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CLIENT EVENTS

HELPING YOU TAKE YOUR PROGRAM TO THE NEXT LEVEL.

On-going training offers consistent results, confident staff and satisfied account holders. We are pleased to offer value-added programs and training events exclusively for our overdraft program clients. These training opportunities are great for both new staff to learn more about the service as well as refresher training as needed. Check out some of our upcoming events available both in-person and online which cover advanced program management, enhanced understanding of key reporting and tracking features, compliance issues and more.

JMFA Academy
In-Person Event: Advanced Program Management for Overdraft Privilege

for JMFA OVERDRAFT PRIVILEGE® Clients
This two-day event provides participants with additional knowledge and education for managing an overdraft program. Moreover, the in-person program format offers a setting for peer interaction and small group discussions for solutions to real-world challenges related to overdraft program management strategies, compliance and account holder-related topics.

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5-PART WEBINAR SERIES: KEY ASPECTS OF PRIVILEGE MANAGER CRM®

for JMFA OVERDRAFT PRIVILEGE® Clients
Whether you are a new user or are interested in additional training on key aspects of the software, you'll learn the ins and outs of Privilege Manager CRM® to help you further enhance your program results. From basic navigation and imports, to letter generation, calls, handling charge offs, and running reports–our weekly Wednesday webinar series will tackle these topics and more. We'll also  allow ample time for Q&A with our facilitators at the conclusion of each session.

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Webinar: Extended Coverage Workshop

for JMFA OVERDRAFT PRIVILEGE® Clients
This webinar is designed to help ensure your account holders have all the information needed to decide whether Extended Overdraft Privilege is right for them. Key discussion items include:

  • What is Regulation E and how does it pertains to Overdraft Privilege
  • Defining Extended Coverage and what it means to account holders
  • Compliance issues related discussing Extended Coverage with account holders
  • Helping account holders understand their overdraft protection options
  • Approaching account holders about Extended Coverage and overcoming objections
  • Explaining to account holders the impact of not accepting Extended Coverage
  • Understanding the impact of Unauthorized Overdrafts for your institution
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Webinar: Tracking Document Review Workshop

for JMFA OVERDRAFT PRIVILEGE® Clients
In this session, program implementation experts work with participants one-on-one to review key components of individual program tracking reports from Fast-Track. By the end of this workshop attendees will be able to identify specific areas for program improvement that can be implemented right away. Registration is limited for each session to allow ample time to address the various aspects of performance indicators, similarities and differences among industry peers and Q&A. The session provides a unique learning environment for improving program management.

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