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