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Get the most up-to-date compliance information and performance enhancement strategies to manage your overdraft program at a JMFA Academy Advanced Program Management session.

Held at our Houston training center, these two-day events are FREE to all JMFA OVERDRAFT PRIVILEGE® bank and credit union clients and are facilitated by seasoned program implementation and compliance experts.

You’ll have the rare opportunity to discuss real-world overdraft matters face-to-face, peer-to-peer among other financial industry professionals. CPE Credits are available.

JMFA Academy Advanced Program Management is ideal for:

  • Overdraft Privilege Managers
  • Collections Representatives
  • Senior Managers who oversee JMFA OVERDRAFT PRIVILEGE® program
  • Compliance Officers/Compliance Analysts
  • Risk Officers/Risk Management
  • Operations Officers
  • Retail Banking Directors

Key Learning Objectives

The JMFA Academy Advanced Program Management sessions focus on finding solutions to real-world challenges through expert insight and interactive group discussions. Learn More

Our Participants Have Spoken

Participants have expressed time and time again that this training session provides valuable insight for all levels of overdraft experience. More details

CPE Credits Available

Want to earn up to 9 CPE credits while attending this session? Learn More

Meet the Team

Our JMFA Academy facilitators possess a wealth of knowledge and years of experience. Click on each JMFA team member below to read more about the unique perspectives they bring to our training sessions.

The JMFA Academy Advanced Program Management sessions are free. Each attendee will be responsible for his or her own transportation and accommodations. Meals will be provided. Once registered, a confirmation email with hotel recommendations and other details will be provided.



    September 21 & 22 (M & T)
    October 19 & 20 (M & T)

  • Banks

    July 13 & 14 (M & T)
    November 2 & 3 (M & T)
    December 7 & 8 (M & T)

* Additional sessions may be added at a later date, so please check back later for updates.

** Cancellation Policy: Due to this program being offered free of charge, there will be no refunds issued. In the event of an unavoidable cancellation of the event, JMFA will notify registered participants via the contact information provided at registration.



For more information, to provide feedback or if you have questions, please contact Melanie Swift at 832-390-2192 or email her.