Key Learning Objectives

The JMFA Academy Advanced Program Management sessions focus on providing you with solutions to real-world overdraft program challenges through expert insight and interactive group discussions. We cover a wide range of overdraft program topics relating to management, compliance, reporting and account-holders to help you get the most out of your overdraft program. Participants will gain the knowledge and skills necessary to:

• Understand regulatory compliance and best practices related to overdraft privilege (Regulations DD and E)
• Identify key performance indicators of a successful overdraft program
• Use analytics and reporting capabilities to set realistic goals and improve problem-solving strategies
• Establish effective employee education initiatives for greater program understanding
• Implement the ABCs of a successful account holder communications strategy
• Avoid Unfair, Deceptive, or Abusive Acts or Practices (UDAAP) violations
• Prepare for successful regulatory exams

Participants will also have the opportunity to earn up to 9 CPE credits. Learn More

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