SESSIONS INCREASED TO TWO FULL DAYS IN RESPONSE TO PARTICIPANT INTEREST
It’s that time of year when we all take a look at ways to make the next 12 months more successful than the last. Did your New Year’s resolutions include creating better service experiences for your account holders and increasing revenue for your institution? What about ensuring that your programs and services are fully compliant to avoid regulatory scrutiny?
For JMFA clients, as you begin putting your strategies in place, make plans to attend a JMFA Academy event this year to ensure that your employees are up-to-speed with all of the information they need to keep your overdraft program working at maximum potential for your institution and your account holders. This FREE, Advanced Program Management training for JMFA OVERDRAFT PRIVILEGE® provides up to nine CPE credits for participants who are maintaining professional certifications.
Increase your knowledge and results
All JMFA Academy sessions are offered exclusively to JMFA Overdraft Privilege® clients at the company’s Houston corporate office. This off-site location allows participants to step away from their day-to-day duties and distractions to catch up on the latest compliance updates and strengthen their strategies for improving their program’s performance and service results. Plus, the session activities provide a great opportunity to interact with industry peers through one-on-one and small group discussions.
Learning Objectives Include:
• Regulatory compliance and best practices as they relate to overdraft privilege
• Improving efficiencies and results with Privilege Manager CRM® software
• Effectively using monthly tracking reports generated by Fast-Track
• Success factors for overall program management
• Key elements for improving program results, including the newly identified 8th key element of success
• Roundtable discussion on overcoming obstacles and idea sharing
Due to participant input in last year’s sessions, The Academy has been extended to two full days. “As participants hear the presentations and share their experiences with colleagues, they often realize that they have neglected to implement program resources that could greatly enhance their performance,” said Julie Gardner, JMFA special projects manager.
“By providing additional time for discussion of compliance expectations, effective program management recommendations and real-time success stories, participants will have more opportunity to familiarize themselves with the applications available to benefit their program going forward.”
“When you use certain software functions for a long time, you don’t think about all of the additional options that can facilitate your operations and improve your results. The group discussions and personalized attention from JMFA’s expert consultants during the Academy sessions highlighted some things we had forgotten and shed light on applications we didn’t realize were available through Privilege Manager CRM® software. Having this information will greatly benefit our program going forward.”
— Tricia Cross and Licia Martins, Navigant Credit Union
Who Should Attend?
JMFA Academy sessions are designed for all Overdraft Privilege Managers and Administrators, Collections Representatives and Senior Management who oversee the overdraft privilege program, Compliance Officers/Analysts, Risk Officers/Managers, Operations Officers and Retail Banking Directors.
Register today for one of the following 2018 two-day sessions:
• February 21 & 22 (W & Th)
• May 21 & 22 (M & T)
• September 10 & 11 (M & T)
• March 12 & 13 (M & T)
• July 23 & 24 (M & T)
• November 5 & 6 (M & T)
Registration is simple
Register now for the 2018 JMFA Academy, or contact Melanie Swift at (832) 390-2192 or Melanie.Swift@JMFA.com for additional information.
John M. Floyd & Associates is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org.