    July 18, 2017
    Tuesday
    1:00pm CST

    Banks

    July 18, 2017
    Tuesday
    11:00am CST

    July 18, 2017
    Tuesday
    3:00pm CST

    Tracking Review Workshop

    Banks

    September 14, 2017
    Thursday
    9:00am CST

    September 14, 2017
    Thursday
    1:00pm CST

    Credit Unions

    September 14, 2017
    Thursday
    11:00am CST

    September 14, 2017
    Thursday
    3:00pm CST

    Tracking Review Workshop

    Credit Unions

    November 9, 2017
    Thursday
    9:00am CST

    November 9, 2017
    Thursday
    1:00pm CST

    Banks

    November 9, 2017
    Thursday
    11:00am CST

    November 9, 2017
    Thursday
    3:00pm CST

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